The Story
News Summary
- Diamond Hill's Q2 2026 letter flags caution on richly valued AI/semiconductor stocks amid extended AI spending assumptions, while adding Centene (CNC) on managed care margin recovery hopes.
- Fund underperformed Russell Midcap due to tech underweight.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
210.96
+18.92% over the displayed period
Advisor Snapshot
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