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Delivers Strong Q2 as Long-Term Outlook Improves, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089528","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089528?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:03","pubTimestamp":1787842980,"startTime":"0","endTime":"0","summary":"Nvidia  delivered solid fiscal Q2 results, supported by a stronger long-term outlook, with management pointing to higher revenue expectations and continued demand, Morgan Stanley said in a note Thursday.The firm said the quarter was above expectations, but the more important takeaway was management's longer-term outlook. Nvidia expects about 70% growth in fiscal 2028, compared with Morgan Stanley's previous estimate of 52% and consensus of around 40%.The bank said it is raising its fiscal 2028 and fiscal 2029 revenue estimates about $100 billion and $200 billion, respectively. Demand remains heavily supply-constrained, and management said demand is \"much greater\" than the 70% growth level, it added.Gross margins were slightly weaker because of higher memory costs, but this removes an important overhang for investors, the firm said, adding that Nvidia's expected 72% to 73% gross margin next year is broadly in line with its 72.5% estimate.\"This is our Top Pick in the semis group, with a 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Says Memory Is a Key Constraint. What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. 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up Nearly 150 Points on Gains in Salesforce, Nvidia Corp. Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2662086460","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662086460?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:46","pubTimestamp":1787841960,"startTime":"0","endTime":"0","summary":"DJ Dow Up Nearly 150 Points On Gains In Salesforce, NVIDIA Corp. SharesThis article was automatically generated by MarketWatch using technology from Automated Insights.The Dow Jones Industrial Average is trading up Thursday morning with shares of Salesforce and NVIDIA Corp. seeing positive gains for the index.Shares of Salesforce  and NVIDIA Corp.  have contributed about two thirds of the blue-chip gauge's intraday rally, as the Dow  is trading 146 points higher .Salesforce's shares have climbed $43.23, or 21.0%, while those of NVIDIA Corp. are up $15.15 , combining for an approximately 347-point bump for the Dow.Other components contributing significantly to the gain include IBM , Microsoft , and Nike .A $1 move in any one of the 30 components of the index results in a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. 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The launch was paired with a US$250,000 Habitat for Humanity donation and a consumer sweepstakes.\nFor shareholders, Masco’s recent news sits against a mixed share price backdrop. The 1-day share price return is 0.93% and the year-to-date share price return is 14.16%, while the 30-day share price 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