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Technology to Keep Gaining From AI, Optical, Custom Chip Growth, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662094905","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662094905?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:12","pubTimestamp":1787929929,"startTime":"0","endTime":"0","summary":"Marvell Technology  is set for stronger growth as AI demand lifts optical networking, custom chips and data center sales, while Alphabet's  Google program could add major revenue from fiscal 2029, RBC Capital Markets said in a note emailed Friday.The investment firm said it expects data center growth to stay strong, helped by rising demand for 800G and 1.6T optical products, with faster growth expected from newer scale-up networking uses.Marvell's custom chip business should accelerate through fiscal 2028, led by Amazon  Web Services' Trainium and Microsoft's  MAIA programs, with another major step-up expected in fiscal 2029, RBC said.Google is expected to become a bigger growth driver from fiscal 2029 and the program could push Marvell's custom chip revenue well above its current target of more than $10 billion, RBC said.RBC maintained its outperform rating and $360 price target for Marvell.Price: 222.26, Change: -19.20, Percent Change: 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Stock (NVDA) Could Reach a $13 Trillion Market Cap, Says Five-Star Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2662091651","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662091651?lang=en_us&edition=fundamental","pubTime":"2026-08-28 22:20","pubTimestamp":1787926812,"startTime":"0","endTime":"0","summary":"The chipmaker just reported blowout financial 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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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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 $3.15 billion, plus or minus 5%. 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Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662096416","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662096416?lang=en_us&edition=fundamental","pubTime":"2026-08-28 20:41","pubTimestamp":1787920860,"startTime":"0","endTime":"0","summary":"Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows 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Announces Q3 2026 Dividend of R$ 0.02 Per Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=2662989310","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662989310?lang=en_us&edition=fundamental","pubTime":"2026-08-28 20:22","pubTimestamp":1787919725,"startTime":"0","endTime":"0","summary":"Nvidia announces Q3 2026 dividend of R$ 0.02 per unitNvidia declared a 3Q 2026 dividend of R$ 0.02 per unit (ISIN BRNVDCBDR008).Shares trade with entitlement through Sept. 8, 2026.Payment is 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