š„Record-breaking! Nvidia surged in the first 2 hours and 20 minutes, trading $33.5 billion.
What level is this number normally? In ordinary times, thatās roughly the amount for an entire day. What exactly happened today that allowed capital to pour out such an enormous volume within the first 140 minutes after the open?
First, letās look at the price performance. In the first 7 minutes, the stock rocketed up 7.1%, and its market cap jumped by $359 billion. By the close of the day, Nvidia soared 8.7%, with its market cap increasing by $442 billion in a single sessionāits biggest one-day gain since April 2025. Total market cap topped $5.47 trillion.
Huge trading volume + violent rally behind it all comes from three core variables resonating at the same time.
First, the earnings report beat expectations across the board. In Nvidiaās second-quarter results, revenue was $96.2 billion, up 106% year over yearāwell above expectations of $92.27 billion. Data center revenue was $89 billion, up 117% year over year. Adjusted earnings per share were $2.22, also surpassing expectations.
Second, Jensen Huangās one sentence ignited the marketās imagination. During the earnings call, the CEO said:
"AI is at the turning point. Now computing power is revenue. Demand is accelerating."
Third, guidance fully lifted the ceiling. Nvidiaās third-quarter revenue guidance midpoint was $108 billion, far above the expected $103.9 billion. Nvidia also, for the first time, provided performance guidance a year aheadāprojecting fiscal 2028 revenue to grow by about 70%, with the value of outstanding orders from the cloud services industry exceeding $200 billion.
Even more extreme: after the earnings release, some institutions immediately called for a $550 target priceāabout 140% upside from the current share price, implying a market cap of $1.3 trillion.
Remember, just before the earnings report, Nvidia had just gone through 7 straight trading days of declines, the longest losing streak since September 2022. The market had been worried that the AI spending cycle might be topping out.
But today, the bulls responded most directly with $33.5 billion of trading volume in just 140 minutesāadding the market value of a Maotai in a single day, crushing the shorts entirely. Some chased right at the open, while others were waiting for a pullback.
However, the historical pattern is this: when the worldās most core AI company delivers a ācash-printingā caliber earnings report, the cost of missing the move is often greater than the risk of chasing higher.
The $33.5 billion trading volume says it allāsmart money is voting with real cash.
#č±ä¼č¾¾å¼ē140åéęäŗ¤335äŗæē¾å $NVDAB
What level is this number normally? In ordinary times, thatās roughly the amount for an entire day. What exactly happened today that allowed capital to pour out such an enormous volume within the first 140 minutes after the open?
First, letās look at the price performance. In the first 7 minutes, the stock rocketed up 7.1%, and its market cap jumped by $359 billion. By the close of the day, Nvidia soared 8.7%, with its market cap increasing by $442 billion in a single sessionāits biggest one-day gain since April 2025. Total market cap topped $5.47 trillion.
Huge trading volume + violent rally behind it all comes from three core variables resonating at the same time.
First, the earnings report beat expectations across the board. In Nvidiaās second-quarter results, revenue was $96.2 billion, up 106% year over yearāwell above expectations of $92.27 billion. Data center revenue was $89 billion, up 117% year over year. Adjusted earnings per share were $2.22, also surpassing expectations.
Second, Jensen Huangās one sentence ignited the marketās imagination. During the earnings call, the CEO said:
"AI is at the turning point. Now computing power is revenue. Demand is accelerating."
Third, guidance fully lifted the ceiling. Nvidiaās third-quarter revenue guidance midpoint was $108 billion, far above the expected $103.9 billion. Nvidia also, for the first time, provided performance guidance a year aheadāprojecting fiscal 2028 revenue to grow by about 70%, with the value of outstanding orders from the cloud services industry exceeding $200 billion.
Even more extreme: after the earnings release, some institutions immediately called for a $550 target priceāabout 140% upside from the current share price, implying a market cap of $1.3 trillion.
Remember, just before the earnings report, Nvidia had just gone through 7 straight trading days of declines, the longest losing streak since September 2022. The market had been worried that the AI spending cycle might be topping out.
But today, the bulls responded most directly with $33.5 billion of trading volume in just 140 minutesāadding the market value of a Maotai in a single day, crushing the shorts entirely. Some chased right at the open, while others were waiting for a pullback.
However, the historical pattern is this: when the worldās most core AI company delivers a ācash-printingā caliber earnings report, the cost of missing the move is often greater than the risk of chasing higher.
The $33.5 billion trading volume says it allāsmart money is voting with real cash.
#č±ä¼č¾¾å¼ē140åéęäŗ¤335äŗæē¾å $NVDAB
