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Sector 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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 $280 price target.Price: 225.15, Change: -0.15, Percent Change: 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Corp Stock (KLAC) Moved Down by 3.64% on Aug 14: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2659087125","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659087125?lang=en_us&edition=fundamental","pubTime":"2026-08-15 00:15","pubTimestamp":1786724118,"startTime":"0","endTime":"0","summary":"• KLA Corporation faced downward momentum due to valuation concerns and profit-taking.\n• Insiders executed pre-scheduled share sales, amplifying short-term selling pressure and caution.\n• Analysts noted potential margin headwinds from component costs and supply chain 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Will Report Q2 Earnings on August 26. Let’s Look at Who Owns NVDA Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2659912380","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659912380?lang=en_us&edition=fundamental","pubTime":"2026-08-15 00:10","pubTimestamp":1786723833,"startTime":"0","endTime":"0","summary":"Nvidia ($NVDA) stock has risen more than 21% year-to-date. The company is set to report fiscal second-quarter results on August 26. 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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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Stanely reiterated its equalweight rating on the stock and adjusted its price target to $642 per share from $646.Price: 510.35, Change: -24.19, Percent Change: 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Time Has Come,’ Says Investor About Broadcom Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2659403991","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659403991?lang=en_us&edition=fundamental","pubTime":"2026-08-14 22:42","pubTimestamp":1786718526,"startTime":"0","endTime":"0","summary":"Broadcom (NASDAQ:AVGO) appears to be approaching an important stage in its AI business, but its stock has yet to reflect that potential this year. 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