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Week In Cloud AI - AI-Driven Optical Networks Reshape Global Market Dynamics","url":"https://stock-news.laohu8.com/highlight/detail?id=2664591978","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664591978?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:07","pubTimestamp":1788264449,"startTime":"0","endTime":"0","summary":"The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. 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Chatter: Nvidia Software Backs OneRail's OmniSTAR Retailer Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=2664856752","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664856752?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:06","pubTimestamp":1788264367,"startTime":"0","endTime":"0","summary":"Nvidia's  artificial intelligence software will be used in logistics company OneRail's OmniSTAR platform, which is intended to accelerate decision making by retailers for efficient delivery options at scale, CNBC reported Tuesday.OneRail built OmniSTAR, an AI-backed, mode-agnostic delivery decisioning platform, in collaboration with Nvidia, OneRail said.OneRail told CNBC the new platform will allow smaller companies to deliver at scale and improve margins while competing with retail giants.OneRail and Nvidia didn't immediately respond to a request for comment from MT 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8 Rises on Report of Role in Texas Data Center for Anthropic Cloud Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2664856273","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664856273?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:05","pubTimestamp":1788264345,"startTime":"0","endTime":"0","summary":"BUZZ-Hut 8 rises on report of role in Texas data center for Anthropic cloud deal** Shares of crypto miner-turned-AI infrastructure provider Hut 8HUT.Orise 1.7% to $80 premarket** Anthropic has signed a cloud-computing deal worth $35 bln with Nvidia-backedNVDA.OLambda for a Texas data center, Reuters reported on Monday citing a source familiar with the matter** The data center is beingdevelopedby HUT and has a capacity of about 350 MW - report** According to the Wall Street Journal, which first reported the deal, Nvidia will hold the lease on the data center** All 20 brokerages rate HUT \"buy\" or higher; median PT is $140 - LSEG data** As of last close, HUT shares up 71.2% 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Pre-Market】US Futures and Chip Stocks Fall as Global Bond Sell-Off Deepens; Gold Drops Below $4,400, Brent Crude Tops $92","url":"https://stock-news.laohu8.com/highlight/detail?id=2664859859","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664859859?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:01","pubTimestamp":1788264098,"startTime":"0","endTime":"0","summary":"TradingKey - On Tuesday (September 1) Eastern Time, futures on the three major U.S. stock indexes fell across the board in pre-market trading. Geopolitical risks escalated sharply after two supertankers were hit by unidentified projectiles in the Strait of Hormuz, driving international oil prices further up. 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,"LU2362541513.USD","LU1242518857.USD","LU1585245621.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664858665","title":"Nvidia's Latest \"Circular\" Deal Might be Its Most Confusing Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2664858665","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664858665?lang=en_us&edition=fundamental","pubTime":"2026-09-01 19:30","pubTimestamp":1788262225,"startTime":"0","endTime":"0","summary":"Nvidia's appetite to act as banker and investor for the artificial-intelligence ecosystem seems endless. Its most recent deal is a doozy, even by the chip maker's standards.Claude-developer 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Shares of memory-card maker Sandisk slid 3.2% ahead of the opening bell. Glassmaker Corning, chip manufacturer Intel, and chips and networking company Marvell were also falling in premarket trading.Robinhood Markets rose 2.3% to $107.22 after Morgan Stanley upgraded the stock to Overweight and raised its price target to $150 from $124, citing signs that the company's broader product capabilities were improving the economics of its installed customer base.Novartis jumped 4.5% after the Swiss drugmaker announced positive Phase III trial results for its multiple sclerosis treatment. 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Offer Insights on Technology Companies: Adobe (ADBE), Salesforce (CRM) and Nvidia (NVDA)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664853835","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664853835?lang=en_us&edition=fundamental","pubTime":"2026-09-01 18:30","pubTimestamp":1788258631,"startTime":"0","endTime":"0","summary":"Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Adobe (ADBE), Salesforce (CRM) and Nvidia (NVDA). 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