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Nvidia Rockets to Record High as Wall Street Bets on an AI Supercycle

Nvidia (NVDA) stock surged to an all-time high Wednesday, reigniting investor excitement around artificial intelligence. 

Nvidia AI microchip and logo, best stocks to buy, learn a trade

A bold note from Loop Capital predicting a $6 trillion valuation pushed the chipmaker past Microsoft (MSFT) to become the world’s most valuable company. With soaring demand for AI infrastructure, next-gen chips, and a series of global deals, Wall Street is doubling down on Nvidia’s dominance in the AI arms race.

Loop Capital Sparks Rally With $6 Trillion Valuation Forecast
Shares of Nvidia jumped more than 4% to close at $154.31, pushing the company’s market capitalization to $3.76 trillion—reclaiming the title of the most valuable publicly traded company from Microsoft. The move followed Loop Capital’s eye-popping price target increase to $250, implying a market cap near $6 trillion.

Loop analyst Ananda Baruah cited what he described as the start of a “Golden Wave” of generative AI demand. According to his forecast, spending on AI compute infrastructure could hit $2 trillion by 2028, powered by hyperscalers, sovereign AI programs, and enterprise adoption. Nvidia, with its near-monopoly in high-performance AI chips, is seen as best positioned to capitalize.

AI Demand Accelerates Across Industries, Fueling Nvidia’s Momentum
A new U.S. Census report revealed AI adoption among American businesses jumped to 9% in Q2 2025, up from a bit over 5% in late 2024. UBS analysts believe the 10% threshold will be crossed soon—a milestone that took e-commerce two decades to achieve.

Major enterprises are already driving efficiency gains through AI. Microsoft uses AI for 30% of its coding, and PayPal reports 80% of its customer service is now handled by AI. These trends reinforce Nvidia’s value as the backbone of AI compute, and analysts project AI capital spending to rise another 33% to $480 billion in 2026.

Blackwell Chips, Global Deals, and Market Share Drive New Bullish Outlook
The launch of Nvidia’s next-generation Blackwell chips is expected to reach full-scale production by October, with analysts noting that demand for inference models is significantly higher than previously anticipated. Nvidia has already locked in full production capacity from Wistron’s AI server facility in Taiwan through 2026, and a second dedicated plant is set to come online next year.

Geopolitical turbulence—such as the U.S. export ban to China—hasn’t slowed Nvidia’s momentum. The company has signed large supply deals with countries like Saudi Arabia and the UAE, offsetting lost Chinese revenues. Meanwhile, a global surge in data center construction, from Europe to the Middle East, continues to boost demand.

Conclusion
Nvidia’s climb to record highs underscores its unrivaled position in powering the AI revolution. While concerns remain—particularly around global trade policies and competition in China—investors are betting that surging infrastructure demand, robust global partnerships, and accelerating enterprise adoption will sustain Nvidia’s growth well into the next decade. With Wall Street forecasts now reaching $250 per share, Nvidia’s ascent may only be getting started.


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