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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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Stanely reiterated its equalweight rating on the stock and adjusted its price target to $642 per share from $646.Price: 510.35, Change: -24.19, Percent Change: 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Time Has Come,’ Says Investor About Broadcom Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2659403991","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659403991?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:42","pubTimestamp":1786718526,"startTime":"0","endTime":"0","summary":"Broadcom (NASDAQ:AVGO) appears to be approaching an important stage in its AI business, but its stock has yet to reflect that potential this year. 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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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