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CFO Defends Investment Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2662747022","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662747022?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:57","pubTimestamp":1787781420,"startTime":"0","endTime":"0","summary":"Nvidia's ambitious investments, including guarantees for up to $500 billion in data-center financing and an agreement to backstop a massive Ohio data center project by OpenAI, have raised investors' eyebrows in recent weeks.Colette Kress, the chip giant's CFO, defended the investment strategy on today's earnings call. Kress said Nvidia expects big frontier AI labs like OpenAI \"to become the largest technology companies in history.\"These labs face a bottleneck, however, in accessing all the computing power they need to develop products and improve models, and that's why they need Nvidia's financial help, Kress said.\"We recognize the scale of this support, and we know some will call this circular financing. We see it differently,\" she said. \"The equity returns on our invested capital will be 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up Slightly Ahead of Nvidia Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662823740","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662823740?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:54","pubTimestamp":1787781240,"startTime":"0","endTime":"0","summary":"Shares of technology companies rose modestly amid anxiety ahead of artificial-intelligence bellwether Nvidia's earnings.Nvidia shares ticked down as traders awaited updates on its fast-growing revenue and equally fast-growing capital-expenditure budget.\"The key overhang is the unusual scale and limited transparency of more than $1 trillion of guided [computing capacity]-related financing through creative structures in the ecosystem,\" said credit analysts at brokerage Morgan Stanley.Shares of Salesforce rallied after it struck a joint-venture deal with AI firm 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expects supply to remain a bottleneck at least through the end of FY28","url":"https://stock-news.laohu8.com/highlight/detail?id=2662012747","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662012747?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:45","pubTimestamp":1787780715,"startTime":"0","endTime":"0","summary":"Sees FY27 operating expenses $9B. Sees FY27 tax rate 16%-18%. 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Research Marks Construction of New Oregon Lab for Advanced AI Chip Development","url":"https://stock-news.laohu8.com/highlight/detail?id=2662774742","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662774742?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:09","pubTimestamp":1787778593,"startTime":"0","endTime":"0","summary":"Lam Research  said late Wednesday it marked the construction of its new Oregon lab as part of a more than $3 billion investment in its global lab network over the next five years to support the creation of advanced AI chips.The new 12,000-square-foot facility will be located in the Silicon Forest, close to key customers, and is expected to increase cleanroom lab space at the Lam Tualatin R&D center by more than 50% when completed, allowing more experimentation and solution development, the company said.The lab is expected to become operational in 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