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While the funding programs can help Nvidia \"secure scarce supply, accelerate customer deployments and expand its addressable market,\" they also complicate the tech company's risk profile, she says. \"Investors increasingly need to consider customer credit quality, leases, guarantees, revenue-sharing agreements and Nvidia's equity investments--not just GPU shipments,\" Chanana 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(NVDA): New Buy Recommendation for This Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2662797247","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662797247?lang=en_us&edition=fundamental","pubTime":"2026-08-27 15:55","pubTimestamp":1787817320,"startTime":"0","endTime":"0","summary":"J.P. Morgan analyst Harlan Sur maintained a Buy rating on Nvidia today and set a price target of $320.00. 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Nikkei Closes Lower as Nvidia Supplier Advantest Falls","url":"https://stock-news.laohu8.com/highlight/detail?id=2662877651","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662877651?lang=en_us&edition=fundamental","pubTime":"2026-08-27 15:11","pubTimestamp":1787814692,"startTime":"0","endTime":"0","summary":"Japan's Nikkei closes lower as Nvidia supplier Advantest fallsTOKYO, Aug 27 -Japan's Nikkei share average reversed early gains to end lower on Thursday, dragged down by Nvidia supplier Advantest, while the broader Topix inched higher on value-buying.The Nikkei.N225fell 0.2% to 66,131.98 after rising as much as 1%, while the broader Topix.TOPXrose 0.15% to 4,117.22.The Nikkei opened higher after chip company NvidiaNVDA.Orose nearly 5% in extended trading following a forecast that revenue wouldjump70% next fiscal year.The index changed course as chip-testing equipment maker Advantest erased its gains to trade lower. Advantest ended down 3.05%, making it the biggest drag on the Nikkei.\"The markets remain cautious about buying chip-related stocks after a sharp rise in the first half of this year,\" Kazuaki Shimada, chief strategist at IwaiCosmo Securities, said.\"However, market sentiment is firm because the Topix rose, signalling the money was shifted to value stocks.\"Banks rose, with 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Likely to Support China's Semiconductor Self-Sufficiency Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2662003775","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662003775?lang=en_us&edition=fundamental","pubTime":"2026-08-27 15:03","pubTimestamp":1787814180,"startTime":"0","endTime":"0","summary":"0703 GMT - China's semiconductor self-sufficiency drive is expected to gain momentum as AI demand fuels investment in advanced chips, memory and manufacturing capacity, Goldman Sachs says in a report. GS forecasts China's semiconductor capital spending to reach $82 billion by 2030, up 79% from previous estimates, as companies expand advanced-node and memory production. It projects China's 7nm-and-below chip supply gap to narrow to 34% by 2035 from 92% in 2025. In memory, CXMT is expected to supply 50% of China's DRAM demand by 2028, supported by capacity expansion and improving yields. China's DRAM market is forecast to grow at a 50% annual rate through 2028, driven by AI servers and high-bandwidth memory demand, it says.","market":"hk","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":["DISK","AGIX","RAMZ","QTOC","ARTY","MUZ","MUD","VTHR","DRAL","BK4588","MUG","DRMY","MIC","MUU","MUYY","RAM","AIPO","CHAT","MULL","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115109054","title":"Anthropic Reportedly Commits $45 Billion to Secure Massive AI Compute Capacity in West Virginia","url":"https://stock-news.laohu8.com/highlight/detail?id=1115109054","media":"Deep 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Excluding the volatile good and energy categories, core PCE rose by 0.2%.----Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan'The billionaire philanthropist urges regulation and global coordination to prepare for the likely harms to employment, safety and well-being.----The Fed Chairman Is Heading to Jackson Hole Without a Clear Stance on InflationKevin Warsh has kept his views on interest rates close to the vest, leaving investors and Fed officials to guess how he plans to tackle persistent 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Sachs Raises NVIDIA Price Target to $300 Following Blowout Results and Upbeat Long-Term Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1126891669","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126891669?lang=en_us&edition=fundamental","pubTime":"2026-08-27 14:24","pubTimestamp":1787811854,"startTime":"0","endTime":"0","summary":"NVIDIA has delivered a blockbuster quarterly report, and Goldman Sachs believes three key catalysts will keep propelling the stock ahead of the broader market.The company posted fiscal 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