<div id="readability-page-1"><p>DLK Investment Management LLC boosted its stake in  NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 256.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 33,346 shares of the computer hardware maker's stock after buying an additional 23,986 shares during the period. NVIDIA accounts for approximately  2.3% of DLK Investment Management LLC's portfolio, making the stock its 16th largest position. DLK Investment Management LLC's holdings in NVIDIA were worth $6,222,000 at the end of the most recent reporting period.</p><ul><li>Broadcom’s Margin Warning Spooked Wall Street—But Cash Flow Could Still Win</li></ul><p>A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Svenska Handelsbanken AB publ bought a new position in shares of  NVIDIA in the 3rd quarter worth approximately $37,316,000.  JBR Co Financial Management Inc boosted its position in shares of  NVIDIA by 0.3% during the third quarter. JBR Co Financial Management Inc now owns 207,464 shares of the computer hardware maker's stock valued at $38,709,000 after purchasing an additional 565 shares in the last quarter.  Lake Hills Wealth Management LLC grew its stake in  NVIDIA by 74.7% in the third quarter. Lake Hills Wealth Management LLC now owns 9,317 shares of the computer hardware maker's stock worth $1,738,000 after purchasing an additional 3,983 shares during the period.  Capital Insight Partners LLC grew its stake in  NVIDIA by 7.9% in the third quarter. Capital Insight Partners LLC now owns 98,499 shares of the computer hardware maker's stock worth $18,378,000 after purchasing an additional 7,182 shares during the period.  Finally, Hixon Zuercher LLC raised its holdings in  NVIDIA by 3.7% in the third quarter. Hixon Zuercher LLC now owns 51,372 shares of the computer hardware maker's stock worth $9,585,000 after purchasing an additional 1,845 shares in the last quarter. Hedge funds and other institutional investors own  65.27% of the company's stock. </p><h2>More NVIDIA News</h2><p>Here are the key news stories impacting NVIDIA this week:</p><ul>   <li><span>Positive Sentiment: </span>NVIDIA struck a ~ $20B agreement to license Groq’s inference technology and bring key Groq engineers into NVIDIA, which investors view as a fast way to close a latency/speed gap for inference workloads and extend NVIDIA’s moat. <i></i><span>NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals</span></li>    <li><span>Positive Sentiment: </span>Multiple outlets and TV segments frame the Groq deal as market‑moving — coverage highlights the strategic urgency (speed for inference) and immediate market reaction, supporting the near‑term bullish case. <i></i><span>Nvidia strikes $20 billion deal with Groq: Here's what you need to know</span></li>    <li><span>Positive Sentiment: </span>Wall Street momentum: major firms reaffirmed/raised bullish ratings and price targets (e.g., $275 PTs reported), supporting further upside expectations as analysts bake the deal into 2026 modeling. <i></i><span>Analyst price target reports</span></li>    <li><span>Neutral Sentiment: </span>Deal structure is non‑traditional — a non‑exclusive license plus talent hires (Groq stays independent) — which accelerates integration while aiming to avoid lengthy antitrust review; that reduces near‑term regulatory drag but leaves some legal/competitive ambiguity. <i></i><span>Nvidia-Groq deal is structured to keep 'fiction of competition alive'</span></li>    <li><span>Positive Sentiment: </span>Technical/strategic rationale: analysts and deep‑dive pieces argue Groq’s LPU/compiler tech can materially improve real‑time inference throughput and energy efficiency — a potential product advantage for cloud and robotics customers. <i></i><span>Why Nvidia Needs Groq To Win The War Against Google's TPUs</span></li>    <li><span>Neutral Sentiment: </span>Financing and cash use: while NVDA’s huge free cash flow can fund the deal, $20B is material — some analysts flag near‑term balance‑sheet and capital allocation questions (and one note argued “cash problem” risks). Monitor cash deployment and buyback/dividend policy. <i></i><span>Nvidia Has A Cash Problem</span></li>    <li><span>Negative Sentiment: </span>Emerging competitive risk: a MarketBeat piece warns MetaX’s rapid IPO surge and other deep‑tech entrants could pose a meaningful long‑term threat to NVIDIA’s dominance into 2026 — worth tracking as rivals commercialize low‑latency stacks. <i></i><span>Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?</span></li> </ul><h2>Analysts Set New Price Targets</h2><ul><li>Is MetaX a NVIDIA Threat—or Just Another DeepSeek Market Scare?</li></ul><p>NVDA has been the topic of a number of recent research reports. Raymond James Financial  set a $272.00 target price on shares of NVIDIA and gave the stock a &#34;strong-buy&#34; rating in a research report on Thursday, November 20th. Daiwa Capital Markets boosted their price objective on shares of NVIDIA from $165.00 to $205.00 and gave the stock an &#34;outperform&#34; rating in a research note on Wednesday, September 17th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of NVIDIA from $180.00 to $215.00 and gave the stock a &#34;hold&#34; rating in a report on Thursday, November 20th. BNP Paribas Exane lifted their target price on shares of NVIDIA from $240.00 to $250.00 and gave the company an &#34;outperform&#34; rating in a report on Tuesday, November 18th. Finally, Barclays boosted their price target on NVIDIA from $240.00 to $275.00 and gave the stock an &#34;overweight&#34; rating in a research report on Thursday, November 20th. Five analysts have rated the stock with a Strong Buy rating, forty-five have issued  a Buy rating, two have issued  a Hold rating and one  has issued  a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of &#34;Buy&#34; and an average target price of $262.14.</p><p><b>View Our Latest Report on NVDA</b></p><h2>NVIDIA Price Performance</h2><ul><li>NVIDIA’s $20B Groq Deal Is a Warning Shot to AI Rivals</li></ul><p>Shares of NVDA opened at $190.53 on Friday. The company has a market capitalization of $4.63 trillion, a P/E ratio of 47.28, a price-to-earnings-growth ratio of 0.93 and a beta of 2.29. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The firm has a 50 day moving average of $186.12 and a 200 day moving average of $176.77. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. </p><p>NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business had revenue of $57.01 billion for the quarter, compared to analysts' expectations of $54.66 billion. During the same period in the prior year, the firm posted $0.81 EPS. The firm's quarterly revenue was up 62.5% on a year-over-year basis.  As a group, equities research analysts anticipate that  NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year. </p><h2>NVIDIA Announces Dividend</h2><p>The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were issued a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date was Thursday, December 4th. NVIDIA's dividend payout ratio (DPR) is presently 0.99%. </p><h2>Insider Buying and Selling</h2><p>In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of the company's stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the transaction, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities &amp; Exchange Commission, which is accessible through this hyperlink. Also, Director A Brooke Seawell sold 12,728 shares of the firm's stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $183.93, for a total transaction of $2,341,061.04. The disclosure for this sale is available in the SEC filing. Insiders sold 2,161,474 shares of company stock worth $396,157,992 in the last three months. 4.17% of the stock is currently owned by company insiders. </p><h2>NVIDIA Profile</h2> (Free Report)<p>NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.  </p><p>The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.</p><h2>Featured Articles</h2><ul><li>Five stocks we like better than NVIDIA</li><li>Wall Street Stockpicker Names #1 Stock of 2026</li><li>[URGENT!] SpaceX Going Public! – Pre-IPO Action</li><li>ALERT: Drop these 5 stocks before January 2026!</li><li>Washington prepares for war</li><li>The Best $1 You'll Spend This Holiday Season</li></ul><p><strong>Want to see what other hedge funds are holding NVDA?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TlZEQQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TlZEQQ"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in NVIDIA Right Now?</h2><p>Before you consider NVIDIA, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and NVIDIA wasn't on the list.</p><p>While NVIDIA currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

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<p>DLK Investment Management LLC increased its stake in NVIDIA Corporation by 256.3% in Q3, owning 33,346 shares worth $6,222,000. Other institutional investors also adjusted their positions in NVIDIA. The company struck a $20B deal with Groq, enhancing its inference technology, which analysts view positively, supporting bullish ratings and price targets. However, some analysts express concerns over cash deployment and emerging competitive risks from MetaX.</p>

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DLK Investment Management LLC Buys 23,986 Shares of NVIDIA Corporation $NVDA