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Flags AI-Driven Earnings Boom May Mask Stretched Valuations as Growth Normalizes","url":"https://stock-news.laohu8.com/highlight/detail?id=2662099643","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662099643?lang=en_us&edition=fundamental","pubTime":"2026-08-28 22:14","pubTimestamp":1787926484,"startTime":"0","endTime":"0","summary":"BCGE flags AI-driven earnings boom may mask stretched valuations as growth normalizesBCGE flagged limits in 12-month forward P/E ratios for AI-linked stocks, arguing profit growth is unusually inflated and may mask valuation risk.Nasdaq-100 trades near 21x earnings, down from almost 100x in the late-1990s tech bubble, within the 20-30x range since 2020.Nvidia profit rose from about USD 10 billion in 2022 to USD 30 billion in 2024, reaching USD 106 billion in 2026.Market expectations imply Nvidia profit of USD 353 billion in 2028, raising the key question of how long exceptional growth persists.Rising competition, including from China, could compress margins as AI performance reaches “good enough,” shifting focus to where growth “lands.”Disclaimer:This news brief was created by Public Technologies  using generative artificial intelligence. 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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 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