• Seaport Global Securities analyst Jay Goldberg just released a sell rating on stocks, and the new price target is the lowest on Wall Street.

• Goldberg believes that the benefits of AI have been "priced".

King of Artificial Intelligence, Nvidia (NASDAQ: NVDA)it has been a long and dominant run for several years. The company is seen as the best option, which can be a game-changing area that affects every aspect of our daily lives. But this year’s tough run and the latest export restrictions against China have now sprouted the first sell ratings from a Wall Street analyst.

Seaport Global Securities analyst Jay Goldberg recently downgraded NVIDIA to a sell rating and released a $100 price target, the lowest on Wall Street. The rest of the NVIDIA and the AI ​​sector, as well as the stock market as a whole, certainly faces tough near-term macroeconomic prospects. Should investors worry?

Where to invest $1,000 now? Our team of analysts just revealed what they think is 10 Best Stocks Buy it now. continue"

Goldberg pointed out in his research that the upward space of AI is "temporary pricing". Goldberg also believes the company's biggest customers "are all looking to design their own chips" and that "the AI ​​budget will likely slow down in '26".

The desire to have a custom AI chip may be a trend, but AI is more likely to expand its reach to a larger customer base who may be looking for third-party solutions to keep up with the competition rather than becoming a leader altogether. Nvidia remains the most advanced chip, and it doesn't seem like there is any risk of losing this market leadership. In China, where Huawei is reportedly starting to test chips with rival Nvidia, it only competes with the company's H100 Hopper Chip, which is not even the company's latest design.

The rest of 2025 may be a tough sled for Nvidia, but the company's 26 forward earnings estimates are fairly reasonable. Its dominance in market share and innovation should help it overcome near-term obstacles, which makes stocks purchased for all investors who believe in the overall AI opportunity.

Ever felt you missed the ship to buy the most successful stock? Then you will need to hear this.

On rare occasions, our team of analysts and experts published "Double Down" stock Suggest companies they think are about to be popular. If you are worried that you have missed the opportunity to invest, now is the best time to buy before it’s too late. Numbers talk to themselves: