Nvidia (NVDA) and Tesla (TSLA) have experienced significant stock price increases, driving gains in major indices such as the S&P 500 and Nasdaq. Nvidia's shares rose 3.6% to over $130, reaching a near three-week high. This surge follows multiple analyst upgrades, including a price target increase by KeyBanc to $180 from $130. Nvidia's strong performance has also led to it becoming the largest weighting in single-stock ETFs. Meanwhile, Tesla's stock has surged 43% over the past 10 days, marking its largest increase in two years. The stock is now back in the top 10 most valuable companies globally and accounts for 15.4% of Cathie Wood's ARK Innovation ETF. Analysts predict further growth for Tesla, with some projecting the stock could reach $289 shortly. Tesla's shares are up 80% from their 52-week low and have achieved a 10th straight day of gains.