EUV is trading at $27.80, up 3.53%, as AI-sector optimism follows Anthropic's reported projection of roughly $190 billion–$200 billion in 2028 revenue.

  • Semiconductor shares rebounded, with Applied Materials up 4.98% and the broader semiconductor ETF gaining approximately 2%.
  • Softer inflation and weak July retail sales reduced expectations for a September Fed rate hike, supporting growth-oriented technology valuations.