NVIDIA Corp. has reached a historic milestone, closing Tuesday with a market capitalization of $4.47 trillion, now representing over 8% of the S&P 500’s total value, the highest proportion ever achieved by a single company in the index’s history.
NVIDIA Share Price climbed sharply after the company announced groundbreaking AI developments. Shares of the AI chip giant ended the session 0.52% higher at $183.10, extending a months-long rally that has redefined its position in the US equity market.
The broader S&P 500 also ended the day on a strong note, rising 72.31 points (1.13%) to a record close of 6,445.76, bringing the benchmark’s total market value to $53.66 trillion. The AI chipmaker’s performance was a key contributor to the index’s gains.
NVIDIA has maintained its leadership in the GPU and AI sectors for over a decade. The company’s rise has pushed it ahead of long-standing technology leaders by index weighting. It now holds a greater share of the S&P 500 than:
Microsoft - $3.93 trillion
Apple - $3.41 trillion
Alphabet - $2.46 trillion
Amazon - $2.36 trillion
The move highlights NVIDIA’s place in the artificial intelligence boom as its graphics processing units (GPUs) are the preferred choice for AI model training and deployment across industries. The NVIDIA share crossed new milestones, reinforcing its status as a global tech giant.
The technology sector continues to dominate the S&P 500, now accounting for 34% of the index’s total weight. Financials account for 13.8%, while consumer discretionary stocks comprise 10.4%. NVIDIA’s rapid rise has played a major role in lifting the tech sector’s overall share.
The NVIDIA Stock Price surged following the release of impressive quarterly earnings. The company’s stock performance in 2025 has been remarkable:
1 month: +7%
3 months: +41%
Year-to-date: +37%
1 year: +58%
The long-term rally is fueled by extraordinary demand for AI-enabled hardware. The NVIDIA GPUs serve as the brain for cloud-based AI services, robotics, and autonomous systems.
By comparison, the S&P 400 index has delivered more modest returns, up 3% over the past month, 9.5% over three months, and 10% so far this year. On a one-year basis, the mid-cap index has gained 19%.
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NVIDIA Stocks Today showed a steady rise amid strong investor sentiment. Analysts suggest the company’s record market share in the S&P 500 highlights both its unmatched dominance in AI infrastructure and the broader market’s growing reliance on the tech sector.
While some warn against such a heavy weighting in a single stock, which could lead to further volatility in the index, others see NVIDIA’s growth story as still in its early stages, fueled by the wide-ranging adoption of AI throughout the global economy.
As AI demand shows no signs of diminishing, NVIDIA's first-mover advantage could go unchallenged for many years.