Demand Uptick Boosted NVIDIA (NVDA) in Q2

Core Insights - Columbia Threadneedle Investments released its second-quarter 2025 investor letter for the Global Technology Growth Strategy, highlighting market volatility due to global tariffs and subsequent recovery with lenient trade policies [1] - The composite return for the quarter was 25.11% gross of fees and 24.85% net of fees, outperforming the S&P Global 1200 Information Technology Index's return of 23.66% [1] Company Highlights - NVIDIA Corporation (NASDAQ:NVDA) was emphasized as a core holding, with a one-month return of 1.01% and a 52-week gain of 51.91%, closing at $183.61 per share on September 22, 2025, with a market capitalization of $4.47 trillion [2] - Strong quarterly results for NVIDIA were driven by high demand for its next-generation Blackwell architecture, which offers up to 30x faster inference capabilities and improved energy efficiency [3] - NVIDIA's resilience against geopolitical tensions was noted, with sovereign deals in regions like the Middle East and Taiwan helping to mitigate the impact of U.S. export restrictions on sales to China [3] Market Position - NVIDIA ranked 5th among the 30 Most Popular Stocks Among Hedge Funds, with 235 hedge fund portfolios holding its stock at the end of the second quarter, an increase from 212 in the previous quarter [4] - In the second quarter of fiscal 2026, NVIDIA reported revenues of $46.7 billion, exceeding expectations [4]