NVIDIA (NVDA) is back in focus after unveiling fresh moves with Oracle, Schneider Electric and Meta around AI factories and agent workloads, even as the share price has drifted about 3% lower over the past month. Over the shorter term, the picture has cooled a little. The 30 day share price return is about 3.2% lower and the year to date share price gain is 15.4%, while the 1 year total shareholder return of 8.7% contrasts sharply with a very large 5 year total shareholder return of around 7x. This suggests momentum has faded recently even as long term holders remain far ahead. Scan a curated set of AI infrastructure peers showing strong balance sheets and cash flows with the 55 AI infrastructure stocks.
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