Nvidia on 10‑day win streak

Nvidia shares stretched their rally to 10 straight sessions on Tuesday, their longest winning streak since 2023, after climbing more than 18% over that run. (cnbc.com) The stock rose 3.8% on April 14 and still sat about 8% below its split-adjusted record of $212.19 from October 29, 2025, according to CNBC market data. On April 15, CNBC quoted Nvidia at $199.77 in midday trading, with a market value of about $4.854 trillion. (cnbc.com 1) (cnbc.com 2) Chief Executive Jensen Huang said at Nvidia’s March 2026 GTC conference that the company sees more than $1 trillion of graphics processing unit orders through 2027 for its Blackwell and Vera Rubin systems. CNBC reported that demand is coming from Meta, Amazon, Google and Microsoft as they keep buying chips for artificial intelligence systems. (cnbc.com 1) (cnbc.com 2) Those chips do the heavy math behind artificial intelligence training and inference, the step where a model answers a prompt after it has been built. MarketBeat said rental prices for Nvidia’s H100 and H200 chips were up 40% in March, while newer Blackwell and Vera Rubin systems were up 50% or more in April. (finance.yahoo.com) Nvidia’s latest results show how much of the company now depends on that build-out. Nvidia reported fiscal 2026 revenue of $215.9 billion on February 25, and fourth-quarter data center revenue of $62.3 billion, up 75% from a year earlier. (nvidianews.nvidia.com) The company’s data center business has overtaken gaming by a wide margin. CNBC said data center now accounts for 88% of Nvidia’s business, a sharp shift from five years ago, when gaming was its largest revenue driver. (cnbc.com) Supply has not fully caught up with demand. MarketBeat said capacity shortages tied to high-bandwidth memory, the stacked memory packed next to artificial intelligence chips, are delaying some training plans and may not ease materially until 2027. (finance.yahoo.com) Not every move in the streak came from core chip demand. On April 14, Nvidia denied a market rumor that it was in talks to buy a large personal computer maker, telling CNBC it was “not engaged in discussions to acquire any PC maker.” (cnbc.com) The run leaves Nvidia near its highs again, with investors still paying up for a company that says its order book stretches into 2027. The next test is scheduled for May 20, 2026, when CNBC lists Nvidia’s next earnings report. (cnbc.com)