Nvidia continues to see an increase in analysts' price targets, but there are two other updates investors should know about.

Nvidia Corporation's Q3 results are eagerly awaited, with the stock at all-time highs amid AI enthusiasm, but Trump's policies introduce uncertainties. Read more here.

Nvidia ( NVDA -3.26%) first disclosed a stake in fellow semiconductor company Arm Holdings ( ARM -5.59%) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.