Invesco PHLX Semiconductor ETF is trading 4.8% up today as investors bid up AI-exposed chipmakers and broader growth technology names.

  • The move is driven by renewed AI semiconductor optimism and headlines surrounding NVIDIA’s new RTX Spark superchip.
  • Key data-center and AI infrastructure names like Marvell and HPE are experiencing a powerful rally.
  • Slightly lower Treasury yields are providing additional support for high-growth tech valuations across the sector.