NVDA - WILLIAM BLAIR ON NVIDIA: “BUY ON WEAKNESS” William Blair reiterated an Outperform rating on Nvidia after a modest beat-and-raise quarter. Guidance excluded H20 sales due to China export uncertainty, but Blackwell Ultra (B300) delivered 10B+ revenue, ramping faster than expected. The firm sees Nvidia maintaining AI leadership through strong hardware, supply chain, and CUDA software, supporting growth into fiscal 2026 and beyond. With shares dipping after hours, William Blair says it would buy on weakness.(*Walter Bloomberg)