Nvidia Stock News: $6 Trillion Milestone, Record Buyback, and the Vera Rubin Ramp
Nvidia (NASDAQ: NVDA) continues to dominate headlines as its stock hovers near a historic $6 trillion market cap. The AI giant’s shares have been on a tear, recently hitting new highs, and Wall Street sees even more room to run. According to analysts, Nvidia stock has 43% upside potential from current levels, with price targets being raised consistently as the company prepares for the ramp of its next-gen Vera Rubin architecture and hyperscaler budgets balloon toward $1 trillion. This optimism is fueled by relentless AI demand that shows no signs of slowing in 2026.nnOne key factor often overlooked is Nvidia’s stock split history. The company’s last split was in 2024, a 10-for-1 move that made shares more accessible to retail investors. Had it not executed that split, Nvidia’s stock would be valued at over $2,000 per share today. This split-adjusted perspective highlights just how meteoric the stock’s rise has been. Meanwhile, Nvidia has been aggressively returning capital to shareholders, recently announcing a record $150 billion share buyback, signaling confidence in its long-term growth trajectory.nnRecent news flow has been a mix of strategic wins and challenges. On the positive side, CEO Jensen Huang announced $2 billion in Europe deals during a tour, and the company is reportedly in discussions to boost investment in Reflection and a computing deal. However, Nvidia also faces headwinds: a man was charged with illegally shipping Nvidia chips to China, and a Chinese state-backed firm disclosed a deal for Blackwell chips, raising concerns about smuggling and export controls. Additionally, Nvidia-backed Firmus saw its IPO collapse amid AI valuation concerns, and is now seeking $3 billion in private funding. Despite these issues, Nvidia’s stock remains a top traded credit swap as hedging demand soars, and DBS says valuations show the AI rally isn’t a bubble.nnLooking ahead, the bull case hinges on the Vera Rubin ramp and continued hyperscaler spending. For Nvidia to blow past consensus, it must execute flawlessly on production, navigate geopolitical tensions, and sustain demand from cloud giants. With analysts raising targets and
Shimanta Das 
