#Polymarket每日热点

Last night at the opening of the U.S. stock market, NVIDIA’s share price surged another 2.85%, once again like a runaway horse, comfortably holding above $227.08 and continuously setting new all-time highs. Its total market capitalization strongly broke through the $5.5 trillion mark, crushing the total market value of India’s stock market and catching up to the scale of Germany’s GDP—truly the most hardcore “money-printing machine” of the AI era. With the AI boom sweeping the globe, this chip giant’s meteoric rise is far from over. In May 2026, its stock price is highly likely to target the $315–$320 range, with growth momentum still fully unleashed.

NVIDIA’s strength has never been without reason. It is the inevitable result of three stacked “buffs”: solid earnings strength, relentless AI demand, and ecosystem dominance. For the full fiscal year 2026, NVIDIA turned in an explosive performance: revenue soared to $215.94 billion, and net profit jumped to $120.08 billion—up 65% year over year on both fronts. Its ability to pull in more than $2 billion per day crushes many other technology giants. Even more dominant is its core data center business: in the fourth quarter, revenue reached $62.3 billion, accounting for more than 91% of total revenue. Blackwell-architecture GPUs continued to ramp up. Cloud giants such as Microsoft and Amazon splashed out money to secure supply, with orders booked up to a year in advance—pushing the “must-have demand” attribute to its maximum.

What’s even more intense is NVIDIA’s “ecosystem throat-locking” playbook. Since 2026, it has poured more than $4 billion into sweeping across the AI industry chain—binding the upstream and downstream players end-to-end, from data center operators to glass manufacturers—making the entire AI ecosystem unable to do without NVIDIA GPUs. What Huang Renxun calls “computing power equals revenue” is no longer just a slogan. The inflection point for Agentic AI has arrived: enterprise agent adoption is surging. Without NVIDIA’s computing power, you can’t generate Tokens, and you can’t earn money from AI. In the short term, no one can shake this monopolistic position.

Wall Street has already cast its votes with hard cash. Multiple giants have raised their target prices in quick succession: Wells Fargo set the figure at $315, Bank of America directly sees it at $320, and UBS followed by reiterating a buy rating. Everyone broadly expects its May 20 earnings report to come in above expectations. At the current stock price around $227, the forward price-to-earnings ratio based on 2027 earnings is below 20x. Compared with AI’s high-growth track, the valuation is clearly undervalued, leaving ample room for upside.

Of course, on the road of runaway gains, there are also occasional concerns. The market sometimes hypes the “AI bubble” argument, worrying that demand may peak. At the same time, it also faces competitive pressure from AMD and Intel, as well as the potential replacement risk posed by custom chips. But these disruptions are only short-term background noise. The long-term rigid demand for AI computing power, NVIDIA’s technological barriers, and its ecosystem moat are enough to fend off every challenge. The brief pullback in April 2026 is more like a “fuel stop” on the way up: after clearing out floating positions, it surged again with strength, confirming that the uptrend remains unchanged.

Looking ahead to May 2026, NVIDIA’s upward pace will continue to be “steady yet fierce.” The May 20 earnings report is highly likely to beat expectations again, becoming a powerful catalyst for a share-price push higher; the AI industry remains highly buoyant, with computing-power orders coming in continuously; and Wall Street’s bullish sentiment stays elevated, with capital continuing to pour in. Taken together, in May NVIDIA’s core trading range is expected to be $300–$320. In an optimistic scenario, it could reach $320—still roughly 40% higher than the current price.

In short, NVIDIA is not an ordinary chip stock. It is the “core infrastructure” of the AI era and a “faith-based holding” recognized by global capital. As long as the AI revolution does not stop and demand for computing power never fades, NVIDIA’s runaway surge will not end. In May 2026, this market-cap leader will continue to run at the front globally, using ever-further record highs in its share price to write another chapter in the capital legend of the AI era.