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Slashes TSMC Stake by Over 70% in Q2, Raising $270 Million as AI Investment Strategy Shifts","url":"https://stock-news.laohu8.com/highlight/detail?id=1103992847","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103992847?lang=en_us&edition=fundamental","pubTime":"2026-08-15 03:54","pubTimestamp":1786737240,"startTime":"0","endTime":"0","summary":"Softbank Group Corp (ASX: SFTBY) is continuing to reshape its artificial intelligence investment portfolio.A recent 13F filing with the U.S. Securities and Exchange Commission reveals that 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500 Top and Bottom Performing Stocks at About 03:30 P.m. EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=2659634126","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659634126?lang=en_us&edition=fundamental","pubTime":"2026-08-15 03:30","pubTimestamp":1786735820,"startTime":"0","endTime":"0","summary":"BUZZ - S&P 500 top and bottom performing stocks at about 03:30 p.m. EDTS&P 500.SPXTop PerformersPercent ChangeCopart IncCPRT.OQ+7.0%SanDisk CorporationSNDK.OQ+6.3%Fox CorporationFOX.OQ+5.4%Advanced Micro Devices, Inc.AMD.OQ+5.4%Fox CorporationFOXA.OQ+5.0%Bottom PerformersPercent ChangeBroadcom IncAVGO.OQ-6.1%Applied Materials IncAMAT.OQ-5.3%GoDaddy Inc.GDDY.N-4.7%Oracle CorporationORCL.N-4.2%Workday, Inc.WDAY.OQ-4.2%As of 03:30 p.m., the S&P 500.SPXlost 15.48 points, or 0.20%, to 7,783.51 and had posted 15 new 52-week highs and one new 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Memory Chip Price Hikes, HBM Demand and Cyclical Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2659126895","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659126895?lang=en_us&edition=fundamental","pubTime":"2026-08-15 03:00","pubTimestamp":1786734000,"startTime":"0","endTime":"0","summary":"TradingKey - Micron Technology (MU) is one of the strongest-performing semiconductor stocks in the current AI investment boom. However, compared with its rapidly growing revenue and profits, Micron's forward P/E ratio is only in the single 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Nvidia 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The bank expects revenue to ultimately exceed $110 billion in the October quarter.UBS raised its 2026 revenue estimate to $418 billion from $416 billion and its 2027 estimate to $681 billion from $649 billion.It also raised its GPU unit forecasts by 2% for 2026 and 17% for 2027, to about 8.8 million and 10.8 million units, respectively.UBS maintained its buy rating and $280 price target.Price: 225.15, Change: -0.15, Percent Change: 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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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