Nvidia Makes History as First Company to Hit $5T Valuation

Published 16 hours ago·Updated 14 hours ago

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Above: Nvidia Corp. CEO Jensen Huang during his keynote at the Nvidia GTC in Washington, D.C., on Oct. 28, 2025. Image copyright: Kent Nishimura/Bloomberg/Getty Images

The Spin

Narrative A

Nvidia hitting $5 trillion cements its dominance in the AI boom that's reshaping the world with unstoppable demand for its chips. Massive orders worth $500 billion and partnerships with giants like OpenAI and the U.S. government guarantee explosive growth ahead. This valuation screams smart investment in a tech revolution that's just revving up.

NVIDIA Blog BNN Bloomberg

Morning Brew on X

Narrative B

Nvidia's $5 trillion valuation seems to be driven by an overhyped AI bubble, characterized by circular spending and vague promises that lack tangible cash returns. This frenzy overlooks significant risks, such as export restrictions and competitors diminishing its market lead. Such an inflated price creates the potential for a substantial correction when the hype inevitably collides with reality.

AInvest Demandsage