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27.08.26 - 03:06
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Apple pressure on OLED prices squeezes South Korean panel profits (Digitimes)
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Apple is reportedly negotiating lower unit prices with South Korean OLED panel suppliers as surging prices for high-performance mobile DRAM, NAND flash, and other memory chips threaten its gross margin. The company is seeking to cut OLED procurement costs by offering larger orders in exchange for discounts....
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27.08.26 - 02:24
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Prudential sees new business profit growth slow, announces US$300m share buy-back (SCMP)
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British insurer Prudential announced a US$300 million share buy-back, to be completed by December, as it reported an 8 per cent increase in new business profit for the first half of the year.
The buy-back and slower profit growth came amid market concerns over a potential pullback in mainland Chinese visitors to Hong Kong that could test the performance of insurers in one of their largest markets.
New business profit – a key metric tracking the future profitability of newly written life......
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27.08.26 - 01:30
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Nvidia Steps Back Into China Market With First H200 Chip Sales (Bloomberg)
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Nvidia Corp. said it sold a small number of its H200 chips to customers in China during the most recent quarter, though shipments of the artificial intelligence processors to the world's second-largest economy fell short of the total permitted with the blessing of US President Donald Trump....
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27.08.26 - 00:48
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Nvidia Results Impress, But Shares Fall | The Close 8/26/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Northwestern Mutual Wealth Chief Portfolio Manager, Equities Matt Stucky, JPMorgan Asset Management Executive Director, Global Market Strategist Meera Pandit, Telsey Advisory Group CEO Dana Telsey, NYU Emeritus Professor, Psychology and Neural Science Gary Marcus, Gabelli Funds Portfolio Manager & Managing Director for Growth Portfolios John Belton, AOL Co-Founder Steve Case, Seaport Research Partners Semiconductors & Electronics Senior Analyst Jay Goldberg, Cressent Founding Partner & Chief Investment Strategist Jack Ablin, NYU Professor Stern School of Business Professor Aswath Damodaran, DataBank Incoming CEO Kevin Ooley, & Council on Foreign Relations Senior Fellow for China Chris McGuire. (Source: Bloomberg)...
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27.08.26 - 00:27
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Nvidia Rises After Solid Earnings, Reversing Margin Concerns As Company Guides To 70% 2028 Revenue Growth (ZeroHedge)
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Nvidia Rises After Solid Earnings, Reversing Margin Concerns As Company Guides To 70% 2028 Revenue Growth
Update (5:10pm): NVDA stock is very volatile, and after sliding 3% at first on solid earnings but weak margin guidance, the stock has since recovered and is up over 5% as the earnings call begins, on the following comments from Jensen Huang:
*NVIDIA CFO SAYS SEEING DEMAND ACCELERATION EVEN AT OUR SCALE
*NVIDIA CFO SAYS REVENUE TO GROW ABOUT 70% IN FISCAL 2028
*NVIDIA CFO SAYS SEEING DEMAND ACCELERATION EVEN AT OUR SCALE
As Bloomberg notes, Amazon's commitment to use a lot more Nvidia products and a strong prediction for growth in revenue of about 70%, well above whispers of about 40-50%, next year has shoved aside the naysayers. The 2028 guidance, which came unexpectedly and was intended precisely the spark a buying spree in the stock, did just that, and has pushed the shares about 5% after hours.
* * * Earlier:
In our preview of NVDA earnings we said that "Nvidia will beat FQ2...
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27.08.26 - 00:24
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DataBank′s Incoming CEO on AI Buildout, Nvidia Earnings (Bloomberg)
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Kevin Ooley, the incoming CEO of DataBank and current CFO, joined the program to discuss critical issues surrounding the expansion of data centers. Operating over 70 data centers across more than 25 markets, DataBank faces significant challenges related to power availability and infrastructure. He speaks with Romaine Bostick & Mandeep Singh on "The Close." (Source: Bloomberg)...
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