Nvidia as the Driver of the AI Comeback
- The Nvidia stock reached a new record high of $154.45 on June 26, 2025, with a daily peak, increasing by about 4.3% on that day.
- With this development, Nvidia’s market capitalization rose to approximately $3.76 trillion, overtaking Microsoft and once again crowning itself the most valuable company in the world.
- Analysts see Nvidia as the leading player in the current wave of generative artificial intelligence (Gen-AI). Investment bank Loop Capital raised its price target for Nvidia from the previous $175 to now $250—a potential upside of over 60% when viewed from the current price level.
- The rationale lies in an expected “golden wave” of demand for generative AI technology, in which Nvidia plays a key role.
Importance for Investors in the Technology Sector
- The strong comeback of AI stocks signals a new dynamic in the technology sector. After a phase of somewhat stalled recovery, demand for innovative AI solutions has significantly increased.
- Alongside major tech giants like Nvidia, sustainable investments are also increasingly benefiting from the market environment; however, these are often mid-sized or smaller stocks that can respond more strongly to interest rate cuts compared to megacaps like Nvidia.
In summary: The new all-time high for Nvidia marks a turning point and fuels the comeback of AI stocks. For investors in the technology sector, this is an important signal for further growth potential, especially in the field of artificial intelligence and generative technologies.