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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. Nvidia trades down 0.2% at 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Top and Bottom Performing Stocks at About 11:01 A.m. 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Inc Stock (AVGO) Moved Down by 4.12% on Aug 14: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2659147425","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659147425?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:15","pubTimestamp":1786716924,"startTime":"0","endTime":"0","summary":"• Broadcom faced downward pressure amid profit-taking in the technology and semiconductor sectors.\n• Investors are concerned about lower gross margins from custom AI silicon shifts.\n• Analysts maintain a Buy rating with an average price target of 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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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Robots are Giving Nvidia Stock a Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=2659814542","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659814542?lang=en_us&edition=fundamental","pubTime":"2026-08-14 19:21","pubTimestamp":1786706460,"startTime":"0","endTime":"0","summary":"Nvidia stock is on a good run recently and its push into robotics could help it keep going. The chip maker has signed a memorandum of understanding with South Korea's LG Group to develop a humanoid 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Pursues Dual Strategy in Q2: Betting on AI Compute Boom While Hedging Crowded Trade Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1159811679","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159811679?lang=en_us&edition=fundamental","pubTime":"2026-08-14 17:41","pubTimestamp":1786700463,"startTime":"0","endTime":"0","summary":"Global financial giant UBS Group AG has disclosed its second-quarter 2025 U.S. equity holdings in a 13F filing with the SEC. 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