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Buy Rating Reaffirmed as Open Agent Safety Platform and Massive $235B Buyback Underscore AI Leadership; Price Target Maintained at $390","url":"https://stock-news.laohu8.com/highlight/detail?id=2672789557","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672789557?lang=en_us&edition=fundamental","pubTime":"2026-10-01 00:45","pubTimestamp":1790786735,"startTime":"0","endTime":"0","summary":"Kevin Cassidy, an analyst from Rosenblatt Securities, maintained the Buy rating on Nvidia. 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Isaac Faces Emerging Competition After FHFA Places VS4.0, Classic FICO on Same Pricing Grid, BofA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671783098","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671783098?lang=en_us&edition=fundamental","pubTime":"2026-09-30 23:13","pubTimestamp":1790781181,"startTime":"0","endTime":"0","summary":"Fair Isaac  faces emerging competition in credit scoring after the Federal Housing Finance Agency places VantageScore 4.0 model and the company's Classic FICO model on the same loan level price adjustment, or LLPA, pricing grid, BofA said in a Wednesday note.While the pace of lender adoption remains uncertain, BofA believes the revised grid will add another risk to score volumes, pricing, and market share, on top of the already less leeway on score price increases owing to high and persist regulatory scrutiny, BofA said.With VantageScore and Classic FICO getting the same LLPA treatment, lenders can use VantageScore to achieve more favorable loan pricing compared with the prior framework, thus, raising the incentive to test or adopt VS4.0, according to the note.BofA lowered its rating on the company's stock to neutral from buy and adjusted its price target to $700 from $1,400.Price: 609.15, Change: -8.73, Percent Change: 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Potential $2 Trillion-Plus IPO Supports Robust AI Infrastructure Spending, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671788739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671788739?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:34","pubTimestamp":1790778850,"startTime":"0","endTime":"0","summary":"Anthropic's planned initial public offering, which could potentially value the company at more than $2 trillion, supports the view that artificial intelligence infrastructure spending will remain robust for the foreseeable future, Wedbush said in a Tuesday note.The Amazon-backed  AI company plans to spend $518 billion on computing and infrastructure in the coming years, according to the note.Under long-term infrastructure service obligations, Anthropic projects to spend $111.1 billion with Alphabet's , $110 billion with Amazon, and $31.4 billion with Microsoft , under long-term infrastructure service obligations over the next seven to 10 years, the note said.Further, Anthropic has commitments of about $161.2 billion to Broadcom  for equipment leases and agreements with xAI potentially resulting in up to $84.5 billion of spending for Nvidia-based  computing capacity through 2029, Wedbush said, citing Reuters.Anthropic's initial public offering is likely to be pushed back until after 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Stock Falls Again Because so Much Depends on OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2671007472","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671007472?lang=en_us&edition=fundamental","pubTime":"2026-09-30 22:01","pubTimestamp":1790776860,"startTime":"0","endTime":"0","summary":"Cerebras Systems stock has had a rough time since its much-hyped initial public offering earlier this year. Fears that it could lose some of its OpenAI business to Nvidia aren't helping.Cerebras 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Offers Nvidia's Vera Chip for AI Agents","url":"https://stock-news.laohu8.com/highlight/detail?id=2671006422","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671006422?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:54","pubTimestamp":1790776471,"startTime":"0","endTime":"0","summary":"CoreWeave  said Wednesday it is expanding its compute portfolio with Nvidia's  Vera CPU, a computer chip designed for AI agents.CoreWeave said that during tests, it saw more than 3 times faster agent sandbox startup times on the Vera chip compared with an x86 chip.Separately, CoreWeave said Wednesday it has made Nvidia's Vera Rubin NVL72 system available, with Cognition as the first customer running production workloads on the system.Financial details were not provided.Price: 87.39, Change: +1.46, Percent Change: 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