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price target raised to $700 from $635 at Stifel","url":"https://stock-news.laohu8.com/highlight/detail?id=2673270191","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673270191?lang=en_us&edition=fundamental","pubTime":"2026-10-05 18:35","pubTimestamp":1791196510,"startTime":"0","endTime":"0","summary":"Stifel raised the firm’s price target on AMD (AMD) to $700 from $635 and keeps a Buy rating on the shares. Into the September-quarter reporting 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Chatter: Firmus Grid Set to Offer Half of IPO Shares to Existing Backers","url":"https://stock-news.laohu8.com/highlight/detail?id=2673090507","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673090507?lang=en_us&edition=fundamental","pubTime":"2026-10-05 18:21","pubTimestamp":1791195667,"startTime":"0","endTime":"0","summary":"Firmus Grid plans to allocate about half of its IPO shares to existing shareholders, including Nvidia  and Blackstone , Bloomberg reported Monday, citing people familiar with the matter.According to the report, Firmus aims to raise up to $5.5 billion, including a greenshoe option, in one of Australia's largest IPOs. The company priced the deal at 11 Australian dollars a share, implying a valuation of about AU$43.7 billion, while demand exceeded the offer size.Firmus plans to use the proceeds to buy graphics processing units for its first data center in Batam, Indonesia, being developed with DayOne under an eight-year partnership with Nvidia, Bloomberg added.The people told Bloomberg that details remain subject to change.Nvidia and Blackstone did not immediately respond to MT Newswires' request for 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Micron to Hon Hai: AI Supply Chain Results Beat Expectations as Global Infrastructure Spending Stays Elevated","url":"https://stock-news.laohu8.com/highlight/detail?id=1156740625","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156740625?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:21","pubTimestamp":1791192086,"startTime":"0","endTime":"0","summary":"Hon Hai Precision Industry Co. 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International October Picks Balance Defense and Income; Favors NVIDIA (NVDA.US), GCL Technology (03800), China Taiping (00966), and Others","url":"https://stock-news.laohu8.com/highlight/detail?id=1175728066","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175728066?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:17","pubTimestamp":1791191854,"startTime":"0","endTime":"0","summary":"According to a research report released by BOCOM International, global equity markets mostly declined in September, with central banks in the U.S., Europe, and Japan all raising rates, while 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Set for Stock Record as Key Supplier Celebrates Booming AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2673370544","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673370544?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:50","pubTimestamp":1791190200,"startTime":"0","endTime":"0","summary":"Nvidia is pushing for a new all-time high again. 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CIO Says Nvidia's Forward P/E of Just 17x Shows AI Tech Stocks Are Far From Bubble Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1163594891","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163594891?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:09","pubTimestamp":1791187765,"startTime":"0","endTime":"0","summary":"Hou Wey Fook, Chief Investment Officer at DBS Group, stated that Nvidia's (NVDA.US) price-to-earnings ratio, combined with an expected earnings growth rate of 70% next year, indicates that 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CIO Says AI Rally Is Far From Bubble Territory as Nvidia Valuation Still Backed by Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1185471057","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185471057?lang=en_us&edition=fundamental","pubTime":"2026-10-05 15:41","pubTimestamp":1791186069,"startTime":"0","endTime":"0","summary":"DBS Group Chief Investment Officer Hou Weifu said that NVIDIA's price-to-earnings ratio and its forecast of 70% earnings growth next year indicate that the AI-driven technology stock rally is 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$5.5B IPO Could Give Nvidia Room to Add More Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2673070859","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673070859?lang=en_us&edition=fundamental","pubTime":"2026-10-05 14:51","pubTimestamp":1791183083,"startTime":"0","endTime":"0","summary":"Firmus is reportedly planning to reserve roughly half of its $5.5 billion IPO shares for current shareholders. According to Bloomberg News, this 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This article walks through three stocks from our U.S. National-Security Industrial Policy Beneficiaries screener that appear closely tied to these policy currents and explains how the new rulebook for risk and...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/31158-card/1788989241928","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/31158-card/1788989241928"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["IE00BLSP4452.SGD","LU0823434583.USD","LU0823421416.USD","AIFD","WUGI","LU2065169927.USD","IE00BN8TJ469.HKD","LU2065171311.SGD","FAI","LU0823434740.USD","SOXY","LU0187121727.USD","LU1989764664.SGD","SMHX","BK4129","GTEK","BK4585","SG9999000418.SGD","LU1815336760.USD","LU1235294995.USD","BK4141","BK4581","LU1548497426.USD","LU0274383776.USD","LU2272731865.HKD","LU1992135399.USD","LU1119994496.HKD","LU1046421795.USD","XNTK","FXL","LU2322448791.USD","MRVU","LU1720051017.SGD","BK4109","LU1852331112.SGD","LU0476273544.USD","BK4604","LU2089985449.USD","LU0056508442.USD","LU0823421333.USD","LU1084165304.USD","LU2322448957.HKD","LU1303367103.USD","MRVL","LU0444973449.USD","LU2272731782.SGD","LU2543165471.USD","LU0154236417.USD","ARTY","LU1169589451.USD","LU1992135472.HKD","LU0642271901.SGD","LU2098885051.SGD","BK4605","LU2290526834.HKD","TPC","LU2458330169.SGD","AIS","LU1720051108.HKD","LU1861215975.USD","LU2458330243.SGD","LU1316542783.SGD","LU1642822529.SGD","IE00BMPRXQ63.HKD","DTCR","BK4588","IE0004091025.USD","PRM","LU1169590202.USD","LU2065170008.USD","LU0957808578.USD","LU0444971666.USD","FTXL","LU2244417387.USD","BK4543","IE0009354923.USD","LU0786609619.USD","LU1823568750.SGD","LU0081259029.USD","IE00B1BXHZ80.USD","LU1861220033.SGD","IE00BLSP4239.USD","LU1261432733.SGD","LU0061475181.USD","FDTX","MRVX","LU2272731600.USD","IE00BMPRXN33.USD","BK4515","LU2931357623.SGD","LU2360107168.USD","QQQA","IE0004086264.USD","LU2473716301.USD","LU2357305700.SGD","LU0127658192.USD","LU1989764748.USD","IE00BBT3K403.USD","MVLL","IE00BMPRXR70.SGD","LU2065171402.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672773942","title":"Nvidia and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just a...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8212000-choice2-card/1788949248729","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8212000-choice2-card/1788949248729"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/nvidia-and-3-ai-infrastructure-stocks-backed-by-big-r-and-d","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/nvidia-and-3-ai-infrastructure-stocks-backed-by-big-r-and-d","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":["LU2347655073.USD","LU2750360641.GBP","NVDL","TTEQ","LU2023250330.USD","LU0965509010.AUD","LU1935042488.USD","SNVD.UK","LU0466842654.USD","LU1988902786.USD","LU0157215616.USD","SG9999015978.USD","LU2125909247.SGD","LU1923622614.USD","LU1935042215.USD","LU0345768740.USD","LU2286300806.USD","LU1116320737.USD","LU0348723411.USD","LU2462591350.SGD","LU0823434740.USD","LU2063271972.USD","GAMR","LU2750360997.AUD","IE00BN29S564.USD","LU1003077747.HKD","LU1699723380.USD","LU0097036916.USD","LU0289961442.SGD","LU2506951792.HKD","NVD3.UK","SNVDAmain","IXN","SHOC","LU2361045086.USD","LU0345769631.USD","LU0949170772.SGD","LU0345769128.USD","ESLG","IE000Q6AESB8.SGD","LU0124676726.USD","LU1989772923.USD","LU2125909916.SGD","LU1721428933.USD","ANV","AIFD","LU0444971666.USD","LU0082616367.USD","LU0683600562.USD","LU1839511570.USD","LU2456880835.USD","LU0868494617.USD","NVIW.SI","LU2471134796.USD","LU1868836757.USD","LU2087625088.SGD","LU1116320901.HKD","NVDO","LU2265009873.SGD","LU2452424414.USD","LU2279689827.SGD","LU2896262040.SGD","WISE","IE00BFSS8Q28.SGD","LU2756315664.SGD","LU0957791311.USD","LU2242650005.HKD","IE00BMPRXQ63.HKD","IE0001KFT4U8.USD","LU1280957306.USD","LU0308772762.SGD","LU2462157665.USD","LU2089985449.USD","LU0053666078.USD","LU0061474960.USD","IE0004445015.USD","LU0795875169.SGD","LU1917777945.USD","SNDU","LU0096364046.USD","SMH","PTF","SCHM","LU1821325948.USD","NULC","LU0786609619.USD","LU2213496289.HKD","LU1691799644.USD","AGOX","BK4598","LU0354030438.USD","LU1202635105.USD","LU1852331112.SGD","JGRO","HK0000306701.USD","LU1974910355.USD","IE00B3M56506.USD","LU2191332357.HKD","LU0289739343.SGD","LU0553294199.USD","SG9999014880.SGD","LU0347712357.USD","LU3102509885.SGD","LU0823434583.USD","LU0345768153.USD","LU2272731600.USD","IE0004091025.USD","SG9999015986.USD","ILDR","IE00B1XK9C88.USD","LU2458330243.SGD","LU1069344957.HKD","LU2271345857.HKD","IE00BQXX3F31.USD","LU2272731782.SGD","USD","LU2746668974.SGD","IE00BJTD4V19.USD","METV","LU2413666426.HKD","IE00BFSS7M15.SGD","LU1670756490.USD","LU2381873111.SGD","LU0029864427.USD","LU2244417387.USD","SG9999018857.SGD","IE00B1BXHZ80.USD","IE000W1ABFV2.USD","LU2065171311.SGD","BK4588","LU2487616109.SGD","SG9999014567.USD","HK0000914686.HKD","IETC","LU0417517546.SGD","LU2065171402.SGD","HK0000532082.HKD","NVDG","AIPI","LU2125909759.SGD","SG9999004303.SGD","BK4605","LU0054578231.USD","LU1983260115.SGD","SG9999015945.SGD","LU0345770308.USD","SG9999014898.SGD","IE00B775SV38.USD","SGXZ81514606.USD","LU0316494557.USD","LU0726765562.USD","TMSL","BK4581","LU0957808578.USD","LU2505996509.AUD","LU1400636574.HKD","LU1732800096.USD","LU2237957902.USD","LU1935043023.USD","TTXU","LU1934455863.HKD","LU1674673691.USD","LU2264538146.SGD","IE00BYXW3230.USD","LU0109392836.USD","LU1429558221.USD","HK0000819398.USD","LU1923622291.USD","LU1242518931.SGD","LU2168564222.USD","NVDY","LU2361044949.HKD","LU0127658192.USD","VGT","LU1815333072.USD","LU1861559042.SGD","LU2237443382.USD","NVDD","LU1064131342.USD","IE00BQXX3C00.GBP","BK4550","LU2420271590.USD","LU2290526834.HKD","IE0004086264.USD","ABFL","LU0963586101.USD","LU0061475181.USD","LU2065170008.USD","LU1084165304.USD","LU1267930490.SGD","LU0795875086.SGD","IE00B4YYXB79.USD","LU0080751232.USD","SGXZ80539844.SGD","LU0985320562.USD","LU0069063385.USD","LU0310800379.SGD","LU2360107168.USD","LU0070217475.USD","IE0034235295.USD","LU1066053197.SGD","LU0106261372.USD","LU0238689110.USD","LU0545039389.USD","09788","LU0107464264.USD","LU1400636491.USD","LU1720051017.SGD","LU0820562030.AUD","CMAG","LU2326559502.SGD","LU0128525929.USD","IE0004445239.USD","LU1400636657.SGD","LU2125154935.USD","LU0898699433.AUD","LU0912757837.SGD","LU2097344431.USD","LU2111349929.HKD","LU2168564495.EUR","HK0000914660.USD","LU0154236417.USD","IE0009G5SDU7.USD","LU2023251221.USD","LU0265550946.USD","LU2360032135.SGD","07788","SG9999014914.USD","LFGY","LU0289960550.SGD","LU1037948897.HKD",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America Has Never Been This Upbeat About Future Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2672778076","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672778076?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:00","pubTimestamp":1791122400,"startTime":"0","endTime":"0","summary":"Tech companies have led the way in terms of issuing optimistic earnings forecastsSuper Micro Computer issued a quarterly profit forecast that topped analysts' expectations.As third-quarter earnings 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