Menu

Nvidia

Nvidia Surpasses Apple, Becomes Most Valuable Ever!
Equities, Markets - July 7, 2025

Nvidia Surpasses Apple, Becomes Most Valuable Ever!

Nvidia Surpasses Apple, Becomes Most Valuable Ever!

With a staggering $3.915 trillion valuation, Nvidia has eclipsed Apple’s previous record, briefly becoming the most valuable company in history and exceeding the combined market value of all UK-listed companies.

Summary:
Nvidia, the powerhouse behind the world’s most advanced artificial intelligence chips, has briefly overtaken Apple’s record to become the most valuable company ever, reaching a jaw-dropping $3.915 trillion market capitalization. This valuation even surpasses the total market capitalization of all publicly listed firms on the London Stock Exchange, underscoring Nvidia’s dominance in the booming AI sector and its transformative impact on the global technology landscape.

In a historic moment for global equity markets, Nvidia Corporation has stunned Wall Street and the broader investment world by becoming the most valuable company ever, briefly reaching an unprecedented market capitalization of $3.915 trillion. This milestone allowed Nvidia to surpass Apple’s prior record and underscored its status as the undisputed leader in the artificial intelligence (AI) revolution.
Even more astonishing, Nvidia’s valuation eclipsed the combined market capitalization of all companies listed on the London Stock Exchange, a symbol of how transformative — and lucrative — the rise of AI has been for investors and the global economy.

A Historic Rally Fueled by AI
Nvidia’s meteoric ascent has been primarily driven by its leadership in designing and producing the world’s most advanced AI chips. The company’s flagship GPUs, built for high-performance computing and deep learning, have become the backbone of artificial intelligence infrastructure worldwide, powering everything from generative AI to autonomous vehicles and data centres.
Nvidia’s stock has skyrocketed over 200% in the past year due to rising demand for generative AI models and machine learning applications. Companies are racing to acquire Nvidia’s high-end chips, leading to a supply crunch that has enhanced its pricing power and profit margins.

Eclipsing Apple’s Tech Crown
For over a decade, Apple had reigned as the world’s most valuable company, celebrated for revolutionizing smartphones and building a loyal global consumer base. However, as markets shift focus toward next-generation computing and AI-driven technologies, Nvidia has emerged as the new symbol of technological supremacy.
At its intra-day high, Nvidia’s market cap soared to $3.915 trillion, overtaking Apple’s previous high-water mark and briefly making it the most valuable company in history.
This rally highlights changing investor sentiment, with Apple leading consumer tech while Nvidia positions itself at the centre of the AI-driven industrial revolution, expected to generate trillions in economic value in the next decade.

Larger Than the Entire UK Stock Market
Perhaps even more jaw-dropping is the comparison to the UK’s entire stock market. The combined market capitalization of all companies listed on the London Stock Exchange is estimated at around $3.1 trillion, meaning Nvidia alone is now worth more than every publicly traded company in Britain put together.
This comparison highlights the immense investor confidence in AI’s future and Nvidia’s role in it, while also illustrating the concentration of financial power among a few major American tech companies, leaving traditional markets lagging.

Analysts Sound a Note of Caution
While Nvidia’s milestone has been universally acknowledged as remarkable, analysts warn of potential headwinds. Valuations are running extremely high, and there is a risk that any slowdown in AI infrastructure spending, regulatory intervention, or supply chain disruption could cause a sharp pullback.
Market veterans have noted parallels with past bubbles, where investor enthusiasm outpaced realistic earnings potential. However, they also point out that Nvidia’s current earnings growth has, so far, justified its valuation, with quarterly revenues tripling year-on-year thanks to booming chip sales.
Some analysts believe that if Nvidia continues to innovate and maintain its market dominance, it could hold its trillion-dollar crown for much longer than sceptics anticipate.

Implications for Global Markets
Nvidia’s historic surge has wide-ranging implications. It highlights how capital is flowing to companies at the cutting edge of transformative technology — a trend that could widen the gap between American megacaps and the rest of the world’s markets.
Nvidia’s success emphasises that while AI offers significant productivity gains, the economic benefits are largely concentrated among a few dominant companies, raising concerns about equity and competition. Its growth surpassing UK markets underscores the need for Britain to foster domestic innovation, especially as many large firms opt to list in the US, highlighting the challenges traditional markets face against tech giants.

What’s Next for Nvidia?
The journey is far from over for Nvidia. The company continues to invest heavily in research and development, pushing the boundaries of AI and high-performance computing. With its expanding portfolio of hardware, software, and cloud-based solutions, Nvidia is cementing itself not only as a chipmaker but as an ecosystem provider for the entire AI industry.
Nvidia’s recent announcements on AI-powered data centre solutions, partnerships with hyperscalers, and advancements in robotics show its ambition to shape the future of intelligent infrastructure. With increasing demand for AI models and edge computing, Nvidia could experience higher valuations, despite potential market volatility.

Conclusion
Nvidia’s climb to a $3.915 trillion market capitalization is nothing short of historic, reflecting a dramatic reshaping of investor priorities in the digital age. While risks remain, its unprecedented surge demonstrates the enormous faith that global markets have placed in artificial intelligence as the next transformative growth engine — and in Nvidia as the premier architect of that future.
With the world’s eyes fixed on how AI evolves, Nvidia’s extraordinary milestone might just be the first chapter in an even more remarkable story of innovation and market dominance.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The image added is for representation purposes only

GPT Infraprojects Wins ₹13 Crore Bangladesh Rail Contract!

, , , , , , , , , 0 Comment
Read More
MRF Shares Soar Above ₹1.5 Lakh, Reaching a 52-Week Peak!
Equities, Markets - February 25, 2025

Nasdaq and S&P 500 dip in the midst of AI worries

Nasdaq and S&P 500 dip in the midst of AI worries

 

Overview

As investors waited for market giant Nvidia’s results and fretted about the demand for equipment underpinning artificial intelligence, the Nasdaq Composite slid more than 1% on Monday, with large technology firms acting as the largest drag. The Dow managed to squeeze out a small gain, but the S&P 500 ended the day marginally lower, marking its third consecutive day of declines. Additionally, it was the third straight loss for the Nasdaq and the fourth time in February that it had dropped more than 1% in a single day.

 

Friday’s sharp drops ended a negative week for stocks, which was characterized by data indicating that American firms and consumers are growing uneasy about Trump’s tariff proposals. President Donald Trump said at a news conference on Monday that tariffs on Canada and Mexico would “go forward on time, on schedule,” when a one-month postponement ends next week.

 

AI worries shadow US markets

As they awaited Nvidia’s quarterly reports on Wednesday, investors were worried about the company’s ability to meet future demand for its expensive AI chips. Since China’s DeepSeek shocked the industry in January with its low-cost AI models, concerns about significant spending on the technology have grown.

 

Uncertainty was increased when a TD Cowen analyst note revealed late Friday that Microsoft has canceled leases for sizable data center capacity in the US, raising the possibility of an excess of AI infrastructure. Microsoft stated that while it “may strategically pace or adjust” infrastructure in some areas, its ambition to invest more than $80 billion in AI and cloud capacity this fiscal year remains intact.

 

Gene Goldman, chief investment officer at Cetera Investment Management, stated that since AI has been driving market rise in recent years, any issue about the technology is viewed as a justification to reduce profits. Goldman noted that markets are already anxious and searching for an excuse to take profits. Further, according to Goldman, market hesitancy on whether we are facing an inflation or growth scare is what is driving volatility.

 

Following a poor projection from Walmart and a slew of negative economic data this week, investors are growing increasingly concerned about economic growth in addition to tariffs and inflation.

 

US market performance

The S&P 500 dropped 29.88 points, or 0.50%, to 5,983.25; the Nasdaq dropped 237.08 points, or 1.21%, to 19,286.93; and the Dow Jones Industrial Average increased 33.19 points, or 0.08%, to 43,461.21.

 

Tech drove US market down

Technology was the largest loser, closing down 1.43%, while the more defensive healthcare index led percentage gains, closing up 0.75%. The largest index point drag on the S&P 500 was Nvidia, which ended the day down 3.1%. Broadcom Inc., a chip manufacturer, opened a new page, down 4.9%, and Amazon.com, down 1.8%. Microsoft’s stock fell 1% in the end. Another well-known AI stock, Palantir Technologies, saw the largest percentage reduction in the tech sector, falling 10.5%. Though these businesses are still excellent stocks, the AI tech industry’s supremacy has ended. According to Peter Boockvar, CIO at Bleakley Financial Group, the market is about to enter a significant digesting phase.

 

Inflation data out this week

Regarding statistics, the Federal Reserve’s favored inflation indicator, the Personal Consumption Expenditure index, is anticipated on Friday and may aid markets in determining when the central bank may decrease interest rates for the first time this year.

 

Fed Rate Stability Expected Until June, Stocks Gain on Key Announcements

According to CME Group’s FedWatch, which launches a new tab feature, interest rate futures show traders’ views that the Fed would keep borrowing prices the same until June. Following the iPhone manufacturer’s announcement of plans to invest $500 billion in the United States over the next four years, including the establishment of an AI server facility in Texas, individual stocks ended the day up 0.7%. After Warren Buffett’s conglomerate announced a record yearly profit, Berkshire Hathaway’s class B shares ended up more than 4%, and the company’s shares reached record highs in early trade.

 

Conclusion

The U.S. overall stock market did not do well, with the Nasdaq declining over 1% due to concerns regarding demand for AI gear, economic growth, and tariffs. Tech stocks, and especially those that deal in AI, were hammered, with the Dow managing only a small gain. Some stocks were boosted by positive news from Apple and Berkshire Hathaway, but investors are waiting until inflation figures and Nvidia’s quarterly results are announced. Market sentiment is still cautious, with most waiting until there are more positive economic indications.

 

 

 

 

The image added is for representation purposes only

Reliance Consumer Products’ pricing strategy could lead to price war in beverage industry

 

 

 

 

 

, , 0 Comment
Read More
Hitachi Energy India’s Share Price Skyrockets Over 124,000% in Five Years
Equities, Markets - January 29, 2025

Asian Stocks advance on tech rebound

Asian Stocks advance on tech rebound

Overview
As investors seized opportunities, Nvidia and other shares of artificial intelligence-related technology recovered from steep losses the day before, and U.S. stocks closed Tuesday’s trading session higher. As attention shifts to the Federal Reserve’s rate decision and US mega-cap earnings, Asian shares also increased Wednesday morning, following Wall Street’s tech-led recovery from a selloff that rocked global markets.

Mild rise after a rocky start for Global Markets
Australian and Japanese stocks increased. For the Lunar New Year holidays, the majority of other significant markets in the area are closed. Nvidia Corp. recovered 8.9% after the biggest one-day value loss in history, while US equities futures fell after the S&P 500 increased 0.9% and the Nasdaq 100 increased 1.6% on Tuesday. Following President Donald Trump’s remarks regarding universal tariffs, the dollar and oil both rose.

The share increases follow a rocky start to the week due to worries that a low-cost artificial intelligence model from DeepSeek, a Chinese startup, may make it difficult to defend valuations of the technology driving the bull market. But after a reassessment, many like Steve Cohen suggested it would be beneficial for the sector. The Fed’s rate decision and the opening of the Big Tech reporting season on Wednesday will now be the region’s investors’ main tests for AI bulls.

In the last three months of 2024, core inflation in Australia decreased more than anticipated. Bets that the Reserve Bank would soon start a monetary easing cycle caused the Australian currency to weaken and the policy-sensitive three-year yield to drop five basis points.

Regarding US earnings, growth is expected to be at its slowest pace in nearly two years, even though profits from the so-called Magnificent Seven behemoths are still increasing and significantly exceeding the rest of the market. After Monday’s long-awaited AI reckoning, the dust is finally settling. While it continues to believe in the productivity story powered by AI, investing in this industry may not be as simple as it has been in the last two years, according to Emily Bowersock Hill of Bowersock Capital Partners. She went on to say that when it comes to investing in AI, it is anticipated that investors will be more discriminating and choosy.

Fed Meeting Predictions
Amidst robust demand and recalcitrant inflation, it is generally anticipated that Fed members would maintain borrowing costs at their current level Wednesday. In the hopes that Fed Chair Jerome Powell will hint a cut in March, bond dealers are increasing their optimistic wagers on US Treasuries. According to a study by 22V Research, 67% of participants anticipate a “mixed/negligible” response to the Fed’s announcement on Wednesday, 21% said they are “risk-off,” and 12% said they are “risk-on.”

At 4.52%, the yield on 10-year Treasuries decreased by 1 basis point. After rising 0.8% on Tuesday, West Texas Intermediate oil continued to rise early on Wednesday. In a note, Win Thin of Brown Brothers Harriman stated that the US fundamental story of robust growth, high inflation, and a more hawkish Fed still favors higher US rates and a stronger dollar. This Fed meeting is predicted to be largely unremarkable for the stock market by several criteria.

According to Bowersock Hill, markets are not anticipating a cut and will instead concentrate on the Fed’s projections for the remainder of 2025. Interest rates and inflation will both continue to rise, so it wouldn’t be shocking to see one rate cut in 2025, or perhaps none at all.

US Market Rebound
In its largest daily percentage rise since July 31, the S&P 500 technology sector surged 3.6%, while an index of semiconductor equities saw a 1.1% gain. Apple’s stock increased 3.7%. When Apple, Microsoft, and other firms released their quarterly results later this week, investors were excited to hear what they had to say.

Following the release of AI models by Chinese startup DeepSeek that it claimed were on par with or superior to top U.S. competitors at a fraction of the price, there was a tech sell-off.
According to Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey, markets are seeing the usual bounceback rally, which is to be expected when there is news that is less precise and more about the possibility of a future change.

India’s IT stocks witness a surge
Information technology companies drove Wednesday’s opening gains for India’s major indexes, while investors awaited the U.S. Federal Reserve’s interest rate remarks later in the day. As of 9:25 a.m. IST, the Nifty 50 opened new tab up 0.27% to 23,019.15 points, while the BSE Sensex opened new tab up 0.28% to 76,102.57. Leading the sectoral advances were eleven of the thirteen key sectors, with IT stocks (NIFTY IT) up 1.6%.

The image added is for representation purposes only

Budget needs to focus on local infrastructure

, , , 0 Comment
Read More
Rapido vs Ola-Uber: How a Bike Taxi Startup Disrupted India’s Ride-Hailing Market
Equities, Markets - January 28, 2025

DeepSeek's Rise Shakes AI Industry, Sends Markets into Decline

DeepSeek’s Rise Shakes AI Industry, Sends Markets into Decline

Overview

After a brutal session on Wall Street, where the collapse caused by a questioning of the artificial intelligence boom continued into a second day, Japanese shares led losses in Asian stocks. Big IT companies led the declines, with SoftBank Group Corp. plunging 6% and Advantest Corp. falling as high as 11% in Tokyo. That came after the Nasdaq 100 and S&P 500 fell Monday due to worries that values might be difficult to support due to a low-cost AI model from a Chinese business called DeepSeek. As the Lunar New Year holidays begin, several Asian markets, including those in China and South Korea, will be closed on Tuesday.

Following US President Donald Trump’s announcement that he would soon impose tariffs on foreign-produced semiconductors, medicines, and some metals to force manufacturers to manufacture in the nation, the dollar appreciated against all of its Group-of-10 rivals. The next Treasury Secretary, Scott Bessent, was confirmed. According to the Financial Times, Bessent supported gradual universal taxation.

The DeepSeek Conundrum

Liang Wenfeng, the head of AI-driven quant hedge firm High-Flyer, created DeepSeek in 2023. The business creates AI models that are open-source, allowing the software to be examined and enhanced by the larger developer community. Following its introduction in early January, its mobile app shot to the top of the US iPhone download charts.

Since its January release in the US, an AI-powered chatbot developed by the Chinese startup DeepSeek has rapidly risen to the top of the free app download list on the Apple store. Financial markets have been rocked by the app’s unexpected rise in popularity and DeepSeek’s purportedly low prices when compared to AI firms with headquarters in the US.

Marc Andreessen, a venture capitalist from Silicon Valley, has praised DeepSeek as one of the most remarkable and astounding advances in artificial intelligence. The company claims that at a tenth of the price, its most recent AI models are comparable to industry-leading models in the US, such as ChatGPT. The app’s developers claim that it only cost $6 million (£4.8 million) to develop, a significant reduction from the billions of dollars that US AI companies have spent.

AI Fall to continue?

Matthew Haupt, a portfolio manager at Wilson Asset Management, stated that while it is too soon to predict the future effects of DeepSeek, it has shown that the industries that could be affected are crowded. He also stated that the prospects for a selloff have changed because the concerns around growth outlooks are no longer entirely predetermined.

The market narrative that has dominated since Donald Trump’s reelection in November —America-first, tech-fueled bullishness that saw a clear upward path for risk assets pushed by deregulation, tax cuts, and even government support of AI investment—was further shattered by Monday’s AI fall.

Following Monday’s selloff, US equity futures saw minimal movement in the early hours of Tuesday. With the 10-year yield up one basis point to 4.55% after dropping nine basis points on Monday, treasuries marginally declined in Asia. The gains from Monday were maintained by a 0.3% increase in the Bloomberg Dollar Spot Index. Taiwan and Vietnam are among the other Asian markets that close for the Lunar New Year vacations. Singaporean and Hong Kong bourses are scheduled to close early.

In New York, Nvidia Corp., the face of the AI revolution, fell 17%, losing $589 billion in market value—the highest ever for a single stock. Despite recent efforts to reduce their power, the group of companies that make up roughly 40% of the Nasdaq 100 include Nvidia, Apple Inc., Microsoft Corp., Amazon.com Inc., Meta Platforms Inc., and Alphabet Inc. In the S&P 500, it is almost 30%.

Chinese Lunar New Year

As Chinese investors begin their Lunar New Year holidays, which will end on Tuesday, they have a lot to think about. The country’s economy unexpectedly slowed down at the beginning of the year, halting the momentum of a rebound spurred by stimulus plans and highlighting Beijing’s need to take more action to avoid another recession. In an effort to boost trust in the so-called Magnificent Seven group of firms, traders around the world will be focusing on this week’s earnings releases from companies like Apple and Microsoft.

With company shares close to all-time highs and their valuations stretched, investors are about to enter another crucial Big Tech earnings cycle. This time, there’s a crucial difference: the group’s earnings growth is anticipated to be the slowest in over two years.

DeepSeek hitting American companies hard

DeepSeek sets itself apart from other chatbots, such as OpenAI’s ChatGPT, by explaining its logic before responding to a prompt. According to the business, its R1 release provides performance comparable to OpenAI’s most recent, and it has issued licenses to anyone who wants to build chatbots with the technology.

According to reports, DeepSeek was created for hundreds of millions of dollars less than its US competitors, which raises concerns about America’s continued dominance in AI. On January 27, financial markets were rocked by the company’s allegedly reduced costs, which caused the tech-heavy Nasdaq to plummet more than 3% in a global sell-off that included data centers and chip manufacturers.

The US-based Nvidia, which produces the potent chips that underpin AI, seems to have been the most severely affected. As its stock price fell 17% over the day, it lost around $600 billion in market value on Monday, the worst one-day decline for any firm in US history. According to Forbes, Nvidia’s market worth dropped from $3.5 trillion to $2.9 trillion on Monday, dropping it to third place behind Apple and Microsoft, the most valuable business in the world by market capitalization. Compared to Nvidia’s semiconductor chips, DeepSeek employs less sophisticated ones.

Their achievement challenges the notion that the only means to advance AI are with larger budgets and top-tier CPUs, a notion that has greatly raised doubts about the necessity and prospects of high-performance computers.

The image added is for representation purposes only

Budget needs to focus on local infrastructure

, , , 0 Comment
Read More
The biggest Downfall of Nvidia in the market history
Equities, Markets - January 28, 2025

The biggest Downfall of Nvidia in the market history

The biggest Downfall of Nvidia in the market history

Nvidia recorded a significant fall in price. The reason for the drop in price is due to investors being worried about competition from China’s artificial-intelligence start-up known as DeepSeek. It resulted in loss of a big amount of market value in the market leading to the largest loss for any firm in the world.

Downfall of Nvidia
When the market started on 27th January, 2025, the Nvidia recorded a fall of close to 13 percent. It resulted in the company losing market capitalization of around $465 billion. The fall overshadowed its previous fall in the month of September which accounts to about 9 percent and loss of $279 billion of market capitalization.

Spill-over Effect
Nvidia has a considerable position in important indexes. It led to a spillover effect in these indexes and market as well. In the past, the company’s stock decline has resulted in seven of the ten highest falls in the S&P index. Currently, the drop in Nvidia’s stock led to a fall of about 3.6 percent and 2.3 percent in Nasdaq 100 and S&P 500 indexes, respectively.

Reason for market downturn in technology stocks
The large drop in Nvidia’s stock led to a huge sell of a number of technology stocks in the markets. The main reason for this is rising concerns among investors about DeepSeek and its low cost AI model. Many investors are anxious that the large firms in the US have spent a large amount of funds in the creation of artificial intelligence. In contrast to this, the Chinese company was able to create AI models which are competitive to western AI models at a very low cost.

Concerns about DeepSeek
In the previous week, China launched its AI model known as DeepSeek. It is observed as an AI model which competes with AI models such as Meta Platforms Inc. and Open AI. It was created by Liang Wenfeng, chief of quantfund. The product is in the top list of the Apple’s app store.

According to the analysts of Jefferies, this could be a big matter of concern for the prevailing AI models in the market. The reason for this is that these models are working with huge computing power, high levels of use of energy, and also use of expensive chips.

Expenditure on AI models
For years, huge expenditure has been made on AI models. This has helped Nvidia to gain benefits as it makes semiconductors for AI technology. Such a big amount of expenditure will remain in the future as well. However, the investors will be vigilant about firms which make huge investments in AI models but with no returns.

Meta made a public statement that it will increase its capital financing on AI technology plans to about 50 percent leading to the value of 65 billion dollars. This resulted in prices of Meta stock reaching high. Apart from this, Stargate, a joint venture was launched by companies such as SoftBank Group, Oracle, and OpenAI of about 100 billion dollars. The purpose of the plan is to create AI infrastructure and data centers across the United States.

Deepseek’s progress in midst of US bans
The US has taken certain steps to halt the development of China in AI models such as prohibition of export of advanced semiconductors. It also restricted the amount of sales of advanced AI chips of Nvidia to many countries in the world. Due to export prohibition by the USA, the Dutch company known as ASML was not at any point of time able to export its high-tech extreme ultraviolet lithography machines to China. Even under Biden’s regime, the Dutch was not able to export its immersion deep ultraviolet lithography machines to China.

Despite these challenges, the development of DeepSeek indicates that China has been able to pave its way in AI models by focusing on using its scarce resources in the wellplanned way.

The image added is for representation purposes only

Budget needs to focus on local infrastructure

, , , 0 Comment
Read More