^GSPC$7,456.60+0.40%^IXIC$25,118.10+0.44%^DJI$43,312.59+0.69%^VIX$25.47+0.71%^STOXX50E$68.05-0.33%BTC-USD$75,713.93-2.36%ETH-USD$2,065.77-3.20%SOL-USD$84.22-3.49%AAPL$308.44+1.13%MSFT$418.54-0.13%NVDA$215.49-1.83%TSLA$425.63+1.86%META$610.19+0.46%GOOGL$382.07-1.44%AMZN$266.92-0.58%AMD$470.52+4.66%EURUSD$1.1613-0.05%GC$4,514.42-0.63%CL$96.60-1.42%^GSPC$7,456.60+0.40%^IXIC$25,118.10+0.44%^DJI$43,312.59+0.69%^VIX$25.47+0.71%^STOXX50E$68.05-0.33%BTC-USD$75,713.93-2.36%ETH-USD$2,065.77-3.20%SOL-USD$84.22-3.49%AAPL$308.44+1.13%MSFT$418.54-0.13%NVDA$215.49-1.83%TSLA$425.63+1.86%META$610.19+0.46%GOOGL$382.07-1.44%AMZN$266.92-0.58%AMD$470.52+4.66%EURUSD$1.1613-0.05%GC$4,514.42-0.63%CL$96.60-1.42%
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Narrative · live

NVDA Slips After Hours Despite $91B Q2 Guidance as Mega-Cap Concentration Hits 40%

NVDA and four peers now account for over 40% of S&P 500 YTD returns, a level rivaling the dot-com era, while AMD +8% and ARM +15% post-earnings suggest capital is rotating toward broader semiconductor exposure rather than doubling the ^GSPC concentration bet.

+0%
Mention growth · 24h

Coverage momentum · 14 days

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Rocky take

NVDA Slips After Hours Despite $91B Q2 Guidance as Mega-Cap Concentration Hits 40% has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.

Correlated assets

Live prices
NVDA
NVIDIA Corporation
$215.49
-1.83%
MSFT
Microsoft Corp.
$418.54
-0.13%
GOOGL
Alphabet Inc.
$382.07
-1.44%
AMZN
Amazon.com, Inc.
$266.92
-0.58%
AAPL
Apple Inc.
$308.44
+1.13%
^GSPC
S&P 500
$7,456.60
+0.40%
^RUT
Russell 2000
$2,406.73
+0.82%

Sources covering this narrative

XActive
BloombergActive