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Yesterday, the NASDAQ technology index closed the day in positive territory, thanks largely to the rally in Nvidia Corp. shares, which reached a historic high. The leading producer of AI chips and semiconductors continued its upward trajectory, reclaiming the top spot as the world's most valuable company.
Shares rose 4.3% to $154.31, surpassing the previous all-time high set in January of this year. This record marks the latest milestone for a company that has surged 63% since its April low—a rally that has added nearly $1.5 trillion to its market capitalization. With this latest gain, Nvidia became the world's largest company by market cap at approximately $3.77 trillion, overtaking Microsoft Corp., which stands at $3.66 trillion.
Nvidia's recent earnings report served as a major catalyst for the bulls, showcasing sustained growth and signaling continued strength ahead, despite the impact of trade restrictions and tariffs introduced by Trump affecting advanced semiconductor sales to China.
The stock's rally is the culmination of several months of strong growth, fueled by insatiable demand for cutting-edge technologies that underpin the development of artificial intelligence. Investors looking to capitalize on this rapidly expanding sector view Nvidia as a key player capable of shaping the future of AI. At the same time, analysts note that Nvidia's success is not merely a matter of luck. The company has spent years investing heavily in research and development, laying the groundwork for its current leadership. Its GPU architecture has become the de facto standard for machine learning and deep learning, making it essential to a wide range of companies—from startups to major tech giants.
At Nvidia's shareholder meeting on Wednesday, CEO Jensen Huang reassured investors that demand remains strong. He reiterated his view that the computing industry is only at the beginning of a massive infrastructure upgrade driven by AI.
Little-known just a few years ago, Nvidia has now become a household name and arguably the most important stock on Wall Street, embodying everything related to artificial intelligence. Its 15% stock gain this year follows a 170% rally in 2024, which came after a nearly 240% jump in 2023.
In terms of investor appeal, even with such strong growth, the company still appears attractive. Nvidia is trading at 31.5 times its projected 12-month earnings—below its 10-year average and not far from the Nasdaq 100's multiple of 27. The stock's PEG ratio—a valuation measure relative to growth—stands at about 0.9, the lowest among the "Magnificent Seven." This combination of high growth and reasonable valuation is a key reason why Wall Street remains optimistic about Nvidia's outlook. Many analysts at major firms continue to recommend buying the stock, which is currently trading about 12% below the average analyst price target—indicating expectations for continued bullish momentum.
According to Bank of America, 74% of long-term funds hold Nvidia stock, putting it behind Amazon, Apple, and Microsoft, which leads with 91%.
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