SpaceX is racing to raise tens of billions in borrowed money to lock in an exclusive chip supply deal, and the timing raises questions about who really benefits when the money moves.
Nvidia stock wasn't getting much of a boost from SpaceX's chip buying plans. But there are more buyers waiting in line.
While not the top-performing technology stock of 2026, Nvidia (NASDAQ: NVDA) has, nonetheless, risen to a record valuation of $5.776 – just $224 billion short of the record-breaking $6 trillion – been one of the most consistent profitable investments of recent years.
Elon Musk's SpaceX is in talks with banks and investors to borrow $40 billion to fund a purchase of Nvidia chips, according to a Financial Times report.
SpaceX is raising big money to spend on Nvidia artificial-intelligence chips, according to a report.
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NVIDIA, TD SYNNEX and KE Holdings stand out as high-momentum stocks with strong earnings growth, estimate surprises and favorable momentum scores.
Nvidia is poised for continued growth as AI infrastructure demand broadens amid the agentic shift, while alternative financing mitigates capital constraints ahead of surging interest rates. The company's prescient development of alternative financing structures, including plans to mobilize $500 billion in third-party funding for AI infrastructure, has positioned it ahead of today's tightening capital backdrop. These structures are becoming increasingly critical as monetary and financial conditions tighten, expanding NVDA customers' access to capital needed to sustain demand-driven AI infrastructure investments despite weakening FCF profiles.
NVIDIA's march toward $6 trillion highlights four ETFs offering heavy exposure to its AI-fueled growth while providing diversification.
Nvidia (NVDA) is upgraded to Strong Bullish as shares break out to new all-time highs, nearing a $6 trillion market cap. Management's $235 billion buyback program through FY28 and record $26 billion Q2 capital return signal a powerful commitment to shareholders. Institutional investors, "the smart money," have returned to raise portfolio exposure to Nvidia's shares following recent news which is fueling the breakout further.
A $10,000 bet on Nvidia a decade ago quietly became a life-changing sum, but with a $5.57 trillion market cap, the same math no longer applies the same way. Here is how much runway our model still sees.
The Fed just pushed rates higher and the 10-year Treasury sits above 5%, conditions that typically punish growth stocks hard. NVIDIA may be built differently enough that the standard playbook simply does not apply.