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

CNBC’s MacKenzie Sigalos reports on Nvidia putting its $60 billion cash pile to work with a Groq licensing-and-talent deal that brings in TPU architect Jonathan Ross and on-chip inference tech.

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.