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AI Cloud Math is Broken, and It's Creating a Power Shift Within Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2664487608","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664487608?lang=en_us&edition=fundamental","pubTime":"2026-09-03 19:00","pubTimestamp":1788433200,"startTime":"0","endTime":"0","summary":"To answer that question, you first need to calculate the cost of buying versus renting the same equipment. The RTX PRO 6000 Blackwell is a useful measuring stick, since it's sold both to the cloud providers and the companies that would otherwise rent from them. Nvidia ships the server version of the card through Dell Technologies , Hewlett Packard Enterprise  and Lenovo  , and the large clouds rent it by the hour. Amazon uses it in its G7e instances, describing the configurations as cost-effective for generative AI inference, which is the everyday workflow in which a trained AI model answers questions or processes documents.Amazon's four-GPU instance costs $16.57 an hour, or about $12,100 a month. A server built around the same four processors costs about $75,500 to put on your own premises. Run that Amazon instance around the clock, and you have spent the same amount of money in a little over six months. Run your own machine seven hours a day, and it pays for itself in under two 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price target lowered to $460 from $530 at BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2664760868","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664760868?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:55","pubTimestamp":1788432948,"startTime":"0","endTime":"0","summary":"BofA lowered the firm’s price target on Broadcom (AVGO) to $460 from $530 and keeps a Buy rating on the shares. Following the company’s earnings 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Snowflake, HPE, NetApp, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2664876505","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664876505?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:41","pubTimestamp":1788432060,"startTime":"0","endTime":"0","summary":"Stock futures were rising on Thursday as bond yields fell back, easing investors' worries about the recent run-up in borrowing costs.Broadcom slid 3.6% ahead of the opening bell. The chip maker reported solid third-quarter results, but failed to ease concerns about data-center financing and major customer Google's design deal with rival Marvell.Snowflake surged 24% after the software company smashed Wall Street's second-quarter targets. 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Chatter: Apple Faces $2.7 Billion UK Lawsuit Over App Tracking Rules","url":"https://stock-news.laohu8.com/highlight/detail?id=2664876364","media":"MT Newswires Live","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664876364?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:37","pubTimestamp":1788431863,"startTime":"0","endTime":"0","summary":"Apple  is facing a $2.7 billion UK lawsuit over its App Tracking Transparency rules, with app developers alleging on third-party developers, Reuters reported Thursday.The lawsuit, filed with London's Competition Appeal Tribunal, alleges Apple imposed stricter tracking requirements on third-party apps than on its own services, giving its advertising business an unfair advantage, according to the report.The case follows years of regulatory scrutiny of Apple's App Tracking Transparency feature, introduced in 2021, which Apple says provides privacy protections, Reuters added.Apple did not 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Buzz: Wallstreetbets Stocks Mixed Pre-Bell Thursday; Snowflake to Advance, Broadcom to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2664801876","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664801876?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:35","pubTimestamp":1788431752,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday's opening bell.Snowflake  rose by 23.6% in pre-bell activity, reversing a 4.4% decline from Wednesday's session. Snowflake posted higher fiscal Q2 adjusted net income and revenue, and raised its fiscal 2027 product revenue outlook.AST SpaceMobile  advanced by 0.8% pre-bell, following an 11.8% rise at Wednesday's close.Meta Platforms  was up 0.8% premarket, after a 2.5% increase at Wednesday's close.Nvidia  was 0.1% higher hours before market open, following a 3.2% rise from the previous session.Broadcom  declined by 3.6% in premarket hours, after a 0.7% fall at Wednesday's close.Hewlett Packard Enterprise  fell by 3.4% pre-bell, swinging from a 1.9% increase at Wednesday's close.Dell Technologies  was 1.5% lower in pre-bell activity, after closing Wednesday with a 15.8% rise.Micron Technology  was down 0.8% premarket, following a 2.4% increase from the previous 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and China Chip Makers Fight for Market Share. There's One Big Loser.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875294","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664875294?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:22","pubTimestamp":1788430920,"startTime":"0","endTime":"0","summary":"South Korea's SK Hynix looks to be feeling the pressure as its DRAM market share dropped to 25% from 29% in the preceding quarter. In NAND, Sandisk's market share fell to 11% from 13%.Micron shares were down 0.6% in Wednesday's premarket. American depositary receipts of SK Hynix were falling 2.8% and Sandisk shares were slipping 0.7%.Of course market-share figures don't tell the full story. For one thing, the memory-chip market is growing so fast that there is still massive revenue and profit growth for all the participants even with a dip in share. The DRAM market grew 57% in the second quarter from the prior quarter and NAND grew 70%, Counterpoint said.Another thing to bear in mind is companies are shifting their resources. SK Hynix for example has redirected some of its manufacturing toward high-bandwidth memory, the specialized form of DRAM used in artificial-intelligence hardware, sacrificing some of the broader market for a stronger position in the most valuable future market.Sti","market":"other","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE000M9KFDE8.USD","LU2168563687.JPY","LU0417517546.SGD","SNDU","LU0061475181.USD","LU0708995401.HKD","MU","LU1778281490.HKD","LU2458330169.SGD","AIS","AIFD","BK4553","JGRO","LU1868836591.USD","BK4566","SNDG","WUGI","LU0203347892.USD","LU0133085943.USD","LU2360106780.USD","LU0889566641.SGD","LU0081259029.USD","IE0009356076.USD","LU0054578231.USD","SHOC","LU1861220033.SGD","SNXX","SNDC","XNTK","LU0109392836.USD","BK4543","IE00B7SZLL34.SGD","RULE","TRFK","LU1803068979.SGD","LU1674673428.USD","LU1989764748.USD","FTEC","LU0787776722.HKD","LU0320765059.SGD","LU0642271901.SGD","EGGY","LU0210536198.USD","LU1868837300.USD","LU2211815571.USD","LU2896262040.SGD","LU2063271972.USD","LU2471134952.CNY","BK4533","LU1868837136.USD","USXF","IE00BWXC8680.SGD","SCHM","LU2931357623.SGD","BK4170","MUU","SMU00main","LU2403377893.USD","LU1323610961.USD","QQQG","IXN","TTXU","LU1989764664.SGD","LU2089985449.USD","FXL","LU1868836914.USD","LU2543165471.USD","LU2750360641.GBP","OPTZ","LU2023250330.USD","LU0323591593.USD","LU1267930730.SGD","LU0820561909.HKD","LU1720051017.SGD","LU1720051108.HKD","LU0719512351.SGD","BK4605","EMSF","ARTY","LU0820562030.AUD","LU1267930813.SGD","LU0672654240.SGD","LU1366333091.USD","LU2286300806.USD","LU0238689110.USD","CHPX","LU0256863902.USD","LU2102340556.USD","LU0889565833.HKD","BK4141","LU2756315664.SGD","LU2471134879.HKD","SGXZ99366536.SGD","LU0274383776.USD","LU0689472784.USD","IE00BK4W5M84.HKD","LU1674673691.USD","LU1861215975.USD","GB00BDT5M118.USD","COWG","LU0964807845.USD","BK4579","LU1551013342.USD","LU2756315318.SGD","MUG","MUZ","LU2357627491.SGD","SGXZ81514606.USD","LU2250418816.HKD","BK4588","BAI","IE00B1XK9C88.USD","IETC","LU2471134796.USD","CHAT","FAI","LU0082616367.USD","LU1852331112.SGD","FDTX","IE00BKDWB100.SGD","SNDK","VGT","CGGO","EFIV","LU2168564065.EUR","LU0820561818.USD","IE00B5949003.HKD","SNDQ","SGXZ51526630.SGD","LU2458330243.SGD","LU2168564149.EUR","LU2168564495.EUR","BK4575","CNAV","LU1145028129.USD","HBMX","LU2360107168.USD","IE00B19Z3581.USD","BK4527","IE0002270589.USD","IE00BJLML261.HKD","MIC","LU0792757196.USD","LU1629891620.HKD","LU0859254822.USD","PTF","MUYY","IE00BK4W5L77.USD","BK4554","LU0096364046.USD","688825","LU2168564222.USD","LU0157215616.USD","TMSL","LU0963586101.USD","BK4512","IE00B19Z3B42.SGD","LU0256863811.USD","LU1316542783.SGD","XLK","IE0034235303.USD","LU0109391861.USD","LU2048586759.USD","LU2213496289.HKD","LU2290526834.HKD","FCUS","LU1280957306.USD","LU0154236417.USD","LU0943347566.SGD","SG9999001424.SGD","BK4532","LU0640476718.USD","WLDR","LU2471134523.USD","SCHA","LU1914381329.SGD","LU0127658192.USD","BOBP","FSMD","LU0203345920.USD","LU1551013425.SGD","LU2357305700.SGD","LU2054465674.USD","BK4585","LU1548497426.USD","AIQ","LU0056508442.USD","LU2750360997.AUD","IE00BSNM7G36.USD","LU1868836757.USD","LU0683600562.USD","LEGR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664875241","title":"Higher Component Costs Could Lift Prices of iPhone 18","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875241","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664875241?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:21","pubTimestamp":1788430860,"startTime":"0","endTime":"0","summary":"1021 GMT - Apple's push to expand higher-margin AI services could become increasingly important as rising memory costs drive up the price of its upcoming iPhone 18 lineup, according to TrendForce. The research firm says Apple is expected to raise prices of iPhone 18 series by 10% to 20%, as memory costs surge, with memory expenses for the 256GB Pro model nearly 400% higher than a year earlier. While the iPhone 18 Pro models and Apple's first foldable phone are set to feature upgraded processors, cooling systems, cameras and battery life, TrendForce says they lack major breakthrough features. TrendForce expects foldable phones to account for only about 2% of the global smartphone market in 2026, limiting the near-term impact of Apple's first foldable device despite strong consumer interest.","market":"other","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823417737.USD","LU1551013425.SGD","LU0109392836.USD","LU0456855351.SGD","LU2089284900.SGD","TTXU","BK4588","LU2360106780.USD","LU0096364046.USD","HK0000320264.USD","LU2456880835.USD","LU0957791311.USD","LU2461242641.AUD","IE00BJLML261.HKD","LU0985320562.USD","LU0256863902.USD","LU1400636574.HKD","LU1582986359.USD","LU2462157665.USD","LU0345769631.USD","IE00BJJMRY28.SGD","BK4507","LU2087625088.SGD","LU2403377893.USD","LU0072461881.USD","LU2047632596.USD","LU0070217475.USD","LU1244550577.SGD","IE00BMPRXN33.USD","LU0149725797.USD","MACW.SI","LU0072462426.USD","IE00BFSS7M15.SGD","LU1718418525.SGD","LU2954938101.SGD","LU1232071149.USD","LU0208291251.USD","IE0009356076.USD","LU2462591350.SGD","LU2265009873.SGD","VGT","LU0724617625.USD","LU1852331112.SGD","LU1066051498.USD","BK4571","LU1989764664.SGD","IE0004445015.USD","LU2111349929.HKD","IE00B775H168.HKD","LU0320765059.SGD","LU0689472784.USD","LU1720051017.SGD","IE000KEQY171.SGD","LU2471134879.HKD","LU2487616109.SGD","LU0820562030.AUD","IE00BN8TJ469.HKD","LU2023251221.USD","BK4573","LU2097344431.USD","LU1242518857.USD","LU2133065610.SGD","LU0823434740.USD","LU1261432733.SGD","LU0476273544.USD","IE00B775SV38.USD","LU1935042215.USD","LU1645745479.HKD","AAPL","LU0719512351.SGD","IE00BKDWB100.SGD","LU2361045086.USD","LU1868836757.USD","LU0234570918.USD","LU2506951875.HKD","LU0124676726.USD","LU1074936037.SGD","LU0354030511.USD","LU2247934214.USD","LU0082616367.USD","LU0267386448.USD","LU0964807845.USD","LU0511384066.AUD","LU1732800096.USD","ABFL","LU2505996509.AUD","LU2065171402.SGD","LU2028103732.USD","LU1674673428.USD","LU0289739343.SGD","IE00BLSP4239.USD","LU1400636657.SGD","LU1989771016.USD","SG9999018865.SGD","IE000SO60NU8.SGD","LU2430703095.HKD","IE00BYXW3230.USD","BK4581","BK4553","LU0726765562.USD","IE00B1BXHZ80.USD","LU0353189763.USD","IE00B3SWFQ91.USD","LU0787776722.HKD","LU1316542783.SGD","LU1202635105.USD","HK0000320223.HKD","IE00B4YYXB79.USD","LU2077746001.SGD","LU0174119429.USD","LU0053666078.USD","IE00BMPRXR70.SGD","METV","BK4512","LU1935042991.SGD","IXN","IE00BQXX3D17.EUR","LU1366192091.USD","LU0310799852.SGD","LU0417517546.SGD","LU1144417596.USD","LU2417539215.USD","LU2347655156.SGD","LU0786609619.USD","LU1548497426.USD","LU0882574139.USD","LU2552382215.SGD","BK4598","BK4585","LU0170899867.USD","LU2506951958.HKD","LU2592432038.USD","LU0345768740.USD","IE0004091025.USD","LU2065169927.USD","LU2552382058.USD","LU2168564222.USD","SG9999015986.USD","SG9999015978.USD","LU0788109477.HKD","LU1720051108.HKD","LU2264538146.SGD","LU2168564495.EUR","SG9999001424.SGD","LU2250418816.HKD","LU2089283258.USD","LU0889565833.HKD","LU1206713676.USD","BK4579","LU1035775433.USD","LU0784383803.USD","LU2637965513.SGD","SG9999014898.SGD","SG9999014880.SGD","SG9999014559.SGD","LU1629891620.HKD","IOSX","LU2023250843.SGD","SG9999017495.SGD","IE00BJTD4N35.SGD","LU2168564149.EUR","LU0048584097.USD","IE000WAW04H5.SGD","SG9999015358.SGD","BK4576","IE00B3S45H60.SGD","LU0708995401.HKD","LU0323591593.USD","LU1935042488.USD","LU2505996681.GBP","LU0689626769.HKD","AAPD","LU2237443978.SGD","IE00BJJMRX11.SGD","LU0308772762.SGD","LU1291159041.SGD","SG9999000418.SGD","LU1935043536.SGD","LU0320765489.SGD","LU1699723380.USD","LU1267930573.SGD","LU2471134523.USD","SG9999015341.SGD","LU1301847155.USD","BK4527","LU2054465674.USD","LU2420271590.USD","LU2860962120.EUR","LU0061475181.USD","LU1917777945.USD","IE00B19Z8W00.USD","LU0642271901.SGD","LU0345768153.USD","LU0314104364.USD","LU0029864427.USD","LU0158827781.USD","LU0820561818.USD","AAPW","LU0861579265.USD","LU1267930490.SGD","IE00B19Z9505.USD","LU0097036916.USD","LU0868494708.USD","SG9999014914.USD","SG9999015945.SGD","LU0143551892.USD","LU1914381329.SGD","LU1732799900.SGD","BK4532","SPTE","LU1551013342.USD","LU0345770993.USD","LU2756315318.SGD","LU0345769128.USD","FTEC","LU0251132253.USD","LU0079474960.USD","LU0708994859.HKD","LU0795875086.SGD","LU0868494617.USD","LU0545039389.USD","LU2237443622.USD","LU0056508442.USD","LU0353189680.USD","LU1242518931.SGD","LU0080751232.USD","LU0472753341.HKD","LU1366333091.USD","SGXZ80539844.SGD","LU0203202063.USD","SG9999002224.SGD","LU1119994496.HKD","IE00BDCRKT87.USD","LU0133085943.USD","LU1145028129.USD","LU0557290698.USD","LU1791710400.SGD","LU3102509885.SGD","BK4550","IE00BZ1G4Q59.USD","LU2756315664.SGD","LU2065171311.SGD","LU0942090050.USD","LU0210536198.USD","LU2506952097.USD","LU0979878070.USD","LU0348723411.USD","LU0949170772.SGD","BK4592","LU1066051225.USD","IE00B19Z8X17.USD","BK4501","LU0210533765.USD","LU1979441026.SGD","AAPB","I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