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Seen Drawing 'Line in the Sand' with Hyperscalers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662872290","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662872290?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:52","pubTimestamp":1787856720,"startTime":"0","endTime":"0","summary":"1452 ET - Nvidia appears to be prioritizing support for customers in its AI Clouds, Industrial, & Enterprise bucket, in what UBS analysts see as a pointed look to hyperscalers working on developing their own custom chips. Hyperscalers still comprise around 55% of data-center revenue, but Nvidia intends to shift its mix toward ACIE, a bucket essentially comprising non-hyperscale customers. \"We think it is prioritizing support for these customers amid expanding demand ,\" the analysts write. \"This also works well for NVDA since many of the hyperscalers are all working on their own silicon roadmaps so there is an increasingly clear 'line in the sand' being 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bullish activity in Broadcom with shares up 3.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662080534","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662080534?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:50","pubTimestamp":1787856613,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Broadcom (AVGO), with shares up $13.19, or 3.71%, near $368.77. 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Micron (MU), one of the ‘HOTTEST’ Companies in the World, just announced a...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/trump-calls-micron-one-of-the-hottest-companies-after-massive-deal-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/trump-calls-micron-one-of-the-hottest-companies-after-massive-deal-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["HBMX","LU2543165471.USD","VGT","LU2750360997.AUD","LU0889565833.HKD","AIFD","LU1323610961.USD","LU2168564222.USD","IE00BK4W5L77.USD","LU0081259029.USD","WUGI","WLDR","LU0133085943.USD","EMSF","LU0787776722.HKD","LU2054465674.USD","LU0056508442.USD","LU1868837300.USD","LU2250418816.HKD","LU0210536198.USD","ARTY","LU2756315318.SGD","LU2102340556.USD","TRFK","XLK","LU2458330243.SGD","BK4512","DRMY","LU2168563687.JPY","LU2471134796.USD","LU2168564149.EUR","MIC","TTXU","LU1267930813.SGD","LU0082616367.USD","LU0127658192.USD","LU2458330169.SGD","SMU00main","PSI","FTXL","BOBP","LU1145028129.USD","SHOC","IE00BKDWB100.SGD","LU2168564065.EUR","LU1674673691.USD","LU2286300806.USD","LU1868836914.USD","LU0256863811.USD","LU1551013425.SGD","IE00B5949003.HKD","LU1674673428.USD","LU1548497426.USD","LU0708995401.HKD","CHPS","LU0417517546.SGD","GB00BDT5M118.USD","LEGR","BK4588","LU1280957306.USD","LU1366333091.USD","SOXX","IE00B1XK9C88.USD","LU0109391861.USD","LU2290526834.HKD","EFIV","LU2931357623.SGD","LU0203347892.USD","BK4554","LU2357627491.SGD","IE0002270589.USD","LU1629891620.HKD","LU0640476718.USD","AIQ","MUZ","SMH","IE000M9KFDE8.USD","LU2471134523.USD","MU","LU0238689110.USD","LU0943347566.SGD","JGRO","MULL","LU1989764664.SGD","SG9999001424.SGD","LU1720051108.HKD","LU2403377893.USD","AIS","LU0889566641.SGD","LU2471134952.CNY","LU0274383776.USD","MUU","IE00B7SZLL34.SGD","IE00BJLML261.HKD","BAI","BK4527","LU1551013342.USD","LU2048586759.USD","IE0009356076.USD","FAI","LU2360106780.USD","LU1778281490.HKD","LU0256863902.USD","CHPX","CHAT","LU0792757196.USD","LU2211815571.USD","LU1720051017.SGD","LU1989764748.USD","LU0683600562.USD","LU0323591593.USD","LU0964807845.USD","BK4575","IE0034235303.USD","LU1861215975.USD","LU1861220033.SGD","LU1316542783.SGD","LU1868837136.USD","IXN","LU0154236417.USD","LU0642271901.SGD","LU2168564495.EUR","LU0820561909.HKD","LU2896262040.SGD","USXF","IE00BSNM7G36.USD","MUYY","LU1267930730.SGD","SGXZ99366536.SGD","BK4585","IETC","IE00BWXC8680.SGD","LU0203345920.USD","EGGY","LU2023250330.USD","LU2357305700.SGD","LU2471134879.HKD","LU2756315664.SGD","BK4579","LU0719512351.SGD","LU2360107168.USD","FXL","LU0096364046.USD","SGXZ81514606.USD","BK4553","XNTK","SGXZ51526630.SGD","DISK","LU0859254822.USD","BK4532","LU2750360641.GBP","LU1803068979.SGD","LU0672654240.SGD","CGGO","LU0820561818.USD","MUD","LU0157215616.USD","RULE","BK4543","LU0061475181.USD","LU2213496289.HKD","PTF","LU1868836757.USD","MUG","LU0109392836.USD","BK4605","BK4533","FTEC","BK4566","LU1868836591.USD","LU0689472784.USD","IE00B19Z3B42.SGD","FDTX","BK4141","SOXQ","LU1914381329.SGD","IE00B19Z3581.USD","LU0820562030.AUD","IE00BK4W5M84.HKD","LU2089985449.USD","LU1852331112.SGD","LU0320765059.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662087494","title":"Nvidia's 2Q Print May Offer Glimpse into Revenue from SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2662087494","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662087494?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:42","pubTimestamp":1787856120,"startTime":"0","endTime":"0","summary":"1442 ET - Nvidia's second-quarter release suggests that SpaceX may have contributed around $13 billion in revenue over the past six months, implying a trajectory of one gigawatt a year, UBS analysts write in a note. \"This is a number that should increase dramatically,\" they add. Nvidia breaks down data center revenue into hyperscalers and a bucket called AI Clouds, Industrial, & Enterprise, and in the second quarter reclassified one customer from ACIE to hyperscaler -- a company UBS suspects to be SpaceX. If true, the numbers before and after the reclassification indicate SpaceX added $6.14 billion in revenue in fiscal 2025, $18.15 billion in fiscal 2026, and $5.18 billion in the first quarter of fiscal 2027. SpaceX has made Nvidia its exclusive chip provider, Elon Musk said earlier this month. 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stablecoins and tokenized assets reach $880M","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408277","media":"cryptonews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408277?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:47","pubTimestamp":1787852856,"startTime":"0","endTime":"0","summary":"Mantle has accumulated about $880 million in stablecoins and tokenized assets as its onchain product range has expanded across equities, Treasuries, funds and yield-bearing assets.Mantle holds about $550 million in stablecoins and $330 million in tokenized assets.USDT0 accounts for approximately $440 million, or nearly 80% of the network’s stablecoin supply.The network supports 985 distinct tokenized assets across six product categories.Mantle increased its tokenized equity selection from 10 products in April to 155 by late June.Blockworks Research data shows that Mantle’s stablecoin circulating supply has reached approximately $550 million, while tokenized assets on the network account for another $330 million. 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History Says not Anytime Soon.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662278082","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662278082?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:46","pubTimestamp":1787852760,"startTime":"0","endTime":"0","summary":"When it comes to a capital spending bubble, the trick isn't dancing when the music is playing, but knowing when it's time to sit down. As summer turns to fall, investors should keep on dancing to the 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data shows mixed options sentiment in Apple with shares up 0.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408203","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408203?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:45","pubTimestamp":1787852711,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Apple (AAPL), with shares up $1.46, or 0.46%, near $314.90. Options volume relatively light with 705k 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rally is disguising a massive slump in tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408746","media":"CNN Business","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408746?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:41","pubTimestamp":1787852461,"startTime":"0","endTime":"0","summary":"Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.Shares in semiconductor companies such as Intel continue to surge, benefitting from their role in the supply chain for the AI buildout. However, Big Tech stocks like Microsoft and Meta have dropped in the last year as those companies pour billions of dollars into building AI infrastructure.The semiconductor industry accounts for nearly a third of the S&P 500’s market value, according to Stifel, an investment bank. Chip and tech hardware stocks account for nearly 45% of the Nasdaq 100’s.The Micron Technology offices in San Jose, California, US, on Thursday, April 18, 2024. Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. 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