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Strategic Equity Portfolio Hits $99 Billion, Ranking Among Global Tech's Largest Corporate Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1146344264","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146344264?lang=en_us&edition=fundamental","pubTime":"2026-09-04 17:12","pubTimestamp":1788513154,"startTime":"0","endTime":"0","summary":"As of July 26, NVIDIA’s equity investment portfolio has reached $99 billion, a dramatic surge from roughly $7 billion a year earlier and about $2.2 billion two years ago. 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Buy Rating Reaffirmed as Hugging Face Acquisition Strengthens AI Platform and Long-Term Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380040","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664380040?lang=en_us&edition=fundamental","pubTime":"2026-09-04 16:45","pubTimestamp":1788511531,"startTime":"0","endTime":"0","summary":"William Blair analyst Sebastien Naji has maintained their bullish stance on NVDA stock, giving a Buy rating yesterday. 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AI Buildout Won't be Perpetual Cash Burn","url":"https://stock-news.laohu8.com/highlight/detail?id=2664384622","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664384622?lang=en_us&edition=fundamental","pubTime":"2026-09-04 14:48","pubTimestamp":1788504480,"startTime":"0","endTime":"0","summary":"0647 GMT - Tencent's AI buildout won't be a perpetual cash burn, Morningstar analyst Ivan Su says in a research note. Tencent's Hy large language model should improve rapidly after procuring large amount of computing power to train it, the analyst notes. If Hy disappoints, the hardware could be rented out to third parties to quickly recoup the steep investment, he says. Still, Su thinks the largest long-term AI potential from Tencent's different applications in advertising, games and WeChat AI agent rather than renting out compute. The analyst thinks Tencent's free cash flow should turn positive in 2027, opening room for larger shares buybacks from that point. 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Digest-New York Times Business News - September 4","url":"https://stock-news.laohu8.com/highlight/detail?id=2664389248","media":"Reuters","labels":["event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664389248?lang=en_us&edition=fundamental","pubTime":"2026-09-04 13:36","pubTimestamp":1788500197,"startTime":"0","endTime":"0","summary":"PRESS DIGEST-New York Times business news - September 4Sept 4 (Reuters)-The following are the top stories on the New York Times business pages. 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Adds Tencent and Innovent Bio to Buy List While Maintaining Positive Outlook on Tech and Hardware Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=1141408111","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141408111?lang=en_us&edition=fundamental","pubTime":"2026-09-04 13:34","pubTimestamp":1788500064,"startTime":"0","endTime":"0","summary":"UOB Kay Hian's latest research report indicates that mainland Chinese equities underwent a consolidation phase during August, with the Hang Seng Index and MSCI China Index retreating 1.2% and 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Jones Top Company Headlines at 11 PM ET: the 'Deeply Nerdy' Founders Behind Nvidia's $13 Billion Bet on Hugging Face | Musk's ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2664385954","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664385954?lang=en_us&edition=fundamental","pubTime":"2026-09-04 11:00","pubTimestamp":1788490800,"startTime":"0","endTime":"0","summary":"The 'Deeply Nerdy' Founders Behind Nvidia's $13 Billion Bet on Hugging FaceThe startup began as an emoji-named app for teens before becoming a crusader for open-source artificial 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China and Hong Kong Stock Markets Open Strongly on Wednesday Morning","url":"https://stock-news.laohu8.com/highlight/detail?id=1149329787","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149329787?lang=en_us&edition=fundamental","pubTime":"2026-09-04 10:36","pubTimestamp":1788489391,"startTime":"0","endTime":"0","summary":"Mainland China's A-share market opened higher and extended gains on Wednesday morning, with all three major indices rallying in early trading. 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