While Wall Street headlines fixate on daily market jitters and tariff talk, the real story of Nvidia (NVDA) is one of unstoppable momentum. The AI behemoth continues to fire on all cylinders, backed by record-breaking growth, surging global demand, and a technology pipeline that keeps it light-years ahead of the competition.
The world’s largest companies are betting their futures on Nvidia. Amazon, Google, and Meta have all confirmed massive spending plans dedicated to building out their AI capabilities, with Amazon CEO Andy Jassy calling their partnership with Nvidia one that will last “as long as we can see into the future.”
This corporate demand is matched by a global push for “sovereign AI,” with Nvidia forging key partnerships to build AI infrastructure in Europe and the Middle East. It’s no wonder analysts are overwhelmingly bullish, with Citi raising its price target to $190 and Mizuho to $185.
Looking ahead, the excitement is building for “Rubin,” Nvidia’s next-generation platform that promises a staggering 3.3x performance boost. This innovation is what CEO Jensen Huang calls the “iPhone moment of AI”—a technological leap that creates entirely new markets and possibilities.
Even as it briefly raced past Microsoft to become the world’s most valuable company, the fundamentals show there’s still room to run. With record top-and-bottom-line growth and elite IBD ratings, Nvidia isn’t just a stock; it’s the engine powering the next industrial revolution.
