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Urges Qualcomm, Samsung to Deepen AI, Chip Investment as it Seeks Tech Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=2662053406","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662053406?lang=en_us&edition=fundamental","pubTime":"2026-08-28 11:49","pubTimestamp":1787888998,"startTime":"0","endTime":"0","summary":"Vietnam urges Qualcomm, Samsung to deepen AI, chip investment as it seeks tech upgradeHANOI, August 28 (Reuters)-Vietnamese leaders have urged U.S. chip designer QualcommQCOM.Oand South Korea's 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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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At the same time, recent valuation metrics have led some research providers to highlight the stock as a stronger value option.\nThe recent onchain repo milestone comes on the back of strong momentum in Virtu Financial's stock, with a 1-day share price return of 1.98%, a 7-day return of 9.56%, and a year to date share price return of 105.64% as the 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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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