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NVIDIA Corporation

AI and Supercomputing Market Capitalization Generative AI AI Technology NVIDIA Stock Performance Export Controls CUDA Platform CUDA Programming Platform

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Managers emphasize valuation discipline after AI-led market concentration.

Polen Capital Rebalances Focus Growth Fund Toward AI Leaders After Q3 Lag

Baird Chautauqua Fund Reports Q2 Lag After Tariff Whiplash, Highlights Diverging AI Chip Bets

Alger Spectra Fund Cites Q2 Beat as It Leans Into AI-Centric Tech Leaders