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Infrastructure Boom to Fuel Nvidia Rack Demand Through 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662184065","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662184065?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:35","pubTimestamp":1787909700,"startTime":"0","endTime":"0","summary":"0935 GMT - Nvidia's rack-scale AI systems are expected to generate more than $710 billion in output value in 2027 as demand for increasingly powerful AI infrastructure accelerates, according to TrendForce. The research firm says shipments of NVL72 racks, including GB300 and Vera Rubin platforms, are projected to rise more than 50% in 2027, while higher-priced VR200 systems take a larger share of deployments. TrendForce expects the combined output value of GB300, VR200 and VR300 systems to jump 214% from a year earlier, benefiting server manufacturers and power and cooling suppliers. TrendForce also says Nvidia and Google are expanding beyond chips into data-center infrastructure, using financing and capacity commitments to secure long-term demand for their proprietary AI 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Could Strike More Deals in Coming Months, CEO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662655510","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662655510?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:29","pubTimestamp":1787909395,"startTime":"0","endTime":"0","summary":"UPDATE 1-Bertelsmann could strike more deals in coming months, CEO saysAug 28 (Reuters)-BertelsmannBTGGg.Fcould complete one or two more sizeable acquisitions in the coming months, its CEO told 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to Watch: PayPal, Marvell, Gap","url":"https://stock-news.laohu8.com/highlight/detail?id=2662655820","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662655820?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:29","pubTimestamp":1787909340,"startTime":"0","endTime":"0","summary":"Marvell Technology : The semiconductor company reported higher revenue and earnings and lifted its guidance for the current and upcoming fiscal years. Still, shares sank premarket, in the latest example of the high expectations that investors have for companies tied to the AI boom.PayPal Holdings : Shares tumbled 14% on reports that a consortium including Stripe and private-equity firm Advent International abandoned their pursuit of the fintech company.Intel , Sandisk  and Lumentum Holdings : Companies linked to AI followed Marvell lower in premarket trading.Gap : Shares rallied 15% premarket after the apparel company brought in a retail veteran to help boost flagging sales at Old Navy, its largest 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They had risen more than 42% so far this quarter on investor hopes that a takeover offer would be agreed.Advent and Stripe made an offer of $60.50 a share for PayPal in July, valuing the company at around $53 billion, The Wall Street Journal reported earlier this month.The pair are no longer pursuing a deal, according to unnamed sources cited by Bloomberg.PayPal viewed the offer as insufficient, people familiar with the matter told the Journal. The market value of the company has cratered in recent years after hitting a Covid-era peak of more than $280 billion.Advent and Stripe could reconsider PayPal if the situation changes, the Bloomberg report said.PayPal didn't immediately respond to a request for comment. Stripe said it doesn't comment on rumors or 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Chatter: Anthropic Wins Ruling Blocking US Supply-Chain Risk Designation","url":"https://stock-news.laohu8.com/highlight/detail?id=2662131050","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662131050?lang=en_us&edition=fundamental","pubTime":"2026-08-28 16:34","pubTimestamp":1787906042,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic won a court challenge against the US Department of Defense after a federal judge ruled that the government's designation of the AI company as a supply-chain risk was unlawful, Bloomberg reported Friday.According to the report, US District Judge Rita Lin said the government failed to justify the designation, finding it was retaliatory rather than based on an articulable national-security concern.Anthropic welcomed the ruling, saying it remains focused on working with the government to harness AI for national security, Bloomberg reported.The ruling requires the government to lift the designation but does not require the Defense Department to use Anthropic's products or prevent it from switching to other AI providers through lawful means, Bloomberg added.Anthropic did not immediately respond to MT Newswires' requests for 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& Utilities Roundup: Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2662505430","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662505430?lang=en_us&edition=fundamental","pubTime":"2026-08-28 16:20","pubTimestamp":1787905200,"startTime":"0","endTime":"0","summary":"The latest Market Talks covering Energy and Utilities. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0657 GMT - Ithaca Energy has solid operations and balance sheet, 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Raymond James analyst Simon Leopold believes it \"seems possible\" for Nvidia to achieve $1 trillion 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Morningstar’s Gemini Integration Redefine Its Data-Monetization Edge for Investors (MORN)?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662050656","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662050656?lang=en_us&edition=fundamental","pubTime":"2026-08-28 15:28","pubTimestamp":1787902092,"startTime":"0","endTime":"0","summary":"Morningstar and its subsidiary PitchBook previously announced upcoming Model Context Protocol integrations with Google Cloud’s Gemini Enterprise for Financial Services, bringing their public and private market intelligence directly into Gemini’s AI-powered workflows for eligible institutional users.\nThe move effectively embeds Morningstar and PitchBook as core, source-attributed data and research providers inside Gemini Enterprise, potentially reshaping how professionals conduct 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