Here are NVIDIA Corporation’s (NVDA) Growth Drivers

2 weeks ago 8

Soumya Eswaran

Thu, December 4, 2025 astatine 7:35 AM CST 2 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned -0.88% (net) during the 3rd quarter, underperforming the benchmark, the Russell 1000 Growth Index. Even though the portfolio has important vulnerability to AI, its underweight to the astir speculative momentum-driven parts of the commercialized was a headwind to performance. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brown Advisory Large-Cap Growth Strategy highlighted stocks specified arsenic NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) offers graphics, compute, and networking solutions. The one-month instrumentality for NVIDIA Corporation (NASDAQ:NVDA) was -4.52%, and its shares gained 23.80% implicit the past 52 weeks. On December 03, 2025, NVIDIA Corporation (NASDAQ:NVDA) banal closed astatine $179.59 per share, with a marketplace capitalization of $4.37 trillion.

Brown Advisory Large-Cap Growth Strategy stated the pursuing regarding NVIDIA Corporation (NASDAQ:NVDA) successful its 3rd 4th 2025 capitalist letter:

"NVIDIA Corporation (NASDAQ:NVDA), a marketplace person successful precocious graphics processing units, continued its rally for the 2nd consecutive quarter, rebounding much than 90% from its April lows. The stock’s spot was driven by net that exceeded statement expectations and improving gross borderline guidance, arsenic Blackwell rack yields continued to improve. Additional momentum came from caller strategical partnerships and a betterment from earlier-year weakness tied to the DeepSeek request scare, which had pressured AI infrastructure stocks broadly."

Analyst Explains How NVIDIA (NVDA) Can Reach $8 Trillion Market Cap

NVIDIA Corporation (NASDAQ:NVDA) is successful 5th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 234 hedge money portfolios held NVIDIA Corporation (NASDAQ:NVDA) astatine the extremity of the 2nd quarter, compared to 235 successful the erstwhile quarter. In the 3rd 4th of fiscal 2026, NVIDIA Corporation (NASDAQ:NVDA) reported $57 cardinal successful revenues, marking a 62% twelvemonth implicit twelvemonth growth. While we admit the imaginable of NVIDIA Corporation (NASDAQ:NVDA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered NVIDIA Corporation (NASDAQ:NVDA) and shared the database of champion augmented world stocks to buy. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.