Nvidia just pulled off something that stunned Wall Street. On Tuesday, the chipmaker’s stock jumped 4.98% to close at $201.03, adding roughly $230 billion in value in one trading day.
The company’s market cap now stands at $4.89 trillion, and it briefly touched $4.94 trillion during the session. That puts Nvidia only a step away from becoming the world’s first $5 trillion firm.
Nvidia Stock Key Takeaways
- Nvidia added $230 billion in market value in one day.
- The company is now worth $4.89 trillion, closing in on $5 trillion.
- Massive AI chip demand and new U.S. government projects are fueling growth.
- Analysts are raising price targets, some predicting $300 before year-end.
- Trade and export restrictions remain the biggest short-term risk.
Why Nvidia Stock Surged 5% in a Day
At the GTC conference in Washington, D.C., CEO Jensen Huang made several major announcements that excited investors. The highlights included:
- $500 billion in AI chip orders already secured.
- Seven new supercomputers commissioned for the U.S. Department of Energy.
- A $1 billion partnership with Nokia to build AI-based 6G networks.
That last deal could be a turning point. Nvidia is partnering with Nokia and T-Mobile to develop “AI-native” mobile towers, a market projected to reach $200 billion by 2030.
The company is also expected to power 100,000 self-driving Uber cars by 2027. With AI chips, autonomous vehicles, and next-gen networks all in play, it’s clear why investors are piling in.
Nvidia by the Numbers (as of Oct 28 Close)
| Metric | Value | What It Means |
|---|---|---|
| Price | $201.03 | New all-time high |
| Daily Gain | +4.98% (+$9.54) | Added $230B in value |
| Market Cap | $4.89T | Larger than many national GDPs |
| 52-Week Range | $86.62 – $203.15 | Up 132% from yearly low |
| P/E Ratio | 57.11 | Investors paying a high growth premium |
| Next Earnings | Nov 19, 2025 | Wall Street expects ~$54B revenue |
What Analysts Are Saying On Nvidia Stock
Wall Street analysts are raising their targets fast:
- HSBC: Buy → $320
- KeyBanc: Overweight → $250
- Melius Research: Buy → $275
- Consensus: Around $215, up 7% from today
Some bullish analysts think $300 by year-end is possible if AI investments keep rising. But not everyone agrees. A few warn that China’s chip advancements and possible new U.S. export rules could hit Nvidia’s momentum. Upcoming trade talks between the U.S. and China are now the biggest short-term risk.
Nvidia Stock Sentiment on X
Investor sentiment online shows just how divided the market is:
75% Bullish
- “$5T incoming.”
- “Jensen’s same jacket = legend.”
- “Bought NVDA in 2017… still holding.”
10% Worried
- “This looks like the top.”
- “Too much of the S&P 500 in one stock.”
- “China bans might return.”
15% Sharing Charts
- “Daily $300B swings.”
- “Worth more than Tesla and Meta combined.”
As one user summed it up: “Time in the market beats timing the market. NVDA is the AI king.”
What This Means for Investors
If you’re holding Nvidia, you’ve likely seen over 50% gains this year. For new buyers, here’s the current setup:
The Good:
- Global AI spending keeps increasing.
- Tech leaders like Microsoft, Google, and Oracle rely on Nvidia chips.
- New Blackwell GPUs are rolling out quickly.
The Risk:
- Any weak earnings report could spark a sharp correction.
- U.S.–China trade decisions this week may add pressure.
- At 57x earnings, the stock already prices in perfection.
Nvidia Stock The Bottom Line
Nvidia has moved far beyond being a chipmaker. It’s now building the infrastructure that powers AI globally from data centers and robotaxis to next-generation wireless. The $5 trillion mark looks close, maybe inevitable. But the upcoming November 19 earnings report will decide if the stock runs higher or takes a pause.
For now, one thing is certain: Nvidia leads the AI revolution, and the market can’t get enough of it.
