Victor Dergunov downgraded Nvidia Corporation from Buy to Hold and lowered the 12-month price target to $200 from $250. Despite strong near-term chip demand and solid earnings guidance, long-term risks like CEO succession, an ongoing investigation, and challenges in projecting AI-driven growth weaken confidence. Market share gains by competitors AMD, Broadcom, and Alphabet also add uncertainty. A sustainable rebound in the chip sector depends on broader market trends, including the Philadelphia Semiconductor Index clearing resistance levels.
As of Nov 14, 2026 00:02 WIB, Nvidia shares on Pluang trade at USD 160.30, down 3.54% in the past day, reflecting some investor caution following the downgrade. Broadcom and Google also saw declines, with Broadcom down 5.83% at USD 343.10 and Google down 1.54% at USD 290.79. Nvidia's market cap stands at $4.01 trillion, the largest among these tech peers, highlighting its significant role in the semiconductor sector.
Commerce Secretary Howard Lutnick will testify before the Senate about his agency's handling of AI chip export controls amid criticism for not blacklisting Megaspeed, a firm linked to a Chinese spy involved in the Nvidia scandal. Despite warnings and...
Nvidia Corporation has been downgraded slightly to a Buy rating due to increased leadership risks following CEO Jensen Huang's departure. This change raises concerns about a prolonged CEO search, potential executive exits, and uncertainty from Huang ...
Nvidia remains a Buy following CEO Jensen Huang's resignation, with interim CEO Colette Kress and board chair Harvey Jones maintaining experienced leadership. The company projects fiscal Q3 revenue around $108 billion and aims to adopt the Vera Rubin...
Nvidia's stock fell after CEO Jensen Huang resigned, but recovered some losses by the day's end. Meanwhile, strong demand for Anthropic's IPO signals ongoing enthusiasm for AI investments. Stable Middle East oil production near 24 million barrels per...
Nvidia Corporation's market value fell by about $1 trillion following the unexpected resignation of CEO Jensen Huang, which ended the so-called "Huang premium." The stock now reflects a modest 12.7% annual earnings growth over five years, despite str...
