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Stocks Fall as Dow Drops Nearly 350 Points; AI Hardware Stocks Sold Off, Memory and Chip Shares Lead Losses; Nvidia Bucks Trend to Gain 1.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671257793","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671257793?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:11","pubTimestamp":1790626302,"startTime":"0","endTime":"0","summary":"U.S. stocks fell across the board on Monday, weighed down by news of OpenAI slowing model training and a sharp rise in U.S. Treasury yields. AI hardware stocks faced a sell-off, with memory, chip, and optical communication stocks leading the 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launches AI agent safeguards alongside record buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2671925110","media":"cityam","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671925110?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:42","pubTimestamp":1790613720,"startTime":"0","endTime":"0","summary":"Nvidia also announced a $150bn increase to its share buyback programme Nvidia has launched new safeguards designed to stop AI agents breaking out of controlled environments, after a series of security incidents have fuelled calls for tighter oversight of the technology.The chip giant said its Open Agent Safety Platform could have prevented OpenAI agents from breaching Hugging Face earlier this year, when thousands of agents escaped a testing environment and accessed the platform’s systems.Nvidia also announced a $150bn increase to its share buyback programme on Monday, the largest such increase in US corporate history.The move takes its total remaining authorisation to $235bn through its 2028 financial year.The announcements come as Nvidia boss Jensen Huang argues that risks from increasingly autonomous AI systems can largely be tackled through engineering and rigorous testing, rather than broad new regulation.Nvidia’s new safety platforms, called Openshell and Sentry, are designed to 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(MSFT) Is No Longer Mispriced, but It Still Looks Undervalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251599","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251599?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:38","pubTimestamp":1790613521,"startTime":"0","endTime":"0","summary":"Microsoft ($MSFT) has gained roughly 46% since its late-June lows, yet earnings estimates have barely moved. 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is Right: Its Stock is a Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251836","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251836?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:29","pubTimestamp":1790612940,"startTime":"0","endTime":"0","summary":"S&P 500 Information Technology Sector           21.7                          28.7%                      59.1%                                       24.0%                                     26.4%. Source: FactSetThere are many attractive numbers here, including solid growth projections across the board.Nvidia really stands out with sales and EPS expected to increase at annualized paces above 50% through 2028. And for both 2026 and across the two-year period, EPS is expected to increase more quickly than sales.Brandon Nelson, the manager of the Calamos Timpani Small Cap Growth Fund CTSIX, doesn't hold shares of Nvidia because he is focused on small companies. 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