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That tilt can reroute capital, reshape winners and leave some investors watching from the sidelines. This article walks through three stocks from our U.S. National-Security Industrial Policy Beneficiaries screener that appear closely tied to these policy currents and explains how the new rulebook for risk and...","market":"sg","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/31158-card/1788989241928","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/31158-card/1788989241928"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["MRVL","MRVX","GTEK","LU2322448957.HKD","ARTY","LU2322448791.USD","IE00BN8TJ469.HKD","LU0081259029.USD","LU0274383776.USD","LU2458330243.SGD","LU2065169927.USD","LU1046421795.USD","LU1261432733.SGD","AIFD","LU1720051017.SGD","LU2065171402.SGD","XNTK","LU0786609619.USD","LU2357305700.SGD","LU0823421416.USD","FTXL","LU2244417387.USD","IE00BMPRXQ63.HKD","LU2458330169.SGD","LU2473716301.USD","LU2360107168.USD","MRVU","LU1815336760.USD","LU0823421333.USD","BK4588","LU0823434583.USD","FDTX","LU1235294995.USD","IE00BLSP4239.USD","LU1989764748.USD","BK4129","LU1084165304.USD","BK4543","IE00BMPRXN33.USD","LU0444971666.USD","LU1861215975.USD","BK4581","LU2065171311.SGD","LU2931357623.SGD","LU1316542783.SGD","LU0154236417.USD","LU0187121727.USD","LU1852331112.SGD","IE00BMPRXR70.SGD","FAI","IE00BBT3K403.USD","LU2290526834.HKD","LU0957808578.USD","LU0056508442.USD","LU1992135399.USD","LU1823568750.SGD","IE00B1BXHZ80.USD","LU0444973449.USD","LU0823434740.USD","SOXY","SMHX","LU2065170008.USD","LU1119994496.HKD","PRM","LU1548497426.USD","BK4141","LU0127658192.USD","FXL","LU2543165471.USD","IE0004091025.USD","SG9999000418.SGD","LU1642822529.SGD","LU1720051108.HKD","IE0009354923.USD","LU2089985449.USD","BK4604","LU2272731782.SGD","LU0061475181.USD","LU1992135472.HKD","LU2272731865.HKD","WUGI","LU0642271901.SGD","LU1303367103.USD","DTCR","LU2098885051.SGD","BK4585","BK4605","TPC","LU2272731600.USD","LU1989764664.SGD","LU0476273544.USD","BK4109","QQQA","BK4515","MVLL","LU1861220033.SGD","IE00BLSP4452.SGD","IE0004086264.USD","AIS","LU1169590202.USD","LU1169589451.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672773942","title":"Nvidia and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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Investors Are Reacting To Jacobs Solutions (J) NVIDIA Data Center Win","url":"https://stock-news.laohu8.com/highlight/detail?id=2672072070","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672072070?lang=en_us&edition=fundamental","pubTime":"2026-10-04 18:17","pubTimestamp":1791109045,"startTime":"0","endTime":"0","summary":"Recent announcements show Jacobs Solutions securing multi year work with NVIDIA on a Data Center Digital Twin in the U.S., alongside extended and renewed roles on major infrastructure and energy transition projects in Germany and the U.K.\nThese wins point to Jacobs Solutions deepening exposure to AI driven data center demand and long duration critical asset programs under software and services models.\nWe will now look at how Jacobs Solutions investment narrative could be affected by the...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/9612012-choice1-card/1788935118966","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/9612012-choice1-card/1788935118966"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/commercial-services/nyse-j/jacobs-solutions/news/how-investors-are-reacting-to-jacobs-solutions-j-nvidia-data","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/commercial-services/nyse-j/jacobs-solutions/news/how-investors-are-reacting-to-jacobs-solutions-j-nvidia-data","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LYY.SI","IXN","3NVD.UK","BLOK","NVD3.UK","CHPX","AIBU","J","NVDL","NVD","CHAT","NVDS.UK","AGIX","NVDW","SPTE","ARTY","BERZ","NULC","IETC","SMHX","DTCR","CMAG","ESUM","GAMR","WDAI","NVDD","VTHR","AMZY","TRFK","TTXU","ESLG","NVDX","FTEC","SMH","SNVDAmain","ANV","NVDB","CNEQ","ISBC","TYLG","NVDA","CLSE","CLOU","NVDY","FWD","NVDG","NVD2.UK","QTOC","AIPO","TTEQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672743000","title":"A Divided Stock Market Looks Scary. It Could be the Setup for a Serious Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2672743000","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672743000?lang=en_us&edition=fundamental","pubTime":"2026-10-04 15:30","pubTimestamp":1791099052,"startTime":"0","endTime":"0","summary":"A yawning gap has opened up inside the stock market that to some looks like an abyss. We see an opportunity.On the surface, the stock market is doing just fine. The S&P 500 index ended September with a loss of just 0.5%, and is less than 1% below the record high it set in August. That's certainly better than might be expected, given that the Federal Reserve has started raising interest rates, the 10-year Treasury yield just hit its highest level since 2002, and the Iran war continues with no end in sight, giving a boost to energy prices. Meanwhile, there are still lingering questions about the artificial-intelligence trade, from the fundamental-how will Anthropic and OpenAI turn a 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488% Higher on Day One! Post-85s CAS PhD Builds This Year's Priciest New Stock in 8 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1139741836","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139741836?lang=en_us&edition=fundamental","pubTime":"2026-10-04 07:30","pubTimestamp":1791070248,"startTime":"0","endTime":"0","summary":"On a recent trading day, the STAR Market opened and one stock jumped 488% right out of the gate. Its issue price was 186.88 yuan, and during the session it surged as high as 1,300 yuan. Winning a...","market":"other","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["BK4585","LU1481600234.SGD","TECY","USD","CWC","PSI","LU1878469433.USD","LU1169589451.USD","LU0274383776.USD","LU1169590202.USD","LYTE","CHPS","IPO","WOOD","FTXL","QUA","SOXL","SSG","LU1487256676.USD","FWD","CHPY","VGT","SOXQ","IE00B3T34201.USD","SMH","QBTZ","NBDS","IP","LU2089985449.USD","SOXY","CHPX","EIS","BK4136","BK4141","QBY","CUT","LU1481599808.USD","SOXX","LU2931357623.SGD","QBTX","BK4588","IPOS","PI","QTUP","KSTR","XSD","MQQQ","TEKX","SOXS","LU2463526074.USD","SMHX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672721592","title":"Broadcom And 2 Other Top Growth Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2672721592","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672721592?lang=en_us&edition=fundamental","pubTime":"2026-10-04 06:17","pubTimestamp":1791065821,"startTime":"0","endTime":"0","summary":"Rising real interest rates highlighted in the recent global bond sell off are putting pressure on weaker balance sheets. That puts financially healthier growth stories in a very different light. Analysts currently expect the companies in this high potential growth group to increase earnings over the next three years while keeping finances in reasonable shape. This article walks through three standouts from that list and explains why they may warrant a closer look now.\nThe three 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NVIDIA (NVDA) Undervalued Following Fresh AI Partnerships And Analyst Support?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672472934","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672472934?lang=en_us&edition=fundamental","pubTime":"2026-10-04 00:24","pubTimestamp":1791044650,"startTime":"0","endTime":"0","summary":"NVIDIA (NVDA) has become a focal point after fresh analyst attention and new AI partnerships, including Lenovo AI Express and the NVIDIA Open Agent Safety Platform, which highlight its role in data center infrastructure and security.\nThese new AI partnerships arrive as NVIDIA trades at US$233.95, with a 90-day share price return of 20.08% and a year-to-date share price gain of 23.88%. The 1-year total shareholder return of 24.99% comes on top of a multi-year run that has already rewarded...","market":"us","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/32307-card/1788959347597","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/32307-card/1788959347597"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia/news/is-nvidia-nvda-undervalued-following-fresh-ai-partnerships-a","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia/news/is-nvidia-nvda-undervalued-following-fresh-ai-partnerships-a","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0211328371.USD","LU0138981039.USD","BK4587","LU2602419157.SGD","LU1699723380.USD","SMHX","07788","LU0077335932.USD","LU2505996681.GBP","LU1868836914.USD","LU0661504455.SGD","NVIW.SI","LU0289960550.SGD","SG9999015986.USD","LU1988902786.USD","LU0345769631.USD","ILDR","LU2637965513.SGD","LU1400636491.USD","LU1791710582.SGD","LU2506951792.HKD","SGXZ31699556.SGD","LU2471134879.HKD","LU2491050071.SGD","IE00B5949003.HKD","LU1732800096.USD","LU0080751232.USD","LU0127658192.USD","CMAG","LU0965509283.SGD","JGRO","SG9999014898.SGD","LU1242518931.SGD","LU1127390331.HKD","SG9999002224.SGD","LU1144417596.USD","LU0795875086.SGD","SG9999015952.SGD","LU1153585028.USD","LU0985320562.USD","LU1935043023.USD","LU0861579265.USD","LU2097344431.USD","LU2106854487.HKD","LU0823434583.USD","LU1868837300.USD","IE00B4JS1V06.HKD","LU2420271590.USD","LU2290526834.HKD","LU0174119429.USD","LU0082616367.USD","BK4585","IE00BN29S564.USD","LU1244550221.USD","LU2148611432.USD","LU0347712357.USD","LU2023251221.USD","LU2458330243.SGD","LU2326559502.SGD","XLK","IE00B1BXHZ80.USD","NVDB","LU1815336760.USD","IE00BDCRKT87.USD","LU1989764748.USD","LU0061474705.USD","LU1880398471.USD","LU0345768153.USD","ABFL","LU0079474960.USD","AIFD","LU0472753341.HKD","LU2505996509.AUD","LU0444973449.USD","LU3102509885.SGD","IE00BK4W5L77.USD","IE00B3S45H60.SGD","LU1732799900.SGD","LU2896262040.SGD","FTEC","LU2461242641.AUD","SG9999014906.USD","SG9999002232.USD","EFIV","IE00B1XK9C88.USD","SNPE","LU0889565833.HKD","LU0348723411.USD","LU2125154935.USD","LU0310799852.SGD","LU2381873111.SGD","SG9999014559.SGD","LU0234572021.USD","IE00BZ1G4Q59.USD","SG9999017495.SGD","NVDA","BK4532","LU2250418816.HKD","LU1989772840.SGD","LU1366192091.USD","LU1983260115.SGD","LU2458330169.SGD","IE00B3M56506.USD","LU0882574139.USD","IE00BKDWB100.SGD","LU2211815571.USD","SG9999014914.USD","LU1868836591.USD","LU0323240290.USD","LU1267930730.SGD","LU1989772923.USD","IE00BHPRN162.USD","LU0528227936.USD","BK4548","IE000W1ABFV2.USD","LU1674673691.USD","LU2433249047.HKD","LU0203201768.USD","LU1267930573.SGD","LU0106261372.USD","HK0000320223.HKD","HK0000304805.HKD","09788","SG9999015945.SGD","LU0006306889.USD","LU2247934214.USD","IE00BSNM7G36.USD","LU0898699433.AUD","BK4533","LU2456880835.USD","SG9999014567.USD","LU0965509101.SGD","LU2552382215.SGD","LU2087621335.USD","LU2452424414.USD","NVII","LU2213496289.HKD","LU0444971666.USD","LU0476273544.USD","IE00BMPRXQ63.HKD","LU2237443622.USD","LU0672654240.SGD","LU2491049909.HKD","SG9999014542.SGD","METV","LU0124676726.USD","LU2125909916.SGD","TEK","BK4534","LU2111349929.HKD","LU1244550577.SGD","TRFK","LU2168564065.EUR","NVYY","LU0157215616.USD","LU2242649171.HKD","LU0289961442.SGD","BK4581","LU2023250330.USD","HK0000819398.USD","IE0004091025.USD","IE00BFSS8Q28.SGD","LU2954938101.SGD","LU2191332357.HKD","LU0266013472.USD","LU0820561909.HKD","IE0004445015.USD","LU0965508806.USD","LU2125154778.USD","LU1066051498.USD","LU0210533765.USD","LU0345770308.USD","CNEQ","LU2462591350.SGD","LU0072462426.USD","LU0175139822.USD","AGOX","LU1232071149.USD","LU1935042488.USD","IE00BJTD4N35.SGD","LU1861558580.USD","LU2125909247.SGD","IE00B4YYXB79.USD","LU0354030438.USD","LU2473716301.USD","LU0494093205.USD","LU1852331112.SGD","IE00BQXX3F31.USD","IE0004086264.USD","LU2083900584.USD","LU1691799644.USD","USD","IE0009G5SDU7.USD","BK4588","LU0943347566.SGD","LU0942090050.USD","LU2361044865.SGD","NVD","CLSE","IE00BQXX3C00.GBP","GAMR","LU2322448957.HKD","LU0557290698.USD","LU2347655073.USD","LU1267930490.SGD","LU0029864427.USD","LU2471134523.USD","LU2394011477.USD","IE00BKPKM429.USD","IE00B19Z8W00.USD","LU2271345857.HKD","LU1861215975.USD","LU1923622614.USD","LU2065170008.USD","LU0094547139.USD","LU0964807845.USD","SG9999014575.USD","IE0005OL40V9.USD","LU0096362180.USD","LU1861220033.SGD","LU1935042215.USD","LU2244417387.USD","LU0868494617.USD","LU2168564495.EUR","SGXZ51526630.SGD","LU2417539215.USD","ESLG","IE00342352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Micro Devices Bets Big on Space and Physical AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2672726534","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672726534?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:01","pubTimestamp":1791039690,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices ( ($AMD) ) has been popular among investors this week. Here is a recap of the key news on this stock. Advanced Micro Devices...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/advanced-micro-devices-bets-big-on-space-and-physical-ai?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/weekend-updates/advanced-micro-devices-bets-big-on-space-and-physical-ai?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["DAMD","TTEQ","SOXX","LU1852331112.SGD","AMDW","GAMR","LU0274383776.USD","AIQ","LU0127658192.USD","LU1989772840.SGD","LEGR","LU2108987350.USD","LU1267930730.SGD","LU1989764664.SGD","LU1232071149.USD","LU1303367103.USD","BK4612","LU2360107168.USD","LU2543165471.USD","LU1064131342.USD","BK4529","LU0048584097.USD","LU2355687059.USD","SMH","LU1951198990.SGD","LU2242649171.HKD","LU2265009873.SGD","AMDY","LU2462591350.SGD","BK4614","LU2290526834.HKD","AMDC","LU0823421333.USD","LU0786609619.USD","LU0719512351.SGD","IE00B5949003.HKD","LU0081259029.USD","BK4554","LU2860962120.EUR","WISE","SGXZ51526630.SGD","BK4573","IE00BKVL7J92.USD","BK4532","SGXZ81514606.USD","XNTK","AMDL","LU1316542783.SGD","IE0009356076.USD","LU0823434740.USD","LU0792757196.USD","AMUU","LU2417539215.USD","LU1861215975.USD","AMYY","LU0708995401.HKD","LU0672654240.SGD","LU0823434583.USD","IE00BMPRXR70.SGD","LU1951200564.SGD","LU0348723411.USD","PSI","IE00BQXX3F31.USD","QQQA","BK4588","CNAV","SGXZ99366536.SGD","IE00BZ1G4Q59.USD","LU1880398471.USD","LU0174119429.USD","LU0082616367.USD","LU1861220033.SGD","LU1923623000.USD","CHPS","LU1988902786.USD","LU0889566641.SGD","LU0198837287.USD","LU0251132253.USD","LU0642271901.SGD","LU2461242641.AUD","LU2054465674.USD","IE00B1BXHZ80.USD","LU0210536198.USD","LU2361044865.SGD","BK4141","LU0133085943.USD","LU0823421416.USD","LU1989764748.USD","AMDS","LU1242518857.USD","LU2931357623.SGD","FTXL","LU2361045086.USD","AMD","WUGI","SAMD0main","LU0889565833.HKD","IE00BQXX3C00.GBP","USXF","LU1880398554.USD","LU2456880835.USD","TEK","AMDD","LU2360106780.USD","BAI","BK4534","LU0109392836.USD","LU2250418816.HKD","LU2896262040.SGD","SMHX","IE0004445239.USD","BK4512","LU2458330169.SGD","FAI","LU1989772923.USD","BK4566","IE00BMPRXN33.USD","LU1803068979.SGD","LU0056508442.USD","LU2098885051.SGD","LU2247934214.USD","LU2089985449.USD","IE00BQXX3D17.EUR","IE0001KFT4U8.USD","LU2264538146.SGD","LU0979878070.USD","TRFK","LU0109391861.USD","BK4605","BK4585","LU0320765059.SGD","BK4543","ILDR","BK4575","AMDU","AIS","SG9999001424.SGD","LU2236285917.USD","LU2458330243.SGD","LU1804176565.USD","LU1861558580.USD","LU1242518931.SGD","LU2361044949.HKD","IETC","IE00BMPRXQ63.HKD","AMDG","SOXY","LU1861559042.SGD","LU1267930813.SGD","LU0390134368.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672726530","title":"Amazon’s $200B AI Bet: Data Centers and Nvidia Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2672726530","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672726530?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:00","pubTimestamp":1791039653,"startTime":"0","endTime":"0","summary":"Amazon ( ($AMZN) ) has been popular among investors this week. Here is a recap of the key news on this stock. Amazon is doubling down on its AI 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