Nvidia (NVDA) closed the last trading session at $184.97, gaining 3.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $255.55 indicates a 38.2% upside potential.The mean estimate comprises 47 short-term price targets with a standard deviation of $42.12. While the lowest estimate of $140.00 indicates a 24.3% decline from the current price level, the most optimistic analyst expects ...

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Cash flow performance remained outstanding. Operating cash flow increased to $23.8 billion from $17.6 billion in the prior-year quarter, and free cash flow rose 64% to $22.1 billion. Nvidia ended the period with $60.6 billion in cash, short-term debt below $1 billion, and long-term debt of $7.5 billion, leaving cash more than eight times the long-term debt balance.The company recorded $57 billion in sales, which was 62% higher than the same quarter last year. Earnings per share climbed 60% to $1.30, clearin ...

Core Insights - Duan Yongping, known as 'the Chinese Warren Buffett,' has submitted his fourth-quarter 2025 13F filing, revealing a portfolio focused on artificial intelligence and blue-chip stocks [1] Portfolio Changes - A significant increase in Nvidia (NASDAQ: NVDA) shares was noted, with Yongping adding 6,639,300 shares, raising his total stake to 7,237,100 shares, which constitutes approximately 7% of his portfolio, valued at around $1.35 billion, marking a 1,110.62% increase in share count [2][3] - New investments included CoreWeave (NASDAQ: CRWV) with 299,900 shares valued at approximately $21.48 million, Credo Technology Group Holding (NASDAQ: CRDO) with 141,300 shares worth roughly $20.33 million, and Tempus AI (NASDAQ: TEM) with 110,000 shares valued at $6.50 million [4] Position Reductions - Yongping reduced his stake in Apple (NASDAQ: AAPL) by 2,470,600 shares, a 7.09% decline, impacting the overall portfolio by 4.29% [5] - A significant cut was also made in ASML Holding NV (NASDAQ: ASML), with a reduction of 70,100 shares, representing an 87.63% decrease [5] - Other notable adjustments included a 38.24% increase in Berkshire Hathaway (NYSE: BRK) holdings, adding 1,984,896 shares, bringing the total to 7,176,196 shares valued at approximately $3.61 billion [4]

SoftBank Group (SFTBY) just announced in its latest 13F form that it has completely divested its holdings in Nvidia (NVDA), selling its shares that were valued at $3.59 billion as of the end of the prior quarter. The announcement has naturally caught everyone’s attention. The question that naturally comes to mind is, should we follow their lead? The timing of this announcement is particularly interesting. NVDA stock has still been rising sharply over the past 12 months, even after pulling back from its 5 ...

Core Insights - Duan Yongping's H&H International Investment reduced its stake in Apple during Q4 2025, mirroring actions taken by Berkshire Hathaway [1][2][4] - The investment firm significantly increased its position in AI-related stocks, particularly Nvidia, and initiated positions in CoreWeave, Credo, and Tempus [1][6][8] Investment Actions - Duan Yongping's firm reduced its holdings in several companies, including Apple, Occidental Petroleum, Alibaba, Disney, and ASML in Q4 2025 [2][4] - The reduction in Apple shares exceeded 7%, amounting to a total of 2.4706 million shares sold [4] - Despite the reduction, Apple remains the largest holding in the portfolio, with a long-term investment history dating back to 2011 [5] Nvidia Investment - The firm increased its Nvidia holdings by 663.93 million shares, marking a staggering 1110.62% increase, bringing total shares to 7.2371 million [6] - The market value of Nvidia shares in the portfolio rose to $1.35 billion, making it the third-largest holding, accounting for 7.72% of the portfolio [6] New AI Investments - New positions were established in CoreWeave (299,900 shares), Credo (141,300 shares), and Tempus (99,000 shares), focusing on key areas of the AI supply chain [8] - CoreWeave specializes in high-performance cloud services tied to Nvidia's GPU capabilities, while Credo focuses on high-speed connectivity solutions for AI data centers, and Tempus is a leader in AI-driven precision medicine [8] Future Outlook - Duan Yongping expressed a strong interest in AI, indicating a commitment to understanding and investing in the technology, suggesting that the next decade could see significant changes driven by AI advancements [9]

Core Insights - NVIDIA and Meta Platforms announced a significant partnership, with Meta committing to purchase "millions" of Blackwell and Rubin GPUs, indicating a preference for NVIDIA's architecture over custom silicon for AI workloads [1] - This partnership is part of Meta's broader capital expenditure plan of $115-135 billion for 2026, positioning it as a major investor in AI infrastructure [1] - The announcement led to a 1.6% increase in NVIDIA's stock price, reinforcing CEO Jensen Huang's argument that the threat from custom ASICs was overstated [1] Group 1: Partnership Details - Meta's commitment to NVIDIA GPUs is a strategic move against the rising trend of companies developing their own chips, such as Google's TPUs and Amazon's Trainium [1] - The deal includes scaling out with NVIDIA's Spectrum-X Ethernet, which negatively impacted shares of Arista Networks [1] - Meta's CEO Mark Zuckerberg emphasized the importance of NVIDIA's technology for achieving the company's vision of advancing personal superintelligence by 2026 [1] Group 2: Market Implications - The partnership could signify a turning point for NVIDIA, which has seen its stock trade sideways despite positive news [1] - Analysts predict NVIDIA could achieve over $9 in earnings per share (EPS) this fiscal year, potentially reaching $10, compared to Wall Street's expectation of $7.76 [1] - If NVIDIA meets these targets, it would be trading at approximately 18 to 20 times forward earnings, reflecting continued growth [1] Group 3: Competitive Landscape - Huang has successfully countered the ASIC narrative by demonstrating strong sales of Blackwell GPUs and securing supply chains in key markets [1] - The partnership with Meta serves as a validation of NVIDIA's technology and could influence other companies' decisions regarding chip development [1] - Huang's leadership and strategic moves may solidify his status as a leading figure in the tech industry [1]

本文源自：金融界AI电报 美股开盘集体上涨，道指涨0.2%，纳指涨0.23%，标普500指数涨0.28%。英伟达涨2%，Meta加码英伟 达，未来数年部署数百万颗芯片，首次采用Grace CPU。知情人士称苹果正发力可穿戴领域，2027年智 能眼镜、AI吊坠将陆续登场。 ...

周三，Recursion Pharmaceuticals(RXRX.US)盘前股价暴跌，截至发稿，该股跌超13%，报3.46美元。消 息面上，英伟达(NVDA.US)向美国SEC递交的13F文件显示，其在2025年四季度清仓了Recursion Pharmaceuticals。 来源：智通财经网 ...

智通财经APP获悉，周三，Recursion Pharmaceuticals(RXRX.US)盘前股价暴跌，截至发稿，该股跌超 13%，报3.46美元。消息面上，英伟达(NVDA.US)向美国SEC递交的13F文件显示，其在2025年四季度 清仓了Recursion Pharmaceuticals。 ...