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CFO Defends Investment Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2662747022","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662747022?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:57","pubTimestamp":1787781420,"startTime":"0","endTime":"0","summary":"Nvidia's ambitious investments, including guarantees for up to $500 billion in data-center financing and an agreement to backstop a massive Ohio data center project by OpenAI, have raised investors' eyebrows in recent weeks.Colette Kress, the chip giant's CFO, defended the investment strategy on today's earnings call. Kress said Nvidia expects big frontier AI labs like OpenAI \"to become the largest technology companies in history.\"These labs face a bottleneck, however, in accessing all the computing power they need to develop products and improve models, and that's why they need Nvidia's financial help, Kress said.\"We recognize the scale of this support, and we know some will call this circular financing. We see it differently,\" she said. \"The equity returns on our invested capital will be 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up Slightly Ahead of Nvidia Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662823740","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662823740?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:54","pubTimestamp":1787781240,"startTime":"0","endTime":"0","summary":"Shares of technology companies rose modestly amid anxiety ahead of artificial-intelligence bellwether Nvidia's earnings.Nvidia shares ticked down as traders awaited updates on its fast-growing revenue and equally fast-growing capital-expenditure budget.\"The key overhang is the unusual scale and limited transparency of more than $1 trillion of guided [computing capacity]-related financing through creative structures in the ecosystem,\" said credit analysts at brokerage Morgan Stanley.Shares of Salesforce rallied after it struck a joint-venture deal with AI firm 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expects supply to remain a bottleneck at least through the end of FY28","url":"https://stock-news.laohu8.com/highlight/detail?id=2662012747","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662012747?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:45","pubTimestamp":1787780715,"startTime":"0","endTime":"0","summary":"Sees FY27 operating expenses $9B. Sees FY27 tax rate 16%-18%. Says even though demand is much greater than 70%, supply allows the company to 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Outside Investments are Ballooning","url":"https://stock-news.laohu8.com/highlight/detail?id=2662747647","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662747647?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:25","pubTimestamp":1787779500,"startTime":"0","endTime":"0","summary":"Here's a snapshot of Nvidia's growing financial heft across the AI industry: The chipmaker on Wednesday reported equity investments of $99 billion as of July 26, as well as $25 billion more of equity investment 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says expects to grow revenue by approximately 70% in FY28","url":"https://stock-news.laohu8.com/highlight/detail?id=2662747589","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662747589?lang=en_us&edition=fundamental","pubTime":"2026-08-27 05:10","pubTimestamp":1787778631,"startTime":"0","endTime":"0","summary":"Says this is a supply constrained outlook. 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