Nvidia & Microsoft alone account for almost half of sp500 $SPX returns this year
Source: Tatiana Darie, MLIV, Bloomberg thru Joumanna Bercetche
Europe is heading for the next humiliation. If Nvidia continues its triumphal march, the chip manufacturer could soon be worth more than the 50 largest comps in the Eurozone.
$NVDA hits a new all-time high yesterday. Nvidia is now valued at $4.3 Trillion Source: HolgerZ, Bloomberg
NVIDIA CEO: “I’D STUDY PHYSICS, NOT SOFTWARE” IF I WERE 20 TODAY Jensen says if he were graduating college in 2025, he’d skip coding bootcamps and major in physical sciences like physics or chemistry.
During a trip to Beijing on Wednesday, Huang was asked by a journalist: “If you are a 22-year-old version of Jensen [who] just graduated today in 2025 but with the same ambition, what would you focus on?” To that, the Nvidia CEO said: “For the young, 20-year-old Jensen, that’s graduated now, he probably would have chosen ... more of the physical sciences than the software sciences,” adding that he actually graduated two years early from college, at age 20. Why? Because the next frontier isn’t just chatbots - it’s hashtag#AI that understands gravity, inertia, friction, and cause and effect. He calls it Physical AI: robots that don’t just generate images or code, but grip, move, and predict real-world outcomes - like not crushing your coffee mug. “When you put that physical AI into a physical object called a robot, you get robotics." And yes, he said this in Beijing, while leading the first $4 trillion company in history. Source: CNBC thru Mario Nawfal on X
Nvidia $NVDA is now less than $600 Billion away from having a higher market cap than the entire Euro Stoxx 50 (largest 50 stocks in Europe) 🚨🚨🚨
Source: Bloomberg, Barchart
Nvidia is 3% of global market cap. The other 82,292 stocks (Bloomberg-tracked primary listings) make up the other 97%.
Source: David Ingles, Bloomberg
Nvidia is now worth the same as Google and Meta combined.
Source: Carbon Finance @carbonfinancex
Nvidia's market capitalization exceeds Germany's by nearly $1 trillion.
The size and success of this giant, and the other US tech behemoths, underscores how much the AI trade can overwhelm the market's response to week-to-week fluctuations in economic data and policy headlines - Lisa Abramowicz @lisaabramowicz1 on X, Bloomberg
To put $4 trillion in perspective...
Nvidia’s $NVDA market cap is now larger than the GDP of some huge countries Source: Blossom @meetblossomapp
