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Could Deliver over 40% Revenue Growth into 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2673551042","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673551042?lang=en_us&edition=fundamental","pubTime":"2026-10-08 10:38","pubTimestamp":1791427080,"startTime":"0","endTime":"0","summary":"0238 GMT - TSMC could deliver over 40% revenue growth into 2027 amid robust AI compute demand, potential upside from agentic AI and the emergence of a co-packaged optics networking cycle, Citi analysts say in a research note. TSMC's AI revenue growth could nearly double next year given most of its AI chip customers, including Nvidia, AMD and Broadcom, are expecting accelerating growth, they say. As a result, Citi expects continuing consensus earnings upgrades for the chip maker. TSMC's capex could further rise to US$81 billion and US$90 billion in 2027 and 2028, respectively, supported by strong its revenue outlook, they note. Citi maintains its buy rating on TSMC and raises its target price for TSMC to NT$4,000 from NT$3,800. Shares are at 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Tech Analyst Dan Ives Names His Preferred Tech Stocks for 2027, Tesla Absent from List","url":"https://stock-news.laohu8.com/highlight/detail?id=1156468488","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156468488?lang=en_us&edition=fundamental","pubTime":"2026-10-08 07:51","pubTimestamp":1791417093,"startTime":"0","endTime":"0","summary":"One of Wall Street's most prominent tech bulls has relaunched bullish research coverage of the sector.Dan Ives, who previously departed Wedbush Securities, has now returned to the market 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and Nvidia Unveil AI-Centric Laptop and 'Hybrid Intelligence'","url":"https://stock-news.laohu8.com/highlight/detail?id=2673045836","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673045836?lang=en_us&edition=fundamental","pubTime":"2026-10-08 07:42","pubTimestamp":1791416578,"startTime":"0","endTime":"0","summary":"Keeping Things Local. Microsoft CEO Satya Nadella took to the stage in San Francisco on Wednesday afternoon to announce what he called \"the birth of the next generation of Windows agentic 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Oracle, SpaceX Seek Financing for AI Chip Purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=2673177043","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673177043?lang=en_us&edition=fundamental","pubTime":"2026-10-08 07:20","pubTimestamp":1791415255,"startTime":"0","endTime":"0","summary":"Broadcom , Oracle  and SpaceX  are in talks with lenders to arrange financing for purchases of artificial intelligence chips, The Wall Street Journal reported Wednesday, citing people familiar with the matter.Broadcom has been working to arrange more than $50 billion in financing for OpenAI's custom AI chip, which Broadcom and OpenAI are developing together. Apollo Global Management  and Blackstone  are among the lenders Broadcom has discussed participating in the deal, the report said, citing the people.Oracle is in talks with Apollo and Goldman Sachs  to arrange financing for a major chip purchase, with the company seeking to complete the deal as soon as this year, according to the report.SpaceX has also discussed with lenders in recent days a $40 billion financing for Nvidia  chips, the report added.Broadcom, Oracle, and SpaceX did not immediately respond to a request for comment from MT 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