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) is all the rage these days, and no company has benefited from the new big thing on Wall Street more than Nvidia. One of them is Fiverr (NYSE: FVRR), a corporation involved in the increasingly booming gig economy.

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