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Technologies Facing Inflecting Cloud Services Opportunity, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2659128988","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659128988?lang=en_us&edition=fundamental","pubTime":"2026-08-14 23:53","pubTimestamp":1786722790,"startTime":"0","endTime":"0","summary":"Akamai Technologies'  unique platform is proving to be a rare opportunity in the compute space and has cemented about $2.8 billion in cloud infrastructure service deals year to date, RBC Capital Markets said in a note emailed Friday after meeting company executives including CEO Tom Leighton.The investment firm said that, while larger deals like one with a frontier model developer, comprise the bulk of the $2.8 billion figure, the company's pipeline also has \"smaller customers on multi-year contracts, showing strong demand signals.\"Additionally, Akamai's management highlighted its \"extensive points of presence\" as a \"competitive moat, providing lower cost cloud services to the hyperscalers,\" RBC said.The investment firm said that Akamai's management believes the company \"offers a different value proposition than neoclouds, who focus on training massive foundational models with larger, more centralized data centers.\"RBC also said that the company's management noted that Akamai still 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report \"another significant stair-step in backlog\" in their second-quarter earnings call, driven by continued compute demand, UBS analysts write in a note. \"Looking at compute through the lens of supply and demand, because the vast majority of hyperscaler capex increase this year is due mostly to memory price inflation, compute supply growth is even further from keeping pace with demand - this is ultimately bullish for NVDA,\" they write. Because broader debates about AI spending and credit risk are out of Nvidia's hands, investors are going to focus on the numbers--and likely come away with greater confidence about earnings growth through 2028. 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Top and Bottom Performing Stocks at About 11:01 A.m. 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Stock Price Forecast: Morgan Stanley and UBS Both Boost Holdings in 13F Filings, Strong Buy Consensus, Could Stock Return to $1,000?","url":"https://stock-news.laohu8.com/highlight/detail?id=2659406311","media":"TradingKey","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659406311?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:29","pubTimestamp":1786717769,"startTime":"0","endTime":"0","summary":"US stock 13F filings have been released recently, disclosing the second-quarter holdings of Wall Street investment banks such as Morgan Stanley and UBS. 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