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Why Nvidia Stock Soared 17% in June

July 2, 2025
08:11 AM
3 min read
AI Enhanced
wealthstockstechnologyartificial intelligencemarket cyclesseasonal analysismarket

Key Takeaways

Nvidia (NVDA 2. 62%) stock jumped 17% in June, according to data vided by S&P Global Market Intelligence. It reported a phenomenal earnings report at the end of May, and that...

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investment

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Published

July 2, 2025

08:11 AM

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wealthstockstechnologyartificial intelligencemarket cyclesseasonal analysismarket

Nvidia (NVDA 2. 62%) stock jumped 17% in June, according to data vided by S&P Global Market Intelligence

It reported a phenomenal earnings report at the end of May, and that boosted investor confidence through June

An AI giant with no competition Nvidia has exploded from its one-time focus on the gaming industry to become a serious force in the development of generative artificial intelligence (AI)

It has as much as 95% of the AI semiconductor market, and the biggest names in the industry, Amazon and Meta Platforms, rely on its premium ducts to drive their AI platforms

Image source: Getty Images

These were some of the highlights from the 2026 fiscal first quarter ( April 27): Revenue increased 69% year over year, including a 73% increase in data center sales

Net income increased from $0. 60 last year to $0. 76 this year

It released two new AI nologies, Blackwell Ultra and Dynamo

The data center opportunity is of particular importance

Data centers are the huge AI factories where companies train their large language models (LLMs)

There were 100 Nvidia-powered data centers launched in the first quarter, double from last year, and they're also using double the amount of chips year over year

This segment should be a continued source of high growth for Nvidia

However, investors shouldn't discount the company's other segments, which are also growing rapidly

It has robust gaming and auto segments, and although Nvidia became a household name because of AI, it has a diversified that makes it stronger

Reaching new highs Nvidia stock had fallen earlier this year as fears tariffs and competition worried the market

It appears, for now at least, that those worries are unfounded, and smart investors scooped up s on the dip

It's still reasonably priced relative to its growth spects

Wall Street sees earnings per (EPS) for this year growing from $2. 29 and reaching $5. 76 next year

That's a 39% compound annual growth rate, and Nvidia stock trades at a forward one-year P/E ratio of 27

Even if you didn't manage the press the buy button, it's not too late

Nvidia stock has plenty of life left in it as AI keeps exploding, and Nvidia powers that growth

It won't be able to create the same kind of holder wealth that it did for early investors, but it should keep rewarding patient investors over the long haul

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors

Jennifer Saibil has no position in any of the stocks mentioned

The Motley Fool has positions in and recommends Amazon, Meta Platforms, and Nvidia

The Motley Fool has a disclosure policy.