Fidelity MSCI Information Technology Index ETF is trading at $295.09, up 2%, as NVIDIA’s entry into the Windows PC market with advanced 3nm AI-capable chips fuels renewed enthusiasm for semiconductors and AI infrastructure.

  • The ETF is notably outperforming broader indices, reflecting a concentrated rotation back into large-cap U.S. technology and primary AI beneficiaries.
  • Positive sentiment is further supported by recent tech leadership, including Dell’s sharp post-earnings rally and sustained demand for AI-driven cloud and computing power.