Nvidia, Microsoft, Apple about to rock big tech ETF

21.06.24 18:36 Uhr

Werte in diesem Artikel
Aktien

216,35 EUR 2,35 EUR 1,10%

417,95 EUR 2,90 EUR 0,70%

118,42 EUR 0,70 EUR 0,59%

Indizes

PKT PKT

40.211,7 PKT 210,8 PKT 0,53%

20.386,9 PKT 55,4 PKT 0,27%

18.472,6 PKT 74,1 PKT 0,40%

2.736,0 PKT 10,2 PKT 0,37%

5.631,2 PKT 15,9 PKT 0,28%

Nvidia, Microsoft and Apple all jockeyed this week for the title of world’s most valuable company as investors bet big on the future of AI.The moves coincide as one of the biggest tech exchange-traded funds, State Street’s Technology Select Sector SPDR with assets near $80 billion, prepares for a monster rebalance.  "It is an anomalous event where you have three securities, a market capitalization greater than $3 trillion, all at the same time, all within one sector. That is unprecedented. Never happened before," Matthew Bartolini, head of SPDR Americas research at State Street Global Advisors, told FOX Business.   Nvidia on Tuesday unseated Microsoft as the world’s most valuable company for the first time, though ongoing volatility this week still has the two – and Apple – neck and neck. The chipmaker represents just under 6% of the XLK ETF, while Apple and Microsoft are over 21% each, according to the firm. After the rebalance, Nvidia will leapfrog Apple. "Right now, because the fund hasn't rebalanced, Apple is the second-largest security. So that means you have to rebalance and sell Apple shares to buy Nvidia shares," Bartolini said.The rebalancing will take place on Friday after the close of trading, with the fund’s changes visible on Monday. Nvidia has seen its shares skyrocket nearly 160% this year as it continues to lead the race for AI chips. Last quarter, it posted a record $26 billion in revenue, a 262% jump from the year-ago period. The company also completed its 10-for-1 stock split, which began trading on June 10, and it also boosted its quarterly dividend payout 150% to 10 cents per share.Constellation Research founder R "Ray" Wang is betting shares will top $200 this year."They are the dominant one in market share, competitors are barely catching up and of course their product roadmap, we are only seeing one-tenth of what they’re able to deliver, and they’ve made the GPU the standard in AI, and the growth numbers don’t lie," Wang said during an appearance on "Varney & Co." "If you look at sales, they are there, even if the P/E numbers are crazy, they are catching up with the sales numbers and, of course, they have a visionary founder."GET FOX BUSINESS ON THE GO BY CLICKING HERECEO Jensen Huang, whose signature look is a black leather jacket, has a cult following that is growing around the globe as the company fires on all cylinders. During a recent trip to Taiwan, his birth country, he got the rock star treatment.He even threw out ceremonial first pitches, including one before a game between the CTBC Brothers and Wei Chuan Dragons at Taipei Dome. Weiter zum vollständigen Artikel bei FOX Business

Ausgewählte Hebelprodukte auf Apple

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf Apple

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: FOX Business

Nachrichten zu NVIDIA Corp.

Analysen zu NVIDIA Corp.

DatumRatingAnalyst
08.07.2024NVIDIA BuyUBS AG
01.07.2024NVIDIA OutperformBernstein Research
24.06.2024NVIDIA BuyJefferies & Company Inc.
17.06.2024NVIDIA OutperformBernstein Research
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
08.07.2024NVIDIA BuyUBS AG
01.07.2024NVIDIA OutperformBernstein Research
24.06.2024NVIDIA BuyJefferies & Company Inc.
17.06.2024NVIDIA OutperformBernstein Research
04.06.2024NVIDIA OutperformBernstein Research
DatumRatingAnalyst
11.06.2024NVIDIA HaltenDZ BANK
23.05.2024NVIDIA HaltenDZ BANK
23.05.2024NVIDIA HoldDeutsche Bank AG
24.08.2023NVIDIA HoldDeutsche Bank AG
29.01.2019NVIDIA UnderperformNeedham & Company, LLC
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für NVIDIA Corp. nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"