The Story
News Summary
- Aristotle Capital highlighted robust AI infrastructure demand and massive multi-year semiconductor growth in its Q2 letter.
- Projections showing global wafer fab equipment spending climbing toward $250 billion by 2028, combined with massive DRAM expansion plans, signal ongoing secular strength for chipmakers and AI hardware beneficiaries.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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