NVIDIA Surpasses $3.76T Market Cap — Rivals Microsoft as World’s Most Valuable Company

TradingKey – On Wednesday, NVIDIA's stock closed up 4.33% at $154.31 , pushing its market cap past $3.76 trillion and briefly making it the world’s most valuable company, surpassing Microsoft’s $3.66 trillion valuation. This strong rebound reflects renewed investor confidence in sustained demand for its AI chips.

[NVIDIA 2025 Daily Chart | Source: TradingKey]

NVIDIA founder and CEO Jensen Huang emphasized that the company remains focused on expanding its footprint in AI and robotics, two of the most promising frontiers in technology.

Amid rising optimism from Wall Street, Ananda Baruah, Analyst at Loot Capital, raised his price target on NVIDIA to $250, forecasting that the company could eventually reach a $6 trillion market cap. He described current trends as marking the beginning of a “golden wave” of generative AI adoption — with NVIDIA positioned at the forefront of this growth surge.

Earlier this year, Barclays raised its NVIDIA price target to $200, citing expectations that gross margins will rise from the current 61% to 74–76%, driven by increased shipments and the rollout of high-margin products like the Blackwell Ultra chip.

Bernstein analysts also emphasized that as global tech giants ramp up capital spending on AI infrastructure and governments push forward with national AI strategies, NVIDIA stands to be one of the biggest beneficiaries as a core player in the global AI supply chain.

At the start of the year, NVIDIA temporarily lost nearly $600 billion in value due to concerns over rising competition from China's DeepSeek and potential disruptions caused by U.S. trade policies. However, since hitting a low in April, the company has regained over $1.42 trillion in value, demonstrating remarkable resilience.

With the rise of Agentic AI (autonomous mission-driven models) and an explosion in global demand for AI factories, NVIDIA finds itself at the center of the next wave of technological transformation. If the Blackwell series rolls out smoothly, a new phase of growth could begin — making a $6 trillion valuation no longer far-fetched.

As of Q2 2025, NVIDIA ranks as the third-largest holding among institutional investors using TradingKey’s Star Investor tools. You can explore detailed institutional holdings and portfolio breakdowns through our platform. [Click here to browse now]