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<\/p>\nNvidia hit a record for the first time since May, leaving it under $300B short of becoming the first company worth $6T, on a rally driven by AI agent demand and a record $150B buyback increase. ASML, Europe\u2019s most valuable listed company, needs the same $300B to reach its first trillion.<\/p>\n
Nvidia hit a record for the first time since May, and the company is now worth about $5.7T. That leaves it under $300B short of becoming the first company in history worth $6T. Europe\u2019s most valuable company needs the same $300B to reach its first trillion.<\/p>\n
Shares rose 2.9% on Friday, as Bloomberg reported<\/a>. That extends a rally of almost 25% from a late July low. The two-month selloff before it had wiped more than $1T off the company.<\/p>\n The stock is up about 27% this year, a fourth straight year of double-digit returns. Morgan Stanley\u2019s Joseph Moore restored Nvidia as his top semiconductor pick, citing \u201ca very undemanding valuation<\/em>\u201c.<\/p>\n Two things drove the recovery. Investors expect AI agents such as Meta\u2019s Muse to lift demand for chips, and Nvidia enlarged its buyback.<\/p>\n The company added a record $150bn to the programme on Monday, leaving $235B authorised through fiscal 2028. App<\/a>le\u2019s $110B in 2024 was the previous record.<\/p>\n The agent thesis has a second edge. Nvidia also launched a system on Monday meant to stop agents going wrong, and said it would have prevented the breach of Hugging Face by OpenAI\u2019s models.<\/p>\n The Open Agent Safety Platform pairs a sandbox runtime with a watchdog running on Nvidia\u2019s own data processing units. More than 100 companies support it, SAP among them.<\/p>\n Nvidia also owns the company in its own example.<\/p>\n It confirmed on 3 September that it is buying Hugging Face for $12.93bn, and promised to leave it open. So one thesis now sells the chips, the containment and the platform that was breached.<\/p>\n Europe sits on the other side of the trade, holding the equipment rather than the value.<\/p>\n ASML was $300bn from a trillion in July, at roughly $700B, and is Europe\u2019s most valuable listed company. It is the only firm that makes EUV machines, so every advanced Nvidia chip passes through one.<\/p>\n The gap is the same figure in both directions. For Nvidia it is about 5% of its value, and for ASML about 43%.<\/p>\n Nvidia holds $99bn in customer shares, including Intel, SpaceX and OpenAI, up from $7bn a year earlier. Michael Burry says it is overreaching by financing its own buyers. The $6T mark would be a share price, not a shipment.<\/p>\n<\/p><\/div>\n If you liked the article, do not forget to share it with your friends. Follow us on\u00a0Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n If you want to read more like this article, you can visit our Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n\n