NVIDIA ( NVDA -0.42% ), one of the biggest mobile-application processor companies, gained 20% and sports a new 1.9% dividend yield. It has had some trouble competing with Qualcomm and others in mobile processors, but its new Tegra 4 chip has some hopeful. Meanwhile, the company is building its presence in automobiles, too. NVIDIA's entry into the mobile IP licensing business has some hopeful and many like its strong position in gaming, though others balk at its forward P/E of 18. It has recently introduced a tablet of its own, though some question the wisdom of that.