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.

Artificial intelligence (AI) has turned out to be one of the key reasons behind the healthy growth of the semiconductor industry. The proliferation of this technology has driven an increase in demand for multiple types of chips ranging from application-specific integrated circuits (ASICs) to processors to memory.

On its recent earnings conference call, Palantir made its case for being the biggest beneficiary of the AI boom -- perhaps even more than other big companies investors might think

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With how popular some artificial intelligence (AI) stocks have become, many investors may feel like they've missed the boat. However, one of the top ways to invest in AI just went on sale. ASML (NASDAQ: ASML) has a technology that nobody else has,

Additionally, Nvidia's stock is technically cheaper than AMD's. While not inexpensive, Nvidia's shares have a price-to-earnings ratio of 69, which is far cheaper than AMD's stock's P/E ratio of 130.

The artificial intelligence (AI) market has gone bananas in recent years. Many experts believe we're now experiencing the biggest technological shift since the invention of the internet. Want to get your portfolio involved in this multi-decade opportunity?

In this video, I will cover Alibaba's (NYSE: BABA) third-quarter earnings. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Nov.