Vista Investment Partners, LLC, an investment management company, released its “Mar Vista Global Quality Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 concluded on a historic note,

U.S. stocks rebounded on Wednesday, helped by a rise in technology stocks as Nvidia (NVDA) became the first publicly listed company to hit $4T in market cap. Investors were keeping an eye out for further announcements on trade from U.

The S&P 500 ended Tuesday marginally lower after President Donald Trump said that there would be no extensions on his new Aug. 1 tariff deadline.

Nvidia (NASDAQ: NVDA) stock currently trades for around $155. However, Loop Capital just gave Nvidia a new price target of $250 per share. That indicates around 60% upside from today's price, but the implications of a $250-per-share stock are far greater.

Stocks rebounded on Wednesday after two straight days of losses, with the Nasdaq Composite (COMP:IND) ending at a record high after Nvidia (NVDA) became the first publicly traded company to hit $4T in market cap.

Nvidia (NASDAQ: NVDA) shares climbed 1.1% to close at $160 today, bucking the cautious sentiment that weighed on major indices. The technology-heavy Nasdaq Composite gained just 0.03% and growth-focused S&P 500 retreated 0.07% amid concerns about tariffs, lingering inflation worries, and mixed economic signals.

Nvidia (NASDAQ: NVDA) is the largest publicly traded company, with a market cap of about $3.8 trillion on Friday afternoon, and a stock price that's just below its all-time high.