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May Report 'Stair-Step' in Backlog from Compute Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2659289961","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659289961?lang=en_us&edition=fundamental","pubTime":"2026-08-14 23:52","pubTimestamp":1786722720,"startTime":"0","endTime":"0","summary":"1152 ET - 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. Because broader debates about AI spending and credit risk are out of Nvidia's hands, investors are going to focus on the numbers--and likely come away with greater confidence about earnings growth through 2028. Nvidia trades down 0.2% at 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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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Soaring Profit Margins Might not be so Sweet","url":"https://stock-news.laohu8.com/highlight/detail?id=2659411991","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659411991?lang=en_us&edition=fundamental","pubTime":"2026-08-14 20:47","pubTimestamp":1786711620,"startTime":"0","endTime":"0","summary":"The S&P 500 index just posted its fattest profit margins in a generation, and the market is paying up for them. The index's blended net margin reached 15.7% in the second quarter of 2026, the highest that FactSet has recorded since 2009. Post-tax corporate profits now run about 12.4% of U.S. gross domestic product, well above the long-run average of 7.3%. Investors are underwriting these levels as the new normal.Some companies deserve the praise and attention that investors are giving them. The question is which ones, because growing margins alone don't tell us much.When margins expand, we should ask what else moved. 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Successor Abel Set to Reveal Major Market Move on August 14 Evening","url":"https://stock-news.laohu8.com/highlight/detail?id=1127606583","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127606583?lang=en_us&edition=fundamental","pubTime":"2026-08-14 20:01","pubTimestamp":1786708902,"startTime":"0","endTime":"0","summary":"Warren Buffett's trillion-dollar conglomerate, built by the \"Oracle of Omaha,\" enters a new phase in 2026. Berkshire Hathaway (NYSE: BRK.A / BRK.B) saw Buffett step down as CEO on December 31, 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Big Inflation Risk Still Looms for Stock Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2659888145","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659888145?lang=en_us&edition=fundamental","pubTime":"2026-08-14 18:52","pubTimestamp":1786704720,"startTime":"0","endTime":"0","summary":"share for the quarter and a 25% jump in revenue to $9.12 billion. It. expects fourth-quarter revenue of $10.25 billion at the midpoint and. adjusted earnings of $4.02 a share, above estimates for $9.55 billion and. -- The results come on the heels of strong quarterly reports from close. rivals KLA Corp. and Lam Research. The trio are jostling for market share. in areas like dynamic random access memory, or DRAM, where capacity will. likely expand in the coming years thanks to AI.-- DRAM accounted for 26% of semiconductor systems revenue in the third. quarter, up from 22% a year ago. Foundry and logic equipment 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Chatter: Alphabet's SpaceX Stake Jumps to $94 Billion After Decade-Long Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2659148077","media":"MT Newswires Live","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659148077?lang=en_us&edition=fundamental","pubTime":"2026-08-14 18:35","pubTimestamp":1786703735,"startTime":"0","endTime":"0","summary":"Alphabet  held 551.2 million shares of SpaceX  valued at about $94.2 billion at the end of Q2, compared with the $900 million investment the Google parent disclosed it made in the rocket company in 2015, Reuters reported Friday.Alphabet emerged as the largest disclosed institutional holder of SpaceX following the company's $86 billion initial public offering in June, according to the report.At SpaceX's Wednesday closing price of $146.15, Alphabet's disclosed stake would be worth about $81.8 billion, still roughly 90 times the value of its original investment, Reuters added.Alphabet 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