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Don't Seem to Believe Nvidia's Earnings Story","url":"https://stock-news.laohu8.com/highlight/detail?id=2662922741","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662922741?lang=en_us&edition=fundamental","pubTime":"2026-08-27 03:45","pubTimestamp":1787773500,"startTime":"0","endTime":"0","summary":"Nvidia-looking to beat analysts' already high expectations for the 15th quarter in a row-may be in league of its own in tech. But Wall Street sure isn't acting like it.The forward price to earnings ratio for shares of the world's most valuable company is dragging behind chip-makers and other large tech players, perhaps because of concerns about financing risks, long-term revenue generation, or expectations that are just too high.\"Nvidia is on track to grow as fast if not faster than Intel and AMD, and their market position is stronger,\" said Gil Luria, head of technology research at D.A. Davidson. 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Nvidia Risk: Transition to Next-Gen AI Architecture","url":"https://stock-news.laohu8.com/highlight/detail?id=2662749688","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662749688?lang=en_us&edition=fundamental","pubTime":"2026-08-27 02:32","pubTimestamp":1787769120,"startTime":"0","endTime":"0","summary":"Nvidia is navigating a critical hardware transition as it scales down production of its Blackwell platform to ramp up its next-generation Rubin architecture. Blackwell anchored the current AI boom, supporting generative AI and data centers. The more-powerful Rubin system is designed to support agentic AI models.Some are increasingly focused on the timing. \"Handoff quarters can be, historically, where expectations get challenged,\" said Jake Behan, head of capital markets at Direxion. \"You have the timing of this one platform winding down while the other one is ramping up, but the transition is not going to be perfectly synchronized, potentially.\"Behan points to two potential issues:-- Hardware supply disruptions could throw off results. \"Nvidia certainly has a lot of agreements and hedging in place to secure their supply. But does that supply come unevenly?And does that create a cadence gap in the handoff story?\" he asks.-- Traders also could \"confuse a product cycle transition for 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unlocks DeFi lending for Coinbase tokenized stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662851749","media":"cryptonews","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662851749?lang=en_us&edition=fundamental","pubTime":"2026-08-27 02:11","pubTimestamp":1787767892,"startTime":"0","endTime":"0","summary":"Chainlink has introduced price feeds for four Coinbase tokenized stocks on Base, giving DeFi protocols the data needed to assess NVDAc, METAc, AAPLc, and GOOGLc as collateral.Chainlink Data Feeds provide continuous valuations for four Coinbase tokenized stocks on Base.Lending protocols can use the feeds to manage borrowing limits, loan health, and liquidations.Each B20 token represents an interest in a U.S.-listed share held through a regulated custody structure.Coinbase restricts the products to eligible non-U.S. investors under its current offering terms.Chainlink said in an Aug. 26 X announcement that its Data Feeds allow DeFi protocols to integrate Coinbase Tokenized Stocks as collateral, extending their use beyond holding and secondary-market trading.The first supported assets represent Nvidia, Meta, Apple, and Alphabet shares under the tickers NVDAc, METAc, AAPLc, and GOOGLc. Coinbase issued the products on Base using B20, a token standard developed for tokenized real-world 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Numbers to Watch in Nvidia's Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2662460917","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662460917?lang=en_us&edition=fundamental","pubTime":"2026-08-27 02:00","pubTimestamp":1787767200,"startTime":"0","endTime":"0","summary":"$396 billion: Analysts' expectations for Nvidia's full fiscal-year revenue will hinge on the company's guidance for the rest of 2026.97.6%: That's Wall Street's estimate for annual earnings growth this quarter, according to LSEG, an acceleration from recent three-month periods.$30 billion: The company last quarter reported holding more than $30 billion worth of public equities, as well as tens of billions more in private company shares and corporate debt. Wall Street is keying in on whether those holdings are growing as Nvidia increasingly steps into potential weak points across the AI sector as an investor and financial backstop. \"The beat is priced; the balance sheet is the debate,\" Bank of America analysts told 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