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The Hot Stock: Nvidia Jumps 4.3%

Nvidia (NVDA) soared to the top of the S&P 500 today a day after being the top performer thanks to strong earnings.

Nvidia gained 4.3% to $126.50 today, while the S&P 500 dipped 0.2% to 2,394.44

Macquarie's Srini Pajjuri calls Nvidia the "best secular story in large-cap Semis." They explain why:

At its analyst day, NVDA management...