NVIDIA portfolio stocks surge in 2026, Intel rises 177%

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On-chain data from June 2, 2026, shows NVIDIA’s portfolio stocks rising sharply this year, with several highlighted by Jensen Huang. Intel (INTC) surged 177.63%, followed by CoreWeave (CRWV) at 57.36%, Coherent (COHR) at 86.74%, Nokia (NOK) at 149.62%, Lumentum (LITE) at 134.39%, and Marvell (MRVL) at 145.47%. On-chain analysis confirms strong inflows into these holdings, reflecting active market participation.

BlockBeats news, June 2: According to analyst Aunt Ai (@ai_9684xtpa), stocks in NVIDIA's portfolio have seen significant year-to-date gains, some of which have been mentioned by Jensen Huang in public appearances:


INTC (Intel) up 177.63% — A global leader in semiconductors, primarily designing, manufacturing, and selling CPUs, GPUs, data center/AI chips, and related computing products.

CRWV (CoreWeave) up 57.36% — An AI cloud infrastructure provider specializing in high-performance GPU cloud computing platforms for AI training and inference.

COHR (Coherent, Inc.) rose 86.74%—a manufacturer of optical materials, lasers, and photonic devices, primarily serving industrial, communications, electronics, and semiconductor markets.

NOK (Nokia) up 149.62%—a leading telecommunications equipment provider offering mobile networks, fixed networks, cloud network infrastructure, and related software services.

LITE (Lumentum) rose 134.39%—a manufacturer of optical and photonic products, primarily producing application components for data centers, AI networks, and industrial lasers.

MRVL (Marvell) rose 145.47%—a provider of semiconductor solutions specializing in chip design for data centers, networking, storage, and AI infrastructure.

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