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Vs. AMD: the Charts Point to a Clear Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=2663185150","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663185150?lang=en_us&edition=fundamental","pubTime":"2026-08-29 01:55","pubTimestamp":1787939700,"startTime":"0","endTime":"0","summary":"Software has turned the tables on semiconductors, with the latter group largely dormant since late June.The iShares Expanded-Tech Software Sector ETF broke above its $106.85 cup-with-handle pivot Thursday, while 28 large-cap stocks in the group have gained more than 20% over the past month. Could Nvidia's earnings-related move Thursday, when the stock surged 9% in its largest daily gain since April 9, 2025, be just the catalyst the semiconductor group needs to get going 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Flags AI-Driven Earnings Boom May Mask Stretched Valuations as Growth Normalizes","url":"https://stock-news.laohu8.com/highlight/detail?id=2662099643","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662099643?lang=en_us&edition=fundamental","pubTime":"2026-08-28 22:14","pubTimestamp":1787926484,"startTime":"0","endTime":"0","summary":"BCGE flags AI-driven earnings boom may mask stretched valuations as growth normalizesBCGE flagged limits in 12-month forward P/E ratios for AI-linked stocks, arguing profit growth is unusually inflated and may mask valuation risk.Nasdaq-100 trades near 21x earnings, down from almost 100x in the late-1990s tech bubble, within the 20-30x range since 2020.Nvidia profit rose from about USD 10 billion in 2022 to USD 30 billion in 2024, reaching USD 106 billion in 2026.Market expectations imply Nvidia profit of USD 353 billion in 2028, raising the key question of how long exceptional growth persists.Rising competition, including from China, could compress margins as AI performance reaches “good enough,” shifting focus to where growth “lands.”Disclaimer:This news brief was created by Public Technologies  using generative artificial intelligence. 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