CHAT is trading 2% up today as investors continue favoring AI infrastructure and semiconductor exposure.

  • NVIDIA’s plan to mobilize more than $500 billion in financing supports confidence in sustained data-center demand.
  • Strong AI-related results from CoreWeave and Super Micro Computer reinforce the theme.
  • The Nasdaq is up 0.49%, Treasury yields are easing slightly, and July CPI reduced expectations for a near-term Federal Reserve rate hike.