SDY Just Hit A New Record High -- Up 8.2% Since Oct. 12. Should You Buy This Dividend ETF?

Impact · against what's priced in

The shift toward defensive dividend ETFs and the Nasdaq-100 correction provide a negative headwind for high-growth tech valuations, though the effect is marginal as these stocks are already trading at significant discounts to analyst targets. This rotation underscores the market's current hesitation to pay for the aggressive AI growth projections embedded in the bull cases for Nvidia and Tesla.

NVDA−0.20

Challenges what's priced in

The price assumes