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The bank expects revenue to ultimately exceed $110 billion in the October quarter.UBS raised its 2026 revenue estimate to $418 billion from $416 billion and its 2027 estimate to $681 billion from $649 billion.It also raised its GPU unit forecasts by 2% for 2026 and 17% for 2027, to about 8.8 million and 10.8 million units, respectively.UBS maintained its buy rating and $280 price target.Price: 225.15, Change: -0.15, Percent Change: 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Technologies Facing Inflecting Cloud Services Opportunity, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2659128988","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659128988?lang=en_us&edition=fundamental","pubTime":"2026-08-14 23:53","pubTimestamp":1786722790,"startTime":"0","endTime":"0","summary":"Akamai Technologies'  unique platform is proving to be a rare opportunity in the compute space and has cemented about $2.8 billion in cloud infrastructure service deals year to date, RBC Capital Markets said in a note emailed Friday after meeting company executives including CEO Tom Leighton.The investment firm said that, while larger deals like one with a frontier model developer, comprise the bulk of the $2.8 billion figure, the company's pipeline also has \"smaller customers on multi-year contracts, showing strong demand signals.\"Additionally, Akamai's management highlighted its \"extensive points of presence\" as a \"competitive moat, providing lower cost cloud services to the hyperscalers,\" RBC said.The investment firm said that Akamai's management believes the company \"offers a different value proposition than neoclouds, who focus on training massive foundational models with larger, more centralized data centers.\"RBC also said that the company's management noted that Akamai still has","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU2286300806.USD","BK4585","LU1059921491.USD","BK4116","BK4608","AKAL","AKAM","BK4554","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659289961","title":"Nvidia 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. 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And 3 AI Hardware Stocks Powering Data Center Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2659475471","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659475471?lang=en_us&edition=fundamental","pubTime":"2026-08-14 21:31","pubTimestamp":1786714301,"startTime":"0","endTime":"0","summary":"AI hardware is at the heart of today’s market story, with veteran investor Hermann Hauser warning that an AI bubble may be forming, even as he calls this one of the biggest value creation waves in tech history. That mix of excitement and risk is where opportunity often hides. This article walks through 3 stocks exposed to these AI computing shifts and how the latest news might matter for your watchlist.\nThe stocks covered below are just a small sample, while the full screen surfaced 62 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million in the second quarter of 2025.Management Commentary\"During the second quarter, MySize continued to demonstrate that we can build scale across a diversified fashion platform,\" said Ronen Luzon, Chief Executive Officer of MySize. \"Revenue increased 53% year-over-year and exceeded $3 million for the quarter, while our SaaS and recommerce businesses continued to demonstrate the attractive margin characteristics that we believe can become 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DeepSeek quietly released the official version of its V4 Pro model, 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