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May Report 'Stair-Step' in Backlog from Compute Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2659289961","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659289961?lang=en_us&edition=fundamental","pubTime":"2026-08-14 23:52","pubTimestamp":1786722720,"startTime":"0","endTime":"0","summary":"1152 ET - Nvidia may 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. Nvidia trades down 0.2% at 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Top and Bottom Performing Stocks at About 11:01 A.m. 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Crushed Data Center at +92% — So Why Is the Stock Still Climbing Toward $229?","url":"https://stock-news.laohu8.com/highlight/detail?id=2659420161","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659420161?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:00","pubTimestamp":1786716000,"startTime":"0","endTime":"0","summary":"NVDA at $225.34 breaking above $221 with $229.51 target. 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That mix of excitement and risk is where opportunity often hides. This article walks through 3 stocks exposed to these AI computing shifts and how the latest news might matter for your watchlist.\nThe stocks covered below are just a small sample, while the full screen surfaced 62 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On Friday, August 14, US stock futures were mixed before the market open. 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