“Nvidia will push further toward a $5 trillion market cap, likely by early 2026: 'The doubters will continue to be there. But this is really just the next phase of the story.'”

Nvidia became the first company to top and close above a $5 trillion market capitalization on October 29, 2025 — two months after the call and ahead of Ives's 'early 2026' timing. Narrowed from the original bundled entry, which also carried his $210 base / $250 bull price targets.