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Are Investors Losing Faith in NVIDIA's (NVDA) AI Promises? [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
A copy of the letter can be downloaded here . The first quarter of 2026 was highly volatile for US equities, driven by AI disruption concerns and the US-Israel conflict in Iran and the Middle East. In this backdrop, the Polen Focus Growth Strategy declined 17.16% in the quarter, compared to a -9.78% return for the Russell 1000 Growth and -4.33% return for the S&P 500. The Strategy focuses on mission-critical businesses with recurring revenue and competitive advantages and capitalizes on the volatility to increase investments in software and semiconductor companies. The Strategy remains confident in the long-term potential of the Portfolio, emphasizing businesses with strong economic moats, robust balance sheets, and multi-year earnings growth. In addition, please check the Strategy's top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Polen Focus Growth Strategy highlighted NVIDIA Corporation (NASDAQ: NVDA ). NVIDIA Corporation (NASDAQ:NVDA)
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NVDA
SEC Filings
SEC Filings
- 4/28/26 - Form SCHEDULE
- 4/27/26 - Form 8-K
- 3/26/26 - Form SCHEDULE
- NVDA's page on the SEC website
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