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Nvidia said earlier this week that sales of H200s to Chinese buyers made up less than 1% of its data-center revenue in fiscal 2Q. Citi estimates that those chips would be valued at no more than $890 million, which is \"too insignificant\" compared to the capex recorded by Alibaba, Tencent and Baidu in 2Q. The Chinese hyperscalers' spending was likely mostly related to domestic GPU procurement as well as global and domestic memory-chip purchases, they say. The bank expects a sequential decline in their 3Q capex despite projecting a significant increase in their total capex budget for the 2026 calendar 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The stock dropped more than 7% in after-hours trading after the company released its second-quarter fiscal 2027 financial results. Notably, the decline was not driven by deteriorating business performance—Marvell's revenue, EPS, data center revenue, and third-quarter guidance all met or exceeded market expectations, while the company also raised its revenue forecasts for fiscal years 2027 and 2028. The market reaction was more likely attributable to elevated expectations following a significant prior stock rally and the timeline for realizing new revenue from its partnership with Google 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Market Snapshot: Shanghai Index Opens 0.16% Lower, Led by Declines in Power Equipment and Pharmaceuticals","url":"https://stock-news.laohu8.com/highlight/detail?id=1136407949","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136407949?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:48","pubTimestamp":1787881736,"startTime":"0","endTime":"0","summary":"At the opening bell on August 28, the Shanghai Composite Index dipped 0.16% to 3,950.24 points, while the Shenzhen Component Index fell 0.21% to 14,019.28 points. 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Insists it Can Keep Printing Money to Fund the AI Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2662037585","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662037585?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:16","pubTimestamp":1787879760,"startTime":"0","endTime":"0","summary":"Kress laid it out.OpenAI, Anthropic and other so-called frontier labs, she said, are \"growing faster than what their balance sheets and credit profiles can support.\" They are juicing revenues at unprecedented rates, but the growth can only continue as long as they can secure ever-greater amounts of computing power, which they will have trouble doing on their own as long as they lack the ability to borrow huge sums of money at competitive rates.Until they can do so, Kress said, \"Nvidia is needed to help power this flywheel.\"In contrast to the 5% share-price slide that followed news of Nvidia's planned Ohio backstop, 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Jones Top Markets Headlines at 9 PM ET: Nvidia Breaks Its Post-Earnings Curse with $442 Billion Day | Trump ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2662903276","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662903276?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:00","pubTimestamp":1787878800,"startTime":"0","endTime":"0","summary":"Here's what history tells us.Kevin Warsh is due to deliver his first Jackson Hole speech since taking the helm at the Federal Reserve. Here's what to expect from markets.----SEC's Top Cop Plans to Focus on Accounting FraudCases have fallen sharply in the Trump administration, but enforcement chief David Woodcock says the agency is gearing up for its new approach.----The Ukraine War Enters a New Phase. Investors Should Be Prepared.Russia-NATO tensions are growing. Investors shouldget ready to ride out the volatilitythis fall, Matt Gertken writes.----Wheat Soars to Highest Level in Three Years as Black Sea Crisis DeepensWheat prices hit a three-year high as escalating Russia-Ukraine tensions in the Black Sea strangle exports from one of the globe's most important grain-growing regions.----U.S. Jobless Claims Pull Back AgainThe number of people who filed for unemployment benefits was 203,000 in the week through Aug. 22, 4,000 lower than the upwardly revised 207,000 reported a week 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| Affirm Rallies 10%; Gap Jumps Nearly 14%; Marvell Tumbles About 8%; Autodesk Slides over 4%; SanDisk, Micron Fall over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172870391","media":"US Overnight","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172870391?lang=en_us&edition=fundamental","pubTime":"2026-08-28 08:19","pubTimestamp":1787876367,"startTime":"0","endTime":"0","summary":"Dow Futures fell 0.04%, S&P 500 Futures fell 0.17%, Nasdaq Futures fell 0.33% as sentiment stayed cautious after mixed corporate updates.Gap, Inc jumped 13.56%. 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