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Tag: Downgrade

Nutanix: Bookings Strong, Growth Slowing – Hold Into Q4 (Rating Downgrade) (NASDAQ:NTNX)
Nutanix

Nutanix: Bookings Strong, Growth Slowing – Hold Into Q4 (Rating Downgrade) (NASDAQ:NTNX)

vm_adminAugust 17, 2026

By Publication Date: 2026-08-17 15:34:00 This article was written by Follow I am a stock analyst with over 20 years…

NVIDIA Says It “Continually Optimizes Compute, Networking, Memory” To Deliver Best Performance & Efficiency To Its Customers Amidst Vera and Rubin Ultra “Downgrade” Rumors
Nvidia

NVIDIA Says It “Continually Optimizes Compute, Networking, Memory” To Deliver Best Performance & Efficiency To Its Customers Amidst Vera and Rubin Ultra “Downgrade” Rumors

vm_adminAugust 8, 2026

By Hassan Mujtaba Publication Date: 2026-08-07 05:00:00 NVIDIA’s Rubin Ultra & Vera chips are subject to various “downgrade” rumors, but…

Oracle: Profiting from Others’ Speculation, Holding on to Intrinsic Value (Downgrade)
Oracle

Oracle: Profiting from Others’ Speculation, Holding on to Intrinsic Value (Downgrade)

vm_adminJune 2, 2026

By Oliver Rodzianko Publication Date: 2026-06-02 19:36:00 Oracle Corporation is up 75% since February, but its top valuation suggests Hold.…

Broadcom: Be Fearful When Others Are Hyped (Ratings Downgrade)
Broadcom

Broadcom: Be Fearful When Others Are Hyped (Ratings Downgrade)

vm_adminMay 25, 2026

By Envision Research Publication Date: 2026-05-22 17:29:00 Broadcom Inc. is downgraded to Hold as AI growth forecasts look aggressive and…

IREN Limited: Nvidia's Vote Of Confidence And The Demanding Q3 Results (Downgrade)
Nvidia

IREN Limited: Nvidia's Vote Of Confidence And The Demanding Q3 Results (Downgrade)

vm_adminMay 18, 2026

By Mauro Caversazzi Publication Date: 2026-05-18 16:49:00 IREN Limited secured Nvidia as a strategic partner with a $3.4B, 5-year contract,…

AMD Has Flipped Nvidia: Time To Sell (Rating Downgrade)
Nvidia

AMD Has Flipped Nvidia: Time To Sell (Rating Downgrade)

vm_adminMay 7, 2026

By James Foord Publication Date: 2026-05-07 21:26:00 AMD has made significant strides in CPUs and GPUs, gaining market share and…

AMD Q1: I Love The Progress, But Nvidia Is The Better Buy Right Now (Downgrade)
Nvidia

AMD Q1: I Love The Progress, But Nvidia Is The Better Buy Right Now (Downgrade)

vm_adminMay 5, 2026

By Kenio Fontes Publication Date: 2026-05-05 22:45:00 Advanced Micro Devices, Inc. posted strong Q1 and data center growth, but valuation…

Nebius: Did Meta And Microsoft Buy Compute At Near-Zero Margin? (Rating Downgrade)
Microsoft

Nebius: Did Meta And Microsoft Buy Compute At Near-Zero Margin? (Rating Downgrade)

vm_adminApril 16, 2026

By Bashar Issa Publication Date: 2026-04-16 17:55:00 Nebius’s explosive growth may mask weak contract economics, with low or negative margins…

Broadcom: Every Hyperscaler Needs One (Rating Downgrade)
Broadcom

Broadcom: Every Hyperscaler Needs One (Rating Downgrade)

vm_adminApril 15, 2026

By The Techie Publication Date: 2026-04-15 14:18:00 Broadcom Inc. lands a multi-year AI chip deal with Meta, boosting XPU leadership.…

Nutanix (NTNX) Valuation Assessment After JPMorgan Downgrade and Growing Competitive Pressures
Nutanix

Nutanix (NTNX) Valuation Assessment After JPMorgan Downgrade and Growing Competitive Pressures

vm_adminApril 14, 2026

By Simply Wall St Publication Date: 2026-04-14 21:08:00 Nutanix (NTNX) has come under pressure after a series of analyst downgrades,…

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