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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. 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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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Sector Surges as NVIDIA's Outlook Reinforces AI Infrastructure Boom; Semiconductor Equipment Follows on Memory Expansion Cycle","url":"https://stock-news.laohu8.com/highlight/detail?id=1167513124","media":"Deep News","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167513124?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:12","pubTimestamp":1787843574,"startTime":"0","endTime":"0","summary":"Communications ETFs climbed steadily throughout today's session before closing 4.63% higher, driven by a powerful rally across the entire communications sector.The most direct catalyst came 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'Best Positioned' to Deal With Supply Constraints, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808996","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662808996?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:09","pubTimestamp":1787843398,"startTime":"0","endTime":"0","summary":"Nvidia  is \"best positioned\" to deal with supply constraints in the industry that limit growth, Wedbush said in a Thursday note.CEO Jensen Huang implied that unconstrained demand would underpin growth of about 100%, compared with the 70% it can supply, the report said, backing view that the bottleneck in the industry is procurement and not a lack of customer demand.Supply and capacity commitments increased to $279 billion from $119 billion, mostly due to new agreements related to memory, according to the note.The report also pointed to Nvidia's forecasts of gross margin down to 74% in fiscal Q3, hitting a low point of 71% to 72% in fiscal Q4, and then stabilizing at 72% to 73% in fiscal 2028, with price increases offsetting the impact of higher memory costs.Wedbush reiterated its outperform rating and raised its price target to $345 from $330.Price: 224.66, Change: +15.00, Percent Change: 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Stock Offloaded by Cathie Wood's ARK. She's Investing in These AI Chip Rivals.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089934","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089934?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:08","pubTimestamp":1787843280,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices looks to be falling out of favor with prominent technology investor Cathie Wood. 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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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