$NVIDIA(NVDA)$  $NVIDIA(NVDA)$  There's been a record $7.1 billion inflow into U.S. semiconductor ETFs recently, with investor focus on AI-related chip stocks like Nvidia. The iShares Semiconductor ETF alone pulled in $5.4 billion. This seems to reflect some confidence in long-term AI infrastructure demand, which could be supporting Nvidia's stock.

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