Nvidia added $442 billion in market value on Thursday, marking the second-largest single-day increase ever recorded for an individual stock, according to Jin10. By the close of U.S. trading, shares of Nvidia (NVDA.O) had jumped 8.7%, their biggest one-day rise since April 2025. The gain trailed only Microsoft’s roughly $450 billion single-day market-cap increase set less than a month earlier.
The rally followed Nvidia’s previously released earnings guidance, which the report said eased investor concerns that growth tied to artificial intelligence might be slowing. The guidance was cited as evidence that AI demand remains strong. Analysts reviewing the outlook said the company’s "stunning" guidance "implies that current market expectations still leave more than $100 billion of potential upside." JPMorgan added that even though Nvidia’s outlook came in far above expectations, it may still be conservative because the company "clearly indicated that its current outlook is constrained by supply, and that demand growth would be materially higher without those supply constraints."
Nvidia (NVDA.O) added $442 billion in market value on Thursday, setting the second-largest single-day gain ever recorded for an individual stock, according to Jin10. By the close of U.S. trading on Thursday, Nvidia shares had surged 8.7%, their biggest one-day advance since April 2025.
The increase in market capitalization was second only to Microsoft’s roughly $450 billion single-day gain, which was recorded less than a month earlier.
Strong guidance drives the move
Thursday’s rally followed Nvidia’s previously issued strong earnings guidance. The report said that outlook eased investor concerns that AI-related growth momentum could be slowing, and pointed to continued strength in AI growth.
Analysts see more room above current expectations
In their assessment of Nvidia’s guidance, institutions said the company’s "stunning" outlook "implies that current market expectations still leave more than $100 billion of potential upside."
JPMorgan said that although Nvidia’s earnings outlook came in well above expectations, the guidance may still be conservative because the company "clearly indicated that its current outlook is constrained by supply, and that demand growth would be materially higher without those supply constraints."
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