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BlockBeats reported that Baird downgraded Nvidia's rating from Outperform to Neutral, cutting the price target from 500 USD to 200 USD. The firm warned that slowing AI spending growth and reduced demand visibility could delay data center expectations for 2027.
Citi analysts said that the results of the US midterm elections may slow AI spending and drive funds toward non-AI assets, which could benefit Indian stock markets. Citi raised its December 2027 target for the Nifty 50 index to 28,000 points.
Menlo Ventures estimates that, as of this year,September global enterprise AI annualized deployment spending has reached 176800000000 USD; the report says Anthropic's share of large language model API spending is 55%。