Nvidia (NASDAQ: NVDA) first disclosed a stake in fellow semiconductor company Arm Holdings (NASDAQ: ARM) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.

Nvidia will report its latest financial results for its fiscal 2025 third quarter (which ended on Oct. 31) on Nov. 20, and the company is forecast to deliver record revenue led by its data center segment.

At Nvidia’s AI Summit in Tokyo this week, Jensen Huang, chief executive of Nvidia, and Masayoshi Son, the head of SoftBank, expressed regrets that the former did not privatize Nvidia a decade ago when the latter offered him money to do so.

Our theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking

Nvidia Corp's results in the coming week could guide the U.S. stock market on its next path, as investors turn their focus to the technology sector and artificial intelligence trade after an election-fueled rally stalled.

However, no company has more directly benefited from the rise of AI than semiconductor behemoth Nvidia (NASDAQ: NVDA). In less than two years, Nvidia has grown from a $360 billion business that was somewhat important within the tech sector to Wall Street's most-valuable publicly traded company ($3.