Jensen Huang's top stock picks

One sentence at Computex. $87 billion in market value added in 24 hours. When Jensen Huang talks, markets move and Marvell is just the first of the lot.

The $87B Marvell moment

At Computex 2026, Nvidia CEO Jensen Huang publicly said that chipmaker Marvell (MRVL) "will be the next trillion-dollar company." What followed was one of the sharpest single-day moves in recent memory.

• Price action: Using the prior session's close of $219.43 as the baseline, Marvell surged more than 32% during regular trading hours, then pushed another 9.62% after hours, reaching $318.76 – a 24-hour gain of 45.27%.

• Market cap jump: With approximately 875.6 million shares outstanding, Marvell's total market cap expanded from roughly $192.1 billion to $279.1 billion in a single day – a paper gain of around $87 billion.

In the current AI boom, celebrity-effect trades have moved beyond traditional financial modeling. A top tech CEO's public endorsement has become its own kind of catalyst – one that can reshape supply chain narratives and reprice entire valuation models overnight.

Jensen's picks: the full picture

Marvell's breakout is just the most visible data point in a much broader pattern. Looking across Nvidia's latest portfolio positions and the stocks Jensen Huang has publicly named, a clear investment logic emerges: capital is moving along the AI compute chain, from GPU/CPU processing to core network interconnects (optical communications and switches), through to physical layer infrastructure (data centers, power, and materials).

Here are the latest performance figures and core business profiles for the stocks that make up the "Jensen-endorsed" watchlist: