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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 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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 service obligations over the next seven to 10 years, the note said.Further, Anthropic has commitments of about $161.2 billion to Broadcom  for equipment leases and agreements with xAI potentially resulting in up to $84.5 billion of spending for Nvidia-based  computing capacity through 2029, Wedbush said, citing Reuters.Anthropic's initial public offering is likely to be pushed back until after 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