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Earnings to Test AI Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2662528787","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662528787?lang=en_us&edition=fundamental","pubTime":"2026-08-25 16:52","pubTimestamp":1787647920,"startTime":"0","endTime":"0","summary":"0852 GMT - Nvidia's earnings will serve as \"the acid test\" for artificial-intelligence supply-chain stocks, Tickmill Group's Patrick Munnelly says in a note. Nvidia is due to report its fiscal 2Q earnings Wednesday after market close. Munnelly notes that the immediate pressure on tech stocks has eased lately after a sharp slide in the Philadelphia Semiconductor Index amid rising Treasury yields and geopolitical tensions. \"Nvidia's multi-day losing streak reflects proactive portfolio de-risking rather than structural distress, but the market's tolerance for anything less than a flawless report is extremely limited,\" he 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Credit Default Protection Costs Edge Lower; Nvidia Earnings Due","url":"https://stock-news.laohu8.com/highlight/detail?id=2662787549","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662787549?lang=en_us&edition=fundamental","pubTime":"2026-08-25 16:51","pubTimestamp":1787647860,"startTime":"0","endTime":"0","summary":"0851 GMT - The cost of euro credit default protection declines as markets stabilize ahead of Nvidia's earnings report due on Wednesday. The tech giant's earnings are likely to influence market sentiment around AI investments, Tickmill Group's Patrick Munnelly says in a note. \"The market's tolerance for anything less than a flawless report is extremely limited,\" he says. The iTraxx Europe Crossover index of euro high-yield credit default swaps falls 1 basis point to 248bps, S&P Global Market Intelligence data 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Chip Crunch Drives Hardware Price Hikes of Up to 60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115672582","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115672582?lang=en_us&edition=fundamental","pubTime":"2026-08-25 16:35","pubTimestamp":1787646937,"startTime":"0","endTime":"0","summary":"The global memory shortage continues to drive up hardware costs, placing fresh pricing pressure on the technology sector.According to a TechCrunch report from August 24, Amazon.com has 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Kong Stocks Ease as Investors Await Nvidia Results; Ingenic Semiconductor Flat on Debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2662825217","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662825217?lang=en_us&edition=fundamental","pubTime":"2026-08-25 16:27","pubTimestamp":1787646477,"startTime":"0","endTime":"0","summary":"Hong Kong stocks edged lower Tuesday as investors remained cautious ahead of Nvidia's results.The Hang Seng Index fell 6.23 points, to close at 25,511.10, while the Hang Seng China Enterprises Index lost 25.99 points, or 0.3%, to finish at 8,445.37.Technology stocks remained under pressure ahead of Nvidia's quarterly results, with investors looking beyond headline figures to assess whether the chipmaker's strong AI-related growth can be sustained.Oil prices were broadly stable after retreating more than 2% in the previous session.Markets also awaited Federal Reserve Chair Kevin Warsh's Jackson Hole speech on Friday for further clues on the outlook for U.S. interest rates.In corporate news, Ingenic Semiconductor  debuted in Hong Kong, closing flat at its offer price of 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Stanley Cautious on Nvidia as AI Financing Commitments Swell","url":"https://stock-news.laohu8.com/highlight/detail?id=2662782301","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662782301?lang=en_us&edition=fundamental","pubTime":"2026-08-25 16:24","pubTimestamp":1787646276,"startTime":"0","endTime":"0","summary":"BUZZ-Morgan Stanley cautious on Nvidia as AI financing commitments swell** Morgan Stanley initiates Nvidia credit coverage with a \"neutral\" view, citing an overhang from more than $1 trillion of guided GPU/XPU-related financing arranged through complex ecosystem structures** Brokerage said limited transparency around these financing arrangements makes it difficult to assess the scale, cadence and risks of Nvidia's support commitments** MS estimates company's all-in credit exposure could reach about $200 billion by end-2028, including contingent obligations linked to AI infrastructure financing** Despite the potential exposure, Nvidia's balance sheet remains strong, with low leverage and substantial cash generation, according to the brokerage** NVDA is due to report quarterly results on Wednesday after the market closes** NVDA shares closed lower for a seventh consecutive session on Monday but still up 11.7%, 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Charges Nine People, Including Ex-Nvidia Employee, of Smuggling AI Servers to China","url":"https://stock-news.laohu8.com/highlight/detail?id=2662781942","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662781942?lang=en_us&edition=fundamental","pubTime":"2026-08-25 15:18","pubTimestamp":1787642295,"startTime":"0","endTime":"0","summary":"Prosecutors in Taiwan indicted nine people, including a former Nvidia employee, for smuggling high-end AI servers to Chinese customers in defiance of U.S. export controls, the Keelung District Prosecutor's Office said in a Monday press release.The defendants allegedly colluded to pursue \"exorbitant\" profits and \"seriously damaging\" Taiwan's international image, the prosecutor's office said.Prosecutors named the ex-Nvidia manager, surnamed Zhang, as the \"key figure\" in releasing 130 B300 graphics processing units to Chinese customers using false identities through Japan, Hong Kong, and Indonesia.Two of the accused are employees of server manufacturer Super Micro Computer.Nvidia did not immediately respond to a request for comment from MT 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Time to Bet Big on Nvidia's Stock, Says This Analyst Who Thinks the Market Has it All Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=2662209042","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662209042?lang=en_us&edition=fundamental","pubTime":"2026-08-25 14:49","pubTimestamp":1787640593,"startTime":"0","endTime":"0","summary":"Investors are treating Nvidia's stock like the company is \"losing\" the artificial-intelligence game, according to an analyst who thinks that's entirely the wrong approach.\"It is time to close 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