Nvidia’s Rally Continues – Is the $5 Trillion Club Next?
Nvidia extended its winning streak Friday, closing in on record highs and reclaiming the title of the world’s most valuable company.
The chipmaker’s stock has surged 66% since April, lifting its market cap to around $3.8 trillion—overtaking Microsoft and Apple.
Wedbush analyst Dan Ives projects Nvidia and Microsoft will reach $4 trillion in valuation this summer and could touch $5 trillion within 18 months.
The rally comes despite export restrictions targeting Nvidia’s China-bound AI chips. CEO Jensen Huang recently warned that the lack of a grace period effectively cut the company off from a $50 billion Chinese market. He said recent earnings would have been stronger if sales to China had continued.
At Nvidia’s shareholder meeting this week, Huang spotlighted robotics as the company’s next major growth engine. While the automotive and robotics division made up just 1% of revenue last quarter, Huang envisions a future powered by Nvidia technology—spanning autonomous vehicles, industrial robots, and smart factories.
With momentum building across AI and robotics, Nvidia is positioning itself as the backbone of the next digital revolution.
Alex is Editor-in-Chief of Coindoo and co-founder of Millennial Media Group, with nearly a decade of experience covering financial markets - crypto first, then everything else. It started in 2016 with Bitcoin. Like most people at the time, he didn't fully understand it - so he kept digging. Blockchain, tokenomics, the projects, the cycles. That curiosity never stopped, and eventually pulled him into traditional markets too: equities, commodities, macro. Not because he left crypto behind, but because you can't properly understand one without the other. What drives him is straightforward: he wants to know why something is happening, not just that it's happening. Most market coverage stops at the headline - price up, price down, here's a chart. Alex finds that kind of reporting actively unhelpful. If you walk away from an article without understanding the mechanism behind the move, what did you actually learn? He holds a degree in Tourism from New Bulgarian University - not the most obvious path into financial markets, but markets have a way of pulling in people who are simply too curious to stay out. He has authored over 200 in-depth analyses and more than 10,000 articles across crypto and traditional finance. He still thinks every day in markets teaches him something new. That's probably why he hasn't stopped.
