The Story
News Summary
- Diamond Hill's Q2 2026 letter favors quality mid-caps over pricey semiconductors, adding VRSK for its defensive, high-margin insurance data niche.
- Firm remains cautious on elevated AI valuations and concentrated tech leadership, underweighting IT despite market's tech-led rally.
Explore NVDA price history & advisor snapshot
These are separate market snapshots and may predate this story. Check the data period, generation time and expiry before using them in your research.
Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
Unlock Member-Only Insights
Reserved for TradingNews24 members. Log in or create a free account to access market signals and exclusive tools.