Nvidia became the first company in history to achieve a stock assessment of US $ 4 billion, thus consolidating its position as an absolute leader in global financial markets.
The shares rose 1.8% to US $ 162.88 yesterday, overcoming that mile caused by Deepseek in China, as well as by the commercial war promoted by the US president Donald Trump, which affected the confidence of investors.
The shares have risen more than 20% so far from 2025 and more than 1,000% since the beginning of 2023. Nvidia currently represents 7.5% S&P 500 index, near its highest registered level of influence.
The most recent catalyst has been the commitment of spending on AI by its main clients, which shows that demand for its computer systems remains solid.
Among those clients are Microsoft, Meta Platforms, Amazon and Alphabet, which, according to average estimates collected by Bloomberg, will invest about US $ 350,000 million in capital expenses in the next fiscal years, compared to US $ 310,000 million of the current year. These companies represent more than 40% of Nvidia’s income. “It is evident that there is a huge demand” of the Nvidia chips, said Brian Mulberry, the portfolio manager in Zacks Investment Management, who added that his products are essential to take AI to his next phase. “There have been 90 notable days. There is no doubt about that.”
Investors have again bet on AI after an agitated first semester of 2025. In January, Depseek’s emergence generated fears of a slowdown in spending, which caused falls in the actions of Nvidia and other firms linked to AI. Trump’s tariff threats in April intensified global macroeconomic concerns, which led investors to seek refuge in defensive sectors and abandon their most profitable bets. “In the S&P 500, Nvidia now represents 7.32% of the index, more than any other action, contributing 142 basic points to an accumulated profitability of 7.14% so far this year. By itself, it has represented almost a fifth of the total performance of the index,” said Gabriel Debach, Etoro Market Analyst.
Nvidia rebounded in May, driven by the progress in commercial negotiations and solid financial results that showed that the expense of their main clients continued at full rate.
The results of the chips manufacturer themselves at the end of those month reaffirmed their leadership in the sector, as well as the optimistic comments of its executive directorJensen Huang, about industry trends.
“During the last decade, Nvidia has generated a profitability exceeding 34,000%, What makes it the action of great capitalization with the best performance of the western stock market, with a market capitalization of more than US $ 5,000 million, ”added Debach. In the encounter with analysts after their latest accounts, Huang was clear about the perspectives.“ The more Ia, the better result. The absence of AI is the only thing that worries me, ”he said.
How did this milestone impact markets?
To understand the dimensions of this historical fact, today the value of Nvidia in the stock market is almost 10 times larger than the GDP of Colombia. This rebound in NVIDIA promoted the rise of the technological giant in the shares, as well as in the 500 most liquid companies in the US, the treasury bonds maintained the profits after a solid sale of US $ 39,000 million before the minutes of the last meeting of the Federal Reserve, the Variable Rent operators reduced importance to the concern for the tariffs and this brought this approached to the S&P.
