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Nvidia’s Investment Moves Spark Market Shake-Up

Nvidia (NVDA) shook up markets on Friday with its latest equity holdings disclosure, triggering significant price swings in several companies.

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The biggest winner of the day was WeRide (WRD), a Chinese autonomous driving company, which saw its stock skyrocket nearly 90% in early trading after Nvidia revealed a 1.8 million share stake worth approximately $57 million.

Similarly, Netherlands-based AI firm Nebius Group (NBIS) enjoyed a 14% surge after Nvidia disclosed a 1.2 million share position valued at around $56 million. These investments highlight Nvidia’s ongoing commitment to the AI and autonomous vehicle sectors, reinforcing its strategic focus on emerging technologies.

Nvidia Trims Stake in Arm, Exits Serve Robotics and SoundHound 
Not all companies benefited from Nvidia’s portfolio adjustments. British chip designer Arm Holdings (ARM) saw its stock dip 4% as Nvidia announced a nearly 44% reduction in its stake, leaving it with approximately 1.1 million shares worth $175 million.

The steepest losses came for Serve Robotics (SERV), which plummeted as much as 40% after Nvidia revealed it had completely divested from the company. Voice AI firm SoundHound (SOUN) suffered a similar fate, falling 23% following the disclosure that Nvidia had exited its position.

AI Demand and Blackwell Chips Drive Nvidia’s Future 
Despite these portfolio shifts, Nvidia’s core business remains strong, with its artificial intelligence chips continuing to drive demand. The stock was up about 3% in intraday trading on Thursday, buoyed by optimism surrounding the AI market’s growth. While Nvidia experienced a rough start to 2025—losing nearly $600 billion in market capitalization following concerns over low-cost AI models—it remains a dominant force in the sector.

The launch of Nvidia’s Blackwell chip family, including the GB200 NVL72, is expected to reinforce its market leadership. Analysts at Morgan Stanley argue that Nvidia’s cost-performance advantage over custom silicon solutions from Amazon (AMZN) and Google (GOOG) keeps it well-positioned for sustained dominance. However, geopolitical risks, particularly potential U.S. restrictions on semiconductor exports in response to emerging competition, remain a critical factor for investors to watch.

Nvidia’s latest investment disclosures reaffirm its role as a market mover, with its strategic decisions continuing to shape the AI and semiconductor industries. As the company refines its focus, investors will be closely monitoring how its next moves influence both its own stock performance and that of the companies in its orbit.


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