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Data Processing Unlikely to See Valuation Lift Despite AWS Deal, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666534910","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666534910?lang=en_us&edition=fundamental","pubTime":"2026-09-10 00:54","pubTimestamp":1788972844,"startTime":"0","endTime":"0","summary":"Automatic Data Processing  is unlikely to see a meaningful valuation boost from its expanded cloud partnership with Amazon.com's  Amazon Web Services, as macro and industry concerns continue to weigh on the human-resources software sector, UBS Securities said Tuesday in a report.ADP and AWS broadened their collaboration to move more of ADP's core payroll and tax systems onto AWS, including upgrades to its AI-driven tools and data platform. UBS said the initiative is strategically useful, though not enough to shift investor sentiment.Labor-market indicators point to low churn, with muted hiring and separations, UBS said. 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Amazon Deal Supports AI Growth Outlook, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666315695","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666315695?lang=en_us&edition=fundamental","pubTime":"2026-09-09 23:27","pubTimestamp":1788967660,"startTime":"0","endTime":"0","summary":"Qualcomm  could gain a stronger position in the data center AI segment through Amazon's  agreement to buy the company's server chip products, RBC Capital Markets said in a note emailed Wednesday.Still, the pace of future orders remains uncertain because Amazon works with several chip suppliers, RBC cautioned.The strategic collaboration includes Amazon buying server chips, technology, systems and manufacturing services under programs covering custom chips and optical connectivity, RBC said.The investment firm said the deal could eventually represent about $6 billion in additional annual revenue over 10 years if all conditions are met, compared with Qualcomm's prior data center revenue targets of about $300 million for fiscal 2026 and $5 billion for fiscal 2027, which have not moved.Qualcomm's unchanged forecasts suggest much of the Amazon agreement may already have been included in Qualcomm's earlier plans, but identifying Amazon as one of its two large cloud customers still gives RBC 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Top and Bottom Performing Stocks at About 11:01 A.m. 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