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Nvidia breakout puts $4 trillion market value within reach

Nvidia shares have rallied back to a record.

Ryan Vlastelica

Elon Musk's ardent backers rushed in to buy the dip—with leverage.

“You’d be hard pressed to look at Amazon’s multiple here and not see it as appealing," said Clayton Allison, portfolio manager at Prime Capital...

The Nasdaq 100 Index is down 7% in 2025, and Apple is responsible for nearly a fifth of that decline, according to data compiled by Bloomberg.

"I'm not overly optimistic this will be the kind of report we’ve seen a lot from Nvidia ... That could lead to a massive selloff.”

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.

“There had been questions about the impact production delays could have, so these updates are reassuring.”