On October 28, 2025, NVIDIA announced a partnership with Oracle to build the US Department of Energy's largest AI supercomputer, a major milestone for the company and the AI sector[3]. This news, combined with ongoing AI momentum and bullish analyst commentary, drove NVDA shares up 4.98% to close at $201.03, with after-hours trading reaching $203.21, marking a new all-time high according to the provided price context. Analysts, including Wolfe Research and Bank of America, highlighted NVIDIA's strong position in AI and raised price targets, further fueling investor optimism[1]. The combination of a landmark government contract and positive sentiment around AI adoption contributed to the stock's outsized move.