AI Boom Bolsters NVIDIA's Q1 Growth: ETFs to Tap

Zacks05-23

NVIDIA NVDA reported blockbuster first-quarter fiscal 2025 results, once again fueling broad optimism in the stock market. It topped both earnings and revenue estimates and offered a bullish revenue ...

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It topped both earnings and revenue estimates and offered a bullish revenue ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-boom-bolsters-nvidias-q1-133000867.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SMH","symbol_name":"半导体指数ETF-HOLDRs","start_time":0,"source_url":"https://finance.yahoo.com/news/ai-boom-bolsters-nvidias-q1-133000867.html","article_id":"2437501769","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/vB4XZ0bm97F9FBwjydu8KQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/b40efcbfab527ad36d9e9706df6ddabb"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2437501769","pubTimestamp":1716471000,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"NVIDIA NVDA reported blockbuster first-quarter fiscal 2025 results, once again fueling broad optimism in the stock market. 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These are Strive U.S. Semiconductor ETF SHOC, VanEck Vectors Semiconductor ETF SMH, Grizzle Growth ETF DARP, TrueShares Technology, AI and Deep Learning ETF LRNZ and Invesco PHLX Semiconductor ETF SOXQ.","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SMH":"半导体指数ETF-HOLDRs","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SOXQ":"Invesco PHLX Semiconductor ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4549":"软银资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NVDA":"英伟达","BK4548":"巴美列捷福持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","LRNZ":"TrueShares Technology, AI & Deep Learning ETF","BK4554":"元宇宙及AR概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","LU0080751232.USD":"富达环球多元动力基金A","SHOC":"Strive U.S. Semiconductor ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","DARP":"GRIZZLE GROWTH ETF","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4567":"ESG概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4535":"淡马锡持仓","BK4527":"明星科技股","FDN":"First Trust Dow Jones Internet I","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","SOXL":"三倍做多半导体ETF-Direxion Daily","BK4543":"AI","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"translate_title":"人工智能热潮支撑英伟达Q1增长：ETF待开发","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOXQ":1,"SMH":1,"SHOC":1,"LRNZ":1,"DARP":1,"NVDA":0.9,"FDN":0.9,"SOXL":0.67},"content_text":"NVIDIA NVDA reported blockbuster first-quarter fiscal 2025 results, once again fueling broad optimism in the stock market. It topped both earnings and revenue estimates and offered a bullish revenue outlook for the current quarter, thanks to the solid demand for its artificial intelligence (AI)-enabled GPU chips.NVIDIA shares jumped as much as 7.8% in after-market trading on blowout results and surpassed the $1,000 level for the first time ever. Investors can tap the robust growth with the help of ETFs having the largest allocation to NVIDIA. These are Strive U.S. Semiconductor ETF SHOC, VanEck Vectors Semiconductor ETF SMH, Grizzle Growth ETF DARP, TrueShares Technology, AI and Deep Learning ETF LRNZ and Invesco PHLX Semiconductor ETF SOXQ.\nNVIDIA Earnings in Focus\nEarnings per share came in at $6.12, easily surpassing the Zacks Consensus Estimate of $5.49 and up a staggering 461% from the year-ago quarter. Revenues surged 262% year over year to a record $26.04 billion and edged past the consensus mark of $24.33 billion.The blockbuster results were driven by incredible demand for NVIDIA’s electric circuits, known as graphics processing units (GPUs), and data centers. Data Center revenues jumped 427% year over year to a record $22.6 billion, buoyed by strong and accelerating demand for generative AI training and inference on the Hopper platform (read: Tech ETFs on a Roll Ahead of NVIDIA Earnings).NVIDIA has been at the forefront of technology companies' race to build AI into their products and services. NVIDIA founder and CEO Jensen Huang said, “The next industrial revolution has begun — companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center — AI factories — to produce a new commodity: artificial intelligence.”For the second quarter of fiscal 2025, the graphics chipmaker expects revenues of around $28 billion, plus or minus 2%. This is higher than the Zacks Consensus Estimate of $26.24 billion. The world’s largest chipmaker continues to expect strong sales even as customers await its next-generation GPU chip, Blackwell, set to be released in the second half of the year.To tap the booming AI demand, NVIDIA announced a 10-to-1 stock split, effective Jun 7. The move will make the stock more accessible to investors and employees and attract individual investors who make small trades. This is because a stock split creates more shares of a company without changing the underlying dollar value of any single investor's holdings. By increasing the number of shares available, the company can attract new investors who might otherwise not be able to afford a single share at a high price.The AI chipmaker also boosted its quarterly dividend by 150% to 10 cents per share from 4 cents per share. The new dividend will be paid out on Jun 28 to shareholders as of Jun 11 (read: Rate Cut or No Rate Cut, Dividend ETFs You Should Buy).\nETFs to Tap\nLet’s delve into each ETF below:Strive U.S. Semiconductor ETF (SHOC)Strive U.S. Semiconductor ETF seeks broad market exposure to the U.S. semiconductor sector. It follows the Bloomberg US Listed Semiconductors Select Total Return Index and holds 32 stocks in its basket, with NVIDIA accounting for the top firm at 27% (read: What You Need to Know About NVIDIA ETFs Ahead of Earnings).Strive U.S. Semiconductor ETF has AUM of $65.3 million and charges 40 bps in annual fees. It trades in a volume of 13,000 shares per day on average and has a Zacks ETF Rank #2 (Buy).VanEck Vectors Semiconductor ETF (SMH)VanEck Vectors Semiconductor ETF offers exposure to companies involved in semiconductor production and equipment. It follows the MVIS US Listed Semiconductor 25 Index, which tracks the most liquid companies in the industry based on market capitalization and trading volume. VanEck Vectors Semiconductor ETF holds 26 stocks in its basket, with NVIDIA occupying the top position at 20.8%.  VanEck Vectors Semiconductor ETF has managed assets worth $20 billion and charges 35 bps in annual fees and expenses. SMH has a Zacks ETF Rank #1 (Strong Buy) with a High risk outlook.Grizzle Growth ETF (DARP)Grizzle Growth ETF is an actively managed ETF that seeks long-term capital appreciation through companies focused on growth, innovation and disruption. It seeks to identify future leaders in key growth themes, including Digitization and Cloud Computing, Future Media and Entertainment, Health and Wellness, and Sustainability and Energy Transition. Grizzle Growth ETF holds 41 stocks in its basket, with NVIDIA occupying the top position at 19.8% of assets.Grizzle Growth ETF has accumulated $13.7 million in its asset base and charges 75 bps in annual fees.  TrueShares Technology, AI and Deep Learning ETF (LRNZ)TrueShares Technology, AI and Deep Learning ETF is an actively managed fund targeting companies that are significantly involved in the application of high levels of artificial intelligence. It holds 24 stocks in its basket, with NVIDIA taking the top spot at 13.7% share.LRNZ has amassed $41.3 million in its asset base and trades in an average daily volume of 9,000 shares. It charges 69 bps in fees per year.Invesco PHLX Semiconductor ETF (SOXQ)Invesco PHLX Semiconductor ETF offers exposure to the largest U.S.-listed securities of companies engaged in the semiconductor business. It tracks the PHLX Semiconductor Sector Index, holding 30 stocks in its basket. NVIDIA occupies the top position with a 13.4% share in the basket.Invesco PHLX Semiconductor ETF has accumulated $401.8 million in its asset base. It charges 19 bps in annual fees and trades in an average daily volume of 205,000 shares. Invesco PHLX Semiconductor ETF has a Zacks ETF Rank #1.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nVanEck Semiconductor ETF (SMH): ETF Research Reports\nTrueShares Technology, AI and Deep Learning ETF (LRNZ): ETF Research Reports\nInvesco PHLX Semiconductor ETF (SOXQ): ETF Research Reports\nStrive U.S. Semiconductor ETF (SHOC): ETF Research Reports\nGrizzle Growth ETF (DARP): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.26.4","shortVersion":"4.26.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2437501769"}