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Baidu could see a full return of its investments in new GPU clusters hosting AI services in two to three years, He told the news outlet.Baidu did not immediately respond to MT Newswires' request for a comment.","market":"hk","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://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["BK4552","BK4579","LU0173614495.USD","LU0287142896.SGD","BK4514","BK4614","LU1023057109.AUD","BK4548","BK4602","09888","BK4587","BK4504","BIDG","BK4574","BK4588","BK4077","DRGN","LU0640798160.USD","BK4543","LU0359202008.SGD","KBDU","LU1115378108.SGD","BIDU","BK4531","BK4585","IE00B0JY6N72.USD","BK4612","BK4526","LU0359201612.USD","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664129837","title":"TD Cowen Adjusts Price Target on Oracle to $240 From $300, Keeps Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2664129837","media":"MT Newswires Live","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664129837?lang=en_us&edition=fundamental","pubTime":"2026-09-01 17:30","pubTimestamp":1788255012,"startTime":"0","endTime":"0","summary":"Oracle (ORCL) has an average rating of overweight and mean price target of $247.87, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major bank","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"express","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU0323591593.USD","LU1935042991.SGD","LU0985489474.SGD","IE00BMPRXR70.SGD","LU0965509101.SGD","BK4516","LU0738911758.USD","LU0417517546.SGD","LU0198837287.USD","LU1069347547.HKD","ORCS","LU0949170772.SGD","LU1435385759.SGD","ORAC","IE00B5949003.HKD","IE00BN8TJ469.HKD","LU0210536198.USD","ORCX","ORCL","IE00B3S45H60.SGD","LU2360106780.USD","LU0082616367.USD","IE00B7SZLL34.SGD","LU1366333091.USD","LU2250418816.HKD","SG9999003800.SGD","BK4543","BK4534","LU2746668974.SGD","LU1235294995.USD","IE0002270589.USD","LU0175139822.USD","LU1489326972.SGD","LU2087625088.SGD","IE00B19Z3B42.SGD","LU1046421795.USD","ORCZ","BK4585","IE0009356076.USD","SG9999001424.SGD","LU0444971666.USD","LU2896262040.SGD","LU1989772923.USD","LU0208291251.USD","LU2357305700.SGD","IGV","LU1989764748.USD","LU1035773651.USD","LU1003077747.HKD","LU1548497426.USD","LU1823568750.SGD","LU0545039389.USD","LU1934455277.USD","LU1037948541.HKD","LU0070302665.USD","LU1691799644.USD","LU0130102774.USD","LU1989764664.SGD","LU0081259029.USD","LU0861579265.USD","LU2543165471.USD","SG9999011175.SGD","LU1815336760.USD","LU1366192091.USD","LU0256863811.USD","OGIG","LU0648001328.SGD","LU2458330243.SGD","LU0068578508.USD","LU0965509283.SGD","LU1934455194.USD","LU1720051108.HKD","LU2860962120.EUR","LU1935042488.USD","LU0348723411.USD","LU1852331112.SGD","LU1429558221.USD","LU1642822529.SGD","LU2237957811.SGD","IE0004445239.USD","LU0234570918.USD","LU0965508806.USD","LU0957808578.USD","LU0444973449.USD","LU1720051017.SGD","LU1201861249.SGD","BK4538","LU0889565833.HKD","LU0433182093.SGD","LU0476273544.USD","BK4097","IE00B775SV38.USD","LU2054465674.USD","SORCLmain","LU0353189763.USD","LU0980610538.SGD","ORCU","LU2108987350.USD","LU1935043023.USD","LU0234572021.USD","LU0553294199.USD","LU2237957902.USD","IE00BMPRXQ63.HKD","IE00BLSP4452.SGD","IE00BMPRXN33.USD","LU1037948897.HKD","IE00B19Z3581.USD","BK4588","LU1934455863.HKD","LU0109392836.USD","LU0878866978.SGD","LU0965509010.AUD","LU0320765489.SGD","LU0314106906.USD","LU0353189680.USD","IE00BLSP4239.USD","BK4528","LU0157215616.USD","LU1803068979.SGD","LU2236285917.USD","LU2458330169.SGD","LU0661504455.SGD","LU0056508442.USD","LU0719512351.SGD","LU2326559502.SGD","LU1935043536.SGD","BK4533","LU2746668461.USD","IE00BBT3K403.USD","LU0289960550.SGD","TDIV","LU1989772840.SGD","BK4581","LU1506573853.SGD","LU1935042215.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664358458","title":"AI Software Stocks are at a Turning Point. 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Driven by this trend, Broadcom (AVGO) and Marvell Technology (MRVL) have emerged as two of the most closely watched custom AI chip stocks in the US equity 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Following a sharp pullback from above $1,250 at the end of June, Micron's stock price has recently been consolidating in the $800–$1,000 range. 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Investors are Overlooking Earnings Growth Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2664834220","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664834220?lang=en_us&edition=fundamental","pubTime":"2026-09-01 16:31","pubTimestamp":1788251460,"startTime":"0","endTime":"0","summary":"0829 GMT - ASML Holding investors are overlooking pricing, growing machine output and increasing exposure to memory that give the Dutch semiconductor-equipment maker extra earnings potential, UBS analysts write in a research note. ASML executives said in July that a tight chip market gave the company better pricing power. Analysts say better pricing for its machines could lift ASML's gross margin to around 60% as early as 2028 as opposed to 2030. ASML also plans to boost output of its semiconductor-making machines to meet demand, while memory is poised to become an even stronger growth engine in coming years, analysts say. They reiterate a buy rating for the stock, but raise their price target to 2,350 euros from 2,250 euros. 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Becomes Much More Credible Custom AI Chip Contender After Nvidia Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2664314148","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664314148?lang=en_us&edition=fundamental","pubTime":"2026-09-01 15:53","pubTimestamp":1788249180,"startTime":"0","endTime":"0","summary":"0753 GMT - MediaTek becomes a much more credible custom artificial-intelligence chip contender after Nvidia's strategic investment, Citi analyst Laura Chen says in a research note. The deepening alliance between the two companies could turn MediaTek to one of the principal custom-silicon design platforms inside the broader Nvidia ecosystem, from a chip maker with a few large custom AI chip wins, Chen says. That could materially increase both the number and longevity of MediaTek's custom AI processor opportunities in the longer term, she notes. Meanwhile, the expanded collaboration with Nvidia now gives MediaTek AI growth opportunities in three areas: custom AI chips, AI PCs, as well as physical AI, she added. Shares last ended 9.9% higher at 4,315 New Taiwan 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