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iShares Semiconductor ETF rose 2.0%; Roundhill Memory ETF gained 2.2%.

2026-08-27

iShares Semiconductor ETF rose 2.0%; Roundhill Memory ETF gained 2.2%.

Other News
2026-08-27

Enterprise Singapore data show finished-product inventories in the week to Aug. 26 rebounded to a three-week high: onland crude stocks 39.18 mln bbl (+4.0% WoW), fuel oil 19.24 mln bbl (+4.4% WoW) and middle distillates (diesel, jet) at a two-week hi

Enterprise Singapore data show finished-product inventories in the week to Aug. 26 rebounded to a three-week high: onland crude stocks 39.18 mln bbl (+4.0% WoW), fuel oil 19.24 mln bbl (+4.4% WoW) and middle distillates (diesel, jet) at a two-week high. Higher stocks coincided with a 31.8% collapse in product imports and a 6.5% drop in exports; Singapore remained a net exporter. Market sources say rising expected arbitrage supply has begun to pressure spot fuel premiums, and onshore product imports were slowed as some cargoes remain in transit. Transshipments from India and similar origins are likely to stay low in Coming weeks as arbitrage margins west of the Suez favor those flows. Despite unresolved Strait of Hormuz tensions, the data point to a marginal loosening in Asian product spot fundamentals as east‑west spreads reshape cargo flows.
2026-08-27

Nvidia's second-quarter revenue reached $96.2 billion, a 106% year-over-year increase, with data center revenue reaching $89 billion, a 117% year-over-year increase—both very strong. However, after the earnings release, the stock price initially fell

Nvidia's second-quarter revenue reached $96.2 billion, a 106% year-over-year increase, with data center revenue reaching $89 billion, a 117% year-over-year increase—both very strong. However, after the earnings release, the stock price initially fell by about 3%, indicating that market expectations were already very high—the "better-than-expected" performance itself was no longer a sufficient catalyst. What truly revived the stock price was CFO Colette Kress's statement on the conference call: revenue growth for fiscal year 2028 is projected to be approximately 70%. The market had previously expected growth of only about 44%-45% for this year, thus representing a significant upward revision of long-term growth expectations in one go. More importantly: the 70% figure is not actually demand growth, but rather "achievable growth under supply constraints." This statement is the most noteworthy part of the entire news. Customer demand growth is approximately 100%—Nvidia is currently constrained by its supply chain and can only meet a portion of this demand—therefore, the company's current fiscal year 2028 revenue growth target is approximately 70%. In other words, Nvidia is not worried about insufficient demand, but rather insufficient production capacity.
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