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Activist investor\u00a0Dan\u00a0Loeb’<\/strong>s Third Point LLC\u00a0boosted its stake in\u00a0NVIDIA Corporation <\/strong>(NASDAQ:<\/a>NVDA<\/a>) by 2% in\u00a0the third quarter of 2025<\/a>.<\/p>\n According to recent 13F filings, reflecting his holdings\u00a0as\u00a0of Sept. 30,\u00a0Third Point raised its stake to 2.85 million shares from 2.8 million in the second quarter\u00a0of\u00a02025.<\/p>\n Notably, in the first quarter of 2025, Third Point added Nvidia to its portfolio by acquiring 1.45 million shares.<\/p>\n Last month, Nvidia reported third-quarter revenue of $57.0 billion, up 62% year over year, beating Street consensus of $54.88 billion. The company reported earnings per share of $1.30, beating a Street estimate of $1.25.<\/p>\n Nvidia is guiding fourth-quarter revenue to be in the range of $63.70 billion to $66.30 billion. The analyst estimate is currently $61.48 billion<\/a>.<\/p>\n Don\u2019t Miss: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it<\/a>?<\/strong><\/p>\n Also, Nvidia said demand for its newest AI chips continues to accelerate, potentially driving total revenue for its\u00a0Blackwell<\/strong> and\u00a0Rubin<\/strong> platforms past the\u00a0previously announced\u00a0$500 billion\u00a0target\u00a0through 2026.<\/p>\n Wedbush Securities analyst\u00a0Dan Ives\u00a0described the quarter as a “Massive beat and raise,” noting that Nvidia lifted its January revenue\u00a0outlook\u00a0by\u00a0$3 billion. He said the company\u2019s commentary made it clear the AI boom is still in its “early innings,” calling the report a \u201cMajor validation moment from the Godfather of AI, Jensen and Nvidia.”<\/a><\/p>\n According to\u00a0Ross Gerber\u00a0of Gerber Kawasaki Wealth and Investment Management, if Nvidia’s earnings touch\u00a0$6.50\u00a0per share in fiscal year 2027, which marks a\u00a042%\u00a0increase from its forecasted\u00a0$4.57\u00a0per share this fiscal year, the stock could hit $292\u00a0per share at 45 times earnings.<\/p>\n Additionally, economist\u00a0Mohamed El-Erian<\/strong>\u00a0noted that the company’s quarterly earnings release “has arguably evolved from a corporate update to a full-blown \u2018macro event,\u2019” which he said illustrates the rapid growth of AI’s systemic importance for\u00a0markets, companies, and the economy.<\/p>\n HUMAIN<\/strong>, backed by Saudi Arabia’s\u00a0Public Investment Fund<\/strong>, expanded its strategic partnership with Nvidia to accelerate sovereign AI infrastructure in Saudi Arabia and the U.S.<\/p>\n Story Continues <\/p>\n Also, Oracle Corp<\/strong>\u00a0(NYSE:<\/a>ORCL<\/a>) is supercharging its Abu Dhabi\u00a0cloud region with\u00a0the Middle East\u2019s first\u00a0Nvidia-powered Oracle Cloud Infrastructure (OCI) Supercluster<\/a>.<\/p>\n See Also: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse \u2014 Invest Now at Just $0.85 a Share<\/a><\/strong><\/p>\n Last month, CEO\u00a0Jensen Huang<\/strong>\u00a0highlighted the growing dominance of the company’s CUDA platform, which has become the backbone for nearly every major AI frontier model and an increasingly wide range of\u00a0scientific and industrial applications.<\/p>\n This month, NVIDIA invested roughly\u00a0$2 billion\u00a0in Synopsys, Inc.<\/strong> (NASDAQ:<\/a>SNPS<\/a>) common stock at a purchase price of\u00a0$414.79\u00a0per share to further expand the partnership.<\/p>\n Also, the company is expanding its open-source artificial intelligence portfolio with a sweeping set of new models, datasets, and development tools designed to accelerate progress in both digital and physical AI.<\/p>\n Nvidia and Amazon Web Services deepened their long-running partnership at AWS re:Invent with new integrations across interconnect technology, cloud infrastructure, and AI software<\/a>.<\/p>\n Year-to-date, Nvidia shares rose 28.4%, compared to the\u00a0VanEck Fabless Semiconductor ETF<\/strong> (NASDAQ:<\/a>SMHX<\/a>), which gained about 28.57% and Strive U.S. Semiconductor ETF<\/strong> (NYSE:<\/a>SHOC<\/a>), which escalated 46.27% so far this year.<\/p>\n Also, the company\u2019s share growth compares favorably with that of its closest peers, Broadcom Inc. <\/strong>(NASDAQ:<\/a>AVGO<\/a>) and\u00a0Taiwan Semiconductor Manufacturing Company Ltd.<\/strong> (NYSE:<\/a>TSM<\/a>), which rose approximately 46.61% and 45.00%, respectively, so far this year.<\/p>\n Photo: Shutterstock<\/p>\n Trending Now:<\/strong><\/p>\n Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry.<\/p>\n Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100<\/strong><\/a>. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.<\/p>\n For those seeking fixed-income style returns without Wall Street complexity, Worthy Property Bonds offers SEC-qualified, interest-bearing bonds starting at just $10<\/strong><\/a>. Investors earn a fixed 7% annual return, with funds deployed to small U.S. businesses. The bonds are fully liquid, meaning you can cash out anytime, making them attractive for conservative investors looking for steady, passive income.<\/p>\n Self-directed investors looking to take greater control of their retirement savings may consider IRA Financial. The platform enables you to use a self-directed IRA or Solo 401(k) to invest in alternative assets such as real estate, private equity, or even crypto<\/strong><\/a>. This flexibility empowers retirement savers to go beyond traditional stocks and bonds, building diversified portfolios that align with their long-term wealth strategies.<\/p>\n Moomoo isn’t just for trading \u2014 it’s also one of the most attractive places to park cash. New users can earn a promotional 8.1% APY on uninvested cash<\/strong><\/a>, combining a 3.85% base rate with a 4.25% booster once activated. On top of that, eligible new users can also score up to $1,000 in free Nvidia stock\u2014but the real draw here is the ability to earn bank-beating interest rates without having to move into riskier assets.<\/p>\n For investors concerned about inflation or seeking portfolio protection, American Hartford Gold provides a simple way to buy and hold physical gold and silver within an IRA or direct delivery<\/strong><\/a>. With a minimum investment of $10,000, the platform caters to those looking to preserve wealth through precious metals while maintaining the option to diversify retirement accounts. It’s a favored choice for conservative investors who want tangible assets that historically hold value during uncertain markets.<\/p>\n This article Billionaire Investor Adds To Nvidia Position As AI Conviction Builds<\/a> originally appeared on Benzinga.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Activist…\n","protected":false},"author":2,"featured_media":239026,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[126191,291,289,290,84968,18,126190,3844,19,17,9449,126192,82],"class_list":{"0":"post-239025","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-activist-investor","9":"tag-ai","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-earnings-per-share","13":"tag-eire","14":"tag-gerber-kawasaki-wealth-and-investment-management","15":"tag-godfather-of-ai","16":"tag-ie","17":"tag-ireland","18":"tag-nvidia-corporation","19":"tag-saudi-arabia39s-public-investment-fund","20":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115740074531089186","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/239025","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=239025"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/239025\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/239026"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=239025"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=239025"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=239025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}