Nvidia just hit an all-time high. Why some think a rally is just getting started

Nvidia shares popped to an all-time high on Monday – its first since last October – but the chip giant's performance has been lagging that of its peers this year. Still, some think the stock is poised to catch up in a big way with one analyst noting Nvidia could soon pivot to a change in focus to shareholder return through buybacks and dividends. The Philadelphia Semiconductor index is up more than 36% in April and is trading nearly 50% over its 200-day moving average. …