QTUM is trading 1.75% up today as the semiconductor sector rallies on news of a potential $50 billion H200 AI chip deal between NVIDIA and China.

  • NVIDIA shares rose 2% following reports that CEO Jensen Huang is joining a presidential delegation to negotiate the massive supply agreement.
  • The move is lifting AI-focused funds, with QTUM benefiting from its concentrated 54.2% exposure to the information technology sector.
  • The tech-heavy Nasdaq is outperforming the broader market with a 1.11% gain, driven by renewed optimism in the chip industry.