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NVIDIA downgraded by Piper Sandler amid scrutiny, but AI demand remains strong with supply challenges.

Market News
08 Jun 2026
Alex Lavoie
View Source
Neutral
pluang ai news

Piper Sandler downgraded NVIDIA from "Overweight" to "Neutral" citing potential government scrutiny, including concerns over national security and competition. Despite this, demand for NVIDIA's AI products, especially Grace Blackwell systems, is very strong and may exceed supply. Wedbush retains an "Outperform" rating, highlighting NVIDIA's secured memory supply for 2026-2027 as a strategic advantage. The stock traded at $208.64 with a 1.73% gain, reflecting mixed analyst views amid robust AI market demand.

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