By Keithen Drury
Publication Date: 2026-05-05 16:45:00
Nvidia‘s (NVDA 0.56%) start to 2026 wasn’t great, but it has been an absolute rocketship since the calendar flipped to April. Since then, Nvidia’s stock is up 13%, but I think that’s just the beginning.
Nvidia has a lot going for it, and I think its rally could easily extend throughout the rest of the year. So, if you’ve missed out on Nvidia’s recent run, don’t worry, there’s more where that came from. I’ve got three reasons why Nvidia’s run is just getting started, and spoiler, it could last well into 2027 and beyond.
Image source: Getty Images.
1. 2026 is another major year for computing equipment
Nvidia makes graphics processing units (GPUs), which are the most popular computing units for training and running artificial intelligence models. Nvidia’s GPUs are by far and away the most popular option, and this has shown up in its impressive growth rate.
Investors also know that Nvidia will have a huge growth year this year based on what its major clients are saying. At the start of 2026, the big four AI hyperscalers gave guidance for about $650 billion in combined capital expenditures this year. While not all of that goes directly to Nvidia, a large chunk of it does. With this being a major increase from 2025 levels, it’s pretty obvious that Nvidia should have a stellar 2026.
Today’s Change
(-0.56%) $-1.12
Current Price
$197.36
Key Data Points
Market Cap
$4.8T
Day’s Range
$196.68 – $200.24
52wk Range
$110.82 – $216.82
Volume
2.3M
Avg Vol
173M
Gross Margin
71.07%
Dividend Yield
0.02