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Lumentum, and Other Hot AI Stocks are Falling Today. They Shouldn't Be.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662647800","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662647800?lang=en_us&edition=fundamental","pubTime":"2026-08-28 18:48","pubTimestamp":1787914080,"startTime":"0","endTime":"0","summary":"Stocks often fall in sympathy after a rival or peer's disappointing earnings. But sometimes that reaction is flawed.Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology. Memory names Sandisk, Micron and Western Digital were also down.Yes, they are red-hot momentum plays and volatility comes with the territory. But Marvell's numbers point to the relentless AI boom showing no signs of stopping. The company, which designs custom chips and supplies optical networking technology, did everything right. It's only problem is that the stock has jumped 184% this year, heading into earnings.Marvell is at the heart of the great AI date-center buildout. And it's thriving. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.Analysts expect data center revenue to grow 69% in the third quarter and 85% in the fourth 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Buzz: Wallstreetbets Stocks Lower Pre-Bell Friday; Nvidia, Marvell Technology to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2662406108","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662406108?lang=en_us&edition=fundamental","pubTime":"2026-08-28 18:33","pubTimestamp":1787913216,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were lower hours before Friday's opening bell.Nvidia  retreated 0.7%, following an 8.7% gain in the prior session.Marvell Technology  fell 7.8%, extending the 1.5% loss at Thursday's close.Micron Technology  was down 2.4% after a 0.3% retreat at the prior close.Iren  shares declined by 7%, swinging from a 2.4% gain in the previous day's session.Sandisk  was 2.6% lower after a nearly 1% loss in Thursday's session.Palantir Technologies  was down 0.9% following a 4.8% increase at the end of Thursday trading.Salesforce  decreased 0.7% after a 22.6% surge in the prior session.Broadcom  retreated 0.1% following a 4.5% gain at the end of the prior 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This followed reports that 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Infrastructure Boom to Fuel Nvidia Rack Demand Through 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662184065","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662184065?lang=en_us&edition=fundamental","pubTime":"2026-08-28 17:35","pubTimestamp":1787909700,"startTime":"0","endTime":"0","summary":"0935 GMT - Nvidia's rack-scale AI systems are expected to generate more than $710 billion in output value in 2027 as demand for increasingly powerful AI infrastructure accelerates, according to TrendForce. The research firm says shipments of NVL72 racks, including GB300 and Vera Rubin platforms, are projected to rise more than 50% in 2027, while higher-priced VR200 systems take a larger share of deployments. TrendForce expects the combined output value of GB300, VR200 and VR300 systems to jump 214% from a year earlier, benefiting server manufacturers and power and cooling suppliers. TrendForce also says Nvidia and Google are expanding beyond chips into data-center infrastructure, using financing and capacity commitments to secure long-term demand for their proprietary AI 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Stock Price Forecast: Trend Remains Bullish, Focus on $800 Support Level","url":"https://stock-news.laohu8.com/highlight/detail?id=2662415068","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662415068?lang=en_us&edition=fundamental","pubTime":"2026-08-28 16:45","pubTimestamp":1787906707,"startTime":"0","endTime":"0","summary":"TradingKey - As of the close on August 27 Eastern Time, Micron (MU) reached an intraday high of $968.71 before pulling back to close at $935.39, down 0.32% for the day. Judging from recent price action, Micron has weakened noticeably since hitting a periodic high of $1,036.13 on August 17. On August 24, the stock dropped as much as 5.83% to $910.43. Although it subsequently rebounded, it has yet to regain a solid footing in the $950–$1,000 range, remaining in a phase of short-term high-level 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Stocks Fall, Led by Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662050224","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662050224?lang=en_us&edition=fundamental","pubTime":"2026-08-28 16:39","pubTimestamp":1787906370,"startTime":"0","endTime":"0","summary":"China stocks fall, led by chipmakersSHANGHAI, Aug 28 (Reuters)-China stocks ended lower on Friday, as losses in biotech and chipmaking shares outweighed gains in commodity-related stocks.** Hong Kong 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Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.0657 GMT - Ithaca Energy has solid operations and balance sheet, 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Seen Driving Emerging-Market Growth Through Premium iPhone Upgrades","url":"https://stock-news.laohu8.com/highlight/detail?id=2662005757","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662005757?lang=en_us&edition=fundamental","pubTime":"2026-08-28 15:57","pubTimestamp":1787903820,"startTime":"0","endTime":"0","summary":"0757 GMT - Apple's growth in emerging markets is likely to be driven increasingly by premium iPhone upgrades rather than new user additions, Omdia analyst Sanyam Chaurasia says in a note. Apple is shifting its focus toward monetizing its expanding installed base in markets including India, Brazil and Mexico through greater adoption of higher-priced Pro-series models, he says. India presents the biggest opportunity for user upgrades, with Pro-series penetration still relatively low despite rapid growth in iPhone users. Omdia's scenario analysis suggests that a higher Pro-series mix could generate more revenue than shipment growth alone, supported by improving financing options, trade-in programs and rising incomes. Apple is increasingly relying on product-mix improvements to drive growth as emerging markets mature, Chaurasia 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