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on Pace to More Than Double Bookings With Emerging Alliances, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671247785","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671247785?lang=en_us&edition=fundamental","pubTime":"2026-09-30 23:47","pubTimestamp":1790783229,"startTime":"0","endTime":"0","summary":"Accenture  is on track to more than double bookings with its emerging alliances with Nvidia , OpenAI and Palantir , reinforcing the view that the company is not being disintermediated, UBS said in a Tuesday note.The company is scheduled to report fiscal Q4 results Thursday.With 2027 guidance in focus, the brokerage expects the market to focus on AI impact on the core business as enterprise adoption surfaces, inorganic contribution, a potential Federal recovery, and capital allocation amid strong free cash flow generation, according to the note.Another key focus will be pricing and contract type, with about 60% of revenue currently coming from fixed price contracts. Operating margin is set to benefit from efficiencies, while UBS expects capital returns of more than $9 billion in fiscal 2027, the note added.In fiscal Q4, UBS expects revenue growth of 2.2%, compared with guidance of 0.5% to 4.5% growth. 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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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The companies also plan to work together on applying AI across silicon-to-system engineering workflows, Synopsys said.The companies said the multi-year agreement aims to help Amazon ramp up its purpose-built chips business.\"As our chip designs grow more ambitious and AI reshapes the engineering process itself, Synopsys helps us move faster across the design cycle, helping us deliver more capable, efficient computing for customers worldwide,\" said Peter DeSantis, senior vice president of foundational AI, custom silicon, quantum computing at 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