Nvidia Soars as AI Spending Booms, Amazon & Friends Pump Capital Spending

Nvidia’s stock value has surged by over $1 trillion in just eight weeks, rebounding strongly after a rocky start to 2025. Investors who were initially worried about US chip export restrictions to China, slowing AI investment, and supply chain concerns have turned bullish, as recent earnings reports address these issues. According to Bloomberg, Nvidia’s strong financial performance has eased pressure on the company, further fueling market optimism. 74% of long-only investment funds currently own Nvidia stock, a figure behind giants like Amazon, Apple, and Microsoft. This means there is significant room for fresh investments in the coming months.