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Nvidia may report \"another significant stair-step in backlog\" in their second-quarter earnings call, driven by continued compute demand, UBS analysts write in a note. \"Looking at compute through the lens of supply and demand, because the vast majority of hyperscaler capex increase this year is due mostly to memory price inflation, compute supply growth is even further from keeping pace with demand - this is ultimately bullish for NVDA,\" they write. 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And 3 AI Hardware Stocks Powering Data Center Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2659475471","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659475471?lang=en_us&edition=fundamental","pubTime":"2026-08-14 21:31","pubTimestamp":1786714301,"startTime":"0","endTime":"0","summary":"AI hardware is at the heart of today’s market story, with veteran investor Hermann Hauser warning that an AI bubble may be forming, even as he calls this one of the biggest value creation waves in tech history. That mix of excitement and risk is where opportunity often hides. This article walks through 3 stocks exposed to these AI computing shifts and how the latest news might matter for your watchlist.\nThe stocks covered below are just a small sample, while the full screen surfaced 62 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million in the second quarter of 2025.Management Commentary\"During the second quarter, MySize continued to demonstrate that we can build scale across a diversified fashion platform,\" said Ronen Luzon, Chief Executive Officer of MySize. \"Revenue increased 53% year-over-year and exceeded $3 million for the quarter, while our SaaS and recommerce businesses continued to demonstrate the attractive margin characteristics that we believe can become 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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). In a disclosure on Substack, Burry revealed he has expanded...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["NVDS.UK","LU0557290698.USD","SG9999018865.SGD","LU2381873111.SGD","IE00B1XK9C88.USD","LU0476273544.USD","LU0882574139.USD","LU1242518857.USD","LU0823421416.USD","LU2089985449.USD","LU0061475181.USD","ESLG","LU0256863902.USD","SHOC","CMAG","BK4527","LU2462591277.SGD","IE00BHPRN162.USD","LU2471134952.CNY","LU0096364046.USD","SG9999014575.USD","LU2125909593.SGD","LU1934455863.HKD","LU0109392836.USD","LU0985320562.USD","NULC","LU0061474705.USD","SG9999017495.SGD","LU0912757837.SGD","LU0345769128.USD","LU2065171402.SGD","LU0096362180.USD","LU2394011477.USD","LU2023251221.USD","LU0127658192.USD","LU0138981039.USD","LU0820561909.HKD","LU2111349929.HKD","BK4567","LU1119994496.HKD","LU0187121727.USD","IE0003U64NQ7.SGD","LU0256863811.USD","LU0417517546.SGD","LU0724617625.USD","NVD","LU2505996509.AUD","IE00BFSS7M15.SGD","LU0234572021.USD","LU1066053197.SGD","ESUM","LU2077746001.SGD","LU2290526834.HKD","LU0472753341.HKD","NVDW","SG9999002224.SGD","LU2471134523.USD","IE00BKDWB100.SGD","LU1815333072.USD","LU0225283273.USD","LU2462157665.USD","IE000W1ABFV2.USD","LU1202635105.USD","SG9999014567.USD","LU2417539215.USD","LU2543165471.USD","HK0000819398.USD","LU2931357623.SGD","LU2125909916.SGD","LU2242650005.HKD","LU1934455194.USD","LU0347712357.USD","LU2602419157.SGD","LU1868836591.USD","LU2505996681.GBP","IE00BFSS8Q28.SGD","METV","LU2430703095.HKD","NVDD","LU0011850046.USD","LU2433249047.HKD","LU0320765059.SGD","LU2471134879.HKD","LU1951198990.SGD","LU1712237335.SGD","USXF","SG9999001424.SGD","LU0029864427.USD","LU0390134368.USD","LU1037948541.HKD","LU2047632596.USD","BK4592","SGXZ51526630.SGD","LU2552382132.HKD","LU2360107168.USD","BK4532","CHPX","LU1244550221.USD","LU1261432733.SGD","LU2247934214.USD","LU1923623000.USD","LU0444973449.USD","HK0000914686.HKD","ILDR","LU2237443465.HKD","LU2125909247.SGD","FTEC","LU2264538146.SGD","IE00BJLML261.HKD","BK4533","IE000KEQY171.SGD","ARTY","IE0034235303.USD","LU1069347547.HKD","LU2125909759.SGD","LU0203201768.USD","AIPI","LU2125154778.USD","LU0238689110.USD","LU0158827948.USD","IE00BD6J9T35.USD","FAI","NVDY","LU2168564149.EUR","LU2272731865.HKD","LU2637965513.SGD","LU0823421333.USD","IE00B3S45H60.SGD","LU2237443382.USD","TTEQ","LU2236285917.USD","LU0061474960.USD","HK0000306701.USD","LU0823434583.USD","NVYY","BK4548","3NVD.UK","LU2954938101.SGD","SGXZ31699556.SGD","LU0265550359.USD","NVDL","FDTX","LU0133085943.USD","LU1992135399.USD","LU2347655156.SGD","NVII","JGRO","SG9999014906.USD","IE00BQXX3C00.GBP","LU2286300806.USD","LU1316542783.SGD","LU2237443549.SGD","SGXZ23171101.USD","LU2491050154.USD","IE00B5949003.HKD","LU0265550946.USD","LU0080751232.USD","IE00BK4W5M84.HKD","TTXU","LU1917777945.USD","BK4529","BK4579","BK4549","LU2357125470.USD","LU0640476718.USD","LU1868836914.USD","LU0553294199.USD","SMHX","LU2413666426.HKD","LU1145028129.USD","IE00BDCRKT87.USD","LU2191332357.HKD","LU2168563687.JPY","LU2089284900.SGD","LU2430703251.USD","LU2237957902.USD","LU0057025933.USD","SG9999014898.SGD","LU0788109477.HKD","ANV","LU0310800379.SGD","LU0823414551.USD","LU0345768740.USD","LU0642271901.SGD","IE00BWXC8680.SGD","LU0942090050.USD","BK4598","SOXX","SG9999015341.SGD","LU2244417387.USD","LU1923622291.USD","BK4608","SG9999014559.SGD","IE00BKPKM429.USD","IE00B7KXQ091.USD","IE00B19Z9505.USD","LU2452424414.USD","LU1951200564.SGD","LU1839511570.USD","LU1720051108.HKD","LU2028103732.USD","SG9999000418.SGD","LU1979441026.SGD","IE00BJJMRX11.SGD","NVDQ","BK4612","LU0323591593.USD","LU1934455277.USD","LFGY","07388","HK0000306685.HKD","HK0000320223.HKD","LU0345768153.USD","SG9999002232.USD","LU0158827781.USD","LU2473716301.USD","AGOX","LU0708995401.HKD","LU0079474960.USD","EFIV","LU2322448791.USD","LU1935042991.SGD","HK0000914660.USD","LU0289739343.SGD","LU1116320737.USD","LU1674673691.USD","LU0097036916.USD","LU2860962120.EUR","IE00BMPRXR70.SGD","LU1861215975.USD","LU2357305700.SGD","LU2463028550.USD","BK4550","LU1935042215.USD","SG9999015978.USD","IE00BJJMRY28.SGD","LU1721428933.USD","LU0210533765.USD","LU0683600562.USD","NVDO","LU1868836757.USD","LU2746668461.USD","LU2403377893.USD","IE00B4YYXB79.USD","LU0081259029.USD","IE00BJTD4V19.USD","LU2054465674.USD","LU0511384066.AUD","LU0466842654.USD","IE00B3SWFQ91.USD","IE00BZ199S13.USD","LU2756315318.SGD","LU2506951792.HKD","LU1791710400.SGD","LU2237443622.USD","LU0689626769.HKD","LU1435385759.SGD","LU1815336760.USD","LU1732800096.USD","LU0965509010.AUD","LU0323239441.USD","IE00BMPRXQ63.HKD","LU1989772923.USD","LU0965508806.USD","LU0889565833.HKD","BK4614","BK4503","LU0170899867.USD","LU0354030511.USD","LU1791710582.SGD","NVDG","LU2125154935.USD","IE00B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