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iPhone Availability Similar to Last Year as Wait Times Stay Flat, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671785085","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671785085?lang=en_us&edition=fundamental","pubTime":"2026-09-30 23:54","pubTimestamp":1790783672,"startTime":"0","endTime":"0","summary":"Apple's  iPhone wait times are broadly tracking last year's levels, with the Pro in the US and China and the Pro Max in China among the notable year-over-year outliers, UBS Securities said.The investment firm said in a Tuesday research note that it expects September-quarter iPhone revenue of $55.9 billion, and $252.4 billion for fiscal 2026.The year-over-year delta for the Pro Max in China has been relatively flat during channel checks, potentially indicating consumers are waiting for the Duo next month, analysts wrote.Current Pro Max users who purchase upgraded specs would most likely make up the initial market for the new form factor, according to the note.UBS has a neutral rating on the stock and a $296 price target.Shares of the company were up 2.5% in Wednesday trading.Price: 337.75, Change: +8.35, Percent Change: 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CEO Scouring the Globe to Beat Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=2671839947","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671839947?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:52","pubTimestamp":1790779920,"startTime":"0","endTime":"0","summary":"Logitech Chief Executive Hanneke Faber has zipped around the world for months, visiting suppliers on a quest for a critical component in her company's keyboards, mice and gaming equipment.\"I've spent my summer begging, borrowing and stealing chips,\" Faber said, then clarified: \"I don't want to say steal. Begging and borrowing!\"The chip shortage persisting across the economy isn't likely to let up in the near term, she said. Only a handful of companies make memory and storage chips right now, much of which is fueling the artificial-intelligence boom. That is squeezing consumer-tech companies like Logitech.Faber spoke with The Wall Street Journal about how she is managing the challenge, while also finding some upside in the disruption. This interview has been condensed and edited for clarity.WSJ: What does navigating the chip shortage look like for you?Faber: We launch about 40 new products a year and that is our main way to grow the average consumer price because new products we 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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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