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BID Europe-Jensen to Market: We're so Back","url":"https://stock-news.laohu8.com/highlight/detail?id=2662778878","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662778878?lang=en_us&edition=fundamental","pubTime":"2026-08-27 13:30","pubTimestamp":1787808600,"startTime":"0","endTime":"0","summary":"MORNING BID EUROPE-Jensen to market: We're so backAug 27 (Reuters)-A look at the day ahead in European and global markets from Gregor Stuart HunterIt's Nvidia's world now, we just live in it. 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Earnings Put These AI Data Center Stocks On Investor Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2662717007","media":"Simply Wall St.","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662717007?lang=en_us&edition=fundamental","pubTime":"2026-08-27 13:20","pubTimestamp":1787808023,"startTime":"0","endTime":"0","summary":"The latest Nvidia earnings have pushed AI data centres back into the spotlight, with Q2 revenue of $96b and data centre sales of $89b reminding investors how much money is now chasing compute power. That surge in attention can create powerful momentum and pockets of over enthusiasm. This article looks at three stocks whose businesses are closely linked to this AI build out, and why their exposure to this story matters for a diversified portfolio strategy.\nThe three stocks covered below 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Big technology companies are beginning to connect GPU clusters across nearby campuses with high-speed optical networks, allowing them to function as a single AI system, the report says. Digitimes calls the approach \"Scale-Across,\" which could help cloud-service providers keep adding computing capacity even when power, cooling or land at a single site becomes limited. The shift is expected to boost demand for advanced optical networking, creating opportunities for suppliers like Ciena, Nokia, Cisco and Marvell, the report 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