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Q3 Seen Lifted by Starship Progress, AI Compute Growth, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671462882","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671462882?lang=en_us&edition=fundamental","pubTime":"2026-09-30 00:50","pubTimestamp":1790700635,"startTime":"0","endTime":"0","summary":"Space Exploration Technologies  is set for a strong Q3 on Starship launches, expanding cloud-compute contracts and rising adoption of its AI products, UBS Securities said Tuesday in a report.UBS expects Q3 revenue of $13.8 billion, above Wall Street's $12.9 billion estimate, with adjusted EBITDA of $7.5 billion versus the $6.9 billion consensus.The AI segment should contribute about $7.6 billion in revenue, helped by increased compute consumption from Anthropic and early contributions from Alphabet's  Google, the report said. Grok continues to narrow the gap to frontier models, while Grok Bot is driving token demand, UBS said.SpaceX's Connectivity segment is projected to generate $4.9 billion in quarterly revenue, with subscribers rising to 2.3 million from 1.7 million in the prior quarter, the report said.UBS maintained its buy rating on SpaceX stock with a $210 price target.Q3 results are expected in early November.Price: 148.77, Change: +3.30, Percent Change: 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Oracle and intelligent data infrastructure provider NetApp announced plans to launch OCI NetApp Storage Service, natively integrating NetApp ONTAP's data management capabilities into Oracle Cloud Infrastructure (OCI). 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Great AI Dilemma: How to Invest When Extinction Warnings Meet Market Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2671245428","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671245428?lang=en_us&edition=fundamental","pubTime":"2026-09-29 23:59","pubTimestamp":1790697540,"startTime":"0","endTime":"0","summary":"To invest or not to invest. That's the AI conundrum.AI is the engine of this stock market, but Anthropic's own IPO registration document raises the possibility that AI could, well, wipe out humanity. So should investors sell before a Matrix-style AI disaster, which might not come, headed off by stock-crushing regulation?Or should they go all in on AI, fatalistically believing there is little they can do about how AI will develop or impact the global 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