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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. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be 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Update: Tech Stocks Lower Pre-Bell Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2662095374","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662095374?lang=en_us&edition=fundamental","pubTime":"2026-08-28 21:08","pubTimestamp":1787922532,"startTime":"0","endTime":"0","summary":"Technology stocks were lower pre-bell Friday, with the State Street Technology Select Sector SPDR ETF  retreating by 0.2% and the State Street SPDR S&P Semiconductor ETF  1.2% lower.Elastic  shares climbed more than 25% pre-bell Friday after the company reported higher fiscal Q1 non-GAAP earnings and revenue.Marvell Technology  shares were down 7% following the company's fiscal Q2 results.Autodesk  stock was 3% lower after the company issued a Q3 adjusted EPS outlook that fell short of the estimates of analysts surveyed by 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Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662096416","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662096416?lang=en_us&edition=fundamental","pubTime":"2026-08-28 20:41","pubTimestamp":1787920860,"startTime":"0","endTime":"0","summary":"Nvidia's earnings reset the market's AI narrative. 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Select Sector SPDR: Pivot points","url":"https://stock-news.laohu8.com/highlight/detail?id=2662893093","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662893093?lang=en_us&edition=fundamental","pubTime":"2026-08-28 20:36","pubTimestamp":1787920598,"startTime":"0","endTime":"0","summary":"The following are the pivot points for the Technology Select Sector SPDR (XLK). Pivot High: $190.21, Pivot Low: $187.14. These were calculated usin...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/technology-select-sector-spdr-pivot-points-thefly-news-129?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/technology-select-sector-spdr-pivot-points-thefly-news-129?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["BK4585","XLK","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662098163","title":"US Equity Funds Post Biggest Weekly Outflow Since March Ahead of Nvidia Earnings, Fed 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