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Q2 Revenue Seen $3 Billion to $4 Billion Above Expectations, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2659182123","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659182123?lang=en_us&edition=fundamental","pubTime":"2026-08-15 00:53","pubTimestamp":1786726415,"startTime":"0","endTime":"0","summary":"Nvidia  is likely to substantially beat Q2 revenue expectations and to provide a strong Q3 revenue outlook, UBS said in a note Friday.UBS expects Nvidia to beat Q2 revenue estimates by about $3 billion to $4 billion and sees Q3 revenue guidance at about $107 billion to $108 billion. 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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Including Amazon Founder Bezos to Buy Minority Stake in Liverpool","url":"https://stock-news.laohu8.com/highlight/detail?id=2659925128","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659925128?lang=en_us&edition=fundamental","pubTime":"2026-08-15 00:00","pubTimestamp":1786723200,"startTime":"0","endTime":"0","summary":"Soccer-Consortium including Amazon founder Bezosto buy minority stake in LiverpoolAug 14 (Reuters)-A consortium including Amazon founder Jeff Bezos has reached a definitive agreement to buy a 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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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(AMZN) Is Reportedly Weighing A Bid For Decart AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2659741142","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659741142?lang=en_us&edition=fundamental","pubTime":"2026-08-14 21:37","pubTimestamp":1786714633,"startTime":"0","endTime":"0","summary":"Amazon.com (NasdaqGS: AMZN) is reportedly considering a bid for Decart AI Ltd. in an ongoing sale process.\nThe auction for Decart AI has also attracted interest from SpaceX and Nebius after NVIDIA exited acquisition talks.\nThe potential deal would align with Amazon's wider push to build out AI capabilities across its cloud and services platform.\n\nAmazon is far from the only company tied to the build out of AI infrastructure, so it can be useful to compare this story with a wider set 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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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