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Stock Gains as Anthropic Locks In 2.5GW of AI Infrastructure","url":"https://stock-news.laohu8.com/highlight/detail?id=2671725130","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671725130?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:37","pubTimestamp":1790613441,"startTime":"0","endTime":"0","summary":"Shares of Nvidia ($NVDA) are up on Monday after the AI chip giant disclosed major new details about demand for its infrastructure. 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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. 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AI Safety Software is Open Source to Catch Vulnerabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=2671259130","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671259130?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:07","pubTimestamp":1790611620,"startTime":"0","endTime":"0","summary":"1207 ET - Nvidia's new Open Agent Safety Platform is open source by design to allow outsiders to catch any mistakes, CEO Jensen Huang says. \"We want this sandbox to be visible to the whole world so that if there are any vulnerabilities, somebody will find it,\" Huang says during an appearance on CNBC. \"The industry will all be jumping in, looking at any possible vulnerabilities and patch it 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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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Bank: Tech Stocks Still Have Room to Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1126168406","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126168406?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:50","pubTimestamp":1790610628,"startTime":"0","endTime":"0","summary":"Deutsche Bank analysts believe the rally in technology stocks that began at the end of July still has room to run further.Parag Thatte and the Deutsche Bank team wrote in a research note sent 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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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Stocks Plunge Sharply, the Reason Has Been Identified","url":"https://stock-news.laohu8.com/highlight/detail?id=1144451543","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144451543?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:00","pubTimestamp":1790607656,"startTime":"0","endTime":"0","summary":"For stock trading, consult the Golden Qilin analyst research reports — authoritative, professional, timely, and comprehensive, helping you uncover potential thematic opportunities! On September 28,...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03034","07266","07261","BK1147","BK4588","BK4585","XLK","TTTN","03455","09834","03086","BK1610","VGT","07568","09086","02834","07522"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670561952","title":"Analysts Offer Insights on Technology Companies: MongoDB (MDB) and Apple (AAPL)","url":"https://stock-news.laohu8.com/highlight/detail?id=2670561952","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670561952?lang=en_us&edition=fundamental","pubTime":"2026-09-28 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