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NVIDIA Valuation Still Low; AI Stocks Far From Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=1113032822","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113032822?lang=en_us&edition=fundamental","pubTime":"2026-10-05 15:31","pubTimestamp":1791185490,"startTime":"0","endTime":"0","summary":"DBS Group CIO Hou Wey Fook says NVIDIA’s forward 12-month P/E of about 17x and market forecasts of roughly 70% EPS growth next year indicate AI-driven tech is far from a bubble. 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and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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Investors Are Reacting To Jacobs Solutions (J) NVIDIA Data Center Win","url":"https://stock-news.laohu8.com/highlight/detail?id=2672072070","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672072070?lang=en_us&edition=fundamental","pubTime":"2026-10-04 18:17","pubTimestamp":1791109045,"startTime":"0","endTime":"0","summary":"Recent announcements show Jacobs Solutions securing multi year work with NVIDIA on a Data Center Digital Twin in the U.S., alongside extended and renewed roles on major infrastructure and energy transition projects in Germany and the U.K.\nThese wins point to Jacobs Solutions deepening exposure to AI driven data center demand and long duration critical asset programs under software and services models.\nWe will now look at how Jacobs Solutions investment narrative could be affected by the...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/9612012-choice1-card/1788935118966","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/9612012-choice1-card/1788935118966"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/commercial-services/nyse-j/jacobs-solutions/news/how-investors-are-reacting-to-jacobs-solutions-j-nvidia-data","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/commercial-services/nyse-j/jacobs-solutions/news/how-investors-are-reacting-to-jacobs-solutions-j-nvidia-data","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LYY.SI","IXN","3NVD.UK","BLOK","NVD3.UK","CHPX","AIBU","J","NVDL","NVD","CHAT","NVDS.UK","AGIX","NVDW","SPTE","ARTY","BERZ","NULC","IETC","SMHX","DTCR","CMAG","ESUM","GAMR","WDAI","NVDD","VTHR","AMZY","TRFK","TTXU","ESLG","NVDX","FTEC","SMH","SNVDAmain","ANV","NVDB","CNEQ","ISBC","TYLG","NVDA","CLSE","CLOU","NVDY","FWD","NVDG","NVD2.UK","QTOC","AIPO","TTEQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672743000","title":"A Divided Stock Market Looks Scary. 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Meanwhile, there are still lingering questions about the artificial-intelligence trade, from the fundamental-how will Anthropic and OpenAI turn a 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