NVDA Stock Falls 1.78% Despite NVIDIA’s Reported $196M Revolut Stake

NVIDIA’s latest fintech exposure drew attention as NVDA's stock price dipped, even after reports linked its venture arm to a $196M Revolut stake.

NVIDIA VC Arm Reportedly Takes Revolut Stake

NVentures, NVIDIA’s corporate venture capital arm, reportedly acquired 141,834 shares in Revolut, based on a UK Companies House confirmation statement cited by Tech Funding News. At the reported funding-round price, the stake would be worth about $196 million, although NVIDIA and Revolut have not publicly confirmed the size of the investment.

The reported stake comes as Revolut continues to attract large backers from technology and finance. The fintech company was valued at $75 billion in November 2025, with investors including Coatue, Greenoaks, Dragoneer, Fidelity, NVentures, and other major firms.

A June Bloomberg report said Revolut was considering a secondary share sale that could value the company at $115 billion. That type of deal would allow employees and existing shareholders to sell shares, rather than raising fresh capital for the company.

Revolut has grown from a consumer finance app into a broad financial platform across banking, trading, payments, and digital assets. The company’s rising private valuation reflects investor demand for firms that combine financial services, crypto access, and global digital banking.

Revolut Expands Crypto Push in UAE

Revolut recently secured in-principle approval from Dubai’s Virtual Assets Regulatory Authority for a VASP license. Final approval would allow the company to offer regulated crypto broker-dealer, investment, and exchange services in the UAE.

The planned services would be available through Revolut’s retail app and Revolut X. The approval adds to Revolut’s broader regulatory progress as it works to expand banking and digital asset services across more regions.

Despite delaying its IPO to 2028, it has also received a full UK banking license and continues to pursue a US bank charter. These steps could support its entry into lending, deposits, and more regulated banking products in major markets.

Revolut’s crypto expansion places it in a market where large fintech firms are trying to serve both retail users and active traders. Regulated access remains important as customers seek platforms that combine banking, trading, and digital asset tools in one place.

NVDA Stock Slips as Baird Sees Upside

At press time, NVDA stock was trading at $203.72, down 1.78%, during the intraday session. The pullback came even as analysts continued to point to NVIDIA’s long-term AI growth prospects.

Baird has projected that NVIDIA stock could reach $500, implying about 140% upside from recent levels. The firm’s view is tied to strong AI demand, expanding data center sales, and new chip products expected to support future revenue.

NVIDIA’s AI data center business grew 92% year over year to $75 billion in Q1 FY27. Analysts have also pointed to Rubin GPUs, Vera CPUs, and hyperscaler spending as possible growth drivers over the next several years.

The company has also announced a major capital return plan, including an $80 billion buyback authorization and a dividend increase from $0.01 to $0.25 per quarter. Supporters view those steps as a sign of confidence in cash flow, although the stock remains exposed to broader market swings.

NVIDIA’s software position remains another key part of the bullish case. CUDA remains widely used across AI frameworks and enterprise systems, creating high switching costs for customers that rely on NVIDIA hardware and software.