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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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The immediate spark was Q2 FY2027 earnings power. Basic earnings per share landed at US$4.30 on revenue of US$11.35b. That combination put fresh weight behind an already compressed trailing P/E of 21.4x versus richer software peers and helped validate the market’s sudden enthusiasm.\nThe real story now moves 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Korea Shares to Log Second Weekly Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2662705838","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662705838?lang=en_us&edition=fundamental","pubTime":"2026-08-28 10:30","pubTimestamp":1787884254,"startTime":"0","endTime":"0","summary":"South Korea shares to log second weekly declineSEOUL, Aug 28 (Reuters)-Round-up of South Korean financial markets:** South Korean shares fell on Friday and were set to log a second weekly decline as 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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. The ChiNext Index dropped 0.56% 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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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Is IDEXX Laboratories (IDXX) Getting Fresh Attention Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662034999","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662034999?lang=en_us&edition=fundamental","pubTime":"2026-08-28 07:27","pubTimestamp":1787873275,"startTime":"0","endTime":"0","summary":"IDEXX Laboratories (IDXX) moved back into focus after its Q2 2026 earnings report, as strong revenue and EPS figures, combined with higher full-year guidance, drew fresh attention from investors.\nDespite the upbeat Q2 2026 report, IDEXX Laboratories' short term share price momentum has been weak, with the stock down about 4% over the past month and about 19% year to date. The 3 year total shareholder return of roughly 7% contrasts with a decline over 5 years, suggesting longer term 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Pauses Revenue-Sharing Deals with AI Cloud Companies, WSJ Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2662366150","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662366150?lang=en_us&edition=fundamental","pubTime":"2026-08-28 07:14","pubTimestamp":1787872476,"startTime":"0","endTime":"0","summary":"$Nvidia(NVDA)$ has paused some deals in a new financing initiative that offered credit support to AI cloud companies in exchange for a share of revenue, the Wall Street Journal reported on Thursday,...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260827:nL4N44O252:1","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Nvidia Pauses 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Focus | Microsoft’s $3.5 Million ITM Call Buy and $1.1 Million Put Sale Reveal Strong Bullish Institutional Conviction","url":"https://stock-news.laohu8.com/highlight/detail?id=1107059650","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107059650?lang=en_us&edition=fundamental","pubTime":"2026-08-28 07:01","pubTimestamp":1787871681,"startTime":"0","endTime":"0","summary":"Microsoft closed at 505.06 USD, up 1.75%.Options flow showed unusually clear bullish conviction, led by a $3.50 million in-the-money call purchase and a $1.10 million out-of-the-money put sale. 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