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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.
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🚨 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 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
#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.
