Nvidia Reaches New All-Time High
The recent comeback of AI stocks is significantly led by Nvidia, which has reached a new all-time high, symbolizing a major market development. On June 26, 2025, Nvidia’s stock rose by more than four percent to a record high of $154.31, which lifted the company’s market capitalization to a gigantic $3.76 trillion. This allowed Nvidia to surpass Microsoft and regain its position as the most valuable publicly traded company in the world.
Analysts Support the Upswing
This rally is fueled by an optimistic assessment from the investment bank Loop Capital, which raised its price target for Nvidia from previously $175 to now $250, and in an analysis, referred to a ‘golden wave’ of demand for generative AI. Analyst Ananda Baruah sees this as the beginning of a new phase with demand for AI technologies significantly stronger than expected – with Nvidia at the forefront of this development.
Other analysts, like Barclays, also support this positive sentiment with increased price targets and buy recommendations for Nvidia. The strong performance since the low in April shows an increase of about 63 percent in the stock, along with an enormous rise in market capitalization of nearly $1.5 trillion within a few months.
A Signal for the Future of AI
Overall, this comeback of AI stocks marks not only a short-term upswing for individual stocks like Nvidia, but also signals a broader market movement towards increased investment readiness in Artificial Intelligence and its applications.
In summary:
- Nvidia reached a new all-time high at approximately $154, raising its valuation to about $3.76 trillion and surpassing Microsoft as the most valuable company globally.
- The investment bank Loop Capital predicts a ‘golden wave’ for generative AI with a price target for Nvidia of up to $250, representing a potential of over 60%.
- This development exemplifies the comeback of the entire industry surrounding Artificial Intelligence in the stock markets in 2025.
Thus, it is clear: The new all-time high at Nvidia is a central driver of the current comeback of AI stocks and reflects the growing significance and acceptance of AI technologies in the capital market.