The Nasdaq-100 Is Outperforming Nvidia, Microsoft, Amazon, Meta Platforms, Alphabet, and Tesla This Year. Here's My Favorite Low-Cost ETF to Buy the Dip.
The article says the Nasdaq-100 is outperforming Nvidia, Microsoft, Amazon, Meta Platforms, Alphabet, and Tesla this year, and highlights the Vanguard Morningstar Mega Cap Growth ETF for its low fees. It also notes that hyperscalers are continuing substantial AI capital spending amid eroding cash flows.
Why it matters — Microsoft is among the named companies, and the article’s comments on AI spending and cash flows provide context for its position relative to the Nasdaq-100.