🔴 NVHE.TO is trading 3.43% down today on a broad tech selloff and AI buildout concerns

NVHE.TO is trading at CA$12.94 (-3.43%) as a broad technology selloff and concerns over AI infrastructure costs weigh on growth-oriented assets.

• Semiconductor stocks are facing pressure after TSMC increased its capex outlook, raising questions about the long-term durability and expense of the global AI buildout.
• The fund’s NVIDIA-linked exposure remains highly sensitive to shifts in AI sentiment, exacerbated by a weaker U.S. market tone and rising geopolitical risks.