Nvidia dispara quase 3% e ultrapassa marca histórica de US$ 4,5 trilhões em valor de mercado
Gigante dos chips alcança novo patamar estratosférico enquanto investidores correm para posicionar-se na revolução da IA.
O IMPULSO TECNOLÓGICO
Ações da Nvidia saltaram nesta terça-feira, registrando ganho próximo de 3% que catapultou seu valuation para além da barreira psicológica dos US$ 4,5 trilhões. O movimento consolida a empresa como uma das mais valiosas do planeta, superando expectativas mesmo em um mercado volátil.
ANÁLISE DO MERCADO
Especialistas apontam que a demanda insaciável por chips de inteligência artificial continua alimentando o crescimento da empresa. Fundos institucionais aumentaram exposição ao setor de semiconductores, buscando capturar valor na onda de transformação digital global.
PERSPECTIVAS FUTURAS
Analistas projetam que o momentum pode se sustentar com novos lançamentos de produtos e contratos bilionários em andamento. O cenário mantém-se positivo apesar de alertas sobre valuation extendido - porque no mundo das finanças, otimismo sempre vende melhor que prudência.
Citi lifts Nvidia target as AI deals expand
Analysts reacted quickly to the news. Citi raised its price target on Nvidia from $200 to $210 on Tuesday. The bank cited a bigger forecast for AI infrastructure spending after the OpenAI announcements.
“We believe OpenAI came to Nvidia asking for help as Nvidia has a very compelling product, and as the number of users and compute being consumed per user basis is growing,” wrote Citi analyst Atif Malik in a note reported by Cryptopolitan.
Beyond Nvidia, Wall Street itself showed unexpected strength for September. Stocks closed higher Tuesday as investors brushed aside fears of a U.S. government shutdown. The S&P 500 closed up 0.41% at 6,688.46, while the Nasdaq Composite gained 0.30% to finish at 22,660.01.
The Dow Jones Industrial Average rose 81.82 points, or 0.18%, to close at 46,397.89, a fresh closing high. The federal government is due to run out of funding at midnight. President Donald Trump said Tuesday about a possible shutdown that “nothing is inevitable, but I would say it’s probably likely.”
Nvidia leads as indexes post strong September gains
Software stocks struggled during the day. Paychex slipped 1% after its quarterly results and Salesforce fell 3%. Nvidia was a bright spot, climbing in sympathy with CoreWeave, which is backed by Nvidia.
Cryptopolitan reported that CoreWeave announced a $14.2 billion artificial intelligence cloud infrastructure deal with Meta Platforms, adding another reason for traders to pile into Nvidia stock.
Despite these mixed moves, all three major U.S. indexes are on track for strong monthly gains as September ends. The S&P 500, which has averaged a 4.2% drop in September over the last five years, has risen 3% this month.
The Dow is up 1%. The Nasdaq outperformed with a 5% gain in September. Tuesday also marks the end of the third quarter. Quarter to date, the S&P 500 is up 7%, while the tech-heavy Nasdaq is set to notch an 11% quarterly gain. The blue-chip Dow has climbed 5% since June, making it five straight quarterly advances.
Some analysts also pointed to other AI-related moves. BTIG analyst Marvin Fong wrote in a note that Etsy’s partnership with OpenAI’s ChatGPT puts the e-commerce platform “at the leading edge of agentic commerce.”
He raised his price target on Etsy by $9 to $81, suggesting about 9% upside from the most recent close of $74.34.
“Investors are clearly paying for more than just the immediate impact of this transaction,” Fong wrote. “Furthermore, we see ChatGPT’s scale, the [total addressable market] unlock, future agentic innovation and the fact we viewed ETSY as undervalued to begin with as justifying today’s price action.”
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