The Economic Times

Why Nvidia shares just had their best day since April? Nvidia (NVDA) stock jumped 8.2%, reclaiming a $4.5 trillion market capitalization

Nvidia stock jumped 8.2% to $185.40 as Big Tech confirmed a $650 billion AI spending spree for 2026. Amazon is leading the charge with a $200 billion budget for data centers. This massive capital injection proves the AI infrastructure buildout is accelerating. Investors are buying Nvidia to secure the Blackwell chips powering this growth. High demand and record spending suggest the AI market expansion is just beginning.