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Software Cos. are a Thing of the Past, Huang Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666659001","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666659001?lang=en_us&edition=fundamental","pubTime":"2026-09-11 02:37","pubTimestamp":1789065420,"startTime":"0","endTime":"0","summary":"1437 ET - The days of the capital-light software company are over, Nvidia CEO Jensen Huang says at a Goldman Sachs conference. 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Regulatory Uncertainty Clouds Chinese Robot Firm Galaxea AI's IPO Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2666059275","media":"Dow Jones","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666059275?lang=en_us&edition=fundamental","pubTime":"2026-09-11 00:14","pubTimestamp":1789056840,"startTime":"0","endTime":"0","summary":"A tighter regulatory climate in China is casting a cloud over robotics startup Galaxea AI's plan to go public in Hong Kong, people familiar with the matter say.The Wall Street Journal had previously 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00:06","pubTimestamp":1789056386,"startTime":"0","endTime":"0","summary":"Aehr Test Systems  is positioned for an artificial intelligence-driven inflection as rising chip power and package value increases the cost of late failures, Oppenheimer said in a Thursday note.The company's package-level burn-in platform Sonoma is ramping manufacturing with a leading hyperscaler through a record $41 million order, while its wafer-level burn-in platform FOX-XP recently entered high-volume manufacturing with a major AI processor, including a $22 million follow-on, according to the note.Oppenheimer said that in the near-term, it expects fiscal Q2 2027 revenue of $43.7 million, exceeding the $37 million consensus forecast, with H1 revenue slated to be $70.9 million versus the Wall Street estimate of $63 million, on account of Sonoma backlog.\"Longer term, FOX can step-function higher, as wafer volume and burn-in intensity rise, particularly if the second AI processor moves into [high-volume manufacturing],\" Oppenheimer said.Oppenheimer initiated coverage on the company wit","market":"hk","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://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["AGIX","LAZR","CHAT","VTHR","BK4147","ARTY","AEHG","QTOC","BK4563","BK4585","AEHR","BK4588","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666627592","title":"Dow's 300-Point Drop Led by Losses in Shares of Nvidia Corp., Amgen","url":"https://stock-news.laohu8.com/highlight/detail?id=2666627592","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666627592?lang=en_us&edition=fundamental","pubTime":"2026-09-10 23:56","pubTimestamp":1789055760,"startTime":"0","endTime":"0","summary":"DJ Dow's 300-Point Drop Led By Losses In Shares Of NVIDIA Corp., AmgenThis article was automatically generated by MarketWatch using technology from Automated Insights.Behind declines for shares of NVIDIA Corp. and Amgen, the Dow Jones Industrial Average is down Thursday morning.Shares of NVIDIA Corp.  and Amgen  are contributing to the blue-chip gauge's intraday decline, as the Dow  was most recently trading 308 points lower .NVIDIA Corp.'s shares have declined $4.69, or 2.1%, while those of Amgen have fallen $7.83, or 2.0%, combining for a roughly 74-point drag on the Dow.Merck , Sherwin-Williams Co. , and Caterpillar  are also contributing significantly to the decline.A $1 move in any of the benchmark's 30 components equates to a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled September 10, 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AI Pipeline Could Drive Increasing Annual Recurring Revenue Upside, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666592845","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666592845?lang=en_us&edition=fundamental","pubTime":"2026-09-10 23:36","pubTimestamp":1789054569,"startTime":"0","endTime":"0","summary":"SailPoint  posted solid fiscal Q2 results across its annual recurring revenue, or ARR, and profitability even though the company's revenue slightly missed expectations amid a SaaS transition, RBC Capital Markets said.The investment firm said in a note Wednesday that investor expectations remained high due to the company's agentic security opportunity, while management maintained a conservative guidance posture and only flowed the Q2 beat through to its fiscal 2027 guidance.RBC noted, however, that the potential for upside could become more significant as the company's agentic pipeline matures and converts, adding that AI could become an increasingly important tailwind to growth.SailPoint remains well positioned to benefit from identity-security momentum and increased agent deployments, while its AI pipeline could contribute more meaningfully to results in the second half of the year.As the agentic pipeline matures, RBC expects higher conversion rates to drive material ARR increases 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