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One Strategist Warned on Semiconductor Stocks Within a Day of Their Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2664881198","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664881198?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:22","pubTimestamp":1788351720,"startTime":"0","endTime":"0","summary":"JPMorgan Asset Management chair could hardly have timed his semiconductors' commentary any betterOne investor correctly called the top of the semiconductor stocks trade.On June 23, Michael Cembalest rang the alarm on semiconductor stocks. June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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Zhang Ke Chairs Strategic Meeting on Industrial Mapping for AI, Aerospace, and Low-Altitude Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1197611942","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197611942?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:20","pubTimestamp":1788351633,"startTime":"0","endTime":"0","summary":"On September 2, Mayor Zhang Ke presided over a dedicated working session to evaluate the progress and gather insights on the compilation of the \"Five Maps and Six Lists\" for the 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Rush Street Interactive (RSI)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664814849","media":"Simply Wall St.","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664814849?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:18","pubTimestamp":1788351516,"startTime":"0","endTime":"0","summary":"In the recent past, Rush Street Interactive reported a record second quarter, with all-time highs in revenue and Adjusted EBITDA that exceeded analyst expectations, and the company raised its full-year revenue and EBITDA guidance on the back of its online casino and sports betting operations.\nThis combination of operational records and a higher outlook highlights how RSI’s business model is scaling, even as investor reaction remained cautious.\nNext, we’ll examine how RSI’s record 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Leidos Holdings (LDOS) Undervalued After New Defense Contracts And Its AI Tool Launch?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664814366","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664814366?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:17","pubTimestamp":1788351466,"startTime":"0","endTime":"0","summary":"Why recent contracts and AI tools matter for Leidos Holdings stock\nLeidos Holdings (LDOS) has attracted fresh attention after securing two U.S. military contracts focused on cyber defense and behavioral health, alongside launching an AI-enabled geospatial intelligence tool aimed at faster, more accurate mapping.\nTogether, these developments highlight how Leidos Holdings is positioned across cybersecurity, defense health research, and AI driven software, areas that many investors track 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Kong Sets Sights on Space: First Mission Targeted for 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=1159964179","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159964179?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:14","pubTimestamp":1788351279,"startTime":"0","endTime":"0","summary":"Hong Kong's most significant news in recent days is the sudden launch of eight new research and development centers. The government has committed approximately HK$2.5 billion to bring together more...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SPCQ","UFO","SOXS","CHPY","SPAL","SPAX","SPCF","SOXQ","SOXX","XSPC","BK4535","LOFD","SPCI","TEKX","SNK","USD","GALX","SPCG","XSD","SMHU","PSI","ORBX","SSG","ELOL","BK4588","CHPS","BK4585","SPCU","SPCM","DIPR","FTXL","XSHP","SSPC","SMHX","SMH","BK4564","CHAT","SOXL","SOXY","YSPC","LOFF","SPCH","ROKT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664814336","title":"This Week In Electric Vehicles - AI Powers Revolution In Wireless Charging Infrastructure","url":"https://stock-news.laohu8.com/highlight/detail?id=2664814336","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664814336?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:07","pubTimestamp":1788350827,"startTime":"0","endTime":"0","summary":"Artificial intelligence is revolutionizing the wireless electric vehicle charging sector, enhancing efficiency and driving massive infrastructure investment. AI technologies are significantly improving wireless charging efficiency to over 93% by optimizing vehicle positioning and predictive maintenance, thus reducing energy loss and costs. Large-scale investments, such as the $500 billion Stargate Project and Europe’s $215.3 billion InvestAI initiative, are channeling substantial capital 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On September 2, 2026, 1stdibs.com posted an updated investor presentation outlining its 2026 pr...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/1stdibs-com-unveils-2026-ai-driven-growth-roadmap?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/company-announcements/1stdibs-com-unveils-2026-ai-driven-growth-roadmap?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["QTOC","VTHR","AIPO","BK4220","ARTY","BK4539","BK4122","CHAT","AGIX","DIBS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664819627","title":"The 2 Shining Lights in Market's Bond-Yield Gloom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664819627","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664819627?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:48","pubTimestamp":1788349680,"startTime":"0","endTime":"0","summary":"Good morning. I'm Rupert Steiner, Barron's London Bureau Chief. You might see my name pop up in your inbox occasionally to help you make sense of market moves when Callum Keown is otherwise engaged. So let's dive in!Dell boosts annual sales outlook on surging server demandDell Technologies raised its annual revenue forecast by $25 billion, to $192 billion, fueled by massive demand for servers that run AI tasks. The company exited the quarter with a record $95 billion backlog in its AI server business. COO Jeff Clarke noted that in the past 12 months, Dell has booked more than $130 billion in server orders as IT environments shift from cost centers to value drivers.&#128738;?Palo Alto results confirm AI is a tailwind for cybersecurityLike last week's earnings for its competitor CrowdStrike, Palo Alto Networks' results confirm that cybersecurity stands out as a likely winner from AI among e","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"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":["AVGW","US2Y.BOND","FEBU","TMF","TRFK","FXL","GTLB","ARTY","CGBL","USXF","AVGU","QTOC","TLTW","TRUN","JOYT","NULC","DECU","AVS","PANG","RGLO","US3Y.BOND","AIPO","AVGX","BAI","CHAT","US7Y.BOND","GXPE","US5Y.BOND","PMDE","CVX","US6M.BOND","AVGG","SPTE","AGIX","GXDW","HAKY","US12M.BOND","PANW","AVL","VGFPF","CGDG","VOTE","US10Y.BOND","PALU","TTEQ","US30Y.BOND","PALD","AVGO","DELL","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664902198","title":"Micron Stock Can't Catch a Break. 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