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The firm says adoption is expected to rise from approximately 33% in 2025 to 53% in 2026, driven by continued investment in AI infrastructure and the rollout of new high-performance AI chips from Nvidia, AMD and Google. AMD is expanding its AI platform strategy with the Helios rack-scale solution, which is expected to enter large-scale shipments in 2027, while the next-generation MI500 platform is being developed to compete with Nvidia's Rubin Ultra, TrendForce 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Chatter: Nvidia in Talks for $3 Billion Investment in SoftBank's SB Energy Ahead of IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2660109017","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660109017?lang=en_us&edition=fundamental","pubTime":"2026-08-17 10:55","pubTimestamp":1786935358,"startTime":"0","endTime":"0","summary":"Nvidia is negotiating to invest up to $3 billion in SoftBank Group  subsidiary SB Energy, which is developing an Ohio data center for OpenAI, The Information reported on Monday, citing people familiar with the discussions.Half of the funds would come at the project's signing, with the remainder tied to SB Energy's planned IPO as soon as next month, which could raise at least $5 billion, the news portal said.The energy infrastructure firm, which also counts OpenAI as a backer, is building multiple campuses to meet surging AI-driven data demands, the publication said.Nvidia and SB Energy did not immediately respond to MT Newswires' request for 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Weekly: Apple, Nvidia, Tesla, SpaceX, Micron, SanDisk, Intel, Dell, Nebius & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1105317401","media":"Bellwether Stocks Movement","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105317401?lang=en_us&edition=fundamental","pubTime":"2026-08-17 10:18","pubTimestamp":1786933103,"startTime":"0","endTime":"0","summary":"First, Apple. KeyBanc keeps an Underweight rating. Why? Carrier surveys show iPhone 17 sales slowing in June as buyers wait for the iPhone 18. There is real uncertainty about pricing for the next...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"ba838cf5900a47de94e1e2f5f87b6072","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Ratings Weekly: Apple, Nvidia, Tesla, SpaceX, Micron, SanDisk, Intel, Dell, Nebius & More","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDX","07788","TSLZ","AAPD","LOFD","NVD","NVII","NBIZ","TSLG","07366","SNDG","SPAL","AAPE","AAPL","DIPS","SPCU","SPAX","AAPX","NVDD","NVYY","LOFF","MUU","TSLT","AAPW","TSLR","TSLP","DELL","TSLY","NVDG","SPCM","NVDA","NBIS","TSLS","NVDB","07766","NEBX","TESL","09366","SPCQ","TSDD","NBIL","TSLA","INTC","SPCX","TSLI","SNK","AAPY","ELOL","SPCH","MUYY","TSYY","MULL","LINT","SNDU","ANV","NVDQ","SNXX","NVDY","INTW","MU","NVDL","SNDK","NVDO","AAPU","SPCG","TSII","MIC","09766","MUD","TEST","NVDU","NVDS","TLA","APLY","MUZ","SPCF","AAPB","TSLQ","NVDW","07388","DLLL","SSPC","TSLL","TSLW","TSLO","SNDQ","TSL","SNDC","CRSH"],"isVideo":true,"video":{"duration":178,"video_url":"https://news-video-sg.skytigris.cn/videos/cdn/4180d19e0c404a0897e38686271ccc38.mp4","video_thumbnail":"https://community-static.tradeup.com/news/1cc088c59da0928502c21d6c5b217144","audio_url":"","isAI":false},"gpt_icon":0},{"id":"1153479570","title":"NVIDIA announces CPO mass production, driving optical interconnect stocks higher; TFC expands over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153479570","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153479570?lang=en_us&edition=fundamental","pubTime":"2026-08-17 10:05","pubTimestamp":1786932343,"startTime":"0","endTime":"0","summary":"On the morning of August 17, NVIDIA officially announced the mass production of CPO (Co-Packaged Optics) switches, triggering a broad rally in CPO concept stocks. Shares of TFC Communication 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Q1 $81.6B (+85%), guidance $91B. BofA expects $94-95B beat, $107-108B Q3 guidance. Vera Rubin in production, networking +199%, $500B financing launched. Technical: $221 support holding, $229.51 breakout 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Craze: \"Bull Run\" Viral Film Sparks Stock Market Frenzy","url":"https://stock-news.laohu8.com/highlight/detail?id=1162017449","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162017449?lang=en_us&edition=fundamental","pubTime":"2026-08-16 22:50","pubTimestamp":1786891834,"startTime":"0","endTime":"0","summary":"Get ready for Monday's market open as the weekend brought a whirlwind of events, from a viral movie to key economic data releases. Here's a recap of the major headlines and the latest insights 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