Nvidia Surges 8.22%, Biggest One-Day Gain in 16 Months

The magnitude of this single-day move signals a sharp repricing of AI infrastructure demand expectations, likely tied to broader sentiment around compute-intensive workloads. For RWA markets, Nvidia's performance serves as a proxy for the health of the AI ecosystem, which underpins tokenization infrastructure and data-heavy applications. The question is whether this reflects a durable shift in capital allocation or a short-term positioning squeeze. Watch whether follow-through volume and sector-wide AI names confirm the move, as that would indicate a broader risk-on regime rather than an isolated stock event.