The Vanguard Morningstar Large Cap ETF (VV) provides broad exposure to large U.S. companies but is heavily concentrated in technology and mega-cap stocks, with its top 10 holdings making up 38.1% of assets. Notably, Nvidia, Apple, and Microsoft alone represent 20.8% of the fund. Despite a strong recovery expected in 2026, VV trades at a 24.7% valuation premium compared to mid-cap ETFs, yet offers only slightly higher expected earnings growth. The analyst rates VV as a hold, suggesting better risk-reward opportunities lie in mid-cap stocks where earnings growth is more diversified beyond mega-caps.
Nvidia, Apple, and Microsoft, the top holdings in VV, show mixed trading activity on Pluang. Nvidia is down 0.24%, Apple is up 1.43%, and Microsoft is up 3.63% as of Sep 26, 2026 02:41 WIB. This snapshot highlights the varied investor sentiment toward these tech giants within the large-cap space.
Nscale, a British AI neocloud company, secured $3.36 billion in convertible financing before its planned IPO later this year. The funding, led by hedge fund Third Point and including $1 billion from Nvidia, will convert into equity after the IPO. Nsc...
Investing $500 a month in Nvidia starting now could grow to approximately $63,208 by 2030 in the base case, representing a 163% return on $24,000 invested. Nvidia benefits from a strong AI infrastructure demand, with revenue expected to grow 70% in f...
A $15,000 investment split evenly among Nasdaq giants NVIDIA, AMD, and Apple is projected to grow to about $45,354 by 2030 in the base case, with a bullish scenario reaching nearly $46,851 and a bearish scenario dropping to $23,256. NVIDIA is the mai...
AMD surged past the $600 mark to $629.26, signaling strong bullish momentum with potential support at $600 on pullbacks. NVIDIA trades near $224.58, holding above its 50-day EMA and facing resistance around $230-$235, buoyed by AI market optimism des...
AMD reported strong Q2 FY2026 results with revenue up 50% YoY to $11.54B, driven by a 107% surge in Data Center revenue to $6.72B. CEO Lisa Su highlighted expectations for Data Center revenue to more than double in 2027, pushing EPS estimates higher....
