Nvidia Reaches $4.5 Trillion Market Cap, Leading AI Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Market Leadership: Nvidia (NVDA) reaches a market cap of $4.5 trillion, establishing itself as the world's highest-valued company due to its dominant position in the AI sector and GPU production capabilities, indicating its unstoppable nature in the future AI market.
- Supply Chain Advantage: Nvidia relies on Taiwan Semiconductor Manufacturing (TSM), the world's largest chip manufacturer, for critical GPU chips, with the upcoming 2-nanometer chip expected to significantly enhance energy efficiency and drive revenue growth for TSM, further solidifying its market position.
- E-commerce and Cloud Dominance: Amazon (AMZN) holds a massive market share in both e-commerce and cloud computing, and despite a lackluster performance in 2025, it is anticipated to rebound strongly in 2026, making it a stock to watch for potential recovery.
- Latin American Potential: MercadoLibre (MELI), known as the Amazon of Latin America, has built a robust fintech ecosystem alongside its e-commerce presence, and despite a 16% drop from its all-time high, its low valuation presents a compelling investment opportunity for 2026.
Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.71 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
43 Analyst Rating
40 Buy
3 Hold
0 Sell
Strong Buy
Current: 247.380
Low
250.00
Averages
294.71
High
340.00
Current: 247.380
Low
250.00
Averages
294.71
High
340.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
