NVIDIA Corporation stock (US67066G1040): M&T Bank slashes stake by 98%

M&T Bank Corp reduced its NVIDIA holdings by 98% in Q4 2025, selling 3.26 million shares. Meanwhile, analysts like Jefferies and HSBC maintain bullish targets amid strong financials.

M&T Bank Corp significantly cut its position in NVIDIA Corporation, reducing its stake by 98% during the fourth quarter of 2025 by selling over 3.26 million shares, leaving it with 65,865 shares valued at approximately $12.3 million, MarketBeat as of 05/14/2026. NVIDIA reported robust fundamentals with a return on equity of 97.37% and net margin of 55.60%, alongside quarterly revenue of $68.13 billion.

As of: 14.05.2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: NVIDIA Corporation
• Sector/industry: Semiconductors / AI and Graphics Processing
• Headquarters/country: Santa Clara, USA
• Core markets: Data centers, gaming, automotive, professional visualization
• Key revenue drivers: GPUs, AI accelerators, data center platforms
• Home exchange/listing venue: Nasdaq (NVDA)
• Trading currency: USD

NVIDIA Corporation: core business model

NVIDIA Corporation designs and manufactures graphics processing units (GPUs), systems-on-a-chip and related platforms for artificial intelligence, gaming, data centers and automotive markets. The company accelerated AI adoption through platforms like CUDA and TensorRT, powering enterprise data into actionable insights via AI agents, as detailed on its AI page. This positions NVIDIA as a leader in accelerated computing.

Revenue stems primarily from compute and networking (data center AI), gaming GPUs, and professional visualization tools. The firm's focus on end-to-end AI infrastructure supports US investors through exposure to booming cloud and edge computing demands in the American economy.

Main revenue and product drivers for NVIDIA Corporation

Data center revenue dominates, driven by Hopper and Blackwell GPU architectures for AI training and inference. Gaming relies on GeForce RTX series with ray tracing and DLSS technologies. Automotive platforms like DRIVE Hyperion enable autonomous vehicle development, while Omniverse fosters digital twins for industrial applications.

In its latest reported quarter, NVIDIA achieved $68.13 billion in revenue, surpassing analyst estimates, with a 55.60% net margin highlighting profitability amid high demand for AI chips relevant to US hyperscalers like those in tech-heavy indices.

Industry trends and competitive position

The semiconductor sector sees explosive growth in AI workloads, with NVIDIA holding over 80% market share in data center GPUs. Competitors like AMD and Intel challenge in CPUs and integrated solutions, but NVIDIA's software ecosystem (NVIDIA AI Enterprise) creates moats. US market leadership benefits from domestic fabs via CHIPS Act incentives.

Why NVIDIA Corporation matters for US investors

NVIDIA's Nasdaq listing and pivotal role in US AI infrastructure make it a key holding for portfolios tracking Magnificent Seven stocks. Its exposure to American cloud giants and automotive electrification aligns with domestic economic priorities, offering retail investors indirect play on tech innovation.

Conclusion

M&T Bank's sharp reduction in its NVIDIA stake reflects portfolio adjustments amid market rotations, yet the company's stellar financial metrics and AI leadership persist. Analyst updates from Jefferies and HSBC signal sustained optimism. Investors monitor institutional flows alongside NVIDIA's innovation pipeline for US market dynamics.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.