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Hyperscalers still comprise around 55% of data-center revenue, but Nvidia intends to shift its mix toward ACIE, a bucket essentially comprising non-hyperscale customers. \"We think it is prioritizing support for these customers amid expanding demand ,\" the analysts write. \"This also works well for NVDA since many of the hyperscalers are all working on their own silicon roadmaps so there is an increasingly clear 'line in the sand' being 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Nvidia, and SpaceX are Racing to $1 Trillion in Sales. Who Gets There First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662217087","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662217087?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:50","pubTimestamp":1787856600,"startTime":"0","endTime":"0","summary":"The AI boom is pushing revenue forecasts sharply higher. One company could reach a once-unthinkable milestone as soon as 2028.SpaceX aims for $1 trillion in sales by 2030, maybe sooner. 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2Q Print May Offer Glimpse into Revenue from SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2662087494","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662087494?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:42","pubTimestamp":1787856120,"startTime":"0","endTime":"0","summary":"1442 ET - Nvidia's second-quarter release suggests that SpaceX may have contributed around $13 billion in revenue over the past six months, implying a trajectory of one gigawatt a year, UBS analysts write in a note. \"This is a number that should increase dramatically,\" they add. Nvidia breaks down data center revenue into hyperscalers and a bucket called AI Clouds, Industrial, & Enterprise, and in the second quarter reclassified one customer from ACIE to hyperscaler -- a company UBS suspects to be SpaceX. If true, the numbers before and after the reclassification indicate SpaceX added $6.14 billion in revenue in fiscal 2025, $18.15 billion in fiscal 2026, and $5.18 billion in the first quarter of fiscal 2027. SpaceX has made Nvidia its exclusive chip provider, Elon Musk said earlier this month. 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launches employee-funded PAC, Bloomberg reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2662087434","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662087434?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:05","pubTimestamp":1787853912,"startTime":"0","endTime":"0","summary":"Nvidia (NVDA) rolled out a political action committee to give out donations to federal candidates, Bloomberg’s Kate Ackley reports. 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stablecoins and tokenized assets reach $880M","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408277","media":"cryptonews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408277?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:47","pubTimestamp":1787852856,"startTime":"0","endTime":"0","summary":"Mantle has accumulated about $880 million in stablecoins and tokenized assets as its onchain product range has expanded across equities, Treasuries, funds and yield-bearing assets.Mantle holds about $550 million in stablecoins and $330 million in tokenized assets.USDT0 accounts for approximately $440 million, or nearly 80% of the network’s stablecoin supply.The network supports 985 distinct tokenized assets across six product categories.Mantle increased its tokenized equity selection from 10 products in April to 155 by late June.Blockworks Research data shows that Mantle’s stablecoin circulating supply has reached approximately $550 million, while tokenized assets on the network account for another $330 million. 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rally is disguising a massive slump in tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408746","media":"CNN Business","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408746?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:41","pubTimestamp":1787852461,"startTime":"0","endTime":"0","summary":"Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.Shares in semiconductor companies such as Intel continue to surge, benefitting from their role in the supply chain for the AI buildout. However, Big Tech stocks like Microsoft and Meta have dropped in the last year as those companies pour billions of dollars into building AI infrastructure.The semiconductor industry accounts for nearly a third of the S&P 500’s market value, according to Stifel, an investment bank. Chip and tech hardware stocks account for nearly 45% of the Nasdaq 100’s.The Micron Technology offices in San Jose, California, US, on Thursday, April 18, 2024. Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. 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Chief Responds to Bill Gates's AI Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=2662082860","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662082860?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:12","pubTimestamp":1787850720,"startTime":"0","endTime":"0","summary":"Jensen Huang has responded to Bill Gates's criticism of big tech for barreling into artificial intelligence without a plan to manage the upheaval it could cause in its wake. In an interview with Fox Business Network, Huang said, \"I see things very differently than he does.\"Gates took aim at the lack of a transition plan into the AI era in a 5,784-word essay, focusing on the impacts to both blue- and white-collar jobs without a robust safety net in place. \"Of course, there are jobs that will be changed,\" Huang said. \"If you go back and look at history, when technology, revolutionary technology comes along, incredible advances come along.\"Huang held firm to his prediction that AI would be a boon for jobs overall, despite also disrupting jobs across the board. \"Overall, this is going to be a net job creator at a scale that we have never seen,\" he said. \"I love the heck out of Bill, but I don't see what he 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Margin Guidance Reset Seen as Trade-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084040","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084040?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:04","pubTimestamp":1787850240,"startTime":"0","endTime":"0","summary":"1303 ET - While Nvidia's decision to reset expectations for its gross margins is a negative, it shouldn't dramatically impact earnings and reflects a conscious trade-off for the company, Benchmark analyst Cody Acree writes in a note. 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Hynix Stock Forecast: $4 Billion US HBM Packaging Plant for Tariff Access, Will Shares Recover?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084059","media":"TradingKey","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084059?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:54","pubTimestamp":1787849660,"startTime":"0","endTime":"0","summary":"On August 27, Eastern Time, SK Hynix ADR (SKHY) held a groundbreaking ceremony for its advanced packaging facility in West Lafayette, Indiana, officially launching the project valued at over $4 billion. 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Micron and Sandisk Are Slipping Today — and What Wall Street Sees Next (August 27)","url":"https://stock-news.laohu8.com/highlight/detail?id=2662843170","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662843170?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:15","pubTimestamp":1787847341,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK) are moving against the broader tech market Thursday, despite receiving encouraging news from Nvidia. 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