Companies that own more than $100 million in publicly traded stock must disclose that information in Form 13F. Those reports must be filed no later than 45 days after the end of each quarter, and they can provide clues as to how large institutions are navigating the stock market.

Nvidia's post-earnings plunge pulled the stock back near January’s lows. Analysts have remained bullish, and said they expect Nvidia to be a DeepSeek beneficiary.

Nvidia CFO Colette Kress said gross margins are expected to be in the "low 70s" as Blackwell production ramps up before improving later in the year.