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Blackwell Ultra Offers Upside, VR200 Ramps Boost H2 Momentum, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2661235267","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661235267?lang=en_us&edition=fundamental","pubTime":"2026-08-21 00:05","pubTimestamp":1787241958,"startTime":"0","endTime":"0","summary":"Nvidia's (NVDA) Blackwell Ultra offers upside to fiscal Q2 and Q3 prints, while next-generation VR200 ramps in the current quarter strengthen H2 momentum, Oppenheimer said in a note Wednesday.The 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Technology Likely to Post Slight Q2 Beat, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660235546","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660235546?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:41","pubTimestamp":1787240468,"startTime":"0","endTime":"0","summary":"Marvell Technology  is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Capital Markets said in a note Wednesday. The Q2 results are due Aug. 27.\"We are looking for a slight beat and 2-4% raise, driven primarily by Optical,\" the report said, adding that Custom XPU trends also appear solid although tight wafer supply could limit near-term upside.The note said Marvell has room to raise its fiscal 2028 revenue forecasts by about 5%, driven by continued strength in its Optical business and Amazon  deals.The report also said recent supply agreement with Alphabet's  Google is a \"significant\" positive because it has a total addressable market of over $80 billion, outweighing lingering share shift concerns at Amazon.\"We believe premium valuation is justified,\" the note said, pointing to custom XPU wins at three US hyperscalers, optical connectivity leadership, and greenfield pipeline opportunities.RBC kept its outperform rating and a $360 price target.Price: 243.50, Change: ","market":"sg","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://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU1235294995.USD","LU2272731600.USD","LU1303367103.USD","LU1548497426.USD","IE0004086264.USD","IE00BMPRXQ63.HKD","LU1642822529.SGD","LU1992135472.HKD","LU0823434583.USD","GTEK","LU0061475181.USD","LU1720051017.SGD","AIS","MRVX","LU1992135399.USD","QQQA","LU0957808578.USD","LU1861220033.SGD","LU1989764664.SGD","LU0081259029.USD","LU0786609619.USD","LU0823421416.USD","LU1261432733.SGD","FTXL","LU2357305700.SGD","SMHX","LU2089985449.USD","LU1169590202.USD","LU2290526834.HKD","LU1084165304.USD","XNTK","IE00BLSP4452.SGD","LU2244417387.USD","FXL","LU2931357623.SGD","LU0444971666.USD","FAI","IE00BN8TJ469.HKD","BK4604","LU1316542783.SGD","LU1989764748.USD","FDTX","LU1852331112.SGD","IE0004091025.USD","LU2272731782.SGD","SOXY","BK4543","LU1861215975.USD","BK4605","LU2272731865.HKD","LU1046421795.USD","LU1823568750.SGD","LU0127658192.USD","LU1169589451.USD","LU0154236417.USD","LU1119994496.HKD","LU0476273544.USD","BK4581","BK4588","IE00BMPRXN33.USD","LU2543165471.USD","BK4141","LU2360107168.USD","BK4585","IE00BMPRXR70.SGD","DTCR","LU0056508442.USD","ARTY","LU2322448791.USD","IE00BLSP4239.USD","LU0823421333.USD","LU0823434740.USD","LU2322448957.HKD","WUGI","IE00BBT3K403.USD","LU2473716301.USD","LU0642271901.SGD","AIFD","LU2458330169.SGD","LU2458330243.SGD","LU1720051108.HKD","SG9999000418.SGD","MRVU","MRVL","LU0274383776.USD","LU1815336760.USD","MVLL","BK4515","LU2098885051.SGD","LU0444973449.USD","LU0187121727.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660235670","title":"Cboe data suggests bullish flow in Marvell with shares up 2.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660235670","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660235670?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:40","pubTimestamp":1787240413,"startTime":"0","endTime":"0","summary":"Cboe data suggests bullish flow in Marvell (MRVL), with shares up $4.95, or 2.09%, near $242.22. Options volume running well above average with 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Midday Stories: Treasury Yields Back on the Rise; Walmart Shares Fall After Full-Year EPS Guidance Undershoots Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2660347235","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660347235?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:35","pubTimestamp":1787240156,"startTime":"0","endTime":"0","summary":"All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury bonds reversed course from their Wednesday drop following the Treasury's debt buyback 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Stock Forecast: BofA Says AI May Have Broken Memory Cycle, Stock Could Rise to $1,144","url":"https://stock-news.laohu8.com/highlight/detail?id=2661423502","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661423502?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:30","pubTimestamp":1787239809,"startTime":"0","endTime":"0","summary":"Micron (MU) shares pulled back slightly after breaking above $1,000 and are currently hovering around $950. Bank of America believes artificial intelligence may have broken the memory boom-and-bust cycle, projecting long-term and massive earnings growth for Micron Technology. According to BofA's scenario model, Micron's revenue could reach $377.3 billion in fiscal year 2030, far exceeding the market consensus of $280.5 billion. On the profitability front, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's current valuation of Micron remains relatively conservative, standing at only about 6 times projected FY2027 earnings.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262121630-micron-mu-ai-memory-cycle-interest-dram-hbm-shortage-1000-price-1144-tradingkey","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":["LU2896262040.SGD","LU0210536198.USD","IE00BKDWB100.SGD","MUU","LU0787776722.HKD","BK4527","BK4512","LU1803068979.SGD","SG9999001424.SGD","WUGI","LU1267930730.SGD","LU1267930813.SGD","MU","LU0154236417.USD","IE00BK4W5L77.USD","LU2471134952.CNY","LU0859254822.USD","IE00B1XK9C88.USD","BK4585","LU1720051017.SGD","USXF","LU2543165471.USD","LU2931357623.SGD","LU2750360641.GBP","LU1861215975.USD","LU0820561818.USD","IE0002270589.USD","LU2102340556.USD","MUZ","LU0719512351.SGD","BK4588","LU0820561909.HKD","LU0417517546.SGD","LU2048586759.USD","LU1551013342.USD","LU1145028129.USD","EMSF","LU1323610961.USD","FDTX","IE000M9KFDE8.USD","LU2360106780.USD","LU0683600562.USD","LU1551013425.SGD","SHOC","LU1868837136.USD","LU1720051108.HKD","IE00BWXC8680.SGD","FTXL","LU1852331112.SGD","LU2211815571.USD","SOXQ","AIQ","LU2054465674.USD","IE00B19Z3581.USD","LU1868836591.USD","TTXU","LU1989764664.SGD","LU0640476718.USD","MIC","BOBP","WLDR","LU2750360997.AUD","AIFD","FAI","LU1316542783.SGD","LU2471134523.USD","LU2250418816.HKD","IE00BSNM7G36.USD","LU1280957306.USD","LU0157215616.USD","LU2213496289.HKD","TRFK","LU1629891620.HKD","LU0642271901.SGD","LU0109391861.USD","LU0203345920.USD","SOXX","BK4532","LU0127658192.USD","BK4553","LU0203347892.USD","IE00B5949003.HKD","PTF","LU1674673691.USD","LU0943347566.SGD","LU0061475181.USD","LU1868836914.USD","LU2471134796.USD","LU0689472784.USD","MUYY","XLK","LU0274383776.USD","LU2756315318.SGD","BAI","LU2168563687.JPY","LU2756315664.SGD","LU0672654240.SGD","GB00BDT5M118.USD","LU1778281490.HKD","LU0708995401.HKD","LU1674673428.USD","LU0820562030.AUD","BK4543","LU2168564149.EUR","XNTK","CHPS","SMH","LU0256863811.USD","FTEC","MUD","IE00BJLML261.HKD","PSI","SGXZ81514606.USD","IXN","LU0964807845.USD","HBMX","LU1914381329.SGD","MUG","LU0889566641.SGD","SGXZ51526630.SGD","LU2023250330.USD","LU2458330169.SGD","LU0082616367.USD","BK4575","LU0889565833.HKD","LU2357305700.SGD","AIS","LU2403377893.USD","LU0109392836.USD","BK4579","VGT","LU0238689110.USD","IE0034235303.USD","LU0081259029.USD","LU2290526834.HKD","LU2458330243.SGD","BK4566","IE0009356076.USD","LU2168564222.USD","LU0323591593.USD","LU1989764748.USD","IE00B19Z3B42.SGD","LU0056508442.USD","BK4554","LU0256863902.USD","LU0792757196.USD","LU2168564065.EUR","BK4605","LU0320765059.SGD","LU0133085943.USD","EFIV","JGRO","LU2286300806.USD","LU2360107168.USD","LU2168564495.EUR","LU2357627491.SGD","LU1366333091.USD","LU1548497426.USD","RULE","BK4533","FXL","LU0096364046.USD","LU2089985449.USD","LU1861220033.SGD","SMU00main","SGXZ99366536.SGD","LU1868837300.USD","CGGO","BK4141","EGGY","CHPX","LU1868836757.USD","IE00B7SZLL34.SGD","LU2471134879.HKD","IETC","IE00BK4W5M84.HKD","LEGR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660233757","title":"Nvidia's AI Demand, Rubin Ramp Support Strong Q2, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233757","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233757?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239317,"startTime":"0","endTime":"0","summary":"Nvidia  is expected to deliver another strong quarter as demand for AI compute remains strong and the initial Rubin platform ramp begins, RBC Capital Markets said.RBC models fiscal Q2 revenue of $91.1 billion and adjusted EPS of $2.06, compared with consensus estimates of $92 billion and $2.09, respectively. The firm expects fiscal Q3 revenue guidance to come in about 5% above the $103.8 billion consensus.The initial Rubin platform ramp is expected to carry a more than 50% average selling price premium, along with an estimated $10 billion of incremental standalone CPU opportunity in the second half of the year, according to the report Wednesday.RBC also pointed to Nvidia's access to component supply, citing $119 billion of purchase commitments in the last quarter. The firm expects gross margin of 75% in fiscal Q2 and Q3 and expects management to reiterate mid-70% gross-margin guidance for fiscal 2027.The investment firm said it projects more than $400 billion in free cash flow over 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Stocks Have Higher Valuations than Tech. They Deserve It.","url":"https://stock-news.laohu8.com/highlight/detail?id=2660330142","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660330142?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239260,"startTime":"0","endTime":"0","summary":"AI is creating trillions in stock market value, but technology isn't the sector benefiting the most. That distinction falls to rusty old industrials.Take Nordson, for example. The company isn't a 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bullish activity in NVIDIA with shareslittle changed","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233717","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233717?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:20","pubTimestamp":1787239215,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in NVIDIA (NVDA), with shares up 10c, or 0.04%, near $217.66. Options volume relatively light with 899k contracts 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Top and Bottom Performing Stocks at About 11:01 A.m. EDT on 2026-08-20","url":"https://stock-news.laohu8.com/highlight/detail?id=2660336672","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660336672?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:01","pubTimestamp":1787238067,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 11:01 a.m. EDT on 2026-08-20Nasdaq 100.NDXTop PerformersPercent ChangeStrategy IncMSTR.OQ+5.4%Lumentum Holdings Inc.LITE.OQ+4.4%Seagate Technology Holdings PLCSTX.OQ+3.8%Marvell Technology, Inc.MRVL.OQ+3.3%Diamondback Energy, Inc.FANG.OQ+2.9%Bottom PerformersPercent ChangeWalmart IncWMT.OQ-9.6%Space Exploration Technologies CorpSPCX.OQ-4.8%Alnylam Pharmaceuticals, Inc.ALNY.OQ-3.6%CrowdStrike Holdings, Inc.CRWD.OQ-3.2%Tesla IncTSLA.OQ-3.0%The Nasdaq 100.NDXlost 109.43 points, or 0.37%, to 29,316.59 and recorded one new high and no new lows. 51 stocks rose and 50 fell as advancing issues outnumbered decliners by a 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(AVGO): New Buy Recommendation for This Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2660238334","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660238334?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:15","pubTimestamp":1787235346,"startTime":"0","endTime":"0","summary":"In a report released yesterday, Vivek Arya from Bank of America Securities reiterated a Buy rating on Broadcom, with a price target of $530.00. 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