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is Right: Its Stock is a Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251836","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251836?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:29","pubTimestamp":1790612940,"startTime":"0","endTime":"0","summary":"S&P 500 Information Technology Sector           21.7                          28.7%                      59.1%                                       24.0%                                     26.4%. Source: FactSetThere are many attractive numbers here, including solid growth projections across the board.Nvidia really stands out with sales and EPS expected to increase at annualized paces above 50% through 2028. And for both 2026 and across the two-year period, EPS is expected to increase more quickly than sales.Brandon Nelson, the manager of the Calamos Timpani Small Cap Growth Fund CTSIX, doesn't hold shares of Nvidia because he is focused on small companies. But when asked about 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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Huang Says AI Agents Need Guardrails, Much Like Humans","url":"https://stock-news.laohu8.com/highlight/detail?id=2671259605","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671259605?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:59","pubTimestamp":1790611140,"startTime":"0","endTime":"0","summary":"1158 ET - Nvidia's CEO Jensen Huang says AI agents need more safeguards in place to prevent security threats. Huang draws parallels to the way that companies treat security when it comes to their human workers, allowing them access to only the files and tools they need to do their jobs and often requiring security badges. \"You don't put an agent into an environment, into your company, and give it access to everything. We don't give that to people. We don't give that to any level of executive, in fact.\" he says during an appearance on CNBC. \"We have to apply the same 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Technology Growth Supported by Strong Demand, Rising Memory Prices, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670925980","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670925980?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:46","pubTimestamp":1790610384,"startTime":"0","endTime":"0","summary":"Micron Technology  is benefiting from strong compute and accelerator demand as well as rising memory prices despite longer-term supply risks, Wedbush Securities said in a note Monday.The investment firm said demand for compute and accelerators is set to grow at a mid- to high-double-digit rate through 2027, which should drive memory and storage demand above what industry supply growth can support.Demand from large hyperscale customers is also expected to increase, particularly for NAND, the firm said.Looking further ahead, supply-demand conditions in 2028 to 2029 are less certain as new fabs come online, Wedbush said, adding that memory prices are expected to continue rising in 2027, while memory companies such as Micron Technology are likely to return significant cash to shareholders.\"While we remain bullish on the memory sector given the above, we would note that we believe Micron's fiscal Q4 pricing trends will be in excess of peers' calendar Q3 reports given the inclusion of the 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"title":"Analyst 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initiated with a Buy at D. 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