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The company swung to a profit on a 26% jump in revenue growth in quarterly earnings announced after the bell Wednesday. Concern around Anthropic's Mythos model spiked after the AI lab withheld the model's public release over fears it posed a cybersecurity risk. \"Cybersecurity continues to shift from a risk-management role to a foundational AI infrastructure role where we view CrowdStrike as a primary beneficiary,\" Essex writes. The company is better positioned than its peers to benefit from the \"Mythos Moment,\" the analyst adds. 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China Hopper Shipments Below 1% of Data Center Revenue; Shares Rise Pre-Bell","url":"https://stock-news.laohu8.com/highlight/detail?id=2662677266","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662677266?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:02","pubTimestamp":1787821350,"startTime":"0","endTime":"0","summary":"Nvidia  said in its Q2 earnings release that shipments of Data Center Hopper products to China during the quarter accounted for less than 1% of Data Center revenue.The company has not been able to sell the full amount of H200 chips permitted under a US government license due to objections from Chinese authorities, Bloomberg reported Thursday.Nvidia also took a $400 million charge over the past six months for excess H200 inventory amid weaker demand, Bloomberg added.Nvidia shares were up over 7% in premarket activity.Price: 225.69, Change: +16.03, Percent Change: 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Mood Lifted by Talent Returning from AI Labs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662772669","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662772669?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:56","pubTimestamp":1787820960,"startTime":"0","endTime":"0","summary":"0855 GMT - Salesforce is hiring top talent back from artificial-intelligence labs, lifting the mood around the company, Jefferies' Joseph Gallo writes. The software group reported earnings after market close, posting higher second-quarter profit. Like other software stocks, Salesforce shares have fallen sharply this year over fears that AI would eat into the sector's market. Top talent returning includes former head of Agentforce Sales Kaylin Voss and former Chief Customer Officer Peter Doolan. The re-hires should help Salesforce \"make a bigger push selling its own AI solutions,\" as well as products from companies it recently acquired, Gallo writes. Shares jump 11% 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View: Salesforce's Strong Forecast Renews Faith in H2 Growth Acceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=2662223774","media":"Reuters","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662223774?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:51","pubTimestamp":1787820696,"startTime":"0","endTime":"0","summary":"BUZZ-Street View: Salesforce's strong forecast renews faith in H2 growth acceleration** SalesforceCRM.Nraisedits annual revenue and profit forecasts on Wednesday and rolled out a new plug-in 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Results are Shot in Arm for AI Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2662277427","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662277427?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:51","pubTimestamp":1787820660,"startTime":"0","endTime":"0","summary":"0851 GMT - Nvidia's blockbuster second-quarter figures and strong growth projections add renewed impetus to stocks exposed to artificial intelligence after a volatile few months, Kathleen Brooks, research director at XTB, writes in a note. Second-quarter revenue more than doubled to $96.22 billion, while net profit also more than doubled to $59.69 billion. \"With revenues this big, and demand for its products getting bigger every month, it will be a brave trader who will bet against Nvidia in the aftermath of this report. For now, the company has proven that criticism of its investment and financing model for AI is overblown,\" Brooks says. Nvidia shares are up 7.4% premarket at 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Cloud Firm Nebius Rises on Nvidia Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=2662277425","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662277425?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:50","pubTimestamp":1787820635,"startTime":"0","endTime":"0","summary":"BUZZ-AI cloud firm Nebius rises on Nvidia partnership** Shares of AI cloud firm NebiusNBIS.Orise 7.9% to $230 premarket** NvidiaNVDA.OCFO says Nebius will be the first early adopter of Groq 3 LPX, Nvidia's new AI inference platform, later this quarter** Nvidia says its Vera Rubin platform is ramping into full production, with Nebius among the partners running the systems** Strong demand for AI services and data center capacity was cited by Nebius as supporting its $5 billion convertible bond offering last week** 8 of 10 brokerages rate the stock \"buy\" or higher, 2 \"hold\"; their median PT is $287.50 - data compiled by LSEG** NBIS stock up 155% 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ETF Roundup (08.27) | Strong AI Chip Demand, Weak Auto Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=1172440219","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172440219?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:48","pubTimestamp":1787820535,"startTime":"0","endTime":"0","summary":"Hong Kong stocks opened higher but closed lower on Tuesday, with all three major indices finishing slightly in the red. 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On August 26, Eastern Time, during Nvidia's Q2 earnings call, CFO Colette Kress confirmed that the company has committed over $50 billion to AI labs, covering direct investments, computing power commitments, and infrastructure partnerships. Below is a summary of Nvidia's major AI investments in 2026 compiled from public 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Nvidia Grow Revenue 70% From Here? Jensen Huang Has an Answer","url":"https://stock-news.laohu8.com/highlight/detail?id=2662774392","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662774392?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:32","pubTimestamp":1787819521,"startTime":"0","endTime":"0","summary":"Nvidia ($NVDA) just reported $96.2 billion in quarterly revenue, up 106% year over year. The company expects about $108 billion in fiscal Q3 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