Summary:
Nvidia stock price hits a record high as AI demand surges, with Wall Street forecasting up to 60% more upside in the coming months.
The Nvidia stock price continues its extraordinary ascent, setting a fresh all-time high and reinforcing its leadership in the AI-driven technology boom. On 25 June 2025. Nvidia shares surged by 4.3% to close at $154.31. propelling its market capitalisation to a staggering $3.77 trillion. This historic rally once again secured Nvidia's place as the world's most valuable publicly listed company, overtaking its tech peers in the race for dominance in artificial intelligence infrastructure.
The rally in the Nvidia stock price also helped the Nasdaq 100 Index soar to a new record of 22.329 points, reflecting the broader bullish sentiment toward mega-cap tech stocks, particularly those tied to AI.
Nvidia CEO Jensen Huang addressed shareholders at the company's annual general meeting, highlighting a long-term opportunity in what he described as a "ten-year wave" of global AI infrastructure development. According to Huang, sovereign governments and major enterprises are ramping up investments in AI capabilities, with Nvidia uniquely positioned to deliver the underlying hardware and systems.
This bullish outlook is underpinned by growing demand across cloud computing, machine learning, and high-performance computing—all of which are powered by Nvidia's cutting-edge GPUs and system architecture.
Several top Wall Street institutions have responded to Nvidia's latest surge by sharply raising their price targets. Loop Capital analyst Ananda Baruah emphasised that the market is now entering the next golden wave of AI application deployment, with Nvidia leading the charge.
Loop Capital increased its target for the Nvidia stock price from $175 to $250. implying a potential upside of more than 60% from current levels. Similarly, Barclays also raised its target to $200. According to data from TipRanks, the average 12-month price target for Nvidia now stands at $175.28.
Daniel Newman, CEO of the Futurum Group, noted that despite efforts by other tech giants like Amazon and Microsoft to build vertically integrated AI stacks, Nvidia's technology remains the gold standard in the industry. "The best AI stack is still Nvidia," he said.
Nvidia isn't alone in its success. Fellow tech heavyweight Microsoft also hit a new all-time high, helping lift the broader tech-heavy Nasdaq index. Analysts say this is part of a larger trend, with investors increasingly turning to artificial intelligence and cloud computing stocks as safe havens.
Kathleen Brooks, an analyst at XTB, pointed out that following a de-escalation in Middle East tensions, investor attention has shifted from defence stocks to high-growth tech names—particularly those linked to AI. She expects the so-called "Magnificent 7"—Apple, Amazon, Alphabet, Microsoft, Meta, Nvidia, and Tesla—to continue leading the charge in the US equity markets.
"As the market refocuses on AI trade themes, these seven companies are well positioned to push the US stock market even higher," Brooks said.
The recent performance of the Nvidia stock price is not merely speculative enthusiasm—it reflects strong fundamentals, visionary leadership, and a dominant position in one of the most transformative technology trends of our time. As global demand for AI infrastructure accelerates and Wall Street remains firmly bullish, Nvidia is expected to continue outperforming in the months and years ahead.
With analysts predicting substantial upside and institutional investors piling in, the Nvidia stock price appears poised not only to maintain its momentum but to define the next phase of AI-led growth in global markets.
Disclaimer: This material is for general information purposes only and is not intended as (and should not be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by EBC or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.
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