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the AI Revolution Have Happened Without NVIDIA?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164583814","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164583814?lang=en_us&edition=fundamental","pubTime":"2026-08-27 18:41","pubTimestamp":1787827275,"startTime":"0","endTime":"0","summary":"The question crossed my mind while listening to Chief Executive Jensen Huang speak during the earnings call following NVIDIA's blockbuster quarterly report yesterday. 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Apple and Microsoft Stocks are Missing Out on Today's Bumper Tech Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2662033497","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662033497?lang=en_us&edition=fundamental","pubTime":"2026-08-27 18:09","pubTimestamp":1787825340,"startTime":"0","endTime":"0","summary":"The tech sector looks set for an everything rally Thursday. Well, almost everything.Nvidia's blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta, have reignited the artificial-intelligence trade.But some of the biggest U.S. tech companies were set to miss out. Apple and Microsoft were both down more than 1%, while Alphabet, Amazon, and Meta Platforms were all down less than 0.5%. Those aren't huge moves, but they are notable on a day when Nvidia is jumping more than 7%.Apple stock has been seen as an anti-AI play in recent months. That's all very well when the AI trade falters-the company surpassed Nvidia as the world's most valuable company temporarily last month. But means it's likely to miss out on days like today. Other stocks in the so-called Magnificent Seven group of megacaps, including Microsoft and Alphabet, have also appeared to be more defensive plays at times.Investors have frequently rotated from software into chips, 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Passes Tough Test, but Financing Risk Persists","url":"https://stock-news.laohu8.com/highlight/detail?id=2662708805","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662708805?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:53","pubTimestamp":1787824380,"startTime":"0","endTime":"0","summary":"0953 GMT - Nvidia's results are reigniting the artificial-intelligence chip trade, but as financing gets more and more circular, tech giants could be on borrowed time, says Nic Puckrin, cross-asset analyst and founder of Coin Bureau. Sandisk, Micron and Hynix all look set to open around 5% higher, and Broadcom is also looking stronger premarket. For Puckrin, the biggest question is around Nvidia's $500 billion AI financing deal with asset managers. This might seem like a smart move while demand for AI chips is insatiable, he says, but if that falters, Nvidia and its lending partners will be stuck with collateral in the form of AI chips that no one wants to buy. Nvidia has kicked the can down the road. Next quarter, it will face the same 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There be an AI Revolution if There were no Nvidia?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662053770","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662053770?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:50","pubTimestamp":1787824200,"startTime":"0","endTime":"0","summary":"Nvidia wins with both, he said.\"The world will need both closed models and open models, and both closed models and open models are skyrocketing in use,\" he said. \"Most, I would say, nearly all open models run on Nvidia, and the reason for that is because Nvidia's footprint around the world is the highest.\"The so-called frontier models such as Anthropic and OpenAI?\"I'm fairly certain we're the only platform that runs every frontier model.\"Erle Norton Managing Editor, CEO BriefMore Insights: Check out our podcast, Leaders, hosted by Alan MurrayThree Stories Every CEO Should ReadThe $2 Billion Brawl Over a Ruinous Wood-Pellet TradeFed's Cook Says She Never Committed FraudGoogle Moves AI-Responsibility Team Out of DeepMind Lab in Latest Shake-UpThe Quote of the DayAbout UsCEO Brief is written and edited by a team from The WSJ Leadership Institute: Alan Murray, president; Erle Norton, C-Suite Content managing editor; and Lila MacLellan, CEO Brief editor.The Leadership Institute aims to 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Stock Leads 3 AI Infrastructure Picks Retail Investors Are Watching","url":"https://stock-news.laohu8.com/highlight/detail?id=2662706957","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662706957?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:36","pubTimestamp":1787823370,"startTime":"0","endTime":"0","summary":"US non defense capital goods orders recently beat expectations, with commentary pointing to continued business investment demand in AI related sectors. That hints at real money flowing into the infrastructure behind tools like ChatGPT. Investors looking at the AI Stocks screener are effectively fishing where capital is already being deployed. This article walks through 3 stocks from the screener that show how different parts of the AI chain are being built.\nThe three stocks in focus below 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