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Slashes TSMC Stake by Over 70% in Q2, Raising $270 Million as AI Investment Strategy Shifts","url":"https://stock-news.laohu8.com/highlight/detail?id=1103992847","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103992847?lang=en_us&edition=fundamental","pubTime":"2026-08-15 03:54","pubTimestamp":1786737240,"startTime":"0","endTime":"0","summary":"Softbank Group Corp (ASX: SFTBY) is continuing to reshape its artificial intelligence investment portfolio.A recent 13F filing with the U.S. Securities and Exchange Commission reveals that 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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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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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Crushed Data Center at +92% — So Why Is the Stock Still Climbing Toward $229?","url":"https://stock-news.laohu8.com/highlight/detail?id=2659420161","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659420161?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:00","pubTimestamp":1786716000,"startTime":"0","endTime":"0","summary":"NVDA at $225.34 breaking above $221 with $229.51 target. 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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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