NVIDIA Nears Record Highs Driven by $96B Revenue and Strong Guidance

Key Facts

1NVIDIA recorded record revenue and strong guidance, pushing the stock near its all-time highs.

2NVIDIA shares have surged 89,250% since the initial institutional buy signal in 2000.

In a move reflecting the ongoing dominance of the semiconductor sector in global markets, NVIDIA recorded record quarterly revenue of $96 billion, marking a year-over-year gain of over 100%. According to reports, data center revenue contributed $89 billion to this total, prompting management to issue optimistic guidance of $108 billion for the upcoming quarter. This robust performance has pushed the stock near its all-time highs, bolstered by strong institutional buy signals that trace back to the year 2000.

Examining the competitive landscape per market data, NVIDIA's stock trades at significant levels compared to its industry peers, with AMD closing at $623.77 and TSM at $452 as of September 22, 2026. Data shows that NVIDIA shares have surged by 89,250% since their initial institutional buy signal, while INTC remains at $123.86. This price disparity underscores the high level of investor confidence in NVIDIA as the primary driver of the current AI wave.

NVDA closed at $228.87 on September 22, 2026, after reaching a day high of $229.97, placing it within striking distance of a new record. Traders are monitoring support levels near the previous session's low of $226.50 to gauge the sustainability of this bullish momentum. With no major upcoming corporate catalysts in the immediate calendar, market participants will focus on how global interest rate trends and institutional flows impact mega-cap tech valuations.