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Altman Says Industry Overestimated AI Growth, AI Hardware Stocks Pull Back as SanDisk Drops Over 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662531203","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662531203?lang=en_us&edition=fundamental","pubTime":"2026-08-25 02:02","pubTimestamp":1787594574,"startTime":"0","endTime":"0","summary":"On August 24 Eastern Time, constituents of the Philadelphia Semiconductor Index fell across the board, with AI hardware stocks pulling back collectively. Memory, optical communications, and chip stocks led the 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OEMs Seen with Tough Setup Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662208005","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662208005?lang=en_us&edition=fundamental","pubTime":"2026-08-25 01:51","pubTimestamp":1787593860,"startTime":"0","endTime":"0","summary":"1351 ET - There's a high bar for enterprise original equipment manufacturers heading into earnings, Morgan Stanley analysts write in a note, following stock rallies and estimates through the year-end being revised upward. \"Relative to 3 months ago, the setup for our enterprise hardware OEM universe is more challenging entering July quarter earnings,\" the analysts write. Hewlett Packard Enterprise has the best setup, with a comparatively modest valuation and expected overperformance in its networking business, they write. The buyside expectations are highest for Dell, although the analysts remain \"slightly more positive than negative\" on the company. Things look toughest for Hewlett Packard, where a third-quarter beat is already priced in and the fourth-quarter outlook may reflect deteriorating trends, the analysts write.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"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","LU0072461881.USD","BK4588","BK4535","LU0306806265.USD","LU0162691827.USD","LU0306807586.USD","LU1144417596.USD","BK4585","LU0348723411.USD","DELL","HPEL","LU0225284248.USD","FXL","LU0321505439.SGD","LU2065169927.USD","LU0310800965.SGD","LU0225771236.USD","LU0345770308.USD","LU0052756011.USD","LU1235294995.USD","LU2065170008.USD","LU0976567544.SGD","HPQ","LU0211326755.USD","LU2065171402.SGD","LU0006061336.USD","DLLL","BK4533","LU0985481810.HKD","LU0496365809.HKD","LU0321505868.SGD","BK4515","LU2065171311.SGD","LU0211326839.USD","LU0267386448.USD","LU0345770993.USD","LU1046421795.USD","HPE","LU0128525689.USD","LU1267930227.SGD","LU1823568750.SGD","BK4170","WLDR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662728208","title":"Moderately bullish activity in Micron with shares down 5.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662728208","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662728208?lang=en_us&edition=fundamental","pubTime":"2026-08-25 01:15","pubTimestamp":1787591710,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Micron (MU), with shares down $49.83 near $916.95. Options volume roughly in line with average with 767k contracts t...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/moderately-bullish-activity-in-micron-with-shares-down-5-15-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/moderately-bullish-activity-in-micron-with-shares-down-5-15-thefly-news?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["LU0642271901.SGD","CHAT","LU0708995401.HKD","MIC","LU0889566641.SGD","FAI","LU1868837136.USD","LU2543165471.USD","SOXQ","DRMY","BK4533","BK4585","LU0109391861.USD","SG9999001424.SGD","LU2089985449.USD","EGGY","LU2211815571.USD","LU2360107168.USD","VGT","LU1778281490.HKD","LU0274383776.USD","EMSF","LU2896262040.SGD","LU2471134523.USD","ARTY","IE00B1XK9C88.USD","XNTK","BK4575","LU0203345920.USD","DISK","BOBP","LU1674673691.USD","LU0127658192.USD","BK4543","SGXZ51526630.SGD","LU1868837300.USD","LU1989764748.USD","PTF","MUG","MUZ","LU0210536198.USD","LU2357627491.SGD","LU1861220033.SGD","SOXX","LU0792757196.USD","LU0943347566.SGD","LU2168564222.USD","LU1720051108.HKD","LU0323591593.USD","LU1551013425.SGD","IXN","IE00B5949003.HKD","LU0061475181.USD","LU2023250330.USD","IETC","TTXU","LU1267930813.SGD","AIS","IE000M9KFDE8.USD","LU2403377893.USD","IE00BSNM7G36.USD","LU0096364046.USD","BK4141","SGXZ99366536.SGD","BK4566","WLDR","LU2458330169.SGD","LU0820561818.USD","LU0320765059.SGD","LU1720051017.SGD","LU0157215616.USD","BAI","LU0238689110.USD","LU1548497426.USD","XLK","MULL","SHOC","LU2168563687.JPY","LU1861215975.USD","SMU00main","SGXZ81514606.USD","FTEC","LU1674673428.USD","MU","TRFK","IE00BJLML261.HKD","BK4553","LU2756315664.SGD","JGRO","LU2471134952.CNY","LU0820562030.AUD","LU0081259029.USD","LU0082616367.USD","LU2756315318.SGD","BK4512","LU1852331112.SGD","LU0787776722.HKD","LU1989764664.SGD","LU1868836591.USD","LU2054465674.USD","LU0256863902.USD","LU2048586759.USD","LU2168564065.EUR","AIFD","AIQ","LU1323610961.USD","IE00B19Z3B42.SGD","LEGR","FDTX","LU2471134879.HKD","BK4527","LU0133085943.USD","LU0672654240.SGD","LU1145028129.USD","CHPX","LU0964807845.USD","LU2931357623.SGD","LU0859254822.USD","MUD","FTXL","GB00BDT5M118.USD","MUYY","BK4579","IE00BWXC8680.SGD","LU2168564495.EUR","BK4588","EFIV","LU0056508442.USD","BK4554","WUGI","USXF","LU1868836914.USD","LU2360106780.USD","BK4532","IE00BK4W5L77.USD","LU2102340556.USD","LU1551013342.USD","LU0640476718.USD","IE00B7SZLL34.SGD","IE00BKDWB100.SGD","LU1803068979.SGD","IE0002270589.USD","LU0203347892.USD","LU0417517546.SGD","LU0256863811.USD","LU1280957306.USD","LU2168564149.EUR","LU2471134796.USD","LU2250418816.HKD","IE00B19Z3581.USD","CHPS","LU2750360997.AUD","LU2286300806.USD","CGGO","PSI","LU0820561909.HKD","LU2750360641.GBP","LU0154236417.USD","IE0034235303.USD","HBMX","LU1868836757.USD","LU1914381329.SGD","LU1366333091.USD","IE00BK4W5M84.HKD","SMH","RULE","LU2458330243.SGD","LU0889565833.HKD","LU1267930730.SGD","BK4605","MUU","FXL","LU1629891620.HKD","LU2290526834.HKD","LU2357305700.SGD","LU0683600562.USD","LU0689472784.USD","LU2213496289.HKD","IE0009356076.USD","LU1316542783.SGD","LU0719512351.SGD","LU0109392836.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662387208","title":"Dell's Stock is up 235% This Year - and Earnings Could Propel it Even Higher, Analysts Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2662387208","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662387208?lang=en_us&edition=fundamental","pubTime":"2026-08-25 01:03","pubTimestamp":1787590980,"startTime":"0","endTime":"0","summary":"The company faces a high bar heading into its upcoming report, but analysts think it can still exceed expectationsDell's stock has been a big winner in 2026.Expectations are high heading into Dell Tec","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"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":["BK4170","DLLL","LU0345770308.USD","BK4588","LU0128525689.USD","LU0345770993.USD","LU0496365809.HKD","LU1267930227.SGD","LU2065171311.SGD","WLDR","FXL","BK4585","LU1823568750.SGD","LU0052756011.USD","BK4515","LU1235294995.USD","BK4535","LU1046421795.USD","LU2065171402.SGD","DELL","LU0267386448.USD","LU0976567544.SGD","LU0310800965.SGD","BK4543","LU0211326839.USD","LU2065169927.USD","LU2065170008.USD","LU0211326755.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662920831","title":"Cboe data shows mixed options sentiment in Marvell with shares down 3.57%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662920831","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662920831?lang=en_us&edition=fundamental","pubTime":"2026-08-25 01:00","pubTimestamp":1787590812,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Marvell (MRVL), with shares down $8.46 near $228.57. Options volume relatively light with 79k contracts ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-marvell-with-shares-down-3-57-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-marvell-with-shares-down-3-57-thefly-news?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["IE00BLSP4239.USD","LU0957808578.USD","MRVU","LU2089985449.USD","XNTK","LU0476273544.USD","MRVL","SOXY","LU0823421333.USD","LU1992135399.USD","LU2098885051.SGD","LU0823434740.USD","FXL","MRVX","LU0127658192.USD","LU0056508442.USD","LU1303367103.USD","LU1992135472.HKD","LU2458330169.SGD","BK4543","LU2322448957.HKD","SMHX","WUGI","BK4605","IE00BMPRXQ63.HKD","GTEK","DTCR","LU1989764664.SGD","LU1852331112.SGD","LU1861220033.SGD","LU2473716301.USD","SG9999000418.SGD","LU1084165304.USD","IE0004091025.USD","LU2272731782.SGD","LU0444971666.USD","LU1823568750.SGD","LU2272731600.USD","LU1720051108.HKD","LU2931357623.SGD","LU1642822529.SGD","LU2272731865.HKD","BK4588","LU0081259029.USD","IE00BLSP4452.SGD","AIS","IE00BMPRXR70.SGD","LU0444973449.USD","LU2322448791.USD","FDTX","FTXL","QQQA","IE00BN8TJ469.HKD","LU0823421416.USD","LU1548497426.USD","LU2360107168.USD","MVLL","LU1316542783.SGD","LU1169589451.USD","AIFD","LU2458330243.SGD","ARTY","LU1720051017.SGD","LU0786609619.USD","LU1169590202.USD","BK4604","FAI","IE00BMPRXN33.USD","LU1989764748.USD","LU1119994496.HKD","LU2357305700.SGD","LU0642271901.SGD","LU1861215975.USD","BK4141","LU0154236417.USD","LU0823434583.USD","BK4585","LU1235294995.USD","BK4515","LU0061475181.USD","LU1046421795.USD","IE0004086264.USD","LU2290526834.HKD","LU1815336760.USD","LU2543165471.USD","IE00BBT3K403.USD","BK4581","LU0187121727.USD","LU0274383776.USD","LU2244417387.USD","LU1261432733.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662270091","title":"Dell, NetApp, HP Face Toughest Near-Term Earnings Setups, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662270091","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662270091?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:48","pubTimestamp":1787590081,"startTime":"0","endTime":"0","summary":"Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher buyside expectations and valuation going into earnings, while Hewlett Packard Enterprise (HPE) has ","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["P","LU0985481810.HKD","WLDR","LU0211326755.USD","HPEL","LU0345770993.USD","BK4533","BK4585","LU1823568750.SGD","LU0976567544.SGD","NTAP","LU0345770308.USD","BK4588","LU1235294995.USD","LU2065170008.USD","LU0162691827.USD","DELL","LU0072461881.USD","BK4543","LU0321505868.SGD","LU0348723411.USD","PUL","LU0496365809.HKD","BK4515","LU0321505439.SGD","LU0052756011.USD","LU0306807586.USD","LU0942090050.USD","LU2065171311.SGD","LU2065169927.USD","LU0128525689.USD","BK4535","LU0267386448.USD","FXL","LU0006061336.USD","LU0868494708.USD","LU1046421795.USD","LU0868494617.USD","NTAL","LU0203345920.USD","LU0203347892.USD","LU1144417596.USD","HPE","LU0211326839.USD","LU0225771236.USD","LU0225284248.USD","LU1267930227.SGD","DLLL","LU0310800965.SGD","SG9999001440.SGD","LU2065171402.SGD","LU0306806265.USD","HPQ","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662700992","title":"Marvell Seen with Upside Potential on Data-Center Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=2662700992","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662700992?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:44","pubTimestamp":1787589840,"startTime":"0","endTime":"0","summary":"1244 ET - Marvell Technology's strength in the data-center business and its plans to ramp its next-generation Trainium 3 chips provide the setup for a strong outlook, JPMorgan analysts write in a note. They expect a fiscal second-quarter beat and a third-quarter outlook above consensus views, driven by the Trainium 3 ramp. Marvell's commercial agreement with Google, which includes a warrant to buy nearly 59 million Marvell shares, further validates the company's progress, the analysts write. Investors will be looking closely at the data-center outlook for 2027 and 2028, but a combination of factors including Trainium 3 should improve \"visibility into CY27 data center growth, creating strong upside potential versus the current +55% Y/Y expectation,\" they write. 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