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L&T Gains After Unit Wins up to $1.6 Billion Nvidia AI Factory Order","url":"https://stock-news.laohu8.com/highlight/detail?id=2659136323","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659136323?lang=en_us&edition=fundamental","pubTime":"2026-08-13 14:22","pubTimestamp":1786602178,"startTime":"0","endTime":"0","summary":"BUZZ-India's L&T gains after unit wins up to $1.6 billion NVIDIA AI factory orderAug 13 -** Shares of Larsen and ToubroLART.NSrise 1% to 4,060 rupees** Engineering & construction firm's unit wins 100 billion-150 billion rupee  orderto buildNVIDIA B300 AI factory in India** Marks co's foray into AI factory business; L&T will deploy NVIDIA B300 infrastructure at its Chennai data centre campus** Stock rated \"hold\" on avg by 29 analysts; median PT 4,466.5 rupees - data compiled by LSEG** Stock down 2.1% 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Stanley Reiterates Positive View on Tencent, Lowers Price Target to HK$550","url":"https://stock-news.laohu8.com/highlight/detail?id=1114036022","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114036022?lang=en_us&edition=fundamental","pubTime":"2026-08-13 12:51","pubTimestamp":1786596692,"startTime":"0","endTime":"0","summary":"Morgan Stanley has released a research report stating that Tencent (00700) maintains a solid core business foundation. 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Response on AI Investment Returns Appears 'Vague' to Morningstar","url":"https://stock-news.laohu8.com/highlight/detail?id=2659918719","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659918719?lang=en_us&edition=fundamental","pubTime":"2026-08-13 11:02","pubTimestamp":1786590120,"startTime":"0","endTime":"0","summary":"0302 GMT - Tencent management's response to questions from analysts on expected returns on AI investments appears \"vague\" to Morningstar analyst Ivan Su. \"Responses were consistently vague and often defaulted to the argument that compute could be rented to third parties through Tencent Cloud if AI applications underperform,\" Su says after the company's earnings call. The analyst suggests that this implies that the current AI roadmap has yet to demonstrate standalone economics. Tencent's stance echoes Meta's early messaging on AI investment returns, which were expected to come indirectly through ad-targeting improvements before shifting toward external compute services. A similar path seems plausible for Tencent over the next few years, Su adds. 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Investment Management trims Microsoft stake by 16,250 shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2659978187","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659978187?lang=en_us&edition=fundamental","pubTime":"2026-08-13 11:00","pubTimestamp":1786590047,"startTime":"0","endTime":"0","summary":"Weitz Investment Management, Inc., managed by Wallace Weitz, recently executed a significant transaction involving Microsoft (($MSFT)). 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