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Revenue rose 16% year-on-year in the second quarter. CEO Sergio Ermotti is on track to finish axing $13.5 billion of costs by the end of this year from the integration of Credit Suisse. Finally, the pre-tax profit margin has noticeably improved in the historically troubled U.S. wealth-management unit.Just as importantly, bank valuations have changed too. U.S. rivals on average now trade at 2.5 times forward tangible book value, with Morgan Stanley leading the pack at a towering multiple of 3.7. UBS still falls well short on this gauge, probably in large part because of the capital question.The key takeaway from all this is that a possible Swiss capital hit would still be very painful, but it would erode UBS's returns from a higher base. 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Focus | Microsoft Sees $2.14 Million ITM Call Buy and Bullish Calendar Put Spread as Institutions Bet on Further Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1102005361","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102005361?lang=en_us&edition=fundamental","pubTime":"2026-08-13 07:00","pubTimestamp":1786575655,"startTime":"0","endTime":"0","summary":"Microsoft closed at USD 492.43, down 2.26%. Despite the daily decline, large options traders showed a strong bullish conviction. A massive $2.14 million in-the-money call purchase and a 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Why the AI Revival is Hitting Software Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2658908066","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658908066?lang=en_us&edition=fundamental","pubTime":"2026-08-12 22:12","pubTimestamp":1786543934,"startTime":"0","endTime":"0","summary":"It may as well be an adage at this point that when chip and networking stocks go up, software must come down.That dynamic was playing out early Wednesday, with $Palantir(PLTR)$ and Microsoft 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Computing Shares Shine. CoreWeave Surges 23%; Nebius Rockets 16%; IREN up over 8%; Hut 8 up 6%; Oracle up over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131181788","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131181788?lang=en_us&edition=fundamental","pubTime":"2026-08-12 21:40","pubTimestamp":1786542030,"startTime":"0","endTime":"0","summary":"Cloud computing shares shined on Wednesday. CoreWeave surged 23%; Nebius rocketed 16%; IREN up over 8%; Hut 8 up 6%; Oracle up over 4%.$CoreWeave, Inc.(CRWV)$ reported a 112% year-over-year revenue...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"330240692f324d079ccf839d9e4180bf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BABO","AMZG","BABU","ORCX","BABW","MSFL","ORCS","GOOGL","AMZY","BABA","GGLL","BABX","MSFD","AMZU","GOOY","AMZD","GOU","ORCL","ORCU","GOOP","GOOX","AMZZ","MSFW","CRM","GOOG","KBAB","MSFX","AMZN","BBYY","MSFU","GGLS","CRMG","MSFY","IBM","GOOW","AMZP","MSFT","MSFO","AZYY","AMZW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161416042","title":"US Opening Bell | Stocks open higher; Micron, Marvell soar; Chip makers rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1161416042","media":"US Opening Bell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161416042?lang=en_us&edition=fundamental","pubTime":"2026-08-12 21:32","pubTimestamp":1786541520,"startTime":"0","endTime":"0","summary":"MarketAugust 12, U.S. stocks opened higher as investors reacted to a lighter-than-expected inflation print and renewed enthusiasm for artificial-intelligence hardware plays. The Dow Jones 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