Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: “Nvidia hitting a $5 trillion market cap is more than a milestone; it’s a statement, as Nvidia has gone from chip maker to industry creator.
“Jensen Huang’s keynote at yesterday’s tech conference painted a sweeping vision of Nvidia as the connective tissue of next-gen tech, from autonomous fleets to quantum computing.
“The scale of Blackwell and Rubin orders already booked, well ahead of consensus, suggests analysts will be scrambling to revise earnings upward.
“For investors who think they’ve missed the boat, even at $5 trillion of market cap, this still isn’t an overly expensive stock.
“The market continues to underestimate the scale of the opportunity, and Nvidia remains one of the best ways to play the AI theme.”
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