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Buy Rating Reaffirmed as Open Agent Safety Platform and Massive $235B Buyback Underscore AI Leadership; Price Target Maintained at $390","url":"https://stock-news.laohu8.com/highlight/detail?id=2672789557","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672789557?lang=en_us&edition=fundamental","pubTime":"2026-10-01 00:45","pubTimestamp":1790786735,"startTime":"0","endTime":"0","summary":"Kevin Cassidy, an analyst from Rosenblatt Securities, maintained the Buy rating on Nvidia. 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iPhone Availability Similar to Last Year as Wait Times Stay Flat, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671785085","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671785085?lang=en_us&edition=fundamental","pubTime":"2026-09-30 23:54","pubTimestamp":1790783672,"startTime":"0","endTime":"0","summary":"Apple's  iPhone wait times are broadly tracking last year's levels, with the Pro in the US and China and the Pro Max in China among the notable year-over-year outliers, UBS Securities said.The investment firm said in a Tuesday research note that it expects September-quarter iPhone revenue of $55.9 billion, and $252.4 billion for fiscal 2026.The year-over-year delta for the Pro Max in China has been relatively flat during channel checks, potentially indicating consumers are waiting for the Duo next month, analysts wrote.Current Pro Max users who purchase upgraded specs would most likely make up the initial market for the new form factor, according to the note.UBS has a neutral rating on the stock and a $296 price target.Shares of the company were up 2.5% in Wednesday trading.Price: 337.75, Change: +8.35, Percent Change: 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Potential $2 Trillion-Plus IPO Supports Robust AI Infrastructure Spending, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671788739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671788739?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:34","pubTimestamp":1790778850,"startTime":"0","endTime":"0","summary":"Anthropic's planned initial public offering, which could potentially value the company at more than $2 trillion, supports the view that artificial intelligence infrastructure spending will remain robust for the foreseeable future, Wedbush said in a Tuesday note.The Amazon-backed  AI company plans to spend $518 billion on computing and infrastructure in the coming years, according to the note.Under long-term infrastructure service obligations, Anthropic projects to spend $111.1 billion with Alphabet's , $110 billion with Amazon, and $31.4 billion with Microsoft , under long-term infrastructure 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Stock Falls Again Because so Much Depends on OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2671007472","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671007472?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:01","pubTimestamp":1790776860,"startTime":"0","endTime":"0","summary":"Cerebras Systems stock has had a rough time since its much-hyped initial public offering earlier this year. Fears that it could lose some of its OpenAI business to Nvidia aren't helping.Cerebras 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