SPLG and KTUP Experience Significant Inflows in ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 23 2025
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
ETF Inflows: The KTUP ETF experienced the largest increase in inflows, adding 40,000 units, which represents a 40.0% rise in outstanding units.
Video Content: A video segment discusses the significant inflows into the SPLG and KTUP ETFs.
Author's Perspective: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Market Trends: The article highlights trends in ETF investments, particularly focusing on the KTUP ETF's performance.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 198.480
Low
200.00
Averages
264.97
High
352.00
Current: 198.480
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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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- Surge in Cloud Spending: The four companies collectively plan to increase capital expenditures by over $600 billion in 2026, primarily to meet the surging demand for AI, with Microsoft Azure reporting a 39% year-over-year growth and AI annual recurring revenue increasing over 100%.
- Low Consumer Confidence: The University of Michigan's consumer confidence index indicates that consumer sentiment is at an all-time low, with all income and education levels showing pessimism, which could impact future consumer spending, particularly against a backdrop of high inflation and rising gas prices.
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- Phased Project Implementation: Digi Power X will construct the data center on land it already owns, with 15 megawatts of capacity expected to come online by mid-December and the remaining 25 megawatts by the end of Q1 next year, ensuring smooth project rollout and long-term revenue generation.
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- Earnings Performance: Alphabet, Amazon, Microsoft, and Meta all reported earnings that exceeded analyst expectations, with Alphabet's cloud revenue growing 63% year-over-year, indicating strong market demand; however, market reactions varied significantly, with Alphabet's stock rising 6% while Meta fell 10%.
- Surge in Cloud Spending: The four companies collectively plan to increase capital expenditures by over $600 billion in 2026, primarily to meet the surging demand for AI, with Microsoft Azure reporting a 39% year-over-year growth and AI annual recurring revenue increasing over 100%.
- Low Consumer Confidence: The University of Michigan's consumer confidence index indicates that consumer sentiment is at an all-time low, with all income and education levels showing pessimism, which could impact future consumer spending, particularly against a backdrop of high inflation and rising gas prices.
- Investment Opportunities in AI Infrastructure: Despite challenges from rising component prices, investors can find opportunities in downstream companies involved in AI computing and infrastructure development, which are expected to benefit from this rapid growth trend.
See More
Easing Middle East Tensions Boost Market Sentiment
- Market Sentiment Rebound: Signals of easing tensions in the Middle East have buoyed investor sentiment, leading to a rise in U.S. stock futures, with the S&P 500, Dow, and Russell 2000 futures up 0.3% and Nasdaq futures gaining 0.7%, reflecting optimism about future economic recovery.
- AMD Earnings Surge: AMD reported a blockbuster earnings forecast with a projected $11.2 billion in Q2 revenue, significantly higher than last year, causing its stock to jump 19% in pre-market trading and reigniting interest in AI-related stocks, indicating strong market focus on tech equities.
- Job Data Anticipation: Investors are keenly awaiting the upcoming ADP Private Payrolls report, which will provide insights into the health of the labor market ahead of Friday's official jobs report, potentially influencing market trends.
- Legal Resolution for Apple: Apple has settled a $250 million lawsuit concerning delays in Siri AI features, removing a legal hurdle for its software roadmap, which is expected to enhance investor confidence in Apple's future development.
See More
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- Massive Deal Size: Digi Power X's colocation AI data center agreement with Cerebras Systems is valued at up to $2.5 billion, expected to generate $1.1 billion in revenue over the next decade, further solidifying its position among top-tier data center operators.
- Strong Stock Surge: Following the announcement, Digi Power X's shares surged over 29% on Tuesday and gained more than 8% in premarket trading on Wednesday, reflecting strong market optimism and a five-day rally that underscores investor confidence in the deal.
- Debt-Free Advantage: Despite the significant stock price increase, investors on Stocktwits discussed the company's substantial undervaluation relative to its debt-free balance sheet and the new billion-dollar contract, indicating a disconnect in market perception of its growth potential.
- Phased Project Implementation: Digi Power X will construct the data center on land it already owns, with 15 megawatts of capacity expected to come online by mid-December and the remaining 25 megawatts by the end of Q1 next year, ensuring smooth project rollout and long-term revenue generation.
See More
Nvidia Surpasses $4.8 Trillion Market Cap
- Market Capitalization Growth: Nvidia currently boasts a market cap exceeding $4.8 trillion, having briefly surpassed $5.2 trillion in April, reflecting its strong leadership in the semiconductor industry despite market fluctuations.
- Earnings Expectations: The upcoming Q1 earnings report on May 20 is anticipated to show $78.8 billion in revenue, a 78.6% year-over-year increase, and $1.77 in earnings per share, up 118.5% year-over-year, further solidifying its market position.
- Stock Price Volatility: Despite a 73% increase in stock price over the past year, Nvidia's shares have declined after 7 out of the last 10 earnings reports, indicating cautious market reactions to its earnings announcements.
- Investment Strategy: Given historical performance, investors may prefer to wait until after the May 20 earnings report to buy shares, potentially capitalizing on a price dip following the announcement.
See More
Alphabet's AI Business Growth Signals Industry Shift
- Market Position Shift: As of 2023, Nvidia's market cap has reached $5 trillion, making it the largest public company in the U.S., while Alphabet's market cap is approximately $4.7 trillion, narrowing the gap to about $150 billion, indicating heightened market focus and intensifying competition in the AI sector.
- Cloud Service Growth: Alphabet's first-quarter report reveals a 63% sales growth for Google Cloud, which not only highlights its strong performance in AI applications but also has the potential to enhance overall profitability, further solidifying its leadership in the cloud computing market.
- Evolving Competitive Landscape: While Nvidia dominates the GPU market, its customers are developing AI chips that could impact its future pricing power and market share, reflecting the complexity and potential risks of competition within the industry.
- Investor Sentiment Shift: Despite Alphabet's significant potential in AI applications, history shows that new technologies often experience bubble bursts, prompting investors to cautiously assess the actual optimization capabilities of AI technologies to avoid overly optimistic investment decisions.
See More
Dividend ETFs: A New Choice for Retirement Investment
- Wealth Building through Dividend ETFs: Dividend ETFs build wealth through share price growth and dividend income, with dividends accounting for 34% of the S&P 500's total return since 1940, highlighting their significance in long-term investments.
- Risk Reduction Investment Choice: Dividend-paying companies are typically mature and conservative, capable of maintaining financial stability across various economic environments, thus providing a good balance of risk and return for retirement savers.
- Top Three Recommended ETFs: The recommended dividend ETFs include Schwab U.S. Dividend Equity ETF (SCHD), iShares Core High Dividend ETF (HDV), and WisdomTree U.S. Quality Dividend Growth ETF (DGRW), all of which incorporate quality screening to ensure investments in financially healthy companies.
- Market Performance and Investment Strategy: In 2022, dividend stocks and ETFs performed well when tech stocks plummeted, demonstrating their advantage in principal preservation, making them suitable for investors looking to grow wealth by retirement.
See More
