Nvidia hits $6T. Jensen's jacket now has its own security detail.
What happened
Nvidia became the first company to cross a $6 trillion market cap, driven by yet another quarter of impossible data center numbers.
Why this matters
One company now represents a meaningful slice of the entire S&P 500. Your index fund is a Nvidia fund with extra steps.
The slightly cynical read
Everyone calling it a bubble has been calling it a bubble for $4 trillion.
What to watch next
Customer concentration: when your biggest clients are all building their own chips, the moat needs watching.