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Seen with Upside Potential on Data-Center Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=2662700992","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662700992?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:44","pubTimestamp":1787589840,"startTime":"0","endTime":"0","summary":"1244 ET - Marvell Technology's strength in the data-center business and its plans to ramp its next-generation Trainium 3 chips provide the setup for a strong outlook, JPMorgan analysts write in a note. They expect a fiscal second-quarter beat and a third-quarter outlook above consensus views, driven by the Trainium 3 ramp. Marvell's commercial agreement with Google, which includes a warrant to buy nearly 59 million Marvell shares, further validates the company's progress, the analysts write. Investors will be looking closely at the data-center outlook for 2027 and 2028, but a combination of factors including Trainium 3 should improve \"visibility into CY27 data center growth, creating strong upside potential versus the current +55% Y/Y expectation,\" they write. Shares are down 3.6% at 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Digital Stock And 2 AI Infrastructure Picks For Data Center Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2662258208","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662258208?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:25","pubTimestamp":1787588749,"startTime":"0","endTime":"0","summary":"With US composite PMI now at its strongest level since April 2022, the services side of the economy is doing the heavy lifting again. That demands more data, more processing power and more reliable infrastructure underneath it all. For investors, AI infrastructure stocks offer exposure to that physical backbone where demand ties directly to usage. This article walks through 3 AI Infrastructure Stocks screener picks that may merit a closer look.\nThe 3 stocks in this article are just a starting...","market":"us","thumbnail":"https://images.simplywall.st/asset/company-cover/314057-main-header/1585186861517","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/314057-main-header/1585186861517"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-wdc/western-digital/news/western-digital-stock-and-2-ai-infrastructure-picks-for-data","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/tech/nasdaq-wdc/western-digital/news/western-digital-stock-and-2-ai-infrastructure-picks-for-data","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":"simplywall_highlight","symbols":["LU0348723411.USD","COWG","LU0240878834.USD","IE0001KFT4U8.USD","LU2764263203.CNY","CNEQ","LU1721427968.SGD","IE00B19Z9P08.USD","LU0289739343.SGD","LU0444973449.USD","LU0006061336.USD","LU2506951792.HKD","LU0823414478.USD","LITC","LITX","LU0957808578.USD","BK4585","LU0205193047.USD","LU1823568750.SGD","LU2264538146.SGD","LU1035773651.USD","VRC","LU2433249047.HKD","LU0353189763.USD","LU2764263039.SGD","LU2249611893.SGD","LU1815336760.USD","IE00BN0W2V16.EUR","QQQG","LU0012050646.USD","LU1861215975.USD","LU2360107168.USD","LAZR","LU1642822529.SGD","LU1861220033.SGD","EGGY","LU2125909593.SGD","LU1165135440.EUR","LU2294711713.HKD","LUMA","LITE","LU1046421795.USD","LITG","LU2125909247.SGD","LU1069347547.HKD","IE00BMPRXN33.USD","LU1923622614.USD","LU1093756325.SGD","LU2087625088.SGD","LU0106261612.USD","BK4588","FCUS","LU2413665964.HKD","LU2125909759.SGD","LU0353189680.USD","LU2065731478.USD","IE00BN0W2W23.USD","LU0444971666.USD","CNAV","LU1543694498.USD","LU0162691827.USD","LU0476273544.USD","LITU","WDC","LU0072461881.USD","GB00BDT5M118.USD","IE00B894F039.SGD","BK4543","LU2290526834.HKD","LU1235294995.USD","LU1988902786.USD","VRT","LU0511384066.AUD","IE00BN0W2T93.GBP","LU0154236417.USD","VRTL","LU1093756168.USD","CGGO","IE00B19Z9Z06.USD","LU2764262908.HKD","BK4096","LU0823414551.USD","PTF","LU2543165471.USD","IE00BMPRXR70.SGD","FOTO","LU0240877869.USD","BK4512","LU0205194284.USD","IE00BZ9MQY76.HKD","LU2125909916.SGD","LU1064131342.USD","BK4020","LU2357125470.USD","LITZ","EPAI","LU1923622291.USD","WDCX","LU1620156130.USD","LU1620156213.USD","FDTX","BK4170","LU2413666004.HKD","IE00BMPRXQ63.HKD","LU0081259029.USD","LU1596574779.USD","LU2720916845.USD","WDCC","LU0289961442.SGD","LU2048586759.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662551208","title":"Nvidia Vera CPU Adopted by SpaceX AI, Extending AI Compute from Earth to Space","url":"https://stock-news.laohu8.com/highlight/detail?id=2662551208","media":"TradingKey","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662551208?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:23","pubTimestamp":1787588625,"startTime":"0","endTime":"0","summary":"Nvidia (NVDA) announced on Monday that SpaceX's (SPCX) artificial intelligence division, SpaceXAI, will deploy Nvidia Vera CPUs to develop and run next-generation agentic AI applications. The chips will be utilized across multiple projects, including the Grok chatbot, helping manage tasks among tool calling, code execution, data analysis, and model inference to reduce response times for AI 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China in Focus Ahead of Nvidia's 2Q Print","url":"https://stock-news.laohu8.com/highlight/detail?id=2662270162","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662270162?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:17","pubTimestamp":1787588220,"startTime":"0","endTime":"0","summary":"1217 ET - Nvidia's 2Q results are likely to beat Wall Street estimates, but that alone isn't expected to serve as a positive catalyst for the stock, JPMorgan analysts write in a note. Instead, they write, traders will be listening for a range of substantial updates: Nvidia's GPU shipments to China, the strategy behind the company's infrastructure funding agreements, the state of memory supply, and competitive pressures from other compute platforms. The threat of competition from AMD, Cerebras, and makers of custom chips \"has been an ongoing narrative headwind for NVDA, and one that we think will be challenging to dispel entirely given the significant program ramps planned for the next few years,\" they 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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Poised to Report Fiscal Q2 Beat, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2661779277","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661779277?lang=en_us&edition=fundamental","pubTime":"2026-08-24 23:42","pubTimestamp":1787586148,"startTime":"0","endTime":"0","summary":"Nvidia  is set to beat its fiscal Q2 guidance and provide a stronger-than-expected outlook for October, Wedbush Securities said in a note Monday.The company is scheduled to report the results on Wednesday.Fiscal Q2 guidance was $91 billion in revenue and about 75% gross margin, implying earnings per share of about $2.03, according to the note. Wedbush forecasts $91 billion in revenue and $2.05 EPS, compared with consensus of $92 billion and $2.09.The key question is whether another strong earnings result will earn a reaction, the firm said, noting that Nvidia has beaten expectations in each of the past three quarters, but the stock is roughly unchanged from October last year.The firm said the company's stronger outlook should be supported by solid hyperscaler spending and \"a supply position we continue to view as the best in the industry at a point where component and material access, not end demand, is defining shipments.\"Wedbush reiterated its outperform rating and $330 price target 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Confirms Groq Racks Will Go Live This Year Following Its $20 Billion Acquisition","url":"https://stock-news.laohu8.com/highlight/detail?id=1176736972","media":"Deep News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176736972?lang=en_us&edition=fundamental","pubTime":"2026-08-24 23:25","pubTimestamp":1787585150,"startTime":"0","endTime":"0","summary":"Nvidia announced on Monday that its Groq 3 LPX racks have entered full-scale production, marking the commercial rollout of the technology tied to the largest acquisition in the company's 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