VanEck Semiconductor ETF is trading 5% up today as the semiconductor sector recovers from last week's Broadcom-led selloff, driven by robust AI infrastructure spending and renewed investor risk appetite.
- Marvell’s S&P 500 inclusion and Broadcom’s recovery are boosting sentiment, leading to a rotation back into high-beta AI and semiconductor names.
- Easing Middle East tensions and a broader lift in growth stocks are supporting the rally alongside the Nasdaq.
- The rebound follows a period of macro-driven tech weakness, with investors now driving the sector sharply higher alongside the broader market.