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It. expects fourth-quarter revenue of $10.25 billion at the midpoint and. adjusted earnings of $4.02 a share, above estimates for $9.55 billion and. -- The results come on the heels of strong quarterly reports from close. rivals KLA Corp. and Lam Research. The trio are jostling for market share. in areas like dynamic random access memory, or DRAM, where capacity will. likely expand in the coming years thanks to AI.-- DRAM accounted for 26% of semiconductor systems revenue in the third. quarter, up from 22% a year ago. 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Chatter: Alphabet's SpaceX Stake Jumps to $94 Billion After Decade-Long Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2659148077","media":"MT Newswires Live","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659148077?lang=en_us&edition=fundamental","pubTime":"2026-08-14 18:35","pubTimestamp":1786703735,"startTime":"0","endTime":"0","summary":"Alphabet  held 551.2 million shares of SpaceX  valued at about $94.2 billion at the end of Q2, compared with the $900 million investment the Google parent disclosed it made in the rocket company in 2015, Reuters reported Friday.Alphabet emerged as the largest disclosed institutional holder of SpaceX following the company's $86 billion initial public offering in June, according to the report.At SpaceX's Wednesday closing price of $146.15, Alphabet's disclosed stake would be worth about $81.8 billion, still roughly 90 times the value of its original investment, Reuters added.Alphabet 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backs publisher model as Apple considers price tag for news","url":"https://stock-news.laohu8.com/highlight/detail?id=2659430471","media":"cityam","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659430471?lang=en_us&edition=fundamental","pubTime":"2026-08-14 18:29","pubTimestamp":1786703375,"startTime":"0","endTime":"0","summary":"Apple announced a new approach to publishers about multiyear agreements Google said it backs the established system for paying news publishers, even as Apple considers a radically different model that would tie payments to how often its AI assistant uses journalism.The search giant considers itself the only major tech platform with a structured approach to paying publishers at scale, City AM understands, with licensing agreements covering more than 5,500 European press publishers. 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Pursues Dual Strategy in Q2: Betting on AI Compute Boom While Hedging Crowded Trade Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1159811679","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159811679?lang=en_us&edition=fundamental","pubTime":"2026-08-14 17:41","pubTimestamp":1786700463,"startTime":"0","endTime":"0","summary":"Global financial giant UBS Group AG has disclosed its second-quarter 2025 U.S. equity holdings in a 13F filing with the SEC. As of June 30, the firm's portfolio totaled $790 billion, a 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Annual Revenue Tops $40 Billion, But IPO Window Remains Closed","url":"https://stock-news.laohu8.com/highlight/detail?id=2659186148","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659186148?lang=en_us&edition=fundamental","pubTime":"2026-08-14 17:33","pubTimestamp":1786700027,"startTime":"0","endTime":"0","summary":"TradingKey - On August 13, Eastern Time, Bloomberg reported that OpenAI's annualized revenue surpassed $40 billion, doubling from the end of 2025. However, according to an earlier report by The New York Times, OpenAI's IPO timeline has been delayed from the initially expected autumn of this year to 2027. Despite surging revenue growth, management leans toward postponing the public listing—a disconnect that warrants a closer 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$121 Billion in One-Time Gains Boosting Big Tech's Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2659117117","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659117117?lang=en_us&edition=fundamental","pubTime":"2026-08-14 17:30","pubTimestamp":1786699800,"startTime":"0","endTime":"0","summary":"Corporate profits are soaring, but they aren't all created equal. Wall Street's earnings game is making it needlessly hard for investors to tell real growth from one-time gains.S&P 500 companies 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Stock And 2 AI Infrastructure Picks For Stable Energy Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=2659110361","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659110361?lang=en_us&edition=fundamental","pubTime":"2026-08-14 17:24","pubTimestamp":1786699479,"startTime":"0","endTime":"0","summary":"Geopolitics around Iran, record highs in the S&P 500 and Nasdaq, and surprisingly contained oil prices have created an unusual mix of risk and relief for large-cap developed-market stocks. Stable energy costs can help protect margins and cash flows, so investors who ignore this backdrop risk missing important shifts in market leadership. This article unpacks that story and highlights 3 stocks from our screener that appear positively exposed to the latest news.\nThe three stocks 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Bear Investor Michael Burry Expands Short Position on Chip Giant, Calling $500 Billion AI Deal a 'Wall Street Gimmick' Echoing Enron's Shadow","url":"https://stock-news.laohu8.com/highlight/detail?id=1131746557","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131746557?lang=en_us&edition=fundamental","pubTime":"2026-08-14 17:12","pubTimestamp":1786698746,"startTime":"0","endTime":"0","summary":"Michael Burry, the investor who famously predicted the 2008 subprime mortgage crisis, has increased his bearish bet against NVIDIA (NVDA). 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