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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2666576814","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666576814?lang=en_us&edition=fundamental","pubTime":"2026-09-12 00:58","pubTimestamp":1789145918,"startTime":"0","endTime":"0","summary":"Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF  rising 1.5% and the State Street SPDR S&P Semiconductor ETF  adding 3.4%.The Philadelphia Semiconductor index climbed 2.2%.In corporate news, Microsoft-backed  OpenAI is considering slowing development of advanced AI and hopes other AI companies do the same, Bloomberg reported. Separately, Microsoft plans to more than triple its global data center capacity to over 38 gigawatts in 2032, Bloomberg reported. 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AI-Driven Growth Acceleration Is Playing Out, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666575265","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666575265?lang=en_us&edition=fundamental","pubTime":"2026-09-12 00:36","pubTimestamp":1789144599,"startTime":"0","endTime":"0","summary":"Oracle  is seeing its material AI-driven growth acceleration play out, with quarterly positives outweighing the lack of a raised fiscal 2027 revenue guide, UBS said in a note Friday.The bank cited strong execution, tightly managed opex, and backlog growth from greater customer diversity.UBS said guidance for continued cloud infrastructure acceleration through fiscal 2027 was a positive surprise, and pointed to reaffirmed fiscal 2027 capex guidance of $90 billion-$95 billion and completion of Oracle's $20 billion ATM/secondary offering as easing credit risk. GPU pricing gains of over 20% on renewals support the view that revenue-per-gigawatt economics may be improving, UBS said.On the downside, UBS flagged Oracle's reaffirmation, rather than raise, of its $90 billion fiscal 2027 revenue guide, and a wide fiscal second-quarter growth range, as signs of capacity-timing uncertainty.UBS kept its buy rating on the stock and raised its price target to $250 from $245.Price: 151.48, Change: 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Midday Stories: Rate-Hike Expectations Rise After August CPI Release; Oracle Shares Up Modestly After Strong Earnings Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2666573291","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666573291?lang=en_us&edition=fundamental","pubTime":"2026-09-11 23:44","pubTimestamp":1789141497,"startTime":"0","endTime":"0","summary":"All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the latest inflation data matched expectations.The US seasonally adjusted consumer price index rose by 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