SPDR S&P 500 ETF Trust ( $SPY ) has risen by 0.74% in the past week. It has experienced a 5-day net inflow of $1.78 billion.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:
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New trading tool for SPY bulls- Nvidia Corporation has reclaimed its position as the world’s most valuable listed company, with its market value back above $5 trillion after a sharp rally, capping a near‑1,200% gain over five years on booming demand for its AI data‑center chips. Wall Street still rates the stock a Strong Buy with around 31% implied upside, though some big investors are hedging with long‑dated puts as competition and customer chip in‑house efforts slowly emerge.
- Apple Inc enters earnings with bullish analyst sentiment, as TD Cowen expects over 15% revenue growth in the March quarter and about 10% growth guidance for June, driven by a strong iPhone 17 cycle and the new MacBook Neo. Multiple firms, including CFRA and Baird, maintain Buy ratings and price targets near $300–$325, while the broader Street pegs Apple as a Moderate Buy with roughly 10% upside and is watching AI‑enhanced Siri and margin management closely.
- Microsoft is drawing fresh interest after a roughly 12% pullback in 2026, with Michael Burry taking a new long position even as he hedges expensive AI chip names like Nvidia via long‑dated puts. Analysts remain overwhelmingly positive, highlighting Microsoft’s ability to monetize OpenAI and Anthropic through Azure and Copilot, calling it a top AI winner with Strong Buy consensus, price‑target upside of about 35%–55%, and additional support from inclusion in high‑yield ETFs that tap Nasdaq heavyweights.