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The bigger story sits behind the pop. After a run of choppy quarters, Q2 FY2027 swung to Basic EPS of US$1.72 on revenue of US$341.9m, a sharp contrast with the prior year’s Q2 loss. For a semiconductor stock that had a weak 90 day stretch coming into this report, that level of earnings power was the key driver of today’s move.\nThe question now is whether this profit swing is a one...","market":"nz","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-smtc/semtech/news/semtech-smtc-stock-rallies-on-profit-rebound-and-ai-growth","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-smtc/semtech/news/semtech-smtc-stock-rallies-on-profit-rebound-and-ai-growth","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["DECU","VTHR","AIPO","JOYT","GXDW","VGFPF","ARTY","SMTG","PMDE","LU0106261612.USD","BK4588","BK4585","LU0205193047.USD","CHAT","AGIX","QTOC","LU0012050646.USD","LU0205194284.USD","SMTC","FEBU","BK4141","VOTE","RGLO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662269697","title":"Box (BOX) Stock Faces An AI Growth Case And Margin Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=2662269697","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662269697?lang=en_us&edition=fundamental","pubTime":"2026-08-27 07:35","pubTimestamp":1787787313,"startTime":"0","endTime":"0","summary":"Box stock barely budged after earnings, up about 1% to US$33.39, even though the latest quarter delivered what many software investors usually cheer. 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AI for investing at your own risk, warns watchdog","url":"https://stock-news.laohu8.com/highlight/detail?id=2662372877","media":"cityam","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662372877?lang=en_us&edition=fundamental","pubTime":"2026-08-27 07:01","pubTimestamp":1787785260,"startTime":"0","endTime":"0","summary":"The FCA has warned consumers on AI The financial watchdog has warned Brits using AI for investment advice that they may not be protected if things go wrong as more people turn to online chatbots.Four in five inexperienced investors admitted to using AI tools for help with their investment decision, according to the latest research from the Financial Conduct Authority .The findings come as people increasingly turn to online chatbots for help, as traditional financial advice remains out of reach for many.Young people in particular are shunning advisers for chatbots. Over 50 per cent of 18 to 40 year olds said they trust AI tools to make decisions for them.No safety netBut the FCA has warned that people may be underestimating the risks that come with taking on unregulated advice from chatbots.Meanwhile, nearly a third thought that they could receive compensation from the Financial Services Compensation Scheme or the financial ombudsman if AI advice went wrong.But as AI falls out of the re","market":"nz","thumbnail":"https://www.cityam.com/wp-content/uploads/2024/09/fca-reception-1-scaled-e1714336826779-2.webp?w=824&h=463&crop=1","type":0,"news_type":0,"thumbnails":["https://www.cityam.com/wp-content/uploads/2024/09/fca-reception-1-scaled-e1714336826779-2.webp?w=824&h=463&crop=1"],"rights":{"source":"cityam_highlight","url":"https://www.cityam.com/use-ai-for-investing-at-your-own-risk-warns-watchdog/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.cityam.com/use-ai-for-investing-at-your-own-risk-warns-watchdog/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"cityam_highlight","symbols":["VTHR","CHAT","AGIX","ARTY","QTOC","FCA","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174562039","title":"Option Focus | AMD’s $25,500 Put Sale at $425 Strike Signals Bullish Confidence as IV Percentile Sits at Just 29%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174562039","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174562039?lang=en_us&edition=fundamental","pubTime":"2026-08-27 07:00","pubTimestamp":1787785252,"startTime":"0","endTime":"0","summary":"AMD closed at USD 480.93, up 0.37%.The notable options flow featured a single put sale valued at $25,500 on the 425.00 strike expiring in 2026, showing a willingness to collect premium far below the...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["LU2264538146.SGD","LU1880398554.USD","LU1232071149.USD","SMH","LU1267930813.SGD","IE00BQXX3C00.GBP","TTEQ","LU1951198990.SGD","LU1303367103.USD","IE00BMPRXQ63.HKD","AMDS","LU2355687059.USD","IE00BQXX3D17.EUR","LU0823434583.USD","AMDC","BK4532","BK4573","LU2054465674.USD","AMDU","ILDR","OWNB","LU2896262040.SGD","TRFK","AIS","LU1989772840.SGD","LU2247934214.USD","BK4614","LU1861559042.SGD","USXF","LU1803068979.SGD","QQQA","BK4575","LU0198837287.USD","LU0174119429.USD","BK4529","AMD","LU2236285917.USD","LU0109392836.USD","LU1861220033.SGD","LU0889565833.HKD","LU0081259029.USD","LU0889566641.SGD","LU0786609619.USD","LU1989764664.SGD","LU0082616367.USD","LU2361044949.HKD","LU0823421416.USD","SGXZ51526630.SGD","IE0004445239.USD","LU1064131342.USD","LU1989772923.USD","SAMD0main","FTXL","AMDW","LU1923623000.USD","IETC","LU2089985449.USD","SMHX","LU2290526834.HKD","LU2361045086.USD","LU2108987350.USD","LU0251132253.USD","IE00B1BXHZ80.USD","BLSX","XNTK","LU1804176565.USD","SGXZ81514606.USD","LU0210536198.USD","LU2931357623.SGD","QQQP","FAI","WISE","LU0792757196.USD","SGXZ99366536.SGD","BK4534","IE00BKVL7J92.USD","LU1316542783.SGD","LU1989764748.USD","LU0719512351.SGD","BK4554","LU1852331112.SGD","IE0001KFT4U8.USD","RSEE","LU1951200564.SGD","BK4566","GAMR","SOXY","BK4543","LU1861215975.USD","BK4605","LU2361044865.SGD","LU2265009873.SGD","LU2461242641.AUD","SG9999001424.SGD","BK4512","LU0127658192.USD","LU1861558580.USD","LU2860962120.EUR","IE00BQXX3F31.USD","LU1988902786.USD","BK4588","AMUU","IE00BMPRXN33.USD","CNAV","BK4612","LU2250418816.HKD","BK4141","BK4112","LU1242518857.USD","LU2360107168.USD","AMYY","IE00BMPRXR70.SGD","JULD","BK4585","GFS","LU0979878070.USD","LU0056508442.USD","AMDD","ARTY","LU0133085943.USD","LU0823421333.USD","LU2462591350.SGD","CHPS","LU0390134368.USD","LU0823434740.USD","AIQ","GFSG","SOXX","WUGI","IE00B5949003.HKD","LU2360106780.USD","AMDY","LEGR","LU0642271901.SGD","IE00BZ1G4Q59.USD","IE0009356076.USD","LU2458330169.SGD","LU2458330243.SGD","LU1880398471.USD","LU2456880835.USD","BLSG","TEK","LU0048584097.USD","PSI","LU0274383776.USD","BLSH","CHAT","BAI","LU1242518931.SGD","LU2098885051.SGD","AMDG","LU2417539215.USD","LU2242649171.HKD","DAMD","AMDL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198862407","title":"Option Focus | Micron Draws $6.76 Million Bet on $500 Puts Expiring 2028, Signaling Deep Bearish Conviction as Institutions Load Out-of-the-Money Downside Protection","url":"https://stock-news.laohu8.com/highlight/detail?id=1198862407","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198862407?lang=en_us&edition=fundamental","pubTime":"2026-08-27 07:00","pubTimestamp":1787785247,"startTime":"0","endTime":"0","summary":"Micron Technology Inc. closed at USD 938.40, posting a 0.58 percent increase from the prior close.Despite the modest gain, options tape revealed a decisively defensive tone. A single purchase 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CrowdStrike reports 26% revenue growth and a swing to a profit, saying that the development of Anthropic's powerful Mythos AI model \"translated into mass-market acceptance that AI adoption needs security, and that's CrowdStrike.\" Palo Alto, which is set to report its own earnings next week, has similarly touted a surge in demand driven by AI. CrowdStrike rallies 10%, to $208.75, after-hours, while Palo Alto gains 5%, to 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$3 Trillion Off-Balance-Sheet Trap: Why Tech Giants Can't Afford to Fail","url":"https://stock-news.laohu8.com/highlight/detail?id=1178798252","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178798252?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:41","pubTimestamp":1787784067,"startTime":"0","endTime":"0","summary":"All eyes will be on Federal Reserve Chair Warsh's upcoming speech on inflation this Friday. Even if he remains noncommittal on the subject, any subsequent remarks from the central bank are set to...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["AMZN","US5Y.BOND","US12M.BOND","ARTY","BWZ","ISHG","US10Y.BOND","TLTX","BBIB","BWX","TMF","CHAT","TFJL","US6M.BOND","BK4585","US7Y.BOND","US2Y.BOND","AIPO","VTHR","BBSB","SPHQ","SGOV","BBLB","BK4581","TBJL","BK4588","TLTI","QTOC","US3Y.BOND","AGIX","US30Y.BOND","FLGV","TSYW","IGOV","TLT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662728653","title":"Nvidia Guidance Constrained by Memory Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=2662728653","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662728653?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:41","pubTimestamp":1787784060,"startTime":"0","endTime":"0","summary":"1841 ET - Nvidia is expecting 70% revenue growth in the next fiscal year, but that number could get \"a lot higher\" without supply constraints, chiefly in memory, CEO Jensen Huang tells analysts on a call. Demand for the company's products would support 100% growth, CFO Colette Kress says, and Nvidia is working with its suppliers to boost capacity. \"Unlike a component that simply raises our costs with no offset benefit, tighter memory supply is a symptom of the same demand surge that's driving our own growth,\" Kress says. \"We have long-standing, deep relationships with all three major memory suppliers, and we're working closely with them to further increase the capacity.\" Shares gain 4% after 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Anticipates Gross Margin Trough in Fourth Fiscal Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1150901709","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150901709?lang=en_us&edition=fundamental","pubTime":"2026-08-27 06:40","pubTimestamp":1787784041,"startTime":"0","endTime":"0","summary":"NVIDIA has signaled that its gross margin is projected to decline and reach a low point in the fourth quarter of fiscal 2027, with expectations set in the 71% to 72% range, a trend partly 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