For Immediate Release
Chicago, IL – April 28, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently featured in the blog include: NVIDIA NVDA, VanEck Semiconductor ETF SMH, State Street Technology Select Sector SPDR ETF XLK, Invesco QQQ QQQ and iShares Semiconductor ETF SOXX.
Here are highlights from Monday’s Analyst Blog:
NVIDIA Reclaims $5 Trillion Market Cap Crown: ETFs in Focus
NVIDIA surged 4.3% on Friday to reclaim the $5 trillion market capitalization milestone, according to Yahoo Finance. The rally was fueled by strong momentum in chip stocks, supported by upbeat earnings from Intel and optimism surrounding a nuclear power partnership with Oklo.
NVIDIA now holds a significant lead over Alphabet (GOOG, GOOGL), the second-largest company by market value. The gap between the two has widened to roughly $1 trillion.
Semiconductor Sector Drives Momentum
The broader chip sector has played a key role in NVIDIA’s rally. The Philadelphia Semiconductor Index is currently on an impressive 18-day winning streak, adding substantial value across the industry.
Major semiconductor players benefiting from this surge include Broadcom (AVGO), Taiwan Semiconductor Manufacturing Company (TSM), Micron Technology (MU), Advanced Micro Devices (AMD), Intel and Texas Instruments (TXN).
Intel added to the bullish sentiment after its latest earnings report, released Thursday, helped the stock surpass its previous record highs set during the dot-com era.
NVIDIA Views $1 Trillion in Chip Orders by 2027
At its latest annual GTC conference in March, NVIDIA CEO Jensen Huang announced that the company now expects to secure up to $1 trillion in chip orders for its next-generation AI platforms — Blackwell and Rubin — by 2027. This is double the $500 billion forecast Huang had projected last year (read: ETFs to Gain as NVIDIA Views $1 Trillion in Chip Orders by 2027).
Note that NVIDIA is strengthening its position in the artificial intelligence (AI) compute market with the launch of its Vera Rubin platform. Vera Rubin boosts efficiency, reduces GPU requirements, and lowers inference costs compared with the Blackwell architecture.
Analysts Are Bullish on NVDA
Ten out of 14 analysts have raised earnings estimates for the April quarter over the past 60 days, while the Zacks Consensus Estimate for the same period has increased by 15 cents to $1.77 over the past two months.
Impressive Growth Rate
NVIDIA’s earnings are expected to grow by 68.97% this year versus the underlying Semiconductor – General industry’s projected growth rate of 51.34% and the S&P 500’s expected growth of 9.15%. The company’s expected growth rate for next year is also strong at 26.90%, compared with the industry’s 26.90%.
Decent Valuation
NVDA shares have traded at a Price/Earnings (TTM) multiple of 43.57X versus the underlying Semiconductor – General industry’s multiple of 193.24x. Its price-to-cash-flow (MRFY) ratio stands at 44.09X compared with the industry’s 17.57x. However, NVIDIA’s price-to-book (MRQ) ratio remains high at 32.18x versus the industry’s 2.53x.
NVIDIA-Heavy ETFs in Focus
Against this backdrop, investors can play NVIDIA-heavy exchange-traded funds (ETFs) like VanEck Semiconductor ETF, State Street Technology Select Sector SPDR ETF, Invesco QQQ and iShares Semiconductor ETF.
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NVIDIA Corporation (NVDA) : Free Stock Analysis Report
Invesco QQQ (QQQ): ETF Research Reports
State Street Technology Select Sector SPDR ETF (XLK): ETF Research Reports
VanEck Semiconductor ETF (SMH): ETF Research Reports
iShares Semiconductor ETF (SOXX): ETF Research Reports
This article originally published on Zacks Investment Research (zacks.com).
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