Nvidia’s stock gets a rare sell call – due to ‘mounting questions’ about AI - MarketWatch
1. Seaport analyst assigned a sell rating on Nvidia, expressing several concerns. 2. Nvidia's stock down 21% this year, indicating poor short-term performance. 3. Risks identified include AI deployment complexities and decreasing AI spending. 4. Geopolitical tensions could impact Nvidia's cost structure and export capabilities. 5. Top customers are developing their own chips, posing competitive risks.