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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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Workday (WDAY) D.A. 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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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Stock Forecast: Revenue Hits Record High Yet Shares Drop Over 7% Post-Market, Can MRVL Keep Rising?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662058719","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662058719?lang=en_us&edition=fundamental","pubTime":"2026-08-28 11:01","pubTimestamp":1787886116,"startTime":"0","endTime":"0","summary":"TradingKey - On August 27 EST, Marvell (MRVL) shares fell 1.30% during regular trading to close at $241.93. The stock dropped more than 7% in after-hours trading after the company released its second-quarter fiscal 2027 financial results. Notably, the decline was not driven by deteriorating business performance—Marvell's revenue, EPS, data center revenue, and third-quarter guidance all met or exceeded market expectations, while the company also raised its revenue forecasts for fiscal years 2027 and 2028. The market reaction was more likely attributable to elevated expectations following a significant prior stock rally and the timeline for realizing new revenue from its partnership with Google 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Market Snapshot: Shanghai Index Opens 0.16% Lower, Led by Declines in Power Equipment and Pharmaceuticals","url":"https://stock-news.laohu8.com/highlight/detail?id=1136407949","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136407949?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:48","pubTimestamp":1787881736,"startTime":"0","endTime":"0","summary":"At the opening bell on August 28, the Shanghai Composite Index dipped 0.16% to 3,950.24 points, while the Shenzhen Component Index fell 0.21% to 14,019.28 points. 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Equities Gain on Tech Boost, Set for Marginal Weekly Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=2662037913","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662037913?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:27","pubTimestamp":1787880433,"startTime":"0","endTime":"0","summary":"Australian equities gain on tech boost, set for marginal weekly gainAugust 28 (Reuters)-Australian shares were higher on Friday, supported by financials and technology stocks asthemarket shrugged off 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Insists it Can Keep Printing Money to Fund the AI Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2662037585","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662037585?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:16","pubTimestamp":1787879760,"startTime":"0","endTime":"0","summary":"Kress laid it out.OpenAI, Anthropic and other so-called frontier labs, she said, are \"growing faster than what their balance sheets and credit profiles can support.\" They are juicing revenues at unprecedented rates, but the growth can only continue as long as they can secure ever-greater amounts of computing power, which they will have trouble doing on their own as long as they lack the ability to borrow huge sums of money at competitive rates.Until they can do so, Kress said, \"Nvidia is needed to help power this flywheel.\"In contrast to the 5% share-price slide that followed news of Nvidia's planned Ohio backstop, investors greeted Kress's Wednesday remarks with an 8.7% jump-good for the second-largest one-day market cap gain in history.John Belton, a portfolio manager at Gabelli Funds, said the financing initiatives are geared toward accelerating the AI data center build-out and reducing borrowing costs for smaller cloud 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