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BID Europe-Jensen to Market: We're so Back","url":"https://stock-news.laohu8.com/highlight/detail?id=2662778878","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662778878?lang=en_us&edition=fundamental","pubTime":"2026-08-27 13:30","pubTimestamp":1787808600,"startTime":"0","endTime":"0","summary":"MORNING BID EUROPE-Jensen to market: We're so backAug 27 (Reuters)-A look at the day ahead in European and global markets from Gregor Stuart HunterIt's Nvidia's world now, we just live in it. 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Earnings Put These AI Data Center Stocks On Investor Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2662717007","media":"Simply Wall St.","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662717007?lang=en_us&edition=fundamental","pubTime":"2026-08-27 13:20","pubTimestamp":1787808023,"startTime":"0","endTime":"0","summary":"The latest Nvidia earnings have pushed AI data centres back into the spotlight, with Q2 revenue of $96b and data centre sales of $89b reminding investors how much money is now chasing compute power. That surge in attention can create powerful momentum and pockets of over enthusiasm. This article looks at three stocks whose businesses are closely linked to this AI build out, and why their exposure to this story matters for a diversified portfolio strategy.\nThe three stocks covered below 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Stocks Climb at Open on Bullish AI Investment Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2662724008","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662724008?lang=en_us&edition=fundamental","pubTime":"2026-08-27 11:01","pubTimestamp":1787799707,"startTime":"0","endTime":"0","summary":"Japanese equities opened higher today as optimism on tech investment rose following Nvidia Corp.'s bullish sales outlook.The Nikkei 225 opened 513 points or 0.7% higher at 66,775.78.Brent crude slipped to around $87 a barrel amid progressing talks in the Middle East against rising Russia-Ukraine tensions.In other reports, BOJ Deputy Governor Ryozo Himino signalled willingness to raise interest rates as early as next month, offering no clear resistance to market bets on such a move.Speaking to local business leaders in Saitama on Thursday, Himino warned that a sustained overshoot of the 2% inflation target would hurt the 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Moat Holds, The Annuity Cracks: OpenAI's JalapeñO Storms The Inference Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1156691972","media":"AI Industry Frontlines","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156691972?lang=en_us&edition=fundamental","pubTime":"2026-08-27 10:58","pubTimestamp":1787799491,"startTime":"0","endTime":"0","summary":"","market":"hk","thumbnail":"https://static.tigerbbs.com/d54594bab27f88964ad6fd3a3173b286","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d54594bab27f88964ad6fd3a3173b286"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"The Moat Holds, The Annuity Cracks: OpenAI's JalapeñO Storms The Inference Market","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDU","DIPS","AVGX","AVGO","NVDG","NVDB","NVDO","NVDW","AVS","NVII","07788","ANV","NVDQ","AVL","NVD","NVDS","AVGU","NVDA","NVYY","AVGG","NVDX","AVGC","AVGW","NVC","NVDD","NVDL","NVDY","07388","OAIW"],"isVideo":true,"video":{"duration":167,"video_url":"https://news-video-sg.skytigris.cn/videos/remotion/732/render_732_1787798256088.mp4","video_thumbnail":"https://news-video-sg.skytigris.cn/videos/covers/732.webp","audio_url":"https://news-video-sg.skytigris.cn/videos/remotion/732/tts/voiceover_ae27d65c2449cfc6.mp3","isAI":true},"gpt_icon":0},{"id":"2662724206","title":"Nvidia Results a Strong Validation of AI Infrastructure Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2662724206","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662724206?lang=en_us&edition=fundamental","pubTime":"2026-08-27 10:52","pubTimestamp":1787799120,"startTime":"0","endTime":"0","summary":"0252 GMT - Nvidia's results are a strong validation of the artificial-intelligence infrastructure trade, Saxo Markets chief investment strategist Charu Chanana says in a note. Memory, networking, optics, power infrastructure and selected cloud providers all benefit from continued capacity expansion, but there is increasing need to prove AI returns, Chanana notes. Memory remains one of the clearest beneficiaries, with Nvidia's margin guidance confirming that supply is still tight, she says. Asian memory stocks are broadly higher after the results, with SK Hynix gaining 3.4% and Samsung Electronics rising 2.3%. Still, the next leg of the memory trade increasingly depends on whether AI demand and memory content per accelerator can absorb the rising supply capacity rather than simply on shortages pushing prices higher, she 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