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Oil, Yen Whiplash and a $2,000 iPhone: the Financial Week in Five Charts","url":"https://stock-news.laohu8.com/highlight/detail?id=2666852610","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666852610?lang=en_us&edition=fundamental","pubTime":"2026-09-11 18:48","pubTimestamp":1789123724,"startTime":"0","endTime":"0","summary":"Rising \"dark\" crossings, indications that Iran's grip on the waterway may be weakening, and conflicting estimates from the Trump administration have made uncertainty itself a market fundamental.The result is a persistent geopoliticalrisk premiumthat looks likely to stay baked into energy prices for months.2. INFLATION NATIONJAMIE MCGEEVER, ROI Markets Columnist: U.S. inflation has been above the Federal Reserve's 2% target for so long that consumers and businesses could be forgiven for thinking the Fed implicitly sees 3% as the new 2%. There is some evidence that they already do: the five-year outlook in the University of Michigan consumers' inflation expectations survey hasn't been below 3% for more than two years.Sticky inflation could force the Fed to resume its monetary tightening cycle next week, with Friday's consumer price data for August likely to have a significant bearing onwhether Kevin Warsh's Fed hikes or sits tight.3. MORE TO 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Chatter: Nvidia, OpenAI, Oracle and Cisco AI Data Center Plan in UAE May Be Revised After Iranian Attacks","url":"https://stock-news.laohu8.com/highlight/detail?id=2666254065","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666254065?lang=en_us&edition=fundamental","pubTime":"2026-09-11 18:22","pubTimestamp":1789122128,"startTime":"0","endTime":"0","summary":"Nvidia , OpenAI, Oracle  and Cisco  are involved in a United Arab Emirates AI data center project that will likely be revised following Iranian attacks, Reuters reported Friday, citing people familiar with the matter.The 5-gigawatt project, originally planned as a 10-square-mile campus in Abu Dhabi, will likely be developed as a network of data centers across the UAE, according to the report.The first phase of the $30 billion Stargate UAE project is expected to proceed with security modifications, while G42 said work remains on track and subject to ongoing review, Reuters 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New Chip Rally Comes with a Warning Attached","url":"https://stock-news.laohu8.com/highlight/detail?id=2666456265","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666456265?lang=en_us&edition=fundamental","pubTime":"2026-09-11 13:30","pubTimestamp":1789104600,"startTime":"0","endTime":"0","summary":"Chip stocks seem to have turned a corner. What's amazing is that these stocks, which have practically become a byword for the bull market, might still be too cheap.The iShares Semiconductor 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Stanley Breaks Down NVIDIA's 'Balance Sheet-as-a-Service' Model: Equity Price Target Set at $300 While Credit Desk Stays Cautious","url":"https://stock-news.laohu8.com/highlight/detail?id=1154099705","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154099705?lang=en_us&edition=fundamental","pubTime":"2026-09-11 11:55","pubTimestamp":1789098917,"startTime":"0","endTime":"0","summary":"Morgan Stanley has released a research report evaluating NVIDIA (NVDA.US) from a cross-asset perspective, focusing on the company's \"Balance Sheet-as-a-Service\" strategy. 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49","title":"Apple's iPhone 18 Upgrade Cycle Likely to Boost Some Suppliers","url":"https://stock-news.laohu8.com/highlight/detail?id=2666510949","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666510949?lang=en_us&edition=fundamental","pubTime":"2026-09-11 10:55","pubTimestamp":1789095300,"startTime":"0","endTime":"0","summary":"0255 GMT - Asia's Apple suppliers are likely to see support shift toward assemblers and component manufacturers from traditional camera lens makers as the iPhone 18 upgrade cycle unfolds, according to a Morgan Stanley report. Luxshare Precision Tehcnology, Lingyi iTech and AAC Technologies are likely to be the biggest beneficiaries, it notes, as it maintains overweight ratings on the stocks. The brokerage downgrades Largan Precision to equal-weight and Genius Electronic Optical to underweight, citing their recent share-price surges being priced in, alongside much of the potential upside from new camera features and future co-packaged optics opportunities. While the iPhone 18 presents a \"real upgrade cycle,\" Morgan Stanley says valuations, rather than technology, are now the key differentiator among 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