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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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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 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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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Raises $145 Million for AI Networking, with Backing from Nvidia and Intel","url":"https://stock-news.laohu8.com/highlight/detail?id=2671202984","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671202984?lang=en_us&edition=fundamental","pubTime":"2026-09-30 21:00","pubTimestamp":1790773200,"startTime":"0","endTime":"0","summary":"CScale raises $145 million for AI networking, with backing from Nvidia and IntelSAN FRANCISCO, Sept 30 (Reuters)-CScale, a Silicon Valley startup developing a way to connect AI chips with fiber-optic 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the History of Electric Wires Can Teach Us About the Data Center Backlash","url":"https://stock-news.laohu8.com/highlight/detail?id=2671202204","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671202204?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:54","pubTimestamp":1790772840,"startTime":"0","endTime":"0","summary":"What can the electric wire panic of 1889 teach investors about today’s data center backlash? Explore the AI opportunity in builders, power and 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Jensen Huang Set to Take On Role at Tsinghua University","url":"https://stock-news.laohu8.com/highlight/detail?id=1125919503","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125919503?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:52","pubTimestamp":1790772775,"startTime":"0","endTime":"0","summary":"In an unexpected development, Jensen Huang and his niece are reportedly heading to Tsinghua University to \"go to work.\"At the end of September, the Tsinghua University School of Economics 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Inflation Day and the Stock Market is on Edge","url":"https://stock-news.laohu8.com/highlight/detail?id=2671209011","media":"Dow Jones","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671209011?lang=en_us&edition=fundamental","pubTime":"2026-09-30 19:53","pubTimestamp":1790769180,"startTime":"0","endTime":"0","summary":"Good morning and happy PCE day.And it's the anticipation of the central bank's closely-watched inflation gauge, the personal consumption expenditures index, that has the market on edge. However there was some positivity from New York Fed President John Williams saying last night \"there is no need for urgency,\" signaling he thinks the next rate increase can wait.But be warned the PCE report will need some interpreting. Megan Leonhardt explains that the way the government is measuring several prices is changing so the big takeaway for the next inflation report will be less clear cut.Micron, which posts earnings after the bell, was one of the biggest movers before the market opened along with Cal-Maine, which fell as much as 7.7%. 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