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Blackwell anchored the current AI boom, supporting generative AI and data centers. The more-powerful Rubin system is designed to support agentic AI models.Some are increasingly focused on the timing. \"Handoff quarters can be, historically, where expectations get challenged,\" said Jake Behan, head of capital markets at Direxion. \"You have the timing of this one platform winding down while the other one is ramping up, but the transition is not going to be perfectly synchronized, potentially.\"Behan points to two potential issues:-- Hardware supply disruptions could throw off results. \"Nvidia certainly has a lot of agreements and hedging in place to secure their supply. But does that supply come unevenly?And does that create a cadence gap in the handoff story?\" he asks.-- Traders also could \"confuse a product cycle transition for 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Earnings Meets Jackson Hole: 2 ETF Trades for an AI Boom Facing Higher Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2662749310","media":"Benzinga Earnings","labels":["economic","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662749310?lang=en_us&edition=fundamental","pubTime":"2026-08-27 02:24","pubTimestamp":1787768685,"startTime":"0","endTime":"0","summary":"Facing an AI boom and higher rates? Explore top ETF trades across semiconductors and floating-rate bonds following Nvidia 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unlocks DeFi lending for Coinbase tokenized stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662851749","media":"cryptonews","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662851749?lang=en_us&edition=fundamental","pubTime":"2026-08-27 02:11","pubTimestamp":1787767892,"startTime":"0","endTime":"0","summary":"Chainlink has introduced price feeds for four Coinbase tokenized stocks on Base, giving DeFi protocols the data needed to assess NVDAc, METAc, AAPLc, and GOOGLc as collateral.Chainlink Data Feeds provide continuous valuations for four Coinbase tokenized stocks on Base.Lending protocols can use the feeds to manage borrowing limits, loan health, and liquidations.Each B20 token represents an interest in a U.S.-listed share held through a regulated custody structure.Coinbase restricts the products to eligible non-U.S. investors under its current offering terms.Chainlink said in an Aug. 26 X announcement that its Data Feeds allow DeFi protocols to integrate Coinbase Tokenized Stocks as collateral, extending their use beyond holding and secondary-market trading.The first supported assets represent Nvidia, Meta, Apple, and Alphabet shares under the tickers NVDAc, METAc, AAPLc, and GOOGLc. 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Numbers to Watch in Nvidia's Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2662460917","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662460917?lang=en_us&edition=fundamental","pubTime":"2026-08-27 02:00","pubTimestamp":1787767200,"startTime":"0","endTime":"0","summary":"$396 billion: Analysts' expectations for Nvidia's full fiscal-year revenue will hinge on the company's guidance for the rest of 2026.97.6%: That's Wall Street's estimate for annual earnings growth this quarter, according to LSEG, an acceleration from recent three-month periods.$30 billion: The company last quarter reported holding more than $30 billion worth of public equities, as well as tens of billions more in private company shares and corporate debt. Wall Street is keying in on whether those holdings are growing as Nvidia increasingly steps into potential weak points across the AI sector as an investor and financial backstop. \"The beat is priced; the balance sheet is the debate,\" Bank of America analysts told 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Odds: Will MRVL, RBRK, WDAY Beat Earnings Tomorrow?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662721746","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662721746?lang=en_us&edition=fundamental","pubTime":"2026-08-27 01:48","pubTimestamp":1787766526,"startTime":"0","endTime":"0","summary":"On Thursday, August 27, Marvell ($MRVL), Rubrik ($RBRK), and Workday ($WDAY) will report their earnings. 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to Spend $45 Billion to Lease Nscale Compute, Taking Over Project Exited by Microsoft","url":"https://stock-news.laohu8.com/highlight/detail?id=2662874619","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662874619?lang=en_us&edition=fundamental","pubTime":"2026-08-27 01:35","pubTimestamp":1787765758,"startTime":"0","endTime":"0","summary":"Anthropic has agreed to spend $45 billion over the next six years to lease data center computing capacity from AI cloud infrastructure company Nscale at its Monarch campus in West Virginia. According to people familiar with the matter, the agreement involves approximately 460 megawatts of power capacity, which is enough to meet the simultaneous electricity demand of about 345,000 U.S. 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Flex (FLEX) Turning AI Infrastructure Momentum Into a Durable Competitive Edge?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662939745","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662939745?lang=en_us&edition=fundamental","pubTime":"2026-08-26 23:23","pubTimestamp":1787757795,"startTime":"0","endTime":"0","summary":"In its recently reported Q2, Flex delivered a 20.6% year-on-year revenue increase, beating analyst expectations on both revenue and EPS and issuing revenue guidance for the next quarter that also came in ahead of forecasts.\nManagement emphasized Flex’s positioning in AI infrastructure and other higher-growth markets, framing the strong quarter as evidence of the company’s ability to execute in these segments.\nNext, we’ll examine how Flex’s revenue and EPS beat, alongside upbeat 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