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The company has established a strong position in almost every critical layer of the AI value chain, including chips, infrastructure, models and AI applications, the analysts say. The company is placing greater emphasis on profitability across its other businesses such as e-commerce to preserve cash flow for AI investment, the analysts say. Nomura raises its FY 2027 adjusted net profit assumption by 7%, mainly driven by higher earnings expectations for the e-commerce business.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BABO","IE00BF5LJ272.USD","LU1769817096.USD","BK4548","LU1152091754.HKD","LU0128525689.USD","LU0738911758.USD","BK4504","BK4535","LU0651946864.USD","LU1235294995.USD","LU0251143458.SGD","LU1048596156.SGD","LU2148611432.USD","LU1105468828.SGD","LU0072913022.USD","BABW","LU0072462343.USD","LU1880383366.USD","DRAG","BBYY","LU0918141705.HKD","LU0797268264.HKD","BK4607","BK4531","BK4614","LU0348816934.USD","LU1048588211.SGD","LU0545039389.USD","LU0651947912.USD","LU1152091168.USD","LU1267930227.SGD","LU0661504455.SGD","LU0949170772.SGD","LU0553294199.USD","BK4220","09988","LU1046422090.SGD","LU1282648689.USD","BK4505","IE00B0JY6N72.USD","LU0067412154.USD","LU1688375341.USD","BK4543","LU1515016050.SGD","LU0501845795.SGD","LU0979878070.USD","BK4527","LU0328353924.USD","LU1823568750.SGD","LU1769817179.HKD","BK4587","BK4502","BK4558","BK4585","BK4565","LU1242518857.USD","IE00BFMHRM44.USD","KBAB","BK4122","LU0348814723.USD","LU0456842615.SGD","BK4575","LU2226246903.HKD","LU0918141887.USD","BK4588","LU1051769294.HKD","LU1046421795.USD","BABA","LU1008478684.HKD","BK4534","BK4581","BK4538","BK4524","LU0047713382.USD","LU0052756011.USD","BABU","LU1051768304.USD","LU1242518931.SGD","ALBmain","LU0821914370.USD","BK4526","LU0880133367.SGD","BABX","BK4503","BK4579","BK4533","BK4554","LU0106959298.USD","BABC","LU0310800965.SGD","LU1003077747.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672079623","title":"3 Undervalued Stocks Trading Up To 37% Below Fair Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2672079623","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672079623?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:29","pubTimestamp":1790908187,"startTime":"0","endTime":"0","summary":"Government bond yields are hitting multi decade highs, which is pulling money toward safer income and pressuring many share prices. When borrowing costs jump this fast, some cash rich companies can get marked down more than their underlying cash flows justify. That gap can create opportunity for patient investors. This article highlights three stocks that screen as attractively priced based on their future cash flow potential.\nThe three stocks below are just a small sample, with the 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Investors May Respond To Vertiv Holdings Co (VRT) AI Backlog Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2672962387","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672962387?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:22","pubTimestamp":1790907740,"startTime":"0","endTime":"0","summary":"Vertiv Holdings Co has recently been in focus as demand for its AI data center power and cooling equipment, a growing backlog of US$15b in signed but unshipped orders, and raised 2026 margin guidance are reshaping how investors view its core operations.\nBeyond data hall hardware, Vertiv is pushing closer to the grid through the planned Utility Innovation Group acquisition. This could broaden its role across the power chain for complex AI projects, while also adding integration, financing,...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/3051000-choice1-card/1789017262062","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/3051000-choice1-card/1789017262062"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-vrt/vertiv-holdings-co/news/how-investors-may-respond-to-vertiv-holdings-co-vrt-ai-backl","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/capital-goods/nyse-vrt/vertiv-holdings-co/news/how-investors-may-respond-to-vertiv-holdings-co-vrt-ai-backl","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU2087625088.SGD","LU2764262908.HKD","QTOC","LU2048586759.USD","FFTY","LU2357125470.USD","LU0348723411.USD","VTHR","IE00B19Z9Z06.USD","LU1093756168.USD","LU2413665964.HKD","LU1721427968.SGD","LU1543694498.USD","ISBC","BK4585","IE00B894F039.SGD","LU1861220033.SGD","LU2764263039.SGD","BK4211","LU2125909759.SGD","VRTL","IE00BMPRXR70.SGD","VRC","EPAI","IE00BN0W2V16.EUR","IE00BMPRXQ63.HKD","BK4096","LU0823414551.USD","LU1620156130.USD","LU2764263203.CNY","LU1923622291.USD","IE0001KFT4U8.USD","ARTY","LU1093756325.SGD","VRT.AU","CHAT","LU2506951792.HKD","VRT","LU2360107168.USD","LU2413666004.HKD","AGIX","LU2433249047.HKD","LU2543165471.USD","AIPO","LU2720916845.USD","LU2249611893.SGD","LU0353189680.USD","IE00B19Z9P08.USD","LU1988902786.USD","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672963837","title":"Top Oracle Insider Makes Bold Multi-Million Bet on Future Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2672963837","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672963837?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:01","pubTimestamp":1790906512,"startTime":"0","endTime":"0","summary":"New insider activity at Oracle ( ($ORCL) ) has taken place on October 1, 2026. 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On September 28, Nvidia announced that its board of directors approved an additional $150 billion for its existing share repurchase authorization, bringing the remaining buyback capacity to $235 billion. The company plans to execute the program by the end of fiscal year 2028, marking the largest buyback in U.S. stock market history. Following the announcement, Nvidia rose 1.68% on the day to close at $228.86, touching an intraday high of $233.21, while the Nasdaq Index fell 0.92% over the same period, demonstrating that the buyback news provided clear independent support for the 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