Nvidia Stock Hits Highs Amid Meta Microsoft Ai Spending Plans

Nvidia (NVDA) hit a new high Thursday, but the latest reports about its China H20 chip cast some uncertainty on the stock even as a trade deal between China and the U.S. may be drawing near. Shares are on course to rise 15% for July. Trade talks between the U.S. and China resumed on Monday. Treasury Secretary Scott Bessent said…

12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy point in recent sessions after shares bullishly regained their 50-day... 12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy... Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! Get market updates, educational videos, webinars, and stock analysis. The robust demand for artificial intelligence infrastructure, underscored by strong quarterly performances from Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL), propelled Nvidia (NVDA) shares nearly 5% higher to $114.06 in Thursday’s early trading,... Nvidia, a linchpin in the AI ecosystem due to its powerful chips, has faced headwinds in 2025, with its stock declining 19% amid the Trump administration’s restrictions on AI chip exports to China and...

However, the reaffirmed commitment to AI investment from major technology firms countered bearish sentiment, highlighting sustained momentum in the sector. Meta Platforms raised its 2025 capital expenditure guidance by 9% to a range of $64 billion to $72 billion, surpassing consensus estimates of $60 billion, as executives emphasized increased investments in AI buildouts and... Mark Zuckerberg, Meta’s CEO, affirmed the company’s strategic pivot, stating that resources are increasingly focused on AI development. Microsoft, reporting better-than-expected performance across its segments, particularly in its enterprise-focused Azure cloud business, reiterated its full-year capital expenditure guidance, with CFO Amy Hood noting accelerated spending among its largest customers. Alphabet, having reported first-quarter earnings last week, maintained its $75 billion capital expenditure plan, further reinforcing the industry’s aggressive AI investment trend. The market’s optimism extended to expectations for Amazon (AMZN), set to announce its results after Thursday’s close, with Citi (C) analysts projecting a 35% increase in Amazon’s capital expenditures for 2025, followed by a...

These projections align with the broader narrative of unrelenting AI spending, as noted by Citi analyst Chris Danely, who observed that fears of slowing capital expenditures were unfounded. Wedbush analyst Dan Ives encapsulated the sentiment, declaring that major technology firms’ unwavering commitment to AI infrastructure was a significant positive for Nvidia, countering earlier concerns about decelerating growth. Nvidia’s pivotal role in powering AI applications has made its performance a bellwether for the sector, and the reaffirmed spending plans from industry giants suggest that demand for its chips remains robust despite geopolitical... The company’s stock, though battered in 2025, found support from the collective strength of its key customers, who are doubling down on AI as a cornerstone of their growth strategies. As the AI landscape continues to evolve, Nvidia’s fortunes appear closely tied to the sustained capital commitments of its ecosystem partners, with the latest earnings season offering a clear signal that the AI boom... WallStreetPit does not provide investment advice.

All rights reserved. Nisha Gopalan is a former Senior Overnight Assignment Editor for Investopedia News. She is an award-winning financial journalist who has worked in London, where she is currently based, and Hong Kong. She previously worked at The Wall Street Journal and Bloomberg. Nvidia (NVDA) shares are surging in premarket trading Thursday as two of its key customers—Microsoft (MSFT) and Meta Platforms (META)—posted strong results and committed to continuing their heavy artificial intelligence (AI) spending. During Microsoft's earnings call Wednesday, CFO Amy Hood reiterated the company's plan to spend $80 billion on AI infrastructure in fiscal 2025.

Meta, meanwhile, said it plans to boost its capital expenditures this year to $64 billion to $72 billion to grow its AI capacity. Mark Zuckerberg, the social media giant's CEO, called the opportunities in deploying the technology "staggering" during Meta's earnings call. Nvidia shares, which are jumping about 4.5% less than an hour before the opening bell, have been struggling this year, falling 19% entering Thursday partly due to investor concerns that Big Tech is slowing... The company dominates the market for chips needed to build AI systems. Shares in the chip designer have also taken a hit from the rising economic uncertainty triggered by the trade war as well as growing tensions between Beijing and Washington. It recently warned investors that it expects to take a $5.5 billion first-quarter charge after the U.S.

government limited exports of its AI chips to China. Nvidia is expected to report quarterly earnings later this month. Microsoft and Meta Platforms have signaled their commitment to continued heavy spending on artificial intelligence infrastructure, sending Nvidia’s stock upward as investors see positive signs for the chip maker’s future revenue. Nvidia shares rose 4.2% to $113.52 in premarket trading Thursday after falling 0.1% in Wednesday’s session. The stock movement followed earnings reports from two of Nvidia’s major customers that highlighted ongoing investment in AI technology. Microsoft reported late Wednesday that its third-quarter capital expenditures reached $16.7 billion.

This represents a substantial increase from $11 billion in the same period last year. The company maintained its full-year capex expectations, showing no signs of slowing down its AI investments. In the early trading session on Thursday, shares of Nvidia soared by 4.3%, propelling the entire semiconductor sector after both Meta and Microsoft announced plans to continue aggressive investments in AI. Other AI chipmakers did benefit as well, with Advanced Micro Devices (AMD) up 1.3% and Broadcom climbed 2.4%. Nvidia supplier Micron (MU), which produces memory chips for Nvidia’s high-end GPUs, added 2.7% according to News.Az reports. This boost followed post-earnings announcements by Meta and Microsoft late on Wednesday, which revealed their intention to increase spending on AI infrastructure for scaling up data center capacities in a race to meet their...

Meta updated its 2025 capital spending forecast to range between $64 billion and $72 billion, up from the prior forecast of $60 billion to $65 billion. The additional spending will be for data center capacity expansion and AI enhancements. Meta CFO Susan Li said, “This updated outlook reflects additional data center investments to support our AI efforts as well as an increase in the expected cost of infrastructure hardware. The majority of our CapEx in 2025 will continue to be directed to our core business.” Microsoft, on the other hand, maintains its long-standing commitment to spend $80 billion proving AI-powered data centers, claiming that somewhat more than half of that expenditure would go to projects in the U.S.

Microsoft’s CFO Amy Hood said:

People Also Search

• Nvidia Stock Hits Highs Amid Meta, Microsoft AI Spending Plans
• Why Nvidia Stock Is Riding High on the Back of Microsoft and Meta's Big ...
• Nvidia stock rises to lead chip gains after Meta, Microsoft back AI ...
• Nvidia AI outlook resets after Meta Platforms, Microsoft update plans
• Nvidia Stock Hits a Record High After Microsoft, Meta's Blowout ... - MSN
• Nvidia Stock Jumps as Microsoft, Meta Commit to Continued Heavy AI Spending
• NVDA: Nvidia Smashes New Records as Microsoft, Meta Ramp Up Spending
• Nvidia (NVDA) Stock: Microsoft and Meta AI Spending Boosts Chip Maker
• Nvidia Stock Surges as Meta and Microsoft Expand AI Investment
• Nvidia Stock Hits Record High After Microsoft, Meta Blowout Earnings