Reported 8 days ago
Nvidia has 65% of its $433 million stock portfolio invested in Arm Holdings, a semiconductor company whose shares have surged over 150% due to expectations of benefiting from the AI market. Although Nvidia has not increased its stake in Arm this year, the firm's growth in key semiconductor markets positions it well for future demand. However, with Arm's current valuation appearing expensive at 100 times adjusted earnings, investors face a dilemma in deciding whether to invest now or wait for more favorable opportunities.
Source: YAHOO