Nvidia Adds Intel, Synopsys, Nokia and Exits Arm Holdings in Q4

TLDR Nvidia made over $8 billion in new stock investments in Q4 2025 Intel is now Nvidia’s largest holding at 60% of its portfolio after a $5 billion buy Nvidia took new positions in chip-design firm Synopsys and networking company Nokia Nvidia fully exited Arm Holdings after a failed takeover attempt CoreWeave stayed in the [...]

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