On Dec. 9, Guilfoyle said Nvidia had "survived a short-term sell-off," prompting him to put a $225 stock price target on its shares. Nvidia's shares have strengthened since then, leading him to update his thinking.

Director of Robotics has hailed Tesla Inc.'s (NASDAQ:TSLA) Full Self-Driving (FSD) technology's progress amid concerns about the EV giant's Robotaxi operations in Austin. ‘It Feels Surreal,' Says Nvidia Robotics Director Sharing his experiences with the technology via a post on the social media platform X on Tuesday,

OpenAI’s upcoming GPT model and the data center buildout will be telling for the chip maker’s competitive advantage, Wall Street says

Nvidia also recognizes this and knows that Nebius is a great company to invest in. It owns 1.2 million shares of Nebius, or about 0.5% of the company. Although that's a small chunk of Nebius, if it can continue growing at a rapid pace for multiple years, this small investment could turn into a huge win.

Nvidia was the first $5 trillion stock, but it's declined over the past few weeks. The chipmaker has an edge in its vertically integrated ecosystem of products. However, it's facing new competition from the likes of Amazon and Alphabet.

Intel Corp. shares fell Wednesday after a report said that Nvidia Corp. halted a test to use Intel’s production process to make advanced chips.

David Tepper increased his Nvidia position by over 6x in 2025. Nvidia's GPUs are still the most popular computing option available. Tracking the moves of billionaire hedge fund managers is a smart move for investors.