Anthropic y GM amenazan el puesto de Ferrovial en el Nasdaq 100

Anthropic and General Motors (GM) pose a threat to Ferrovial's position in the Nasdaq 100. After GM announced its intention to move its shares from the New York Stock Exchange (NYSE) to Nasdaq, its stock price rose by 7% at the opening of Wall Street. The switch, effective from November 16th, marks the growing appeal of Nasdaq for companies, not just tech firms.

Many companies debuting on Wall Street are choosing the Nasdaq, such as SpaceX in June and Anthropic soon. Ferrovial, a Spanish company, also opted for its debut in the United States. The main goal of these listings is to access the Nasdaq 100, the index of the main companies in this market. Only the Invesco QQQ fund holds nearly half a billion dollars in investments that replicate this index's composition.

Ferrovial entered the Nasdaq 100 in December 2025, but since then, the construction company has lost 12% of its value, despite a recent rebound caused by news of financing a project in the United States. Combined with the rise of other stocks and the entry of new companies, this could threaten Ferrovial's continued presence in this prestigious division of the tech market.

In December, the Nasdaq conducted its annual review of its main index. To remain in it, Ferrovial must be among the 125 largest companies by market capitalization, excluding financial firms. Currently, the company meets this criterion, with a value of 36 billion euros, but not by much. If stock declines occur and more companies join the race, Ferrovial could be displaced.

Even more vulnerable is Coreweave, which has fallen by 50% since its entry into the Nasdaq 100 in June and is now below the 125th position. On the other hand, Anthropic could be worth 2 trillion dollars, and GM, valued at 68 billion dollars, is also under pressure.