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The guidance for $7.5 billion in FY27 AI revenue, up from $6 billion, also leaves room for upside, the analysts say. \"Our analysis of orders and backlog suggests the implied 2H FY27 growth rate could be understated by at least 5 percentage points,\" they say. \"We therefore see any share-price weakness as an attractive buying opportunity, as we expect the mkt to ultimately underwrite growth 500 basis points above initial guidance.\" Cisco falls 9%.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":["SG9999002232.USD","LU0792757196.USD","IYZ","LU2247934214.USD","LU0889566641.SGD","CHAT","IE00BVYPNW00.USD","CIBR","LU1599440770.SGD","IE00BSNM7G36.USD","CSCL","BK4581","BK4515","LU0234570918.USD","LU0823417737.USD","LU1059921491.USD","BK4612","LU1883839398.USD","LU0823417653.USD","VTHR","LU0950375773.USD","SG9999001440.SGD","QTOC","LU1674673691.USD","AIQ","AGIX","LU1823568750.SGD","LU0265550946.USD","LU1116320737.USD","LU1116320901.HKD","LU1571399168.USD","LU0098860793.USD","ARTY","IE00BFXG1179.USD","HK0000819398.USD","BK4550","LU2286300806.USD","LU2506951875.HKD","CSCO","LU2237443622.USD","SG9999001424.SGD","AIPO","LU0320765489.SGD","LU2237443382.USD","SG9999002224.SGD","IE00BDGV0183.EUR","IE000M9KFDE8.USD","LU1032955483.USD","CSCS","BK4534"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659169722","title":"Microsoft Stock (NASDAQ:MSFT) Notches Up as the Windows Surface Phone Emerges","url":"https://stock-news.laohu8.com/highlight/detail?id=2659169722","media":"TIPRANKS","labels":["productRelease","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659169722?lang=en_us&edition=fundamental","pubTime":"2026-08-14 01:34","pubTimestamp":1786642476,"startTime":"0","endTime":"0","summary":"A long, long time ago, way back in about 2013 or so, tech giant Microsoft ($MSFT) was considering getting in on the smartphone market. 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(INTC) Signals Possible Return To Memory Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2659690741","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659690741?lang=en_us&edition=fundamental","pubTime":"2026-08-14 01:26","pubTimestamp":1786642015,"startTime":"0","endTime":"0","summary":"Intel (NasdaqGS: INTC) CEO has signalled a possible return to the memory market, positioning the company as a future rival to Micron and SK Hynix.\nThe comments point to a shift in Intel's product ambitions that could affect its role across data center, PC and AI related hardware.\nA renewed push into memory would require fresh capital allocation decisions and could reshape competitive dynamics across the broader semiconductor sector.\n\nReaders looking for more ways to position around 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Separately, Nebius  has signed an agreement with Vantage Data Centers to deploy AI infrastructure powered by Nvidia at Vantage's CWL1 data center campus in Wales, the companies said Thursday. 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Numbers Get Larger and Larger: Inside the AI Financing Scramble","url":"https://stock-news.laohu8.com/highlight/detail?id=2659169894","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659169894?lang=en_us&edition=fundamental","pubTime":"2026-08-14 00:51","pubTimestamp":1786639860,"startTime":"0","endTime":"0","summary":"In the past few years of artificial-intelligence investment, we've had to get used to some very large numbers. Last week, I wrote about how five Big Tech companies have $2.7 trillion in future commitments, and this week comes news of $500 billion more in AI data-center funding from major firms, centered around Nvidia, plus a $20 billion equity sale from Intel.Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.For Nvidia, there are doubts that the company can keep up its rocket-like growth and protect its 75% gross profit margin. Nvidia's biggest customers -- hyperscalers like Amazon.com, Microsoft, Alphabet, and Meta Platforms -- have reached the limits of their substantial operating cash flows and are dipping into debt and equity financing to fund 2026 and projected 2027 capital expenditures. 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