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Stocks Rise After Rosy Nvidia View","url":"https://stock-news.laohu8.com/highlight/detail?id=2662103841","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662103841?lang=en_us&edition=fundamental","pubTime":"2026-08-28 04:13","pubTimestamp":1787861580,"startTime":"0","endTime":"0","summary":"U.S. stocks gained as a rosy growth projection from Nvidia mitigated fears about the sustainability of the artificial-intelligence boom.The Dow Jones Industrial Average rose 105.56 points, or 0.20%, to 53569.44. The S&P 500 gained 55.29 points, or 0.72%, to 7730.99 and the tech-heavy Nasdaq Composite added 411.16 points, or 1.57%, to 26541.35.The gains came despite a rise in oil futures, which added $1.30, or 1.6%, to $83.53 a barrel amid skepticism about the latest round of negotiations between Iran and Oman to reopen the Strait of Hormuz.Oil prices have been a major driver of recent moves on the Treasury market. The yield on the 30-year bond rose 0.005 percentage point to 5.190%. The yield on the 10-year Treasury note rose 0.008 percentage point to 4.671%. Yields on U.S. Treasury seven-year notes sold at auction rose to an almost two-year high.The yield on the policy-sensitive two-year Treasury added 0.008 percentage point to 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Adjusted EPS is forecast at $3.12.Workday Inc.'s second-quarter EPS is forecast at $1.03, compared with 84 cents in the prior-year period. Adjusted EPS is forecast at $2.61.Affirm Holdings Inc.'s fourth-quarter EPS is forecast at 35 cents.Ulta Beauty Inc.'s second-quarter EPS is forecast at $6.20, compared with $5.78 in the prior-year period.Elastic N.V.'s first-quarter EPS is forecast at a loss of 13 cents, compared with a loss of 23 cents in the prior-year period. Adjusted EPS is forecast at 58 cents.Gap Inc.'s second-quarter EPS is forecast at 49 cents, compared with 57 cents in the prior-year period. Adjusted EPS is forecast at 48 cents.SentinelOne Inc.'s second-quarter EPS 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Hyperscalers still comprise around 55% of data-center revenue, but Nvidia intends to shift its mix toward ACIE, a bucket essentially comprising non-hyperscale customers. \"We think it is prioritizing support for these customers amid expanding demand ,\" the analysts write. \"This also works well for NVDA since many of the hyperscalers are all working on their own silicon roadmaps so there is an increasingly clear 'line in the sand' being 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Nvidia, and SpaceX are Racing to $1 Trillion in Sales. Who Gets There First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662217087","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662217087?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:50","pubTimestamp":1787856600,"startTime":"0","endTime":"0","summary":"The AI boom is pushing revenue forecasts sharply higher. One company could reach a once-unthinkable milestone as soon as 2028.SpaceX aims for $1 trillion in sales by 2030, maybe sooner. 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2Q Print May Offer Glimpse into Revenue from SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2662087494","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662087494?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:42","pubTimestamp":1787856120,"startTime":"0","endTime":"0","summary":"1442 ET - Nvidia's second-quarter release suggests that SpaceX may have contributed around $13 billion in revenue over the past six months, implying a trajectory of one gigawatt a year, UBS analysts write in a note. \"This is a number that should increase dramatically,\" they add. Nvidia breaks down data center revenue into hyperscalers and a bucket called AI Clouds, Industrial, & Enterprise, and in the second quarter reclassified one customer from ACIE to hyperscaler -- a company UBS suspects to be SpaceX. If true, the numbers before and after the reclassification indicate SpaceX added $6.14 billion in revenue in fiscal 2025, $18.15 billion in fiscal 2026, and $5.18 billion in the first quarter of fiscal 2027. SpaceX has made Nvidia its exclusive chip provider, Elon Musk said earlier this month. 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