US Stocks Add $1.5 Trillion in Market Value Despite Nearly $300 Billion Nvidia Selloff

US equities staged a broad rally on Monday, adding an estimated $1.5 trillion in market capitalization even as Nvidia $NVDA lost nearly $300 billion in value during the same session.
The Nasdaq-100 advanced 4.1%, while the S&P 500 gained 2.35%, its strongest one-day performance since April 8. All 11 S&P 500 sectors finished higher, indicating that the recovery extended beyond a handful of large technology companies.
Nvidia was a notable exception. The semiconductor company underperformed its industry benchmark by more than 11 percentage points as investors assessed reports concerning CEO Jensen Huang and the company's ongoing board investigation.
The divergence suggests that investors were willing to rebuild exposure to US equities without uniformly buying the largest AI-related stocks. The estimated changes in market capitalization reflect share price movements rather than equivalent amounts of cash entering or leaving the market.