Recent discussions on X about NVIDIA (NVDA) have been buzzing with reactions to the company's stock reaching an all-time high, fueled by strong demand for AI chips and strategic geopolitical developments. Many users are captivated by reports of potential shifts in U.S. policy on AI chip exports, with some expressing optimism about eased restrictions in certain regions boosting NVIDIA's market access. The conversation reflects a mix of excitement over the company's blockbuster performance and curiosity about how global policies will shape its future growth.
Additionally, there’s a notable focus on NVIDIA’s competitive landscape, with chatter around emerging rivals and the sustainability of its dominance in the AI and GPU sectors. Posts on X highlight concerns about potential challenges from competitors and shifts in cloud computing investments, while others remain bullish on NVIDIA’s pricing power and technological edge. This dynamic dialogue underscores the high stakes surrounding NVIDIA as it navigates both innovation and international trade tensions.
Note: This discussion summary was generated from an AI condensation of post data.
NVIDIA Congressional Stock Trading
Members of Congress have traded $NVDA stock 63 times in the past 6 months. Of those trades, 40 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 12 times. They made 11 purchases worth up to $6,815,000 on 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 1 sale worth up to $1,000,000 on 02/05.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 13 times. They made 7 purchases worth up to $105,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11, 02/26 and 6 sales worth up to $90,000 on 03/11, 03/03, 02/25, 01/29, 01/28.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 6 times. They made 6 purchases worth up to $90,000 on 05/14, 05/05, 04/09, 03/17, 01/21, 01/08 and 0 sales.
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/13, 02/26, 01/14 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 5 times. They made 2 purchases worth up to $300,000 on 05/08, 02/24 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/03 and 1 sale worth up to $50,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 7 times. They made 7 purchases worth up to $105,000 on 04/16, 04/07, 03/11, 03/10 and 0 sales.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 04/14, 01/06.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 5 times. They made 0 purchases and 5 sales worth up to $75,000 on 04/09, 01/29, 01/28, 01/17, 01/16.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE GREG LANDSMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/27, 02/26.
- REPRESENTATIVE JAMES COMER purchased up to $15,000 on 01/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NVIDIA Insider Trading Activity
NVIDIA insiders have traded $NVDA stock on the open market 104 times in the past 6 months. Of those trades, 0 have been purchases and 104 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- MARK A STEVENS has made 0 purchases and 5 sales selling 2,027,933 shares for an estimated $288,479,262.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- JEN HSUN HUANG (President and CEO) has made 0 purchases and 32 sales selling 525,000 shares for an estimated $80,030,729.
- A BROOKE SEAWELL has made 0 purchases and 29 sales selling 423,291 shares for an estimated $63,999,265.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 11 sales selling 204,890 shares for an estimated $31,217,823.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 15 sales selling 117,160 shares for an estimated $15,070,452.
- ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
- AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 4 sales selling 9,000 shares for an estimated $1,172,054.
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,323 shares for an estimated $384,538.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NVIDIA Hedge Fund Activity
We have seen 2,658 institutional investors add shares of NVIDIA stock to their portfolio, and 2,196 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 46,627,472 shares (+33.0%) to their portfolio in Q1 2025, for an estimated $5,053,485,415
- CAPITAL INTERNATIONAL INVESTORS added 36,523,224 shares (+58.1%) to their portfolio in Q1 2025, for an estimated $3,958,387,017
- PRICE T ROWE ASSOCIATES INC /MD/ removed 36,342,523 shares (-8.8%) from their portfolio in Q1 2025, for an estimated $3,938,802,642
- BANK OF AMERICA CORP /DE/ added 34,926,619 shares (+20.0%) to their portfolio in Q1 2025, for an estimated $3,785,346,967
- PROFICIO CAPITAL PARTNERS LLC removed 34,415,454 shares (-99.2%) from their portfolio in Q1 2025, for an estimated $3,729,946,904
- CAPITAL RESEARCH GLOBAL INVESTORS added 32,380,763 shares (+50.7%) to their portfolio in Q1 2025, for an estimated $3,509,427,093
- GQG PARTNERS LLC removed 25,684,436 shares (-99.9%) from their portfolio in Q1 2025, for an estimated $2,783,679,173
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NVIDIA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Loop Capital Markets issued a "Buy" rating on 06/25/2025
- Wedbush issued a "Outperform" rating on 05/29/2025
- Benchmark issued a "Buy" rating on 05/29/2025
- Morgan Stanley issued a "Overweight" rating on 05/29/2025
- Citigroup issued a "Buy" rating on 05/29/2025
- Barclays issued a "Overweight" rating on 05/29/2025
- Piper Sandler issued a "Overweight" rating on 05/28/2025
To track analyst ratings and price targets for NVIDIA, check out Quiver Quantitative's $NVDA forecast page.
NVIDIA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 11 analysts offer price targets for $NVDA in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- An analyst from Loop Capital Markets set a target price of $250.0 on 06/25/2025
- Joseph Moore from Morgan Stanley set a target price of $170.0 on 05/29/2025
- An analyst from Piper Sandler set a target price of $180.0 on 05/29/2025
- Tom O'Malley from Barclays set a target price of $170.0 on 05/29/2025
- Srini Pajjuri from Raymond James set a target price of $150.0 on 04/16/2025
- Quinn Bolton from Needham set a target price of $160.0 on 03/19/2025
- Ruben Roy from Stifel Nicolaus set a target price of $180.0 on 03/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
