VVSM.DE is trading at €97.61 (+3.11%) as AI optimism lifts semiconductor stocks.

  • Anthropic’s second-quarter revenue exceeded $11.5 billion, strengthening AI optimism; NVIDIA also rose on developments easing concerns about AI data-center financing.
  • The move appears sector-driven rather than macro-driven, with no major U.S. economic release scheduled for August 17.
  • VVSM.DE’s substantial NVIDIA, Micron, AMD, and Intel exposures amplify semiconductor momentum.