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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. 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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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And 3 AI Hardware Stocks Powering Data Center Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2659475471","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659475471?lang=en_us&edition=fundamental","pubTime":"2026-08-14 21:31","pubTimestamp":1786714301,"startTime":"0","endTime":"0","summary":"AI hardware is at the heart of today’s market story, with veteran investor Hermann Hauser warning that an AI bubble may be forming, even as he calls this one of the biggest value creation waves in tech history. 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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Bear Investor Michael Burry Expands Short Position on Chip Giant, Calling $500 Billion AI Deal a 'Wall Street Gimmick' Echoing Enron's Shadow","url":"https://stock-news.laohu8.com/highlight/detail?id=1131746557","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131746557?lang=en_us&edition=fundamental","pubTime":"2026-08-14 17:12","pubTimestamp":1786698746,"startTime":"0","endTime":"0","summary":"Michael Burry, the investor who famously predicted the 2008 subprime mortgage crisis, has increased his bearish bet against NVIDIA (NVDA). In a disclosure on Substack, Burry revealed he has 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