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Lifted by Cybersecurity Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2662772279","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662772279?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:10","pubTimestamp":1787821800,"startTime":"0","endTime":"0","summary":"0907 GMT - Demand for CrowdStrike's cybersecurity products jumped as fears around the threat posed by hostile AI agents rose in the second quarter, JPMorgan analyst Brian Essex writes. The company swung to a profit on a 26% jump in revenue growth in quarterly earnings announced after the bell Wednesday. Concern around Anthropic's Mythos model spiked after the AI lab withheld the model's public release over fears it posed a cybersecurity risk. \"Cybersecurity continues to shift from a risk-management role to a foundational AI infrastructure role where we view CrowdStrike as a primary beneficiary,\" Essex writes. The company is better positioned than its peers to benefit from the \"Mythos Moment,\" the analyst adds. Shares surge 8.4% 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China Hopper Shipments Below 1% of Data Center Revenue; Shares Rise Pre-Bell","url":"https://stock-news.laohu8.com/highlight/detail?id=2662677266","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662677266?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:02","pubTimestamp":1787821350,"startTime":"0","endTime":"0","summary":"Nvidia  said in its Q2 earnings release that shipments of Data Center Hopper products to China during the quarter accounted for less than 1% of Data Center revenue.The company has not been able to sell the full amount of H200 chips permitted under a US government license due to objections from Chinese authorities, Bloomberg reported Thursday.Nvidia also took a $400 million charge over the past six months for excess H200 inventory amid weaker demand, Bloomberg added.Nvidia shares were up over 7% in premarket activity.Price: 225.69, Change: +16.03, Percent Change: 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Results are Shot in Arm for AI Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2662277427","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662277427?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:51","pubTimestamp":1787820660,"startTime":"0","endTime":"0","summary":"0851 GMT - Nvidia's blockbuster second-quarter figures and strong growth projections add renewed impetus to stocks exposed to artificial intelligence after a volatile few months, Kathleen Brooks, research director at XTB, writes in a note. Second-quarter revenue more than doubled to $96.22 billion, while net profit also more than doubled to $59.69 billion. \"With revenues this big, and demand for its products getting bigger every month, it will be a brave trader who will bet against Nvidia in the aftermath of this report. For now, the company has proven that criticism of its investment and financing model for AI is overblown,\" Brooks says. 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Cloud Firm Nebius Rises on Nvidia Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=2662277425","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662277425?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:50","pubTimestamp":1787820635,"startTime":"0","endTime":"0","summary":"BUZZ-AI cloud firm Nebius rises on Nvidia partnership** Shares of AI cloud firm NebiusNBIS.Orise 7.9% to $230 premarket** NvidiaNVDA.OCFO says Nebius will be the first early adopter of Groq 3 LPX, Nvidia's new AI inference platform, later this quarter** Nvidia says its Vera Rubin platform is ramping into full production, with Nebius among the partners running the systems** Strong demand for AI services and data center capacity was cited by Nebius as supporting its $5 billion convertible bond offering last week** 8 of 10 brokerages rate the stock \"buy\" or higher, 2 \"hold\"; their median PT is $287.50 - data compiled by LSEG** 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Futures Buoyed by Nvidia Earnings, Software as Oil Falls","url":"https://stock-news.laohu8.com/highlight/detail?id=2662425774","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662425774?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:46","pubTimestamp":1787820360,"startTime":"0","endTime":"0","summary":"U.S. technology futures jumped in early European trade after Nvidia's bumper earnings forecast renewed optimism around artificial-intelligence stocks, while software earnings quieted investor 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