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Tech Giants Still Depend on Chinese Data Center Suppliers Despite Security Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1107079368","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107079368?lang=en_us&edition=fundamental","pubTime":"2026-10-06 00:15","pubTimestamp":1791216907,"startTime":"0","endTime":"0","summary":"At last week's Asia Data Center Expo, the booth of Chinese optical communications equipment maker Jiangsu Zhongtian Technology Co.,Ltd. (ASX: 600522) drew attention. Amid national security 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Can Benefit from Increasing AI Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2673708517","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673708517?lang=en_us&edition=fundamental","pubTime":"2026-10-05 23:57","pubTimestamp":1791215820,"startTime":"0","endTime":"0","summary":"1157 ET - As fear of artificial intelligence becomes increasingly widespread, Microsoft is looking more attractive, Melius Research analysts say in a research note. \"Satya Nadella and his team are increasingly going to be considered the 'adults in charge,'\" the analysts write, noting the dynamic should benefit Microsoft's pricing trends and adoption. \"While 'paying extra for AI' may not be a thing with certain SaaS companies  leaders like Microsoft especially  are going to get boosted more than we thought previously due to AI fears,\" the analysts say. Melius upgrades Microsoft to 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Paribas Raises Price Targets on NVIDIA and Intel on AI Computing Demand, But Stays Cautious on Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=1147502852","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147502852?lang=en_us&edition=fundamental","pubTime":"2026-10-05 23:53","pubTimestamp":1791215582,"startTime":"0","endTime":"0","summary":"BNP Paribas continues to list NVIDIA (NVDA.US) as its top pick in the semiconductor sector and has raised its price target from $285 to $345.The bank believes that with a complete product 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Chatter: Nvidia-Groq $20 Billion Licensing Deal Faces Lawsuit","url":"https://stock-news.laohu8.com/highlight/detail?id=2673208516","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673208516?lang=en_us&edition=fundamental","pubTime":"2026-10-05 23:51","pubTimestamp":1791215512,"startTime":"0","endTime":"0","summary":"Nvidia's  $20 billion licensing deal with Groq is the subject of a lawsuit alleging that Groq's board improperly sold the artificial intelligence firm's core assets and top engineers, the Financial Times reported Monday.The lawsuit, filed on Friday by Groq engineers and shareholders Benjamin Serebrin and Joshua Rubin, accuses the firm's board of not seeking to get the best price and structure for all shareholders, and not allowing some of them to vote on the deal, according to the report.The deal's final payout to the left-out Groq shareholders also did not account for future upside in the technology and synergies with Nvidia, the Times cited the lawsuit as saying.Nvidia's deal with Groq in December 2025 was for a nonexclusive license that gave Nvidia access to Groq's chips, as well as the hiring of several Groq executives, including founder and CEO Jonathan Ross.Nvidia and Groq did not immediately reply to a request for comment from MT Newswires.Price: 236.61, Change: +2.66, Percent 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