The Golden AI wave carries Nvidia to the stock market. Historical success

Nvidia shares break records. The new valuation of analysts reaches 6 trillion dollars – the company again runs in a global technology race.
Nvidia once again was the head of the world’s most valuable companies. On June 25, 2025, the actions of the graphic layout manufacturer reached a new record level – $ 154.31. This translated into the market capitalization of the company equal to $ 3.76 trillion. A day later, the course continued, reaching almost $ 156 per share. As a result, NVIDIA overtook Microsoft and Apple, returning to the leadership position in terms of stock market valuation.
Increase
The increase in quotations is largely the effect of positive moods of investors, strong financial results and premiere of new products. The update of the recommendation of analysts from Loop Capital was also of key importance. They raised the target price of shares to $ 250 – the highest at Wall Street. With such a valuation, the company’s capitalization could reach $ 6 trillion.
A year earlier, the same shares cost about $ 120, and in April 2025 their value fell below $ 87. Since then, the course has made up for the losses, bringing investors this year a rate of return of 15 percent. In 2024, shares increased by 171 percent, and in 2023 – by as much as 239 percent.
According to Loop Capital, Nvidia uses mass and dynamic generative adaptation of artificial intelligence. Experts describe this trend as a “golden wave” – that is, the phase in which AI is implemented on a large scale in various industries. Nvidia has a dominant position in the area of key technologies and the ability to maintain high margins.
Billions of dollars
Forecasts indicate that expenditure on AI and so -called infrastructure “Ai Factory” can reach $ 2 trillion by 2028. This level of investment justifies the potential increase in the market value of Nvidia by over 60 percent. relative to current capitalization.
The company also develops new business segments, such as robotics, autonomous vehicles and gaming technologies. This week, the premiere of the new RTX 5050 graphics card was announced, which can further increase the revenues from the computer games market.
Analysts also pay attention to the high liquidity of the action, the technological advantage and attractive valuation – the C/Z indicator is currently about 30, which is below the average of the last five years. This may mean that profits are growing faster than the price of shares.