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Sector Surges as NVIDIA's Outlook Reinforces AI Infrastructure Boom; Semiconductor Equipment Follows on Memory Expansion Cycle","url":"https://stock-news.laohu8.com/highlight/detail?id=1167513124","media":"Deep News","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167513124?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:12","pubTimestamp":1787843574,"startTime":"0","endTime":"0","summary":"Communications ETFs climbed steadily throughout today's session before closing 4.63% higher, driven by a powerful rally across the entire communications sector.The most direct catalyst came 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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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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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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. 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