SCHB·Schwab U.S. Broad Market ETF

On Nov 6, the ETF SCHB was reported to have holdings in AAPL and NVDA, with the most recent developments coming from those two companies. On Nov 5, Bank of America reaffirmed its Buy rating on AAPL after the company’s fiscal fourth‑quarter revenue of $114.5 billion and $2.10 earnings per share beat guidance, while a research report highlighted Apple’s role in the projected human augmentation market expected to reach $716.4 billion by 2030. The same day, Jim Cramer noted that a slowdown in new data center construction could curb DRAM price spikes, potentially improving Apple’s gross margins by reducing memory costs. On Nov 5, Nvidia’s shares fell as much as 9 % after investors questioned the company’s projected AI‑infrastructure spending for the next year, and a broader sell‑off in the semiconductor sector saw Nvidia slide 7 % amid fears of stricter AI regulations. In Hong Kong, roughly 600 000 of Nvidia’s H200 chips were stored pending approval for shipment to mainland China, a regulatory headwind that could constrain data‑center revenue. Meanwhile, Arm Holdings reported that its second‑quarter royalty growth fell short of guidance, but data‑center royalties doubled thanks to Nvidia’s use of Arm cores, supporting the company’s data‑center revenue growth. Analysts highlighted that high costs of AI‑related semiconductor and data‑center investments raise doubts about returns, suggesting a cautious stance toward the sector.