#نيفيديا تسجل أعلى مستوى
About نيفيديا تسجل أعلى مستوى
وصلت أسهم Nvidia إلى رقم قياسي خلال اليوم عند 237.88$ في 2 أكتوبر، مما رفع قيمتها السوقية مؤقتًا إلى حوالي 5.7 تريليون دولار. رفع تفويض إعادة شراء جديد بقيمة 150 مليار دولار المجموع المتبقي إلى 235 مليار دولار، لاستخدامه بحلول نهاية السنة المالية 2028. سمّت Morgan Stanley Nvidia مرة أخرى كأفضل اختيار لها في أشباه الموصلات، مشيرة إلى الطلب المتزايد على بنية تحتية للذكاء الاصطناعي وقاعدة عملاء متوسعة. بلغ الإيراد الفصلي 96.2 مليار دولار، بزيادة 106% على أساس سنوي؛ وتتوقع Nvidia إيرادات بين 105.8 و110.1 مليار دولار في الربع القادم.
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نيفيديا تسجل أعلى مستوى المنشورات الشائعة
NVIDIA IS STILL POWERING THE AI BOOM
$NVDA hit a record $237.88, briefly pushing its market cap near $5.7T.
📈 Quarterly revenue: $96.2B, +106% YoY
🔥 Next-quarter guidance: $105.8B–$110.1B
💰 Buyback authorization: $150B
AI infrastructure demand remains the core growth engine.
Nvidia isn’t just selling chips it’s selling the infrastructure behind the AI economy. 🚀
#NvidiaRecordHigh
🚨 BREAKING: NVIDIA JUST HIT ANOTHER RECORD
Jensen Huang’s NVIDIA is now sitting at the center of one of the biggest AI infrastructure races ever.
$NVDA just closed at a record $239.24, with its market value approaching $6 TRILLION.
And now SpaceX reportedly wants up to $40B worth of NVIDIA AI chips.
AI demand isn't slowing down.
Jensen Huang may be watching one of NVIDIA’s biggest opportunities yet. 👀
$NVDA $NVIDIA
DYOR.
#NVIDIA hits a new all-time high, with its market value nearing $6 trillion 🚀
NVIDIA’s latest surge is more than just another stock rally. Its market value briefly reached around $5.7 trillion, a scale larger than the annual GDP of many countries.
So why is NVIDIA so strong?
Three factors stand out:
1️⃣ Explosive growth
Latest-quarter revenue reached $96.2 billion, up 106% year over year. Next-quarter guidance is also projected at $105.8–$110.1 billion.#DailyOrbit
#NvidiaRecordHigh Nvidia shares reached an intraday record of $237.88 on Oct 2, briefly lifting its market value to about $5.7T. A new $150B buyback authorization raised the remaining total to $235B, to be used by the end of fiscal 2028. Morgan Stanley again named Nvidia its top semiconductor pick, citing growing AI infrastructure demand and an expanding customer base. Quarterly revenue hit $96.2B, up 106% YoY; Nvidia forecasts $105.8B-$110.1B next quarter.
Shocking stat of the day:
Each of the top 4 S&P 500 companies is now larger than the entire Russell 2000 Index, which has a total market cap of $3.5 trillion.
Nvidia, $NVDA, alone, with a $5.7 trillion market cap, exceeds the small-cap index by $2.2 trillion.
At the same time, Apple, $AAPL, with its $4.9 trillion market cap, is worth $1.4 trillion more than the Russell 2000.
Alphabet, $GOOGL, and Microsoft, $MSFT, are valued at $4.2 trillion and $3.8 trillion, respectively, also surpassing the combined market cap of the Russell.
These 4 big tech stocks are now collectively valued at a massive $18.6 trillion, accounting for 26% of the S&P 500’s total market cap.
Meanwhile, the Russell 2000 represents ~7% of the total US equity market, despite containing nearly 2,000 companies.
Big tech has never been bigger.
$SPCX is seeking financing for an $NVDA order larger than its entire first-half capex.
The Financial Times reports that SpaceX is seeking $40B led by Apollo, split between $10B of bank loans and $30B of investment-grade bonds, to purchase Nvidia AI chips. Neither company has confirmed the product mix or delivery schedule. $SPCX $168 was -2.4% pre-market; $NVDA $237 was -0.8%.
SpaceX spent $28.5B on capex and generated $3.5B of operating cash flow in 1H26, leaving a $25.0B free-cash-flow deficit. The proposed financing equals 1.4x first-half capex. At a 5.5%-6.0% borrowing cost, it would add $2.2B-$2.4B of annual cash interest, or $0.16-$0.18 per share before tax on 13.6 billion shares.
The hardware scale is material. Using industry estimates of $4M per GB300 NVL72 rack, $40B could fund up to 10,000 racks and 720,000 GPUs. At $7.8M per Vera Rubin rack, it could fund 5,100 racks and 370,000 GPUs. These are scenarios before any allocation to networking, storage, power or facilities.
For $NVDA, a two-year delivery schedule would average $5B of revenue per quarter, equal to nearly 6% of its latest $89B quarterly Data Center revenue. For $SPCX, the next required disclosures are delivery timing, contracted AI-compute revenue and whether the debt is secured by chips, data centers or the parent balance sheet.
Nvidia is on the verge of making market history.
$NVDA is now valued at $5.78 trillion, putting the first ever $6 trillion public company within touching distance.
What makes this run even crazier is that Nvidia was down 11% for the year in late March.
Now it’s up 28% in 2026, adding around $1.2 trillion in market value along the way.
From negative YTD to knocking on the door of $6T in a matter of months.
The AI trade is still showing no signs of slowing down.
The Wolf Of All Streets
UPDATE: Nvidia $NVDA closed today at a record $239.24, valuing the company at $5.78 trillion, about 3.8% short of $6 trillion.
No public company has ever reached a $6 trillion market cap.
At the same time, the stock is up 28% in 2026, a rally that has added $1.2 trillion in market value.
On March 30, $NVDA was down 11% for the year.
The company has also authorized an additional $150 billion in share repurchases.
$NVDA is the biggest single contributor to the S&P 500's ~14% gain in 2026.
The AI trade is pushing the world's most valuable company toward a valuation no firm has ever reached.
UPDATE: Nvidia $NVDA closed today at a record $239.24, valuing the company at $5.78 trillion, about 3.8% short of $6 trillion.
No public company has ever reached a $6 trillion market cap.
At the same time, the stock is up 28% in 2026, a rally that has added $1.2 trillion in market value.
On March 30, $NVDA was down 11% for the year.
The company has also authorized an additional $150 billion in share repurchases.
$NVDA is the biggest single contributor to the S&P 500's ~14% gain in 2026.
The AI trade is pushing the world's most valuable company toward a valuation no firm has ever reached.
