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AMD Executive Patrick Moorhead Says Nvidia Is Copying Intel’s Past Strategy to Suppress AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2658920570","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658920570?lang=en_us&edition=fundamental","pubTime":"2026-08-12 16:37","pubTimestamp":1786523865,"startTime":"0","endTime":"0","summary":"TradingKey - On August 11, Eastern Time, Patrick Moorhead, a former AMD (AMD) executive and founder and chief analyst of Moor Insights & Strategy, recalled on social media that whenever AMD made technological progress, Intel (INTC) would expand its own product lineup. Having personally experienced the long-term competition between the two companies, he now believes that the same strategy is replaying in the AI field, except that the main protagonist has shifted to Nvidia 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Largest Sovereign Wealth Fund Posts 9.4% Half-Year Return, Fueled by AI Stock Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=1137433470","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137433470?lang=en_us&edition=fundamental","pubTime":"2026-08-12 16:35","pubTimestamp":1786523728,"startTime":"0","endTime":"0","summary":"Norway's $2.3 trillion sovereign wealth fund, the largest of its kind globally, delivered a 9.4% return in the first half of the year, driven by gains in its substantial holdings of U.S. 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(NVDA): New Buy Recommendation for This Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2658272919","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658272919?lang=en_us&edition=fundamental","pubTime":"2026-08-12 16:06","pubTimestamp":1786521978,"startTime":"0","endTime":"0","summary":"Wells Fargo analyst Aaron Rakers reiterated a Buy rating on Nvidia yesterday and set a price target of $315.00. The company’s shares closed 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Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1173575788","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173575788?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:36","pubTimestamp":1786512977,"startTime":"0","endTime":"0","summary":"Singapore's sovereign wealth fund, Temasek, is preparing to make its first-ever direct investment in the South Korean stock market, with a focus on Samsung Electronics and SK Hynix. 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Selected Advisers boosts Nvidia stake by 41,171 shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2658288849","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658288849?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:00","pubTimestamp":1786503654,"startTime":"0","endTime":"0","summary":"Davis Selected Advisers, managed by Chris Davis, recently executed a significant transaction involving Nvidia Corporation (($NVDA)). 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Wall Street and Nvidia are Building an Exotic Money Pipeline for the AI Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2658224942","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658224942?lang=en_us&edition=fundamental","pubTime":"2026-08-12 09:17","pubTimestamp":1786497420,"startTime":"0","endTime":"0","summary":"I mean, historically, that's an asset that's had the shelf life of lettuce.\"Huang has said Nvidia customers are still using old-generation chips, a sign that the hardware maintains its value long after it is released.In a TV appearance, executives involved in the agreement said the extreme supply and demand mismatch for Nvidia's chips means they make excellent collateral, unlike fast-depreciating computer processors of the past.BlackRock Chief Executive Larry Fink likened the current moment in financing of AI \"compute\" to the beginning of his career, when banks and investment firms pioneered the mortgage-backed securities market in the 1970s.The exact terms of the AI funding arrangement are vague and will likely be dictated by what investors will agree to. But the idea outlined by executives involved is for loans to be backed by Nvidia's AI hardware that is being bought or leased.If a customer defaults, the thinking goes, a new one will step in quickly. 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Most Active Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=2658949833","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658949833?lang=en_us&edition=fundamental","pubTime":"2026-08-12 05:42","pubTimestamp":1786484520,"startTime":"0","endTime":"0","summary":"Hertz Global Holdings        HTZ   114,597,523      2.45     0.33     15.57. 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