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'Best Positioned' to Deal With Supply Constraints, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808996","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662808996?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:09","pubTimestamp":1787843398,"startTime":"0","endTime":"0","summary":"Nvidia  is \"best positioned\" to deal with supply constraints in the industry that limit growth, Wedbush said in a Thursday note.CEO Jensen Huang implied that unconstrained demand would underpin growth of about 100%, compared with the 70% it can supply, the report said, backing view that the bottleneck in the industry is procurement and not a lack of customer demand.Supply and capacity commitments increased to $279 billion from $119 billion, mostly due to new agreements related to memory, according to the note.The report also pointed to Nvidia's forecasts of gross margin down to 74% in fiscal Q3, hitting a low point 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She's Investing in These AI Chip Rivals.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089934","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089934?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:08","pubTimestamp":1787843280,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices looks to be falling out of favor with prominent technology investor Cathie Wood. 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Salesforce, Marvell, Veeva, Okta, Hormel, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089685","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089685?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:07","pubTimestamp":1787843220,"startTime":"0","endTime":"0","summary":"Stocks rallied Thursday as a batch of stellar tech earnings reports, including one from Nvidia, revived the artificial-intelligence trade.Nvidia shares rose 7.7% after the chip maker's second-quarter 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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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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 $65 billion, the report said.Meta didn't immediately reply to a request for comment from MT Newswires.Price: 570.66, Change: -5.49, Percent Change: 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What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. 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Equities Traded in the US as American Depositary Receipts Head Slightly Lower in Thursday Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2662086012","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662086012?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842420,"startTime":"0","endTime":"0","summary":"Asian equities traded in the US as American depositary receipts were tracking lower Thursday morning, declining 0.15% to 2,992.57 on the S&P Asia 50 ADR Index.From North Asia, the gainers were led by brand platform Baozun  and lender CNFinance , which climbed 8.2% and 6.1% respectively. They were followed by education company 17 Education & Technology Group  and tech comapny Baidu , which advanced 4.2% and 3.5% respectively.The decliners from North Asia were led by semiconductor company Silicon Motion Technology  and fintech firm Jiayin Group , which fell 4% and 3.9% respectively. They were followed by fintech company Qfin , which was down 3.6%.From South Asia, the gainers were led by computer hardware maker Canaan  and IT firm Infosys , which rose 3% and 0.6% respectively. They were followed by IT company Wipro  and lender ICICI Bank , which were up 0.3% and 0.1% respectively.The decliners from South Asia were led by tech conglomerate Sea  and telecommunications operator PLDT , which 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Marvell Stock (MRVL) Rise or Fall After Q2 Earnings Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662086025","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662086025?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:52","pubTimestamp":1787842376,"startTime":"0","endTime":"0","summary":"Marvell stock was up ahead of the company’s Q2 2027 earnings report, which is likely to be a positive catalyst for the 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