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Likely to Support China's Semiconductor Self-Sufficiency Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2662003775","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662003775?lang=en_us&edition=fundamental","pubTime":"2026-08-27 15:03","pubTimestamp":1787814180,"startTime":"0","endTime":"0","summary":"0703 GMT - China's semiconductor self-sufficiency drive is expected to gain momentum as AI demand fuels investment in advanced chips, memory and manufacturing capacity, Goldman Sachs says in a report. GS forecasts China's semiconductor capital spending to reach $82 billion by 2030, up 79% from previous estimates, as companies expand advanced-node and memory production. It projects China's 7nm-and-below chip supply gap to narrow to 34% by 2035 from 92% in 2025. In memory, CXMT is expected to supply 50% of China's DRAM demand by 2028, supported by capacity expansion and improving yields. China's DRAM market is forecast to grow at a 50% annual rate through 2028, driven by AI servers and high-bandwidth memory demand, it says.","market":"sg","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":["DISK","DRMY","MUYY","AIPO","DRAM","BK4588","MUD","MIC","AGIX","ARTY","QTOC","MULL","RAM","MUU","CHAT","DRAL","RAMZ","MUZ","MUG","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662212775","title":"This Market Strategist Sees Trouble Ahead for AI Stocks. 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Excluding the volatile good and energy categories, core PCE rose by 0.2%.----Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan'The billionaire philanthropist urges regulation and global coordination to prepare for the likely harms to employment, safety and well-being.----The Fed Chairman Is Heading to Jackson Hole Without a Clear Stance on InflationKevin Warsh has kept his views on interest rates close to the vest, leaving investors and Fed officials to guess how he plans to tackle persistent 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In a posttariff world, it has been rare to see goods deflation--especially in the durable sector, which has historically mostly been in deflation territory, he says. \"On the services side, it's normal to see inflation in any expansion; for now, it's the 'good' kind given the resilience in the sector and how much that is helping aid GDP growth.\"","market":"sh","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":["ARTY","AGIX","CHAT","AIPO","VTHR","QTOC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143246327","title":"Top Wall Street Bull Issues AI Caution: A Shift in Market Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1143246327","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143246327?lang=en_us&edition=fundamental","pubTime":"2026-08-27 13:54","pubTimestamp":1787810065,"startTime":"0","endTime":"0","summary":"One of Wall Street's most optimistic voices is now applying the brakes to the AI trade. 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100 Live: Stocks to fall; Nvidia sales double as AI spending booms","url":"https://stock-news.laohu8.com/highlight/detail?id=2662778924","media":"cityam","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662778924?lang=en_us&edition=fundamental","pubTime":"2026-08-27 13:30","pubTimestamp":1787808600,"startTime":"0","endTime":"0","summary":"Welcome back to City AM's FTSE 100 live blog  Welcome back to the City AM FTSE 100 liveblog.The UK’s blue chip index is set to fall on Thursday morning, according to futures from investment platform IG.The FTSE 100 finished broadly flat on Wednesday’s close, with JD Sports, IG and British American Tobacco among the index’s highest risers. The blue-chip index “was steady as it remained in sight of its recent all-time highs despite selling in BP and Shell on lower oil prices.“The winners in London could be found instead in the retail and aviation sectors on hopes of some progress towards resolving the Middle East crisis,” AJ Bell head of markets Dan Coatsworth said. Oil prices continued to fall amid reports that negotiations over a peace deal and the reopening of the Strait of Hormuz were gaining pace. The price of Brent crude – the international benchmark for oil – fell about 1.3 per cent to just more than $87 per barrel.Reform to slash HMRC officials’ pay if taxpayers wait too long","market":"nz","thumbnail":"https://www.cityam.com/wp-content/uploads/2026/08/01K9AXBGRPKG6EWYWF2R1BV6Q3.jpg?w=824&h=463&crop=1","type":0,"news_type":0,"thumbnails":["https://www.cityam.com/wp-content/uploads/2026/08/01K9AXBGRPKG6EWYWF2R1BV6Q3.jpg?w=824&h=463&crop=1"],"rights":{"source":"cityam_highlight","url":"https://www.cityam.com/ftse-100-live-stocks-to-fall-nvidia-sales-double-as-ai-spending-booms/","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.cityam.com/ftse-100-live-stocks-to-fall-nvidia-sales-double-as-ai-spending-booms/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"cityam_highlight","symbols":["AGRW","ARTY","FKU","CAML","HEQQ","PLTU","QQJL","IWLG","ITOT","QFRD","VTHR","MFSG","VOT","GBGR","ISSXF","ITAN","VGFPF","PCGG","STRV","LQAI","FLGB","AIPO","TMSL","AQGX","USMC","QYLG","WEBL","NMAY","TMFE","GRNY","DFAL","AFOS","TCHP","COWG","IWP","QTOC","TSEL","RWGV","ABOT","OEF","BLGR","CHAT","CGGR","ESLG","MGK","AGIX","NVDA","MAGQ","GFLW","GRW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662778878","title":"Morning 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. In case 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