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Buy Rating Reaffirmed as Open Agent Safety Platform and Massive $235B Buyback Underscore AI Leadership; Price Target Maintained at $390","url":"https://stock-news.laohu8.com/highlight/detail?id=2672789557","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672789557?lang=en_us&edition=fundamental","pubTime":"2026-10-01 00:45","pubTimestamp":1790786735,"startTime":"0","endTime":"0","summary":"Kevin Cassidy, an analyst from Rosenblatt Securities, maintained the Buy rating on Nvidia. 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Corp Stock (INTC) Moved Up by 3.08% on Sep 30: A Full Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2672862057","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672862057?lang=en_us&edition=fundamental","pubTime":"2026-10-01 00:15","pubTimestamp":1790784923,"startTime":"0","endTime":"0","summary":"• Intel exhibits strong server CPU demand exceeding manufacturing supply for AI workloads.\n• Favorable 18A process node yields support long-term gross margin expansion strategies.\n• Technical indicators show a MACD buy signal and a neutral RSI 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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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Stock Falls Again Because so Much Depends on OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2671007472","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671007472?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:01","pubTimestamp":1790776860,"startTime":"0","endTime":"0","summary":"Cerebras Systems stock has had a rough time since its much-hyped initial public offering earlier this year. Fears that it could lose some of its OpenAI business to Nvidia aren't helping.Cerebras 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Offers Nvidia's Vera Chip for AI Agents","url":"https://stock-news.laohu8.com/highlight/detail?id=2671006422","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671006422?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:54","pubTimestamp":1790776471,"startTime":"0","endTime":"0","summary":"CoreWeave  said Wednesday it is expanding its compute portfolio with Nvidia's  Vera CPU, a computer chip designed for AI agents.CoreWeave said that during tests, it saw more than 3 times faster agent sandbox startup times on the Vera chip compared with an x86 chip.Separately, CoreWeave said Wednesday it has made Nvidia's Vera Rubin NVL72 system available, with Cognition as the first customer running production workloads on the system.Financial details were not provided.Price: 87.39, Change: +1.46, Percent Change: 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the History of Electric Wires Can Teach Us About the Data Center Backlash","url":"https://stock-news.laohu8.com/highlight/detail?id=2671202204","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671202204?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:54","pubTimestamp":1790772840,"startTime":"0","endTime":"0","summary":"What can the electric wire panic of 1889 teach investors about today’s data center backlash? 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Jensen Huang Set to Take On Role at Tsinghua University","url":"https://stock-news.laohu8.com/highlight/detail?id=1125919503","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125919503?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:52","pubTimestamp":1790772775,"startTime":"0","endTime":"0","summary":"In an unexpected development, Jensen Huang and his niece are reportedly heading to Tsinghua University to \"go to work.\"At the end of September, the Tsinghua University School of Economics 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