SPLG and OKLL Experience Significant Inflows in ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 26 2025
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
ETF Inflows: The Defiance Daily Target 2x Long OKLO ETF saw the largest increase in inflows, adding 790,000 units.
Percentage Increase: This represents a significant 40.0% increase in outstanding units for the ETF.
Video Content: There is a video segment discussing other ETFs, specifically SPLG and OKLL, related to big inflows.
Author's Opinion Disclaimer: The views expressed are those of the author and do not necessarily reflect Nasdaq, Inc.'s opinions.
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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: 196.510
Low
200.00
Averages
264.97
High
352.00
Current: 196.510
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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- Insatiable GPU Demand: Nvidia's graphics processing units (GPUs) are in high demand, having expanded from gaming to applications in engineering simulations, drug discovery, and cryptocurrency mining, with AI being the largest use case yet to reach peak demand.
- Strong Capital Expenditure Outlook: Nvidia anticipates global data center capital expenditures could rise to $3 trillion to $4 trillion by 2030, representing significant growth potential, positioning Nvidia as a primary beneficiary in this expanding market.
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See More
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- AI Market Potential: 2023 marks the unofficial start of the AI boom, with Nvidia's stock soaring over 1,100% since then, and projections indicate continued AI spending growth, leaving ample room for further stock appreciation before a potential slowdown in 2030.
- Insatiable GPU Demand: Nvidia's graphics processing units (GPUs) are in high demand, having expanded from gaming to applications in engineering simulations, drug discovery, and cryptocurrency mining, with AI being the largest use case yet to reach peak demand.
- Strong Capital Expenditure Outlook: Nvidia anticipates global data center capital expenditures could rise to $3 trillion to $4 trillion by 2030, representing significant growth potential, positioning Nvidia as a primary beneficiary in this expanding market.
- Impressive Financial Performance: Nvidia achieved a remarkable 73% growth in the last quarter, with revenue projections of 79% and 85% growth for the next two quarters, and despite a seemingly high P/E ratio, the stock is viewed as a bargain considering its future growth potential.
See More
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- Acquisition Risk Alert: Senator Warren expressed concerns in a letter to the Defense and Energy Secretaries that Nvidia's acquisition of SchedMD could pose national security risks, particularly due to the Department of Energy and Department of Defense's reliance on SchedMD's workload management software, Slurm.
- Software Dependency Issues: Slurm is recognized as the top software used globally in aerospace and defense, and Nvidia's acquisition transforms this once open-source software into a proprietary product, potentially reducing competition and impacting the operation of government supercomputers.
- Government Dependency Inquiry: Senator Warren requested information on which DOE and DOD systems rely on Nvidia's software or hardware, with a deadline for responses set for May 5, highlighting concerns over the extent of government dependency on Nvidia.
- Nvidia's Response: An Nvidia spokesperson stated that Slurm will continue to be developed and distributed as open-source software, emphasizing their commitment to openness and ongoing enhancements for customers, despite the acquisition raising competition concerns.
See More
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- Significant Profit Increase: TSMC reported a net income of NT$572.48 billion for Q1, reflecting a 58% year-on-year increase that surpassed market expectations, driven by robust demand for AI chips.
- Record Revenue: The company's revenue reached NT$1.134 trillion (approximately $35 billion), exceeding the expected NT$1.127 trillion, marking the fourth consecutive quarter of record revenue and highlighting its strong performance in the semiconductor market.
- Advanced Chips' Major Contribution: Approximately 75% of total wafer revenue came from advanced chips sized 7 nanometers or smaller, underscoring TSMC's dominance in the high-end market, particularly with major clients like Nvidia and AMD.
- Rising Capital Expenditure Expectations: TSMC anticipates a 37% increase in capital spending for 2023, projecting between $52 billion and $56 billion, indicating strong confidence in sustained demand growth and further solidifying its market leadership.
See More
BIRD's Surprising Shift to AI Infrastructure
- BIRD's Strategic Shift: Allbirds (BIRD) announced a pivot towards GPU-as-a-Service and AI cloud infrastructure, planning to raise up to $50 million through a convertible financing facility to support this transition, despite market uncertainties surrounding its future.
- Intel Price Target Increase: Susquehanna raised Intel's (INTC) price target from $45 to $65, primarily based on strong expectations for server CPU demand and slightly better anticipated results ahead of its upcoming Q1 earnings report, indicating growing market confidence in its manufacturing turnaround.
- MRVL's Sustained Growth: Marvell Technology (MRVL) saw its stock rise for the sixth consecutive trading day, driven by demand in data-center AI networking and ASICs, with Oppenheimer raising its price target from $150 to $170 while maintaining an 'Outperform' rating, reflecting optimism about its future growth prospects.
- Retail Investor Sentiment: On Stocktwits, retail sentiment for BIRD and INTC was extremely bullish with high message volume, while MRVL maintained a bullish outlook, indicating strong investor interest in tech sectors like AI, semiconductors, and cloud infrastructure, with 62% of respondents eager to invest in these areas.
See More
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- Alphabet's Leadership: Alphabet has made significant strides in generative AI, seamlessly integrating it into Google Search, and is poised to leverage quantum computing, which is expected to break cryptocurrency wallet passwords in minutes by 2029, solidifying its leadership in both AI and quantum fields.
- Microsoft's Cloud Strategy: Microsoft is developing in-house quantum capabilities with plans to rent this technology through its Azure cloud division; despite its stock being down over 30% from its all-time high, it remains a neutral investment choice in the AI and quantum sectors.
- Nvidia's Hybrid Computing Vision: Nvidia believes that quantum computing will work alongside traditional GPUs, having developed NVQLink to connect quantum computers to existing networks, ensuring its product ecosystem remains central to future computing applications.
- Future Investment Opportunities: As quantum computing matures, Alphabet, Microsoft, and Nvidia are preparing for the upcoming technological revolution, providing investors with opportunities for long-term growth at the intersection of AI and quantum computing.
See More
The Future of Quantum Computing and AI
- Quantum Computing Breakthrough: Alphabet announced that its quantum computing technology is expected to break cryptocurrency wallet passwords in minutes by 2029, showcasing rapid advancements that could significantly impact security.
- Cloud Computing Potential: Alphabet plans to rent out its quantum computing capabilities through cloud services, which will greatly enhance its cloud computing business and provide AI developers with unprecedented computing power, driving future growth.
- Microsoft's Challenges: While Microsoft is also developing quantum technology, its stock has fallen over 30% from its all-time high, indicating market concerns about its future; however, this presents a relatively low entry point for investors.
- Nvidia's Adaptive Strategy: Nvidia believes that quantum computing will be used in conjunction with traditional GPUs, having developed NVQLink technology to connect quantum computers with existing networks, ensuring its products remain central in future computing environments.
See More
