Billionaires Invest in Nvidia and Western Digital, Stocks Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Investor Confidence: The billionaires' investments in Nvidia and Western Digital reflect strong confidence in both companies, particularly Nvidia's market leadership in AI infrastructure, with adjusted earnings expected to grow at a 67% annual rate, indicating robust future potential.
- Market Performance: Since January 2023, Nvidia and Western Digital's stock prices have surged by 1180% and 830%, respectively, demonstrating that the AI investment theme has significantly boosted market returns for both companies, attracting more investor attention.
- Financial Results: Western Digital reported a 27% revenue increase to $2.8 billion in Q1 FY2026, with non-GAAP earnings rising 137% to $1.78 per share, showcasing strong demand and pricing power in the hard disk drive market.
- Market Outlook: Although Western Digital's HDD market leadership faces cyclical challenges, data center HDD sales are projected to grow at a 22% annual rate through 2030, indicating long-term growth potential driven by AI infrastructure demand.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 202.500
Low
200.00
Averages
264.97
High
352.00
Current: 202.500
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Financing Overview: The total transaction value for financing, including both primary and secondary capital, amounts to approximately $1 billion.
Market Impact: This significant financial activity indicates a robust market environment, reflecting investor confidence and potential growth opportunities.
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VAST DATA: FUNDING ROUND SAW CONTRIBUTIONS FROM CURRENT INVESTORS LIKE FIDELITY MANAGEMENT & RESEARCH COMPANY, NEA, AND NVIDIA
Funding Sources: The funding round includes participation from existing investors such as Fidelity Management & Research Company, NEA, and NVIDIA.
Investor Involvement: The involvement of established investors indicates confidence in the company's potential and growth prospects.
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VAST DATA: FINANCING COMPRISES PRIMARY AND SECONDARY CAPITAL, TOTALING NEARLY $1 BILLION IN TRANSACTION VALUE
Financing Overview: The total transaction value for financing, including both primary and secondary capital, amounts to approximately $1 billion.
Market Impact: This significant financial activity indicates a robust market environment, reflecting investor confidence and potential growth opportunities.
See More
VAST DATA: FUNDING ROUND SAW CONTRIBUTIONS FROM CURRENT INVESTORS LIKE FIDELITY MANAGEMENT & RESEARCH COMPANY, NEA, AND NVIDIA
Funding Sources: The funding round includes participation from existing investors such as Fidelity Management & Research Company, NEA, and NVIDIA.
Investor Involvement: The involvement of established investors indicates confidence in the company's potential and growth prospects.
See More
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- Funding Overview: A funding round has been led by Drive Capital, focusing on significant investments in various industries.
- Co-Lead Participation: Access Industries is acting as a co-lead in this funding initiative, indicating strong interest and collaboration in the investment.
See More
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- Acquisition Agreement: SpaceX has struck a deal with AI startup Cursor to acquire the company for $60 billion or pay $10 billion for collaborative work, indicating SpaceX's strategic expansion into the AI sector.
- Funding Plans: Cursor is in talks to raise $2 billion at a valuation exceeding $50 billion, with participation from investors like Andreessen Horowitz, Nvidia, and Thrive Capital, reflecting strong market interest and investment enthusiasm in AI technologies.
- Technical Collaboration: The partnership aims to develop the world's best coding and knowledge work AI, with Cursor's CEO highlighting this as a significant step in enhancing their AI model, Composer, which could transform software development practices.
- IPO Prospects: Elon Musk plans to take SpaceX public after merging it with his AI startup xAI, which is expected to be a record-setting IPO, further solidifying his leadership position in the tech industry.
See More
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- Surging Nuclear Demand: With fossil fuels contributing to global warming, the demand for nuclear energy in the U.S. is rapidly increasing, particularly driven by the rise of energy-intensive AI data centers, with a projected $10 trillion opportunity in the nuclear market.
- Innovative Collaboration: Nvidia is partnering with nuclear startup Oklo and the Los Alamos National Laboratory to integrate advanced nuclear power, AI, and digital twin technologies, aiming to accelerate the development of nuclear infrastructure and deployment.
- Project Development: Oklo has signed an agreement with Meta to develop a 1.2-gigawatt power generation campus in Ohio, which will supply power to Meta's data centers, ensuring adequate funding to advance the project.
- Market Outlook: Although Oklo has yet to generate significant revenue, the potential regulatory approval for its small modular reactors has attracted Wall Street's attention, with analysts initiating coverage with a buy rating and a price target of $96, indicating a potential upside of 33%.
See More
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- Industry Impact: ServiceNow's Q1 earnings report revealed a non-GAAP EPS of $0.97 on $3.77 billion in sales, exceeding expectations; however, its lower-than-expected adjusted gross margin guidance has heightened cautious sentiment towards SaaS company valuations.
- Market Reaction: Despite today's pullback, Poet Technologies has seen a 61% increase in stock price over the past week, reflecting strong short-term performance, yet the current market volatility may undermine investor confidence moving forward.
- Investment Advice: Before investing in Poet Technologies, analysts noted that the company did not make the list of the top 10 recommended stocks, suggesting that investors should carefully evaluate its future growth potential amidst the current market conditions.
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