# Big Tech Earnings

Silicon Sovereignty: Nvidia Reclaims $5 Trillion Milestone as AI Demand Defies Geopolitical Gravity

Nvidia has reclaimed its $5 trillion market valuation, driven by a sector-wide semiconductor rally and persistent demand for AI infrastructure. Despite geopolitical tensions in the Middle East, investor confidence in the AI narrative remains at an all-time high as the Nasdaq eyes its best monthly performance since 2020.