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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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EDT on 2026-08-14","url":"https://stock-news.laohu8.com/highlight/detail?id=2659140101","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659140101?lang=en_us&edition=fundamental","pubTime":"2026-08-14 23:01","pubTimestamp":1786719668,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 11:01 a.m. EDT on 2026-08-14Nasdaq 100.NDXTop PerformersPercent ChangeLumentum Holdings Inc.LITE.OQ+7.0%SanDisk CorporationSNDK.OQ+6.9%Copart IncCPRT.OQ+6.7%Nebius Group NVNBIS.OQ+6.3%Seagate Technology Holdings PLCSTX.OQ+4.7%Bottom PerformersPercent ChangeBroadcom IncAVGO.OQ-5.3%Workday, Inc.WDAY.OQ-5.3%Strategy IncMSTR.OQ-5.0%Applied Materials IncAMAT.OQ-4.8%Space Exploration Technologies CorpSPCX.OQ-3.7%The Nasdaq 100.NDXlost 40.18 points, or 0.15%, to 30,044.32 and recorded 2 new highs and no new lows. 42 stocks rose and 60 fell as declining issues outnumbered advancers by about a 1.4-to-1 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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. Notably, the reports show that Micron (MU) was among the top five increased positions for both 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