Nvidia's $5 Trillion Achievement Makes AI ETFs Highly Sought After
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Should l Buy NOK?
Source: Benzinga
NVIDIA's Historic Milestone: NVIDIA Corp. has become the first company to surpass a $5 trillion market cap, driven by strong demand for AI and semiconductor technology, leading to a surge in semiconductor ETFs.
ETF Performance: ETFs heavily invested in NVIDIA, such as the VanEck Semiconductor ETF and Strive U.S. Semiconductor ETF, have seen significant gains as investors respond to the company's growth and AI infrastructure demand.
Collaborations and Innovations: NVIDIA's recent announcements, including partnerships for AI supercomputers and autonomous vehicles, have contributed to its stock rally and indicate a long-term boom in the semiconductor industry.
Potential Trade Benefits: A thaw in U.S.-China trade relations could enhance NVIDIA's market access, further boosting its earnings outlook and the performance of associated semiconductor ETFs.
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Analyst Views on NOK
Wall Street analysts forecast NOK stock price to fall
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 13.140
Low
6.50
Averages
7.36
High
8.50
Current: 13.140
Low
6.50
Averages
7.36
High
8.50
About NOK
Nokia Oyj is a Finland-based company engaged in the network and Internet protocol (IP) infrastructure, software, and related services market. The Company's businesses include Nokia Networks and Nokia Technologies. The Company's segments include Ultra Broadband Networks, IP Networks and Applications, and Nokia Technologies. The Ultra Broadband Networks segment comprises Mobile Networks and Fixed Networks operating segments. The IP Networks and Applications segment comprises IP/Optical Networks and Applications & Analytics operating segments. The Applications & Analytics operating segment offers software solutions spanning customer experience management, network operations and management, communications and collaboration, policy and charging, as well as Cloud, Internet of things (IoT), security, and analytics platforms that enable digital services providers and enterprises to accelerate and optimize their customer experience. The Company has Comptel Oyj among its subsidiaries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Price Pullback: Nokia shares fell 1.39% on Monday to close at $13.12, marking the end of a seven-session winning streak, indicating a short-term market correction.
- Strong Performance: Despite the pullback, Nokia's stock surged nearly 35% over the past seven sessions, significantly outperforming the S&P 500's 1.3% gain, showcasing its robust market performance.
- Analyst Ratings: Seeking Alpha analyst Chris Lauma maintains a Buy rating on Nokia, citing strong momentum bolstered by Nvidia's $1 billion investment in AI-driven 6G platforms, reflecting market confidence in its future growth.
- Growth Expectations: Nokia anticipates network infrastructure sales to grow at a CAGR of 12%-14% through 2028, with optical networks projected to expand by 18%-20%, which will enhance the company's profitability.
See More
European Markets Open Higher Amid Trade Tensions
- Market Opening Performance: European markets opened the new trading week slightly higher, with the pan-European Stoxx 600 index up 0.1%, indicating investors' ongoing attention to developments in the Middle East and potential transatlantic trade tensions.
- Sector Performance Divergence: The telecom sector led gains with a 1.2% increase, while automakers fell 1.6% due to President Trump's plan to raise tariffs, highlighting significant disparities across industries.
- Nokia's Stock Surge: Nokia's shares jumped 7% in early trading, bringing its year-to-date gains to over 100%, following Inseego's announcement to acquire its fixed wireless access business, reflecting positive market sentiment towards the deal.
- Oil Prices Decline: Brent crude prices edged down 0.8% to $107.38 per barrel, while West Texas Intermediate fell 0.84% to $101.10, indicating market concerns over global supply chain risks.
See More
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- Market Performance: The NASDAQ 100 Pre-Market Indicator rose by 193.06 points to 27,380.05, indicating investor optimism that could drive positive performance in upcoming trading sessions.
- Active Stocks: ProShares UltraPro QQQ (TQQQ) increased by $1.29 to $63.15 with a trading volume of 6,089,953 shares, representing a 150.99% rise from its 52-week low, highlighting strong investor interest in tech stocks.
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- Short-Term Trading Insights: Xerox Holdings Corporation (XRX) rose by $0.6187 to $2.19 with a trading volume of 5,536,250 shares, and the days to cover stands at 11.13, indicating heightened market attention and liquidity for the stock.
See More
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- Price Dip: Nokia's shares fell over 2% in Thursday's premarket trading, pausing a 27% rally since last week's earnings report, indicating profit-taking by investors despite strong performance.
- Strong Earnings: The company reported first-quarter comparable sales in line with expectations and profits exceeding forecasts, raising its revenue growth target for the network infrastructure segment to 12%-14%, reflecting robust demand for AI networking products.
- Analyst Upgrades: A series of analysts, including Barclays, Morgan Stanley, and JPMorgan, have raised their price targets in the past week, with 11 out of 23 analysts currently rating the stock as 'Buy', indicating optimism about its future performance.
- Positive Market Sentiment: Retail sentiment for Nokia on Stocktwits remains in the 'extremely bullish' zone, with many traders believing the rally is just beginning, showcasing confidence in the company's growth potential.
See More
Barclays Raises Nokia Price Target to 8 Euros Amid AI Boom
- Price Target Increase: Barclays raised Nokia's price target from €5.20 to €8 while maintaining an 'Underweight' rating, indicating concerns over high valuations; however, analysts noted strong momentum in Nokia's intellectual property and optical sectors that could drive future growth.
- Strong Stock Performance: Nokia's shares surged 10.4% on Thursday, marking the fifth consecutive day of gains, reflecting analysts' and investors' confidence in the company's network tools playing an increasingly vital role in the ongoing AI boom, suggesting a positive outlook for its future performance.
- Growth in AI and Cloud Revenue: Nokia anticipates nearly 50% growth in AI and cloud revenue by 2026, shifting focus from traditional 5G to AI-native 6G and AI-RAN, indicating the company's proactive adaptation to market changes and its pursuit of emerging opportunities.
- Optimistic Retail Sentiment: Retail sentiment on Stocktwits is deemed 'extremely bullish' with very high message volumes, as investors are encouraged to invest in Nokia after missing out on NVDA or AMD's recent bull runs, reflecting strong market confidence in its future performance.
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