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Nvidia Stock Surged 150% After Last Fed Hike

By Markets Desk · 2026-09-15 · 1 min read
A close-up of a mechanical calculator with round buttons and a blank paper tape emerging from the top
Illustration: Tradingbird

Nvidia shares rose 150% in the year following the July 2023 rate hike. Three AI stocks showed resilience against rising interest rates.

Nvidia stock increased by 150 percent in the twelve months after the Federal Reserve’s last rate hike. The chipmaker generated $127 billion in free cash flow during the same period. This financial strength allowed for organic growth without new equity issuance.

The S&P 500 index is up approximately 11 percent year to date. Investors are monitoring potential further rate increases that could impact this rally. GN auto markets/bonds: interest rates data suggests the Fed remains focused on its 2 percent inflation target.

Nvidia Cash Flow Defies Rate Hikes

Nvidia holds a market capitalization of roughly $5 trillion. The company trades at a forward price-to-earnings multiple of 23. This valuation is modest relative to its growth trajectory. Sales more than doubled in the most recent quarter despite slowing growth rates.

Rising interest rates could reduce customer spending on AI infrastructure. However, Nvidia’s position as a leader in AI hardware provides a buffer. The company’s cash generation supports continued operational expansion without external funding needs.

Palantir Valuation Remains Elevated

Palantir Technologies shares rose over 65 percent in the year following the rate hike. The company reported 93 percent revenue growth in its latest earnings report. Demand for AI sovereignty tools has driven this expansion.

The forward price-to-earnings multiple for Palantir is nearly 80. This metric indicates high expectations for future earnings. The stock is considered the riskiest among the three AI names. Valuation levels require sustained high growth to justify current prices.

Broadcom Gains Amid Chip Demand

Broadcom shares increased by 73 percent in the twelve months after the July 2023 hike. The company’s market value stands at $1.6 trillion. Demand for custom chips has supported this price appreciation.

Broadcom is down slightly year to date. This recent pullback contrasts with the strong performance seen after the last rate increase. The company remains a top-tier global firm by market capitalization.

Based on reporting by yahoo.com, compiled by the Tradingbird desk.

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