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That mix of optimism and unease can create openings that feel easy to miss. This article walks through three large cap stocks from our U.S. index funds screener that are closely tied to this earnings story and explains how today’s setup could matter for your long term portfolio.\nThe three stocks highlighted...","market":"sg","thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice2-main-header/1585186811567","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8111000-choice2-main-header/1585186811567"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-lite/lumentum-holdings/news/lumentum-stock-and-other-large-cap-names-riding-the-ai-earni","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-lite/lumentum-holdings/news/lumentum-stock-and-other-large-cap-names-riding-the-ai-earni","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":["LU0342679015.USD","LU0012050646.USD","LU0106261612.USD","BK4512","BK4141","LU1548497426.USD","LU0823414551.USD","LU0289961442.SGD","LU2294711713.HKD","LU0240877869.USD","LU1046421795.USD","LU1983260115.SGD","EGGY","LU0511384066.AUD","LU2089985449.USD","MCHP","FOTO","LU1235294995.USD","BK4604","LU0786609619.USD","LU2290526834.HKD","LU2506951792.HKD","BK4605","BK4529","LU0353189763.USD","LU2357125470.USD","LU1720051017.SGD","BK4588","LU1823568750.SGD","LU2087625088.SGD","BK4108","BK4020","BK4585","LU0205194284.USD","LU0823414478.USD","LU0289739343.SGD","LU0205193047.USD","LU1861220033.SGD","LUMA","LU1720051108.HKD","LITG","LITX","LU0348723411.USD","LU1861215975.USD","LU0353189680.USD","LU2249611893.SGD","LU2357305700.SGD","LU2360107168.USD","LU1633808545.USD","LU2543165471.USD","LU0240878834.USD","LU0274383776.USD","RSPC","LU2931357623.SGD","LAZR","LYV","LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658289879","title":"Intel's Lip-Bu Tan Sees New Frontier in Memory Architecture","url":"https://stock-news.laohu8.com/highlight/detail?id=2658289879","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658289879?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:26","pubTimestamp":1786505160,"startTime":"0","endTime":"0","summary":"0326 GMT - The future of silicon may increasingly depend on advances in memory architecture and tighter CPU-memory integration, according to Intel CEO Lip-Bu Tan. While Tan historically avoided memory because it was a low-margin commodity business, he said in a podcast with TechSurge that limited innovation in the sector has created fresh opportunities. Tan described new memory architectures as one of his \"pet projects\" and pointed to tighter CPU-memory integration as a key area of focus. Intel's recent hire of SK Hynix veteran Seok-Hee Lee may offer clues, Tan suggested, though the company is not yet ready to reveal its plans.","market":"other","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":["BK4543","LU0082616367.USD","LU2764263039.SGD","BK4529","BK4554","IE000WAW04H5.SGD","LU2931357623.SGD","QQQA","BK4575","SOXX","BK4533","LU1852331112.SGD","LU2720916845.USD","BK4579","HK0000304797.USD","LU0187121727.USD","LU0251131958.USD","LU2148611432.USD","LU0154236417.USD","IE000BZT7R73.USD","LU2357627491.SGD","LU0742534661.SGD","LU2250418816.HKD","BK4515","LU0719512351.SGD","BK4141","BK4585","FTXL","LU0081259029.USD","AIQ","LU0321505439.SGD","BK4535","IE000F7OJYX1.SGD","IE000SO60NU8.SGD","INTW","04335","BK4612","HK0000304805.HKD","BK4605","LU0274383776.USD","LU0251142724.SGD","LU2543165471.USD","AIS","LU0859254822.USD","LU0097036916.USD","LU2764262908.HKD","TTEQ","BK4550","IE000MB6IJN5.SGD","LU2244417387.USD","BK4602","CHPS","LU0321505868.SGD","LU0048573561.USD","LU2089985449.USD","LU2764263203.CNY","XNTK","BK4588","LU0149725797.USD","BK4534","LU0056508442.USD","LINT","DRIV","LU2360106780.USD","BK4512","BK4527","IE0000B7K699.USD","INTC","IE000M9KFDE8.USD","LEGR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658792883","title":"Bowie Capital trims Nvidia stake, selling 99,472 shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2658792883","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658792883?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:01","pubTimestamp":1786503691,"startTime":"0","endTime":"0","summary":"Bowie Capital Management, LLC, managed by Cory Whitaker, recently executed a significant transaction involving Nvidia Corporation (($NVDA)). 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Core REIT to Divest Data Centre Assets for $315.9 Mln","url":"https://stock-news.laohu8.com/highlight/detail?id=2658594795","media":"Reuters","labels":["shareholding","event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658594795?lang=en_us&edition=fundamental","pubTime":"2026-08-12 09:44","pubTimestamp":1786499094,"startTime":"0","endTime":"0","summary":"Aug 12 (Reuters) - Digital Core REIT::*TO DIVEST 90.0% INTEREST IN LOS ANGELES AND TORONTO DATA CENTRES*TO DIVEST 39.0% INTEREST IN NORTHERN VIRGINIA DATA CENTRE*AGGREGATE DIVESTMENT CONSIDERATION OF ","market":"fut","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260812:nRSD98LrRZ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Digital Core REIT 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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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Focus | Intel’s $16.63 Million Short Strangle Caps Upside Through 2028, While $14.14 Million Straddle Bet Seeks a Major Breakout","url":"https://stock-news.laohu8.com/highlight/detail?id=1161400273","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161400273?lang=en_us&edition=fundamental","pubTime":"2026-08-12 07:01","pubTimestamp":1786489261,"startTime":"0","endTime":"0","summary":"Intel closed at $97.71, up 0.19 percent.A massive $16.63 million short strangle dominated session flow, selling a 2028 straddle to cap performance, while a separate $14.14 million long straddle 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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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Stock Market's Top 20 by Volume on August 12: Alphabet Declines Over 3% as CEO Reveals Gemini Surpasses 1 Billion Monthly Users","url":"https://stock-news.laohu8.com/highlight/detail?id=1168462535","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168462535?lang=en_us&edition=fundamental","pubTime":"2026-08-12 05:21","pubTimestamp":1786483310,"startTime":"0","endTime":"0","summary":"On Tuesday, the second-ranked stock by trading volume in the US market was Micron Technology (NASDAQ: MU), which closed up 0.87% with a trading volume of $25.155 billion. On August 11, at 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