Nvidia Gets Rare Downgrade as Baird Raises CEO Uncertainities

Baird downgraded Nvidia shares, citing concerns over potential US export restrictions in China and uncertainty regarding future artificial intelligence chip demand. The move follows reports of an investigation into CEO Jensen Huang, adding institutional skepticism to the company's long-term leadership stability. These developments represent a shift in Wall Street sentiment for the chipmaker, which has faced significant market pressure as analysts weigh geopolitical risks against ongoing supply chain constraints.