🟢 Semiconductor ETF (VVSM.DE) is trading 3% up after AI infrastructure earnings

VVSM.DE is trading at €95.82, up 3.03%, driven by AI infrastructure earnings and easing inflation concerns.

• CoreWeave surged over 18% after raising forecasts on strong Nvidia-powered AI infrastructure demand; Super Micro Computer rallied on strong results and guidance.
• July CPI matched expectations at 3.4% year over year and 2.5% core, easing immediate rate-hike concerns and supporting growth-stock valuations.
• Relevant major holdings include Nvidia, AMD, Broadcom, TSMC, and Micron.