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The company will need to issue strong fourth-quarter guidance, likely for around $21 billion in AI semiconductor shipments with an operating margin near 67%, and offer positive commentary on AI-semiconductor conversion and customer timing. 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Materials Inc Stock (AMAT) Moved Down by 3.59% on Aug 28: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2663097444","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663097444?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:15","pubTimestamp":1787933733,"startTime":"0","endTime":"0","summary":"• Applied Materials faces downward price momentum amid broader semiconductor sector profit-taking.\n• Upfront operational expenditures are temporarily constraining near-term gross margin expansion.\n• Technical indicators show a sell signal and bearish overall market 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Durant is a Super Investor. 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Nvidia (NASDAQ:NVDA), the undisputed AI chip king, delivered its latest quarterly results and impressed Wall 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Broadcom Stock (AVGO) Ahead of Earnings, Says Mizuho","url":"https://stock-news.laohu8.com/highlight/detail?id=2662109410","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662109410?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:11","pubTimestamp":1787929915,"startTime":"0","endTime":"0","summary":"Brokerage Mizuho Financial Group ($MFG) is urging investors to buy Broadcom’s ($AVGO) stock ahead of the chipmaker’s upcoming earnings on Sept. 2. 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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. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be 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Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662096416","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662096416?lang=en_us&edition=fundamental","pubTime":"2026-08-28 20:41","pubTimestamp":1787920860,"startTime":"0","endTime":"0","summary":"Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"investorplace_stock_picks","url":"https://investorplace.com/hypergrowthinvesting/2026/08/nvidia-sold-the-market-a-new-story-and-it-bought-it-heres-why/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://investorplace.com/hypergrowthinvesting/2026/08/nvidia-sold-the-market-a-new-story-and-it-bought-it-heres-why/","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":"investorplace_stock_picks","symbols":["IE00B3S45H60.SGD","IE00BFSS7M15.SGD","LU2097344431.USD","IE00BJTD4V19.USD","LU0154236417.USD","LU0061475181.USD","LU1951198990.SGD","ARTY","LU1066051225.USD","LU1429558221.USD","LU2347655073.USD","LU2028103732.USD","LU2430703178.SGD","LU0553294199.USD","LU1084165304.USD","LU0109391861.USD","LU1720051017.SGD","HK0000304805.HKD","NVIW.SI","SPTE","BK4549","LU2458330169.SGD","LU1066051811.HKD","IE00BYXW3230.USD","LU0234572021.USD","LU2242650005.HKD","TTXU","SG9999015986.USD","TTEQ","IE00BDCRKT87.USD","ABFL","SNVDAmain","NVC","IE0001KFT4U8.USD","LU0347712357.USD","3NVD.UK","HK0000306701.USD","LU1935043536.SGD","LU0274383776.USD","BK4534","LU2237443465.HKD","LU0820562030.AUD","LU2213496289.HKD","LU1821325948.USD","LU0345770308.USD","THMR","NVDQ","BK4141","IE0004091025.USD","LU2462157665.USD","LU0158827948.USD","BK4554","LU1035775433.USD","BK4605","LU0528227936.USD","LU2242649171.HKD","LU1934455277.USD","BK4581","DIPS","LU0511384066.AUD","LU2505996509.AUD","IE00B5TLWC47.USD","LU0011850046.USD","LU1496350502.SGD","LU1804176565.USD","LU0170899867.USD","LU2430703095.HKD","LU1232071149.USD","LU2065169927.USD","CHPX","LU1732800096.USD","LU2023251221.USD","LU2322448957.HKD","IE00BKPKM429.USD","LU2237957902.USD","LU0323591593.USD","LU1674673691.USD","ROM","SOXX","LU1366192091.USD","LU0080751232.USD","LU1983260115.SGD","LU1934455194.USD","LU0097036916.USD","LU0545039389.USD","LU1202635105.USD","SG9999014898.SGD","SHOC","LU1699723380.USD","LU2462591350.SGD","NVDA","LU2125154778.USD","LU0823414478.USD","LU0057025933.USD","NVYY","LU0738911758.USD","LU1989772840.SGD","LU1992135472.HKD","LU2168563687.JPY","CHAT","LU0029864427.USD","LU1435385759.SGD","LU0215105999.USD","IE00BKDWB100.SGD","LU2357305700.SGD","LU1267930573.SGD","IE00BJTD4N35.SGD","LU0823434583.USD","LU0965508806.USD","LU2326559502.SGD","IE0004445239.USD","LU0079474960.USD","LU1989764664.SGD","LU2054465674.USD","LU0868494708.USD","IE00BMPRXQ63.HKD","IE0034235188.USD","IE0004086264.USD","LU0310799852.SGD","HK0000914686.HKD","NVDS","LU2361045086.USD","LU0726765562.USD","LU1732799900.SGD","LU0719512351.SGD","LU1720051108.HKD","LU1791710582.SGD","LU0081259029.USD","LU2403377893.USD","BK4612","LU2265009873.SGD","LU1127390331.HKD","LU2168564065.EUR","LU1244550577.SGD","SG9999014542.SGD","LU1861215975.USD","LU1064131342.USD","LU1316542783.SGD","LU0316494557.USD","LU2247934214.USD","LU1633808545.USD","IE00BK4W5M84.HKD","LU0157215616.USD","ESUM","LU1778281490.HKD","SG9999014914.USD","LU1803068979.SGD","HK0000306685.HKD","LU0323240290.USD","2NVD.UK","LU0345768740.USD","LU1691799644.USD","LU0251132253.USD","NVDX","LU0106261372.USD","LU0310800379.SGD","WISE","LU0072462426.USD","LU2106854487.HKD","SNVD.UK","BK4503","BK4551","BK4592","LU2491050071.SGD","LU1935042488.USD","LU0965509101.SGD","IE00BD6J9T35.USD","LU0320765059.SGD","LU1244550221.USD","LU2491050154.USD","LU0820561909.HKD","LU2471134796.USD","BK4532","LU1814569148.SGD","07788","LU0210533765.USD","LU0107464264.USD","LU2602419157.SGD","SG9999015978.USD","SG9999018865.SGD","SOXQ","XLK","LU2552382058.USD","EFIV","LU0823421416.USD","LU2237443382.USD","BK4567","LU0211328371.USD","SG9999001424.SGD","IE00B775SV38.USD","LU0265550946.USD","LU2089283258.USD","IE00B1XK9C88.USD","LU0238689110.USD","LU2237443895.HKD","NVD","LU0353189763.USD","LU1989764748.USD","FDTX","USXF","LU2637965513.SGD","LU0276348264.USD","SG9999015945.SGD","LU0466842654.USD","LU0127658192.USD","SG9999014880.SGD","IE00B3M56506.USD","LU1066053197.SGD","LU0957808578.USD","SGXZ81514606.USD","LU1267930490.SGD","LU2237443549.SGD","LU0708995401.HKD","LU0069063385.USD","LU2290526834.HKD","LU0957791311.USD","GB00BDT5M118.USD","LU1116320901.HKD","LU2360032135.SGD","LU2360106780.USD","LU0070217475.USD","LU0861579265.USD","LU1551013425.SGD","LU1037948897.HKD","LU1868837300.USD","LU0823421333.USD","IE0034235303.USD","IE00BHPRN162.USD","AIFD","LU2125154935.USD","LU2473716301.USD","LU2360107168.USD","NULC","LU0985320562.USD","NVD3.UK","SG9999015341.SGD","LU2077746001.SGD","HK0000320264.USD","LU2168564222.USD","NVDU","LU0348723411.USD","LU0965509010.AUD","BK4614","LU0689626769.HKD","SG9999014906.USD","IETC","LU0942090050.USD","LU2065170008.USD","LU2168564495.EUR","LU1721428933.USD","LU2746668461.USD","CMAG","LU0138981039.USD","HK0000304797.USD","LU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