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H200 Sales to China Seem Insignificant","url":"https://stock-news.laohu8.com/highlight/detail?id=2662053551","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662053551?lang=en_us&edition=fundamental","pubTime":"2026-08-28 11:27","pubTimestamp":1787887620,"startTime":"0","endTime":"0","summary":"0327 GMT - Nvidia's H200 chip sales to China is insignificant compared to the surge in capex by Chinese internet companies, Citi analysts say in a research note. 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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Mastercard (MA) Priced For Growth Or Overvalued At Record Highs?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662055452","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662055452?lang=en_us&edition=fundamental","pubTime":"2026-08-28 10:34","pubTimestamp":1787884450,"startTime":"0","endTime":"0","summary":"Mastercard stock is trading near record highs, yet the valuation signals are split between an intrinsic value estimate that points to upside and market multiples that suggest the shares are already priced richly. Over the past few years the stock has delivered strong gains, which makes the question of what you are paying for future growth more important than ever.\n\nMastercard has returned 78.6% over the past 5 years, which puts a spotlight on whether the current price still leaves enough room...","market":"sg","thumbnail":"https://images.simplywall.st/asset/company-cover/6477196-main-header/1756256177082","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/6477196-main-header/1756256177082"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nyse-ma/mastercard/news/is-mastercard-ma-priced-for-growth-or-overvalued-at-record-h","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nyse-ma/mastercard/news/is-mastercard-ma-priced-for-growth-or-overvalued-at-record-h","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":"simplywall_highlight","symbols":["FDFF","IE00B1XK9C88.USD","BK4527","LU0106261372.USD","LU1153585028.USD","IPAY","LU0726765562.USD","IE00B4JS1V06.HKD","LU1989764748.USD","LU2087625088.SGD","LU2360107671.USD","IE000BZT7R73.USD","UYG","LU2361044949.HKD","LU0053666078.USD","LU2456880835.USD","LU2236285917.USD","MA","XLF","LU0823417737.USD","LU1868836914.USD","IYG","LU1670628061.USD","STBQ","IE0005OL40V9.USD","LU0823421416.USD","LU0345770993.USD","LU2720916845.USD","SGXZ41872573.SGD","FNCL","IE0004086264.USD","IE00BHPRN162.USD","LU0689472784.USD","IE0000B7K699.USD","IE0004091025.USD","LU1261432733.SGD","LU0820561818.USD","LU2417539215.USD","IE0004445015.USD","LU0690374615.EUR","LU0823434740.USD","VFH","LU0390134368.USD","IE00BWXC8680.SGD","LU0942090050.USD","LU0971096721.USD","LU2237957811.SGD","LU0640476718.USD","LU1712237335.SGD","LATR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662556900","title":"Salesforce (CRM) Stock Reprices AI Momentum And A Rare Valuation Gap","url":"https://stock-news.laohu8.com/highlight/detail?id=2662556900","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662556900?lang=en_us&edition=fundamental","pubTime":"2026-08-28 10:31","pubTimestamp":1787884284,"startTime":"0","endTime":"0","summary":"Salesforce stock ripped higher, jumping 22.6% to about US$252 by the close, as investors rushed to reprice what looked like a straightforward software quarter into something bigger. The immediate spark was Q2 FY2027 earnings power. Basic earnings per share landed at US$4.30 on revenue of US$11.35b. That combination put fresh weight behind an already compressed trailing P/E of 21.4x versus richer software peers and helped validate the market’s sudden enthusiasm.\nThe real story now moves 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Opening Bell | HSTECH Eases 0.85%; Alibaba Down 2%; NetEase, Meituan, JD, Baidu, Tencent Fall Around 1%; Tianqi Lithium Jumps 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172167694","media":"HK Opening Bell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172167694?lang=en_us&edition=fundamental","pubTime":"2026-08-28 09:26","pubTimestamp":1787880404,"startTime":"0","endTime":"0","summary":"1. Market OverviewThe Hang Seng Index (HSI) started the session on the back foot, slipping 0.61% to 25,410.46. The Hang Seng China Enterprises Index (HSCEI) fell 0.76% to 8,425.71, while the 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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, investors greeted Kress's Wednesday remarks with an 8.7% jump-good for the second-largest one-day market cap gain in history.John Belton, a portfolio manager at Gabelli Funds, said the financing initiatives are geared toward accelerating the AI data center build-out and reducing borrowing costs for smaller cloud 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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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