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NVIDIA Rebounds: NZS Capital Reinstates Position on Undervalued AI Growth

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The Story

News Summary

  • NZS Capital re-added NVIDIA to its portfolio, citing attractive valuation despite AI GPU market share concerns.
  • NVIDIA's growth versus competitors suggests it's gaining share, with Q1 FY2027 revenue up 85% YoY to $82 billion.
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NVDA price history

210.96 +18.92% over the displayed period

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