SMH.MI is trading at €101.33, up 3.07%, as renewed optimism about AI infrastructure spending lifted semiconductor shares. - Anthropic’s IPO prospectus reportedly projected $518 billion in cloud, computing and infrastructure obligations over the coming year. - ASML, ASM International and BE Semiconductor Industries were among the gainers. - European markets advanced with technology leading, while rising oil prices and elevated bond yields limited gains, pointing to a semiconductor-sector rally rather than a broad-market surge.