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Nvidia may cut 2027 guidance amid lower AI spending post-US midterms and scrutiny on Singapore revenue.

Company Fundamentals
13 Nov 2026, 15:00 WIB
Seeking Alpha
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Bearish
Nvidia may cut 2027 guidance amid lower AI spending post-US midterms and scrutiny on Singapore revenue.

Nvidia is expected to lower its 2027 guidance due to anticipated reduced AI capital expenditures following the US midterm elections. The company will face close examination of its revenue streams, especially from Singapore, which accounts for 22% of total sales, amid concerns linked to CEO Jensen Huang. Additionally, broader macroeconomic impacts are expected because of Nvidia's central role in complex deals and the heavy weighting of AI stocks in the S&P 500. Nvidia's upcoming earnings report on November 17 will be closely watched, with revenue and earnings per share estimates showing strong year-over-year growth but potential caution ahead.

As of Nov 13, 2026 19:42 WIB, Nvidia shares on Pluang are priced at USD 168.08, showing a 1.14% increase in the last day. The stock commands a significant market cap of $4.01 trillion and sees a strong buy interest with 84% of orders favoring purchases. This highlights Nvidia's continued prominence in the technology sector despite concerns about future AI spending and guidance adjustments.

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