NEWSLETTER
Separating is so sweet pain, especially when Nvidia (NVDA) It makes the separation.
It is always good to have friends, of course, and when you have friends in high places, much better. In the technological sector, friends do not become much higher, or larger than Nvidia.
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The ai joint manufacturing planetoid, co -founded in 1993 by the Jensen Huang CEO, has a market capitalization of $ 3.40 billion, which makes it the second largest company that quotes on the ground behind Computer Kingpin Apple Apple Apple Apple Apple Apple (AAPL) .
Nvidia's actions received great success last month with the debut from China Chatbot Deepseek. Its manufacturers said that the work of American chatbots could do, but for a much smaller price. Since then, several analysts have played the company's claims.
Louis Navellier, president and founder of Navellier & Associate
“I only recommend and have Nvidia in the magnificent 7 (my wife is the owner of amazon (AMZN) and Apple in a personal account), which should reaffirm its leadership in the market, “he said, referring to the group of best technological actions.
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Nvidia invested in many ai companies
NVIDIA has 8 subsidiaries and operational units, and investments in more than 40 companies.
These companies have benefited from their association with tech Titan, based in Santa Clara, Calf., Based in Santa Clara.
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On the other hand, when Nvidia packs and goes to a company, it can lead to first class anguish for the bite party,
Investors closely monitor Nvidia ownership because it can influence the prices of the shares of the companies that buy or sell while providing information on artificial intelligence trends.
“There is no greater vote of confidence than Nvidia taking a participation in your company,” said Dennis Dick, a triple D trading merchant. <a target="_blank" href="https://www.reuters.com/technology/nvidia-cuts-stake-arm-holdings-invests-chinas-weride-2025-02-14/”>Reuters.
Several companies increased the drama on February 14, Valentine's Day, when Nvidia revealed their holdings and sales in recent presentations before the stock exchange and values.
The 13F presentation, which must be presented quarterly, revealed that Nvidia had sold all her bets in Soundhound ai (Osseous) Serv Robotics Serv and Nano-x Imaging (NNOX) .
The three companies saw that their actions fell into the news. Soundhound ai shares, which manufactures ai products used to offer voice services in cars, television and customer service, such as restaurant request, fell 28% on February 14.
Serv Serv Robotics, which develops and operates autonomous delivery robots that deliver food and other articles, fell approximately 40%,
And Nano-x images, which manufacture medical image and software devices with ai to help detect early chronic diseases, fell 11%.
Nvidia, who reports quarterly results on February 6, also reduced his participation in British Chip Sign Arm Holdings (ARM) for approximately 44%.
The actions increase as Nvidia reveals holdings
Cambridge -based company technology, the United Kingdom, is used in many of the world's devices, including smartphones, servers and sensors. The shares fell around 3.2%.
Other companies saw their actions increase after Nvidia revealed their holdings at the end of 2024.
Related: the analyst makes a bold call about Nvidia's actions before profits
These included APD Digital Applied, which designs, builds and manages data centers and cloud services for ai, automatic learning and high performance computing. The company's shares increased 15.2%.
Pharmaceutical recursion (RXRX) that uses ai and other technologies to discover new drugs, it was also on the list, and its actions ended almost 24%.
Weride WRD's actions fired almost 84% when Nvidia revealed that she had a participation in the Chinese company specialized in autonomous vehicles and street cleaners.
On February 6, Weride launched the robovan W5, with autonomous level 4 self -developed technology that the company, according to the company, operates 24 hours a day, 7 days a week in all climatic conditions.
The infrastructure provider of the ai Nebius Group NBIS data center is also one of the NVIDIA holdings, and the stock rose 6.7%.
James “Rev Shark” by Thestreet Pro's Deporte called Nebio As your new data center chooses.
“I have been complaining recently for not finding many good entry points, but I still dig and found some things of interest,” he wrote
Deporte said Critron issued a report on Nebio in December that projected that the company would generate almost $ 1 billion in revenues by 2025, largely driven by its data center infrastructure.
“This business is growing rapidly, and the recent capital increase of $ 700 million of NVIDIA and Accel Partners provides a solid financial base for the future growth of Nebius,” according to the report.
“While ai actions remain volatile, Nebius optionality is immense,” the report said. “If the ai market continues to grow at its current pace, Nebius is well positioned to capitalize, with a price of shares that could reach $ 50 or more.”
Nvidia was represented at the Third Annual artificial intelligence Summit in Paris recently, since they support the Mistral ai. The French startup is known for its “le chat” assistant and plans to launch the largest supercomputer in Europe.
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