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Smartphone Makers Could Face More Pressure Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2662056243","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662056243?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:19","pubTimestamp":1787894340,"startTime":"0","endTime":"0","summary":"0519 GMT - China's smartphone makers could face more pressure ahead amid higher prices of memory and other components, Counterpoint Research says in a note. Despite a double-digit drop in 2Q smartphones sold to consumers compared with the previous year, shipment to retailers only fell 1%, Counterpoint data shows. This is because phone makers had built up inventory in anticipation of further memory-price hikes, it says. Huawei maintained its leadership in China, with a 23% market share, while Apple ranked second, with 18% of the market. Xiaomi, whose 2Q shipments dropped 21% on year, took the biggest hit, mainly due to its heavy reliance on low-end models, the research firm says. 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Urges Qualcomm, Samsung to Deepen AI, Chip Investment as it Seeks Tech Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=2662053406","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662053406?lang=en_us&edition=fundamental","pubTime":"2026-08-28 11:49","pubTimestamp":1787888998,"startTime":"0","endTime":"0","summary":"Vietnam urges Qualcomm, Samsung to deepen AI, chip investment as it seeks tech upgradeHANOI, August 28 (Reuters)-Vietnamese leaders have urged U.S. chip designer QualcommQCOM.Oand South Korea's 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H200 Sales to China Seem Insignificant","url":"https://stock-news.laohu8.com/highlight/detail?id=2662053551","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662053551?lang=en_us&edition=fundamental","pubTime":"2026-08-28 11:27","pubTimestamp":1787887620,"startTime":"0","endTime":"0","summary":"0327 GMT - Nvidia's H200 chip sales to China is insignificant compared to the surge in capex by Chinese internet companies, Citi analysts say in a research note. Nvidia said earlier this week that sales of H200s to Chinese buyers made up less than 1% of its data-center revenue in fiscal 2Q. Citi estimates that those chips would be valued at no more than $890 million, which is \"too insignificant\" compared to the capex recorded by Alibaba, Tencent and Baidu in 2Q. The Chinese hyperscalers' spending was likely mostly related to domestic GPU procurement as well as global and domestic memory-chip purchases, they say. The bank expects a sequential decline in their 3Q capex despite projecting a significant increase in their total capex budget for the 2026 calendar 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Over the past few years the stock has delivered strong gains, which makes the question of what you are paying for future growth more important than ever.\n\nMastercard has returned 78.6% over the past 5 years, which puts a spotlight on whether the current price still leaves enough room...","market":"nz","thumbnail":"https://images.simplywall.st/asset/company-cover/6477196-main-header/1756256177082","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/6477196-main-header/1756256177082"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nyse-ma/mastercard/news/is-mastercard-ma-priced-for-growth-or-overvalued-at-record-h","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nyse-ma/mastercard/news/is-mastercard-ma-priced-for-growth-or-overvalued-at-record-h","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["SGXZ41872573.SGD","IE0004086264.USD","LU0726765562.USD","LU0823421416.USD","LU0053666078.USD","LU0640476718.USD","LU2087625088.SGD","LU2456880835.USD","IE0004445015.USD","LU2720916845.USD","LU0971096721.USD","LU0690374615.EUR","LU0689472784.USD","UYG","FNCL","LU0823434740.USD","LU2236285917.USD","LU0106261372.USD","IE000BZT7R73.USD","IE0004091025.USD","MA","LU2237957811.SGD","IE00BHPRN162.USD","LU1670628061.USD","LU2361044949.HKD","IE00B4JS1V06.HKD","IE0005OL40V9.USD","LU0942090050.USD","VFH","IE00BWXC8680.SGD","BK4527","LU1868836914.USD","FDFF","STBQ","IPAY","LU0390134368.USD","XLF","IE0000B7K699.USD","LU2360107671.USD","LATR","LU0820561818.USD","LU1989764748.USD","LU1712237335.SGD","IE00B1XK9C88.USD","LU2417539215.USD","LU1153585028.USD","LU0823417737.USD","LU0345770993.USD","IYG","LU1261432733.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662556900","title":"Salesforce (CRM) Stock Reprices AI Momentum And A Rare Valuation Gap","url":"https://stock-news.laohu8.com/highlight/detail?id=2662556900","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662556900?lang=en_us&edition=fundamental","pubTime":"2026-08-28 10:31","pubTimestamp":1787884284,"startTime":"0","endTime":"0","summary":"Salesforce stock ripped higher, jumping 22.6% to about US$252 by the close, as investors rushed to reprice what looked like a straightforward software quarter into something bigger. The immediate spark was Q2 FY2027 earnings power. Basic earnings per share landed at US$4.30 on revenue of US$11.35b. That combination put fresh weight behind an already compressed trailing P/E of 21.4x versus richer software peers and helped validate the market’s sudden enthusiasm.\nThe real story now moves 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