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Delivers Strong Q2 as Long-Term Outlook Improves, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089528","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089528?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:03","pubTimestamp":1787842980,"startTime":"0","endTime":"0","summary":"Nvidia  delivered solid fiscal Q2 results, supported by a stronger long-term outlook, with management pointing to higher revenue expectations and continued demand, Morgan Stanley said in a note Thursday.The firm said the quarter was above expectations, but the more important takeaway was management's longer-term outlook. Nvidia expects about 70% growth in fiscal 2028, compared with Morgan Stanley's previous estimate of 52% and consensus of around 40%.The bank said it is raising its fiscal 2028 and fiscal 2029 revenue estimates about $100 billion and $200 billion, respectively. Demand remains heavily supply-constrained, and management said demand is \"much greater\" than the 70% growth level, it added.Gross margins were slightly weaker because of higher memory costs, but this removes an important overhang for investors, the firm said, adding that Nvidia's expected 72% to 73% gross margin next year is broadly in line with its 72.5% estimate.\"This is our Top Pick in the semis group, with a 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Jones Top Markets Headlines at 11 am ET: Stocks Rise as Nvidia's Bullish Forecast Lifts Investors' Spirits | Wheat ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089324","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089324?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:00","pubTimestamp":1787842800,"startTime":"0","endTime":"0","summary":"Stocks Rise as Nvidia's Bullish Forecast Lifts Investors' SpiritsStocks make gains as a blockbuster revenue forecast from Nvidia is bringing some much-needed relief to investors who have been anxious about the AI boom.----Wheat Soars to Highest Level in Three Years as Black Sea Crisis DeepensThe latest price jump extended a sharp run up in prices for the commodity, with Chicago contracts trading around 30% above their end of June low.----U.S. Jobless Claims Pull Back AgainThe number of people who filed for unemployment benefits was 203,000 in the week through Aug. 22, 4,000 lower than the upwardly revised 207,000 reported a week earlier.----Bank of Korea Hikes Again as It Raises Growth, Inflation ForecastsSouth Korea's central bank lifted its projections for economic growth and core inflation this year----Think Treasurys Are Having a Rough 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Chatter: Meta Internally Projected $10 Billion Annual Spend on Anthropic AI Models","url":"https://stock-news.laohu8.com/highlight/detail?id=2662908937","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662908937?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:58","pubTimestamp":1787842729,"startTime":"0","endTime":"0","summary":"Meta Platforms  at one point this year internally projected it could spend up to $10 billion annually on Amazon-backed  Anthropic's AI models, The New York Times reported Thursday, citing people with knowledge of the companies.Meta's business would have formed a significant portion of Anthropic's annual revenue, which the company estimated in July would pass $65 billion, the report said.Meta didn't immediately reply to a request for comment from MT Newswires.Price: 570.66, Change: -5.49, Percent Change: 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up Nearly 150 Points on Gains in Salesforce, Nvidia Corp. Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2662086460","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662086460?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:46","pubTimestamp":1787841960,"startTime":"0","endTime":"0","summary":"DJ Dow Up Nearly 150 Points On Gains In Salesforce, NVIDIA Corp. SharesThis article was automatically generated by MarketWatch using technology from Automated Insights.The Dow Jones Industrial Average is trading up Thursday morning with shares of Salesforce and NVIDIA Corp. seeing positive gains for the index.Shares of Salesforce  and NVIDIA Corp.  have contributed about two thirds of the blue-chip gauge's intraday rally, as the Dow  is trading 146 points higher .Salesforce's shares have climbed $43.23, or 21.0%, while those of NVIDIA Corp. are up $15.15 , combining for an approximately 347-point bump for the Dow.Other components contributing significantly to the gain include IBM , Microsoft , and Nike .A $1 move in any one of the 30 components of the index results in a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled August 27, 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