NVIDIA Shares Rally with $24.49 Billion Volume Second in Trading Activity as AI Growth Drives 80% 52-Week Gain

NVIDIA (NVDA) rose 0.65% on August 6, 2025, with a trading volume of $24.49 billion, ranking second in market activity. The stock closed at $178.26, reflecting a 52-week gain of 80.22% and a one-month return of 9.44%. Despite ongoing sales restrictions in China, the company's AI infrastructure growth remains robust, driven by sustained demand for graphics processing units (GPUs) and expanding adoption by hyperscale cloud providers. Institutional investors highlighted its strong corporate resilience and leadership in energy-efficient AI solutions, positioning it as a key player in the evolving technology sector.

Impax Asset Management's Q2 2025 investor letter underscored NVIDIA's role in the AI economy, noting its ability to maintain solid revenue growth amid market volatility. The firm cited ongoing supply constraints in GPUs and new opportunities in robotics as critical tailwinds. While NVIDIA's market capitalization reached $4.347 trillion, the letter acknowledged that certain AI stocks might offer more favorable risk-reward profiles. However, the stock's inclusion in 212 hedge fund portfolios and its recent record quarterly revenue of $44 billion in Q1 2026 underscore its strategic importance in institutional portfolios.

A high-volume trading strategy purchasing the top 500 stocks by daily liquidity and holding for one day generated a 166.71% return from 2022 to the present, outperforming the benchmark's 29.18% by 137.53%. This highlights the amplified impact of liquidity concentration on short-term performance, particularly during periods of market volatility. The strategy's success in capturing momentum from high-liquidity assets like NVIDIA illustrates the interplay between trading activity and price responsiveness in capitalizing on institutional and algorithmic market dynamics.