Story perspectives

Nvidia Hits $5T Valuation as AI Revenue Soars

4/25/2026

Summary

Nvidia Shares Surge

Nvidia shares rose above $209 on Friday, lifting the company's market value past $5 trillion.
The firm posted fiscal Q4 revenue of $68.1 billion, up 73% YoY, with data-center revenue climbing 75% to $62.3 billion, and it projects Q1 revenue around $78 billion excluding China data-center sales.
Analysts say the stock trades at about 40 times forward earnings and 23 times revenue, while Google, Meta, Intel and AMD are ramping up AI-chip competition.

Summary

Intel Stock Surge

Intel’s stock surged 23.6% on April 24, its strongest single-day gain since October 1987.
The United States said on April 24 that Iran signaled “some progress,” making U.S.–Iran negotiations a market-sentiment factor for the chip rally.
Analysts project hyperscaler capital expenditures will exceed $700 billion in 2026, fueling AI-driven chip demand.
Paul Nolte warned the rally may be sentiment-driven, with earnings from Microsoft, Amazon, Google and Meta on April 29 expected to steer the sector.

History

Historical Context

In the mid-1990s the Nasdaq Composite surged from under 1,000 to over 5,000, a 400% rise that culminated at 5,048 points on 10 March 2000, fueling the dot-com bubble. When the bubble burst, Intel’s stock fell about 84% and many startups vanished. Today, Nvidia and other chip makers are driving a new AI-chip rally, echoing the earlier capital frenzy.

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Nvidia Shares Surge

Nvidia shares rose above $209 on Friday, lifting the company's market value past $5 trillion.
The firm posted fiscal Q4 revenue of $68.1 billion, up 73% YoY, with data-center revenue climbing 75% to $62.3 billion, and it projects Q1 revenue around $78 billion excluding China data-center sales.
Analysts say the stock trades at about 40 times forward earnings and 23 times revenue, while Google, Meta, Intel and AMD are ramping up AI-chip competition.

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