Nvidia shares have notched a historic winning streak, closing higher for ten consecutive trading days in their longest positive run since last November. The stock closed at €163.68, cementing a weekly gain of over eight percent and pushing its advance over the past seven days to 5.36 percent. This momentum has lifted the share price noticeably above its 50-day moving average of €155.91.
Fueling this surge is a staggering financial outlook from management. CEO Jensen Huang has projected cumulative orders for the company’s new GPU architectures to reach approximately $1 trillion by 2027. The upcoming Blackwell and Rubin chip series are central to this forecast, as major corporations continue aggressive investment in AI infrastructure. This demand has solidified Nvidia’s position as the most traded stock within both the S&P 500 and the Nasdaq 100 indices.
Beyond hardware, the company is aggressively expanding its software ecosystem with a strategic push into quantum computing. This week, Nvidia unveiled “Ising,” an open-source suite of quantum-AI models designed to act as a control layer for quantum hardware. The platform tackles two critical industry bottlenecks: it slashes processor calibration time from several days to mere hours and performs error correction up to 2.5 times faster and three times more accurately than previous standards. Early adopters include Harvard, IBM, and the Fermi National Accelerator Laboratory.
In a parallel software move, Nvidia confirmed a collaboration with Google to optimize the Gemma-4 model for its chips, a strategy aimed at securing high margins through essential software layers. The company views quantum computing not as a threat to its core GPU business but as complementary infrastructure, seeking to establish itself as the operating system provider for future quantum systems.
Should investors sell immediately? Or is it worth buying Nvidia?
Amidst this operational strength, Nvidia moved to quash market speculation. A company spokesperson formally denied reports of a year-long negotiation to acquire a major PC and server manufacturer, stating Nvidia is not in talks to buy a PC builder. The denial sent shares of rumored targets like Dell and HP, which had recently gained over five percent, sliding more than three percent in after-hours trading.
The financial foundation for these ambitious ventures remains robust. For the full fiscal year 2026, Nvidia posted record revenue of $215.9 billion, a 65 percent year-over-year increase. Its data center segment, the primary growth engine, recently delivered $62 billion in revenue with a net margin of 55.6 percent. Analysts are anticipating another massive earnings leap, forecasting a 71 percent year-over-year increase in earnings per share for the first quarter of 2026—far outpacing the S&P 500’s average expected growth of 12.6 percent.
This bullish outlook is tempered by a rich valuation, with the stock trading at a price-to-earnings ratio around 40. Some company insiders have used the elevated levels to realize gains, selling 1.15 million shares worth approximately $207 million over the past 90 days. The share price now sits roughly nine percent below its 52-week high of €179.62. Despite this, analyst consensus remains optimistic, with an average price target of $275.25. The next major test for Nvidia’s market dominance will be the launch of its Rubin architecture, the successor to Blackwell, which is set to form the foundation for the next generation of AI workflows.
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