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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2662720887","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662720887?lang=en_us&edition=fundamental","pubTime":"2026-08-25 01:01","pubTimestamp":1787590870,"startTime":"0","endTime":"0","summary":"Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF  falling 1.5% and the State Street SPDR S&P Semiconductor ETF  dropping 3.2%.The Philadelphia Semiconductor index shed 2.7%.In corporate news, Nvidia  customers are facing price increases of over 15% on servers equipped with its AI chips due to rising memory costs, Bloomberg reported Saturday. Separately, Nvidia is discussing an investment in AI startup Perplexity as part of a funding round that would value the firm at over $30 billion, The Information reported Sunday. 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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 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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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That demand increasingly runs through artificial intelligence, from language models like ChatGPT to the chips that power them. This creates a runway of potential for AI stocks. This article walks through 3 opportunities from our AI Stocks screener and what sets each apart.\nThe three stocks covered below are only a small sample, and the full AI screen surfaced 677 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China in Focus Ahead of Nvidia's 2Q Print","url":"https://stock-news.laohu8.com/highlight/detail?id=2662270162","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662270162?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:17","pubTimestamp":1787588220,"startTime":"0","endTime":"0","summary":"1217 ET - Nvidia's 2Q results are likely to beat Wall Street estimates, but that alone isn't expected to serve as a positive catalyst for the stock, JPMorgan analysts write in a note. Instead, they write, traders will be listening for a range of substantial updates: Nvidia's GPU shipments to China, the strategy behind the company's infrastructure funding agreements, the state of memory supply, and competitive pressures from other compute platforms. The threat of competition from AMD, Cerebras, and makers of custom chips \"has been an ongoing narrative headwind for NVDA, and one that we think will be challenging to dispel entirely given the significant program ramps planned for the next few years,\" they 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