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Memory Crunch: The Supercycle Has Only Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1171223280","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171223280?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:42","pubTimestamp":1787895772,"startTime":"0","endTime":"0","summary":"As global investors celebrate NVIDIA's earnings, a clear industrial signal has surfaced: the bottleneck in AI infrastructure has fully shifted to the memory segment. 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Digest -Wall Street Journal - August 28","url":"https://stock-news.laohu8.com/highlight/detail?id=2662059526","media":"Reuters","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662059526?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:40","pubTimestamp":1787895649,"startTime":"0","endTime":"0","summary":"PRESS DIGEST -Wall Street Journal - August 28Aug 28 -The following are the top stories in the Wall Street Journal. Reuters has not verified these stories and does not vouch for their accuracy.- A U.S. federal judge ruled late Thursday that the Trump administration violated Anthropic's First Amendment rights by blacklisting the artificial-intelligence company as a supply-chain risk.- The Trump administration is in advanced talks with Venezuela for the U.S. to take a direct stake in 17 of the country's oil-and-gas fields.- Federal authorities are preparing charges against a U.S. servicemember suspected of earning over $1 million from Polymarket bets on military operations.- Solstice Advanced MaterialsSOLS.Oand Element SolutionsESI.Nhave called off their deal to combine, citing feedback from their respective shareholders.- NvidiaNVDA.Opaused some deals in a new financing initiative that offered credit support to artificial-intelligence cloud providers in exchange for a share of revenue.- 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Risks are Stacking up Hard and Fast for World Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2662593380","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662593380?lang=en_us&edition=fundamental","pubTime":"2026-08-28 13:32","pubTimestamp":1787895136,"startTime":"0","endTime":"0","summary":"GRAPHIC -September risks are stacking up hard and fast for world marketsLONDON, Aug 28 -Traders will return from their August breaks to a host of risks for markets, including rising concern about high government debt and prolonged inflation.Here are some key things to watch.1/ HOW MUCH 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H200 Sales to China Seem Insignificant","url":"https://stock-news.laohu8.com/highlight/detail?id=2662053551","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662053551?lang=en_us&edition=fundamental","pubTime":"2026-08-28 11:27","pubTimestamp":1787887620,"startTime":"0","endTime":"0","summary":"0327 GMT - Nvidia's H200 chip sales to China is insignificant compared to the surge in capex by Chinese internet companies, Citi analysts say in a research note. Nvidia said earlier this week that sales of H200s to Chinese buyers made up less than 1% of its data-center revenue in fiscal 2Q. Citi estimates that those chips would be valued at no more than $890 million, which is \"too insignificant\" compared to the capex recorded by Alibaba, Tencent and Baidu in 2Q. The Chinese hyperscalers' spending was likely mostly related to domestic GPU procurement as well as global and domestic memory-chip purchases, they say. The bank expects a sequential decline in their 3Q capex despite projecting a significant increase in their total capex budget for the 2026 calendar 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Market Snapshot: Shanghai Index Opens 0.16% Lower, Led by Declines in Power Equipment and Pharmaceuticals","url":"https://stock-news.laohu8.com/highlight/detail?id=1136407949","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136407949?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:48","pubTimestamp":1787881736,"startTime":"0","endTime":"0","summary":"At the opening bell on August 28, the Shanghai Composite Index dipped 0.16% to 3,950.24 points, while the Shenzhen Component Index fell 0.21% to 14,019.28 points. 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Equities Gain on Tech Boost, Set for Marginal Weekly Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=2662037913","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662037913?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:27","pubTimestamp":1787880433,"startTime":"0","endTime":"0","summary":"Australian equities gain on tech boost, set for marginal weekly gainAugust 28 (Reuters)-Australian shares were higher on Friday, supported by financials and technology stocks asthemarket shrugged off 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Insists it Can Keep Printing Money to Fund the AI Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2662037585","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662037585?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:16","pubTimestamp":1787879760,"startTime":"0","endTime":"0","summary":"Kress laid it out.OpenAI, Anthropic and other so-called frontier labs, she said, are \"growing faster than what their balance sheets and credit profiles can support.\" They are juicing revenues at unprecedented rates, but the growth can only continue as long as they can secure ever-greater amounts of computing power, which they will have trouble doing on their own as long as they lack the ability to borrow huge sums of money at competitive rates.Until they can do so, Kress said, \"Nvidia is needed to help power this flywheel.\"In contrast to the 5% share-price slide that followed news of Nvidia's planned Ohio backstop, investors greeted Kress's Wednesday remarks with an 8.7% jump-good for the second-largest one-day market cap gain in history.John Belton, a portfolio manager at Gabelli Funds, said the financing initiatives are geared toward accelerating the AI data center build-out and reducing borrowing costs for smaller cloud 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Jones Top Markets Headlines at 9 PM ET: Nvidia Breaks Its Post-Earnings Curse with $442 Billion Day | Trump ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2662903276","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662903276?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:00","pubTimestamp":1787878800,"startTime":"0","endTime":"0","summary":"Here's what history tells us.Kevin Warsh is due to deliver his first Jackson Hole speech since taking the helm at the Federal Reserve. Here's what to expect from markets.----SEC's Top Cop Plans to Focus on Accounting FraudCases have fallen sharply in the Trump administration, but enforcement chief David Woodcock says the agency is gearing up for its new approach.----The Ukraine War Enters a New Phase. Investors Should Be Prepared.Russia-NATO tensions are growing. Investors shouldget ready to ride out the volatilitythis fall, Matt Gertken writes.----Wheat Soars to Highest Level in Three Years as Black Sea Crisis DeepensWheat prices hit a three-year high as escalating Russia-Ukraine tensions in the Black Sea strangle exports from one of the globe's most important grain-growing regions.----U.S. Jobless Claims Pull Back AgainThe number of people who filed for unemployment benefits was 203,000 in the week through Aug. 22, 4,000 lower than the upwardly revised 207,000 reported a week 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