SPDR S&P 500 ETF Trust ( $SPY ) has risen by 2.73% in the past week. It has experienced a 5-day net inflow of $104.52 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:
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Forget margin or options. Here's how the pros trade SPY- Nvidia Corporation remains at the center of the AI boom, with Goldman Sachs reiterating a Buy rating and a $250 target, arguing the stock trades below past valuations despite dominance in GPUs and rising demand for Blackwell and Grace Blackwell platforms. Analysts see Agentic AI and broader enterprise adoption driving a potential earnings beat on May 20, with Street forecasts pointing to triple‑digit profit growth and over 30% upside for the shares.
- Apple Inc is being recast as a major AI winner, after Wedbush’s Daniel Ives lifted his price target to a Street‑high $400 and highlighted Apple Intelligence as the start of a services‑led AI supercycle. Investors are also watching a newly formalized chip‑making deal with Intel, which should ease supply bottlenecks in iPhones and Macs and support plans for an AI‑centric iPhone redesign, even as the broader Street stays more cautious with single‑digit implied upside.
- Microsoft faced a bout of profit‑taking as hedge fund TCI slashed its $8 billion stake on fears that AI could disrupt Office and Azure, and other funds trimmed positions, pushing the stock modestly lower. Yet analysts remain firmly in the bull camp, calling Microsoft one of the most attractive AI plays with a Strong Buy consensus and roughly 34% upside, as strong cloud and AI revenue growth offsets concerns over legacy Windows code and evolving competition.