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'Best Positioned' to Deal With Supply Constraints, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808996","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662808996?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:09","pubTimestamp":1787843398,"startTime":"0","endTime":"0","summary":"Nvidia  is \"best positioned\" to deal with supply constraints in the industry that limit growth, Wedbush said in a Thursday note.CEO Jensen Huang implied that unconstrained demand would underpin growth of about 100%, compared with the 70% it can supply, the report said, backing view that the bottleneck in the industry is procurement and not a lack of customer demand.Supply and capacity commitments increased to $279 billion from $119 billion, mostly due to new agreements related to memory, according to the note.The report also pointed to Nvidia's forecasts of gross margin down to 74% in fiscal Q3, hitting a low point of 71% to 72% in fiscal Q4, and then stabilizing at 72% to 73% in fiscal 2028, with price increases offsetting the impact of higher memory costs.Wedbush reiterated its outperform rating and raised its price target to $345 from $330.Price: 224.66, Change: +15.00, Percent Change: 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| 多家公司中报利润暴增逾十倍，半导体龙头净利飙升超22倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1106702463","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106702463?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:05","pubTimestamp":1787843132,"startTime":"0","endTime":"0","summary":"A股半年报披露进入冲刺阶段，8月27日晚间多家上市公司交出了亮眼成绩单，部分企业归母净利润同比增幅惊人。值得关注的是，香农芯创中报净利润达到36.42亿元，同比飙升2207.2%；富瀚微、东方材料等多只个股上半年净利润增幅也均超过十倍。与此同时，当晚已有逾百家公司发布现金分红预案，合计拟派现金额逼近500亿元。从哪里入手布局？国信证券分析指出，8月半年报密集披露期有望成为市场从估值消化切换至盈利驱...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02846","83188","SOXX","TEKX","159982","SMHU","PSI","XSD","CHAT","SSG","07233","82846","83130","SOXQ","02827","03130","SMHX","399300","BK4588","159813","03188","SOXS","BK4535","CHPY","FTXL","SMH","SOXY","CHPS","SOXL","USD","BK4585","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662089528","title":"Nvidia Delivers Strong Q2 as Long-Term Outlook Improves, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089528","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089528?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:03","pubTimestamp":1787842980,"startTime":"0","endTime":"0","summary":"Nvidia  delivered solid fiscal Q2 results, supported by a stronger long-term outlook, with management pointing to higher revenue expectations and continued demand, Morgan Stanley said in a note Thursday.The firm said the quarter was above expectations, but the more important takeaway was management's longer-term outlook. Nvidia expects about 70% growth in fiscal 2028, compared with Morgan Stanley's previous estimate of 52% and consensus of around 40%.The bank said it is raising its fiscal 2028 and fiscal 2029 revenue estimates about $100 billion and $200 billion, respectively. Demand remains heavily supply-constrained, and management said demand is \"much greater\" than the 70% growth level, it added.Gross margins were slightly weaker because of higher memory costs, but this removes an important overhang for investors, the firm said, adding that Nvidia's expected 72% to 73% gross margin next year is broadly in line with its 72.5% estimate.\"This is our Top Pick in the semis group, with a 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4,000 lower than the upwardly revised 207,000 reported a week earlier.----Bank of Korea Hikes Again as It Raises Growth, Inflation ForecastsSouth Korea's central bank lifted its projections for economic growth and core inflation this year----Think Treasurys Are Having a Rough 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Says Memory Is a Key Constraint. What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. 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up Nearly 150 Points on Gains in Salesforce, Nvidia Corp. Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2662086460","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662086460?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:46","pubTimestamp":1787841960,"startTime":"0","endTime":"0","summary":"DJ Dow Up Nearly 150 Points On Gains In Salesforce, NVIDIA Corp. SharesThis article was automatically generated by MarketWatch using technology from Automated Insights.The Dow Jones Industrial Average is trading up Thursday morning with shares of Salesforce and NVIDIA Corp. seeing positive gains for the index.Shares of Salesforce  and NVIDIA Corp.  have contributed about two thirds of the blue-chip gauge's intraday rally, as the Dow  is trading 146 points higher .Salesforce's shares have climbed $43.23, or 21.0%, while those of NVIDIA Corp. are up $15.15 , combining for an approximately 347-point bump for the Dow.Other components contributing significantly to the gain include IBM , Microsoft , and Nike .A $1 move in any one of the 30 components of the index results in a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled August 27, 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