Nvidia reported a significant increase in its investment portfolio to $18.37 billion as of March 31, 2026, up from $13.1 billion at the end of 2025. The portfolio is heavily concentrated in companies related to AI infrastructure, semiconductor manufacturing, networking, and cloud computing, with Intel and CoreWeave as major holdings. This move reflects Nvidia's strategy to strengthen partnerships and supply chain stability amid strong business growth, highlighted by a 65% revenue increase in fiscal 2026. Investors are now looking ahead to Nvidia's upcoming earnings report on May 20, while the stock remains near record highs.
Senator Elizabeth Warren condemned President Donald Trump for making millions in Nvidia stock trades during key AI chip policy developments involving China. Trump's financial disclosures revealed over 3,700 transactions worth hundreds of millions in ...
Strong earnings and optimistic guidance from companies involved in AI infrastructure, semiconductors, and data centers propelled major stock indices to new record highs. Key players like Cisco Systems, Nvidia, Applied Materials, and Broadcom led this...
President Donald Trump made significant stock purchases worth between $220 million and $750 million in the first quarter of 2026, including shares in tech giants like Nvidia, Oracle, and Microsoft, as well as defense companies such as Palantir and Bo...
Jim Cramer warns that rising bond yields, driven by surging oil prices and geopolitical tensions, could derail the stock market rally and reduce chances of Federal Reserve interest rate cuts. He highlights the need for a stable bond market and lower ...
Jim Cramer argued on Mad Money that NVIDIA is actually cheaper than Intel, AMD, and Broadcom when adjusted for growth, despite its large market value of $5.7 trillion. NVIDIA's forward P/E ratio is 27, much lower than Intel's 156 and AMD's 149, makin...
