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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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Muse Monetization Seen Limited Near Term, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666750475","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666750475?lang=en_us&edition=fundamental","pubTime":"2026-09-12 00:53","pubTimestamp":1789145597,"startTime":"0","endTime":"0","summary":"Meta Platforms  Muse consumer AI agent is an interesting development at the intersection of AI and commerce, but management views the personal AI agent as a longer-term monetization opportunity, Wedbush Securities said in a note Friday.The investment firm estimates Muse subscriptions could generate about $5 billion in 2027, or roughly 1.5% of its total revenue estimate.Early adoption has been constructive, with Muse ranking No. 2 among the most downloaded apps on the US App Store, although the product is brand-new and will require consumer education and product-market fit.The brokerage sees additional potential from advertising, payments and Business AI, but said it is too early to assign estimates to advertising and payments. AI model improvements and potential API licensing could provide additional monetization opportunities over time.Wedbush maintained a neutral rating and raised its price target to $650 from $595.Price: 648.83, Change: +4.45, Percent Change: 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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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