Nvidia stock surges 2.48% after big investment deal

New York, 02 March 2026 : In the US stock market, there was a big drop this morning, but it improved a bit later. These changes happened mainly due to the geopolitical tension caused by the attacks on Iran by the US and Israel. This has led to a sharp rise in oil prices and added to investors’ worries. Against this backdrop, leading company Nvidia (Nasdaq: NVDA) in AI and graphics processing units (GPUs) is seeing a positive shift in its stock price. At 9:06 AM (MST) today, Nvidia’s stock reached $180.64, up 1.95% ($3.45).

Today’s trading volume is 83,745,233, and the company’s market cap is $4.392 trillion. These changes are notable against the overall market drop where the Dow Jones Industrial Average fell 0.6% (282 points), the S&P 500 fell 0.5%, and the Nasdaq Composite dropped 0.4%.

Latest updates on the US stock market

Monday, 2 March 2026, has been challenging for the US stock market. The attack on Iran caused oil prices to rise by 9-10%, with US benchmark oil reaching around $73 per barrel and Brent crude around $80 per barrel. These changes are fuelling fears of high inflation, leading investors to turn to safe havens like gold. As the market opened, the Dow dropped 600 points, but then there was some recovery due to gains in tech stocks like Nvidia and Microsoft. Defence companies like Lockheed Martin saw stocks go up, while tech and financial sectors are under pressure.

Last Friday, the market closed with the Dow down 1.1% at 48,977.92, Nasdaq down 0.9% at 22,668.21 and the S&P 500 down 0.4% at 6,878.9. This week, unemployment rates, non-farm payrolls and retail sales data are coming out, which could impact the market.

Nvidia’s debt situation

Nvidia’s financial position is strong, and according to the latest balance sheet as of January 31, 2026, the company’s total debt is $11.040 billion. Long-term and short-term debts are not separately mentioned, but total liabilities (total liabilities net minority interest) are $49.510 billion. The company returned $41.1 billion to investors in fiscal year 2026, in the form of share buybacks and dividends. The company has a remaining $58.5 billion for share buybacks. This shows that Nvidia is managing its debt and is ready for future investments thanks to growth in the AI sector.

Return given to investors

Nvidia has given its investors huge returns from the IPO in 1999 till now. An investor who put in $1,000 in 1999 would have a huge amount today. In terms of annual returns, the figures up to 2026 are: 2026 so far -4.99%, 2025 38.88%, 2024 171.17%, 2023 238.87%, and so on. The total return over the last 5 years is 1,183.61%, 10 years 22,881.84%, and the average annual return over 20 years is 35.99%. This return is only growing with the rise of AI. In fiscal 2026, the company achieved a 71% gross margin, 60.6% operating margin, and 55.6% net profit margin, and bought back shares worth $40.1 billion.

Other news on Nvidia

Nvidia has just released its fiscal 2026 Q4 results, reporting a record $68.1 billion in revenue, up 73% from last year. Full-year revenue reached $215.9 billion, showing a 65% increase. The data centre division earned $62.3 billion, up 75%. The company announced $2 billion investments each in photonics firms Lumentum and Coherent, which will develop optics technology for AI data centres. These partnerships will boost US-based production and strengthen R&D.

The US has approved chip sales in China, where Nvidia made 13% of its 2025 sales. Morgan Stanley has picked Nvidia as a top chip choice. There are also talks on the X platform about Nvidia’s optics investments, which are said to tackle bottlenecks in AI infrastructure.

Nvidia is at the forefront of the AI era and has huge growth potential in the future. However, global events are affecting the market, so investors need to be careful.