$NVIDIA(NVDA.US)The core driver of the recent upward momentum is NVIDIA’s overwhelmingly positive financial outlook. The company’s guidance for Q1 FY2027 revenue of $78 billion far exceeded market expectations, demonstrating a “crushing” performance that underscores the unabated strength in AI infrastructure build-out.

Fundamentally, demand for NVIDIA’s products remains insatiable and is broadening. Major technology giants like Meta, Amazon, Google, and Microsoft continue to aggressively expand their AI infrastructure investments, creating a voracious appetite for high-end chips and computing equipment. @Bridge Buzz SG