VVSM.DE is trading 3.2% up today as investors rotate back into chip and AI-related names following strong mega-cap tech earnings, particularly from Microsoft, and cooler U.S. inflation data.
- The move reflects a broader rebound in semiconductor stocks after a recent sector selloff driven by concerns over heavy AI capital expenditure and geopolitical volatility.
- Risk sentiment is improving across the tech sector, with Nasdaq futures leading gains as investors move past previous concerns regarding Meta's spending and Middle East tensions.