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is Getting Too Big, and That's a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2662380200","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662380200?lang=en_us&edition=fundamental","pubTime":"2026-08-28 04:24","pubTimestamp":1787862240,"startTime":"0","endTime":"0","summary":"The chip giant has become the corporate equivalent of the Los Angeles Dodgers as it outspends and outmaneuvers the competitionNvidia alone now represents roughly 8.3% of the S&P 500's total market cap.Nvidia's so good, it could soon be bad for everyone.The company's latest quarterly results, including $96 billion in sales and $59.7 billion in earnings, were predictable. Wall Street's expectations, which were below those numbers, were just as predictable.We've been here before: Nvidia  has beaten sales expectations for 20 quarters in a row  and topped earnings in all but one of those quarters, according to FactSet.See also: Nvidia earnings send the stock higher. Here's everything you need to know.Nvidia is Wall Street's version of the Los Angeles Dodgers. Outspending, outmaneuvering, outhustling the competition. The company is maximizing every advantage. Is there a chance someone might overtake it, if only for a 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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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Closing Bell | Data unavailable for News; market ends higher on tech surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1196806299","media":"US Closing Bell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196806299?lang=en_us&edition=fundamental","pubTime":"2026-08-28 04:02","pubTimestamp":1787860953,"startTime":"0","endTime":"0","summary":"MarketAugust 27, U.S. stocks closed higher with tech shares leading gains. 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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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bullish activity in Broadcom with shares up 3.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662080534","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662080534?lang=en_us&edition=fundamental","pubTime":"2026-08-28 02:50","pubTimestamp":1787856613,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Broadcom (AVGO), with shares up $13.19, or 3.71%, near $368.77. 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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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stablecoins and tokenized assets reach $880M","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408277","media":"cryptonews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408277?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:47","pubTimestamp":1787852856,"startTime":"0","endTime":"0","summary":"Mantle has accumulated about $880 million in stablecoins and tokenized assets as its onchain product range has expanded across equities, Treasuries, funds and yield-bearing assets.Mantle holds about $550 million in stablecoins and $330 million in tokenized assets.USDT0 accounts for approximately $440 million, or nearly 80% of the network’s stablecoin supply.The network supports 985 distinct tokenized assets across six product categories.Mantle increased its tokenized equity selection from 10 products in April to 155 by late June.Blockworks Research data shows that Mantle’s stablecoin circulating supply has reached approximately $550 million, while tokenized assets on the network account for another $330 million. The two categories place the combined value at about $880 million.Unlike networks built mainly around one class of real-world assets, Mantle’s tokenized supply covers commodities, stocks, U.S. Treasuries, yield-bearing stablecoins, a pre-IPO vault and the MI4 tokenized fund. 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rally is disguising a massive slump in tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408746","media":"CNN Business","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408746?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:41","pubTimestamp":1787852461,"startTime":"0","endTime":"0","summary":"Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.Shares in semiconductor companies such as Intel continue to surge, benefitting from their role in the supply chain for the AI buildout. However, Big Tech stocks like Microsoft and Meta have dropped in the last year as those companies pour billions of dollars into building AI infrastructure.The semiconductor industry accounts for nearly a third of the S&P 500’s market value, according to Stifel, an investment bank. Chip and tech hardware stocks account for nearly 45% of the Nasdaq 100’s.The Micron Technology offices in San Jose, California, US, on Thursday, April 18, 2024. Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. 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Chief Responds to Bill Gates's AI Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=2662082860","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662082860?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:12","pubTimestamp":1787850720,"startTime":"0","endTime":"0","summary":"Jensen Huang has responded to Bill Gates's criticism of big tech for barreling into artificial intelligence without a plan to manage the upheaval it could cause in its wake. In an interview with Fox Business Network, Huang said, \"I see things very differently than he does.\"Gates took aim at the lack of a transition plan into the AI era in a 5,784-word essay, focusing on the impacts to both blue- and white-collar jobs without a robust safety net in place. \"Of course, there are jobs that will be changed,\" Huang said. \"If you go back and look at history, when technology, revolutionary technology comes along, incredible advances come along.\"Huang held firm to his prediction that AI would be a boon for jobs overall, despite also disrupting jobs across the board. \"Overall, this is going to be a net job creator at a scale that we have never seen,\" he said. \"I love the heck out of Bill, but I don't see what he 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(SPCX) May Already Account for Nearly $5 Billion of Nvidia’s Quarterly Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=2662825670","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662825670?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:06","pubTimestamp":1787850411,"startTime":"0","endTime":"0","summary":"AI chip giant Nvidia ($NVDA) delivered another huge quarter, with aerospace firm SpaceX ($SPCX) emerging as an increasingly important customer. 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