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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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Update: Tech Stocks Lower Pre-Bell Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2662095374","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662095374?lang=en_us&edition=fundamental","pubTime":"2026-08-28 21:08","pubTimestamp":1787922532,"startTime":"0","endTime":"0","summary":"Technology stocks were lower pre-bell Friday, with the State Street Technology Select Sector SPDR ETF  retreating by 0.2% and the State Street SPDR S&P Semiconductor ETF  1.2% lower.Elastic  shares climbed more than 25% pre-bell Friday after the company reported higher fiscal Q1 non-GAAP earnings and revenue.Marvell Technology  shares were down 7% following the company's fiscal Q2 results.Autodesk  stock was 3% lower after the company issued a Q3 adjusted EPS outlook that fell short of the estimates of analysts surveyed by 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Analysts polled by FactSet expected $0.93.Revenue for the three months ended Aug. 1 was $2.74 billion, up from $2.01 billion a year earlier. Analysts expected $2.72 billion.For fiscal Q3, the company expects adjusted EPS of $1.10, plus or minus $0.05, on revenue of $3.15 billion, plus or minus 5%. Analysts expect EPS of $1.08 on revenue of $3.04 billion.Harlan Sur, an analyst at JPMorgan Securities, said during Marvell's earnings call that, at full performance, the Google agreement could represent about $120 billion in cumulative revenue over roughly 6.5 years, or about $18.5 billion annually when annualized.However, Marvell CEO Matt","market":"nz","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":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["QQQA","IE00BBT3K403.USD","FXL","LU1316542783.SGD","BK4515","LU2098885051.SGD","LU0957808578.USD","LU0476273544.USD","LU0823421416.USD","LU2089985449.USD","LU0061475181.USD","IE0004086264.USD","BK4604","AIFD","IE00BLSP4452.SGD","LU0056508442.USD","LU2458330243.SGD","MVLL","SMHX","LU0823434740.USD","LU0154236417.USD","IE00BMPRXN33.USD","LU0444971666.USD","LU1169590202.USD","BK4581","LU0127658192.USD","MRVL","LU2458330169.SGD","LU1119994496.HKD","AIS","LU0187121727.USD","IE00BLSP4239.USD","LU0642271901.SGD","LU1169589451.USD","LU2322448957.HKD","LU2290526834.HKD","LU2244417387.USD","BK4588","DTCR","LU1720051108.HKD","SG9999000418.SGD","LU2543165471.USD","LU0274383776.USD","LU2931357623.SGD","MRVU","LU1852331112.SGD","LU2473716301.USD","BK4543","LU1046421795.USD","IE0004091025.USD","LU0786609619.USD","SOXY","LU2322448791.USD","LU1989764748.USD","BK4605","LU1084165304.USD","IE00BMPRXR70.SGD","LU1861215975.USD","LU2357305700.SGD","LU1642822529.SGD","LU2360107168.USD","LU1992135472.HKD","GTEK","LU2272731600.USD","LU1261432733.SGD","LU0444973449.USD","WUGI","LU1989764664.SGD","XNTK","BK4141","LU1548497426.USD","LU0081259029.USD","ARTY","LU1303367103.USD","IE00BN8TJ469.HKD","FAI","LU1235294995.USD","LU2272731865.HKD","LU0823421333.USD","LU1720051017.SGD","FTXL","LU1815336760.USD","LU1823568750.SGD","BK4585","LU0823434583.USD","IE00BMPRXQ63.HKD","LU1861220033.SGD","LU2272731782.SGD","MRVX","FDTX","LU1992135399.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662096416","title":"Nvidia Sold the Market a New Story, and It Bought It. 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 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