Here are NVIDIA Corporation’s (NVDA) Growth Drivers

Core Insights - Brown Advisory's Large-Cap Growth Strategy reported a net return of -0.88% in Q3 2025, underperforming the Russell 1000 Growth Index due to underweighting speculative momentum-driven stocks despite significant AI exposure [1] - NVIDIA Corporation (NASDAQ: NVDA) was highlighted as a key stock, experiencing a one-month return of -4.52% but a 52-week gain of 23.80%, with a market capitalization of $4.37 trillion as of December 3, 2025 [2] - NVIDIA's stock rebounded over 90% from April lows, driven by earnings exceeding expectations and improved gross margin guidance, alongside strategic partnerships and recovery from earlier demand concerns [3] Company Performance - NVIDIA reported $57 billion in revenues for Q3 2026, reflecting a 62% year-over-year growth, maintaining its position as a popular stock among hedge funds with 234 portfolios holding its shares [4] - The company is positioned as a market leader in advanced graphics processing units, benefiting from ongoing demand in AI infrastructure [3][4] Investment Outlook - While NVIDIA shows strong potential, there are suggestions that other AI stocks may offer greater upside with less downside risk, indicating a competitive landscape in the AI sector [4]