^GSPC$7,457.30+0.41%^IXIC$25,123.35+0.46%^DJI$43,297.20+0.65%^VIX$25.41+0.47%^STOXX50E$67.98-0.43%BTC-USD$75,806.53-2.25%ETH-USD$2,067.75-3.11%SOL-USD$84.69-2.96%AAPL$308.82+1.26%MSFT$418.82-0.06%NVDA$215.40-1.87%TSLA$425.81+1.90%META$610.40+0.50%GOOGL$382.96-1.21%AMZN$266.99-0.55%AMD$467.26+3.93%EURUSD$1.1607-0.09%GC$4,507.96-0.77%CL$96.59-1.42%^GSPC$7,457.30+0.41%^IXIC$25,123.35+0.46%^DJI$43,297.20+0.65%^VIX$25.41+0.47%^STOXX50E$67.98-0.43%BTC-USD$75,806.53-2.25%ETH-USD$2,067.75-3.11%SOL-USD$84.69-2.96%AAPL$308.82+1.26%MSFT$418.82-0.06%NVDA$215.40-1.87%TSLA$425.81+1.90%META$610.40+0.50%GOOGL$382.96-1.21%AMZN$266.99-0.55%AMD$467.26+3.93%EURUSD$1.1607-0.09%GC$4,507.96-0.77%CL$96.59-1.42%
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Narrative · live

NVDA Guides $91B Q2 With Zero China Revenue, SOX Jumps 8%

Nvidia's Q2 guide excludes China data-center entirely, yet the SOX rallied 8% and mega-cap tech now accounts for 40% of S&P 500 YTD returns, raising concentration risk for equal-weight positioning.

+0%
Mention growth · 24h

Coverage momentum · 14 days

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Rocky take

NVDA Guides $91B Q2 With Zero China Revenue, SOX Jumps 8% 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
$215.27
-1.93%
AMD
Advanced Micro Devices, Inc.
$467.26
+3.93%
AVGO
Broadcom Inc.
$414.19
-0.09%
ARM
Arm Holdings plc American Depositary Receipt
$305.57
+2.46%
MSFT
Microsoft Corp.
$418.82
-0.06%
GOOGL
Alphabet Inc.
$382.96
-1.21%
AMZN
Amazon.com, Inc.
$266.88
-0.59%
META
Meta Platforms Inc Class A
$610.32
+0.48%

Sources covering this narrative

XActive
BloombergActive