Overview
- Yahoo Finance ties the stock market’s three-year rally to the rise of AI with Nvidia at the center.
- Since early 2023, Nvidia has added more than $4.1 trillion in market value and briefly touched a $5 trillion valuation.
- Nvidia’s Hopper, Blackwell, and Blackwell Ultra GPUs remain the preferred hardware for AI data centers, supported by the CUDA software ecosystem.
- CEO Jensen Huang is pursuing an annual release cadence, with the announced Vera Rubin platform expected to require fewer GPUs to train large language models.
- The article cites exceptional pricing power and gross margins in the mid‑70% range, while suggesting—based on historical patterns—that shares near $200 could drop toward $100 in 2026.