NVIDIA Corporation (NVDA.US) surged over 8.7%, increasing its market value by approximately $442 billion, marking the second largest single-day increase in the stock's history.

NVIDIA Corporation (NVDA.US) saw its stock price surge significantly, adding approximately $442 billion to its market value in a single day, setting a record for the second-largest single-day market value increase in the history of global stocks. This surge followed a strong earnings outlook from the company that greatly exceeded Wall Street's expectations, reinforcing the market's confidence in the sustained demand for AI infrastructure. On Thursday, NVIDIA Corporation's stock price jumped over 8.7%, marking its largest single-day increase since April 2025. With this surge, the company's market value increased by about $442 billion in just one day, bringing its total market value to approximately $5.5 trillion, maintaining its position as the highest-valued publicly traded company in the world. The $442 billion increase in NVIDIA Corporations market value on Thursday is second only to the record set by Microsoft Corporation (MSFT.US) less than a month ago. Microsoft had previously reported earnings that far exceeded market expectations, resulting in a single-day market value increase of around $450 billion, setting the all-time high record in global stock market history. NVIDIA Corporation's increase is only about $8 billion short of this record. Notably, the immense size of NVIDIA Corporation means that even relatively modest fluctuations in its stock price can lead to changes in market value amounting to tens or even hundreds of billions of dollars. The increase in market value for NVIDIA Corporation on Thursday surpassed the combined market value of most companies within the S&P 500 Index. It also set a new record for its own single-day market value increase. In April 2025, after U.S. President Trump announced a 90-day suspension of certain tariff measures, NVIDIA Corporation had previously seen a market value increase of about $440 billion in a single day. The primary driver behind the surge in NVIDIA Corporation's stock price is the company's strong business outlook. The firm projects a revenue growth of approximately 70% for the next fiscal year, far exceeding the market's previous expectation of about 45%. This unexpected increase in outlook reminds investors of the early AI boom when NVIDIA Corporation consistently surpassed market expectations. The strong outlook also eased recent market concerns about a potential slowdown in AI capital expenditure growth, indicating that global tech companies and cloud computing firms still have robust demand for AI chips and related infrastructure. Analysts noted that NVIDIA Corporation's current guidance is "stunning," suggesting that based on this guidance, the company's potential revenue upside could exceed $100 billion compared to existing market predictions. Even though its growth forecast already significantly surpasses market expectations, some Wall Street institutions believe the company may have intentionally maintained a relatively conservative outlook. J.P. Morgan highlighted that NVIDIA Corporation clearly stated its business is still constrained by supply capacity, and that actual market demand is growing at a markedly faster pace without supply bottlenecks considered. This implies that factors limiting NVIDIA Corporation's revenue growth may not stem from a lack of customer demand, but rather from the company's ability to supply the market with AI chips and systems. If supply capacity improves further in the future, actual revenue could still exceed the current guidance. As NVIDIA Corporation grows into a company with a market value of approximately $5.5 trillion, the impact of its stock price fluctuations on the entire U.S. stock market has become increasingly evident. In addition to holding the record for the second-largest single-day market value increase in history, NVIDIA Corporation simultaneously holds the record for the largest single-day market value loss in the history of global stocks. In January 2025, concerns over AI chip demand and cost structures sparked by the DeepSeek AI model caused NVIDIA Corporation to evaporate nearly $600 billion in market value in a single day, setting a historical record in the global stock market. However, this time market sentiment has experienced a significant turnaround. With NVIDIA Corporation expecting a revenue growth of about 70% for the next fiscal year, far exceeding the market's prior expectation of around 45%, it once again demonstrates that investment in AI infrastructure remains on a strong upward trajectory.