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Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084031","media":"TradingKey","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084031?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:02","pubTimestamp":1787846571,"startTime":"0","endTime":"0","summary":"The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. If the scope of exemptions is narrowed, both the costs and uncertainties of AI infrastructure investments could 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Demand Visibility Outshines Margin Headwinds, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662815380","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662815380?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:41","pubTimestamp":1787845262,"startTime":"0","endTime":"0","summary":"Nvidia  is providing a strong demand outlook that outshines modest gross margin headwinds, RBC Capital Markets said in a note Thursday.The note pointed to Nvidia's unusual step of guiding a full year out, projecting some 70% revenue growth in 2028 amid ongoing supply constraints, against consensus of around 45% growth.\"Visibility appears to be extending even further based on purchase commitments,\" the report said.The report said Rubin ramps off to a strong start and CPU revenue is on track to more than double next year, while customer diversification is continuing.RBC reiterated its outperform rating and boosted its price target to $330 from $300.Price: 225.54, Change: +15.88, Percent Change: 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early traction continues to be \"encouraging,\" RBC Capital Markets said in a Thursday note.The company posted a \"strong\" quarter, with fiscal 2027 guidance increased across the board, sub revenue and current Remaining Performance Obligations beating consensus, and profitability \"nicely ahead,\" the analysts said. They noted that the results, which beat consensus estimates by a large margin, was delivered with a significant AI tailwind.Okta's positioning in its ability to secure AI agents could become a significant driver for the company, with the closing of several AI-related deals in the quarter with contract values above the corporate average, the analysts said. The company's advantages in agentic security include its broad distribution across over 20,000 customers, its neutrality that allows it to work across different AI platforms, and its product Okta for AI Agents, according ","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["OKTX","LU2272731782.SGD","ARTY","LU2272731600.USD","BK4588","VTHR","AGIX","PSWD","BK4560","AIPO","LU2272731865.HKD","QTOC","OKTG","HAKY","BK4528","SPAM","LU2322448957.HKD","LU1992135472.HKD","LU1992135399.USD","LU2473716301.USD","BUG","BK4116","CHAT","IHAK","BK4585","OKTA","LU2322448791.USD","LU2286300806.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192213050","title":"AI Talent War Intensifies as Firms Offer 40% Pay Hikes to Secure Top Tech Professionals","url":"https://stock-news.laohu8.com/highlight/detail?id=1192213050","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192213050?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:40","pubTimestamp":1787845227,"startTime":"0","endTime":"0","summary":"The rapid expansion of the artificial intelligence sector this year is now sending strong ripples through the job market, with companies aggressively competing for skilled professionals.New data...","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARTY","QTOC","AGIX","AIPO","CHAT","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155464292","title":"AI Talent War Intensifies as Firms Offer 40% Pay Hikes to Secure Expertise","url":"https://stock-news.laohu8.com/highlight/detail?id=1155464292","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155464292?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:40","pubTimestamp":1787845222,"startTime":"0","endTime":"0","summary":"The rapid expansion of the artificial intelligence sector this year is now significantly reshaping the job market, with demand for skilled professionals reaching new heights. Recent data indicates...","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AGIX","CHAT","ARTY","AIPO","QTOC","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662081180","title":"Leonardo DRS (DRS), Is There More To Its Latest Update Than Meets The Eye?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662081180","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662081180?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:35","pubTimestamp":1787844924,"startTime":"0","endTime":"0","summary":"Leonardo DRS (DRS) is drawing fresh attention after announcing an alliance with UAE based Space42 on AI supported national security communications, alongside a successful U.S. Government test of its SGT STOUT M SHORAD system.\nDespite the alliance news, Leonardo DRS shares have come under pressure, with a 30 day share price return down 20.33% and a 90 day share price return down 20.26%. However, the year to date share price return is 10.98% and the three year total shareholder return 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