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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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Calls on Wall Street: Apple, CoreWeave, Nebius, Nvidia, Intel, Micron, Tesla, Moderna & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1129658078","media":"Tiger Newspress","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129658078?lang=en_us&edition=fundamental","pubTime":"2026-09-30 23:53","pubTimestamp":1790783616,"startTime":"0","endTime":"0","summary":"Here are the biggest calls on Wall Street on Wednesday:UBS reiterates Apple as neutralThe firm said its checks show iPhone wait times are \"relatively unchanged\" for Apple. \"UBS Evidence Lab data that...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"330240692f324d079ccf839d9e4180bf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NEBX","MUZ","AAPW","PLTD","PLOO","INYY","NBIC","NVDU","APLY","NVDB","TSLO","NBIL","TESC","NVDA","PLTY","NVDY","TESL","AAPB","CWVX","DIPS","PLTZ","07388","NVDS","MVLL","CRWV","MUU","TSLW","PLTA","MRNA","MRNX","AAPD","NVYY","IOSX","TSLR","NVII","AAPE","TEST","NVDL","TSLS","TSLG","TSDD","CORD","PLYY","NVDD","TSLI","CRWU","TSII","INTC","INTW","MRVX","NVDQ","TSLA","LINT","TSLL","MIC","MUD","07766","TSLY","09366","AAPY","MRVL","CWII","AAPX","NVD","09766","CRWX","NVDO","NVDW","CRWG","TSLP","NBIS","MRVU","AAPU","TLA","PLTI","TSLQ","MUYY","PLTW","PLTU","MRNY","NVDX","PTIR","ELOL","TSLZ","ANV","PLTG","NBIZ","INT","07788","TSYY","NVC","MULL","NVDG","TSLT","CRSH","MU","07366","NBIG","AAPL","TSL","MUG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671788739","title":"Anthropic's 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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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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Raises $145 Million for AI Networking, with Backing from Nvidia and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=2671202984","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671202984?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:00","pubTimestamp":1790773200,"startTime":"0","endTime":"0","summary":"CScale raises $145 million for AI networking, with backing from Nvidia and IntelSAN FRANCISCO, Sept 30 (Reuters)-CScale, a Silicon Valley startup developing a way to connect AI chips with fiber-optic 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the History of Electric Wires Can Teach Us About the Data Center Backlash","url":"https://stock-news.laohu8.com/highlight/detail?id=2671202204","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671202204?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:54","pubTimestamp":1790772840,"startTime":"0","endTime":"0","summary":"What can the electric wire panic of 1889 teach investors about today’s data center backlash? Explore the AI opportunity in builders, power and 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