BAIRD SLASHES NVIDIA PRICE TARGET 60%, WARNS OF AI SLOWDOWN Baird downgraded Nvidia ($NVDA ) to Neutral from Outperform, slashing its price target to $200 from $500. Analyst Tristan Gerra warns that 2027 data-center forecasts face delays amid supply constraints, potentially softer demand and reduced visibility. Hyperscaler AI spending growth could slow to 40% or less in 2027, while 10–30% of channel orders may face preemptive cuts. Despite strong H300 demand, Baird also flags uncertainty surrounding CEO Jensen Huang's tenure into 2027. The warning: Nvidia's AI business remains strong, but growth expectations and leadership risks could weigh heavily on the stock.

Taiwan slashed short sale order caps from 30% to 3% to stop severe market drops. $EWT $SMH Foreign investors sold over $45B of shares this quarter. The Finance Ministry said it is prepared to deploy its $15B stock stabilization fund. $TSM led the drop as global chip shares faced intense selling pressure. TSMC: PEG ratio = 0.46 Net margin = 51.12% Seeking Alpha Quant Rating for Taiwan Semiconductor: Strong Buy. Will Taiwan's short-selling clampdown stop the slide?