NEW YORK — NVIDIA Corp. (NASDAQ: NVDA) shares rose 1.76% on Thursday to close at $215.22, extending the semiconductor giant's strong performance in 2026 as insatiable demand for its artificial intelligence processors continued to drive record revenue and reinforce its position as the clear leader in the AI infrastructure boom. The stock added $3.72 for the day, reflecting sustained investor confidence even as broader market rotation created some volatility in big technology names.

The modest gain came on solid volume as NVIDIA once again demonstrated its pivotal role in powering the generative AI revolution. The company's data center segment, dominated by its H100, H200 and Blackwell series GPUs, remains the primary growth engine. Analysts noted that hyperscalers and enterprise customers continue placing massive orders, with supply constraints still supporting premium pricing and high margins.

NVIDIA has been one of the best-performing large-cap stocks of the past several years. Even after significant gains in prior periods, the stock has continued climbing in 2026 on the back of strong earnings beats and optimistic guidance. The latest quarterly results showed data center revenue more than doubling year-over-year, with gross margins remaining exceptionally healthy despite increased production scale.

AI Supercycle Remains Intact

CEO Jensen Huang........

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