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Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust","url":"https://stock-news.laohu8.com/highlight/detail?id=2658973404","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658973404?lang=en_us&edition=fundamental","pubTime":"2026-08-12 17:35","pubTimestamp":1786527300,"startTime":"0","endTime":"0","summary":"\"Rizzo expects what he calls an \"80:20 world\" wherein 80% of the AI tokens used by corporates are open weight or open source and 20% of them are frontier like Anthropic or OpenAI. 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Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1173575788","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173575788?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:36","pubTimestamp":1786512977,"startTime":"0","endTime":"0","summary":"Singapore's sovereign wealth fund, Temasek, is preparing to make its first-ever direct investment in the South Korean stock market, with a focus on Samsung Electronics and SK Hynix. The fund 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SPDR MSCI ACWI ex-US ETF

Dodge & Cox boosts Taiwan Semiconductor stake by 1.33M shares

Sands Capital trims Taiwan Semiconductor stake by 1.9M shares

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Davis Selected Advisers trims Taiwan Semiconductor stake

Option Focus | Taiwan Semiconductor’s Bullish Flow Dominates as Synthetic Long Outweighs Modest Double Put Sale, With IV at 14th Percentile

Taiwan Semiconductor is Maintained at Outperform by Bernstein

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Sector Update: Tech

Massive Intervention of Nearly $100 Billion Fails to Halt Yen's Slide Toward 160; Yen Erases Half of Rally as Joint US-Japan Action Impact Fades

<b>Taiwan Semiconductor Manufacturing</b> and <b>Sony</b> Forge Joint Venture for Next-Generation Image Sensors