NVIDIA (NVDA.O) added $442 bln to its market value on Thursday, the
second-largest single-day gain on record, after shares rose 8.7% at the U.S.
close — the biggest one-day jump since April 2025. The move trails only
Microsoft’s roughly $450 bln single-day increase less than a month earlier. The
rally followed NVIDIA’s strong guidance, which eased concerns about an AI growth
slowdown; institutional analysts called the guidance “stunning” and said it
“implies more than $100 bln of potential upside” to current market expectations.
JP Morgan said the outlook, while far above consensus, may still be conservative
because NVIDIA “explicitly stated the current view is supply-constrained; absent
supply limits, demand growth would be materially higher.”
