NVIDIA Corporation $NVDA Shares Bought by Waddell & Associates LLC - MarketBeat

NVIDIA Corporation saw increased institutional support from Waddell & Associates LLC in Q2, which raised its stake by 16.4%, purchasing an additional 11,041 shares for a total of 78,458 shares valued ... Read original →

NVIDIA's Q2 results significantly exceeded expectations, with data center revenue surging 117%, reinforcing the momentum of its Blackwell platform and driving upstream semiconductor suppliers to benefit from increased demand. However, elevated valuations and export restrictions, particularly in China, pose supply chain risks, especially as Taiwan/ China and Singapore-based fabs become critical for production capacity. Analysts have raised price targets, signaling confidence in sustained AI workload growth, yet insider selling and profit-taking indicate market skepticism about current valuations. Competitors like AMD and Intel are accelerating AI data center strategies, threatening NVIDIA’s market share if it fails to maintain technological leadership. Over the next 12–24 months, continued AI chip adoption and data center expansion will drive demand, but a potential global semiconductor downturn or tighter regulations could force NVIDIA to rely on ecosystem integration and vertical scaling for resilience.