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Memory, networking, optics, power infrastructure and selected cloud providers all benefit from continued capacity expansion, but there is increasing need to prove AI returns, Chanana notes. Memory remains one of the clearest beneficiaries, with Nvidia's margin guidance confirming that supply is still tight, she says. Asian memory stocks are broadly higher after the results, with SK Hynix gaining 3.4% and Samsung Electronics rising 2.3%. 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Demand Lifts Apple as iPhone 17 Tops Global Sales Rankings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662724132","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662724132?lang=en_us&edition=fundamental","pubTime":"2026-08-27 10:38","pubTimestamp":1787798280,"startTime":"0","endTime":"0","summary":"0238 GMT - Apple's strong iPhone 17 lineup is expected to help it maintain momentum in key markets as consumers continue gravitating toward premium smartphones, according to Counterpoint Research. The research firm says the iPhone 17 was the world's best-selling smartphone in 2Q, capturing 6% of global sales, while the iPhone 17 Pro Max and iPhone 17 Pro ranked second and third, respectively. Apple's smartphone sales rose 5% on year despite an 11% decline in the overall market, supported by growth in India, Japan, the Middle East and Africa. Counterpoint says the global top 10 smartphone models accounted for 26% of worldwide sales, as brands focused on flagship and core devices amid memory 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What signals does this intense volatility 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of Thailand Likely to Keep Rates Unchanged for Rest of 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2662849724","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662849724?lang=en_us&edition=fundamental","pubTime":"2026-08-27 10:21","pubTimestamp":1787797260,"startTime":"0","endTime":"0","summary":"0221 GMT - The Bank of Thailand is likely to keep rates unchanged for rest of 2026, two economists of Goldman Sachs's Economics Research say in a note. \"The BOT sees overall growth as low and uneven,\" the economists say. Although exports and investments have improved, the benefits to Thailand's broader economy seem limited, with domestic demand still weak and small- and medium-sized enterprises' credit stress worsening, the economists say. \"Inflationary pressures have eased but BOT remains wary of upside risks,\" they add. GS maintains its expectation for BOT to keep policy rate unchanged at 1.0% through 2026.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["LU0096364046.USD","LU2237443465.HKD","LU1868836591.USD","LU1791807156.HKD","LU0868494617.USD","LU0251142724.SGD","LU2237443382.USD","LU2471134952.CNY","LU2471134523.USD","BK4127","LU1144417596.USD","BK4588","LU0210536198.USD","IE00BFXG1179.USD","LU1668664300.SGD","IE00BSNM7G36.USD","GSX","BK4533","LU2237443978.SGD","BK4550","ASEA","LU1894683348.USD","LU2896262040.SGD","LU0345770308.USD","LU2750360641.GBP","LU2265009873.SGD","LU1868837300.USD","LU0106831901.USD","IE00B19Z3581.USD","IE00B19Z3B42.SGD","BK4516","LU0061475181.USD","LU1868836757.USD","LU2237443622.USD","LU2750360997.AUD","LU2471134879.HKD","THD","LU0868494708.USD","LU2237443895.HKD","BK4585","IE0004091025.USD","LU0942090050.USD","IE0002270589.USD","IE0034235188.USD","LU0742534661.SGD","LU1868836914.USD","IE0004086264.USD","LU2471134796.USD","LU0345770993.USD","LU1868837136.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160299899","title":"Barret Zoph Exits Thinking Machines to Join Alphabet's Gemini AI Team","url":"https://stock-news.laohu8.com/highlight/detail?id=1160299899","media":"Deep News","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160299899?lang=en_us&edition=fundamental","pubTime":"2026-08-27 10:11","pubTimestamp":1787796668,"startTime":"0","endTime":"0","summary":"Barret Zoph, co-founder of Thinking Machines Lab, has switched employers once again. Earlier this year, he made a sudden move to OpenAI following a disagreement with Thinking Machines Lab CEO 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