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Markets Beware: AI Funding Plans Have Shades of the Financial Crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=2659156423","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659156423?lang=en_us&edition=fundamental","pubTime":"2026-08-13 19:11","pubTimestamp":1786619460,"startTime":"0","endTime":"0","summary":"$17.3 billion for the fiscal fourth quarter, beating expectations.Networking revenue was $9.79 billion, higher than the $9.66 billion that. analysts expected and a 28% increase from a year ago.-- In May, Cisco said it had taken $5.3 billion in AI infrastructure orders. from hyperscalers so far in the fiscal year, which led it to raise its. full-year expectations for orders. 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Chatter: Microsoft Reduces China Operations","url":"https://stock-news.laohu8.com/highlight/detail?id=2659559021","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659559021?lang=en_us&edition=fundamental","pubTime":"2026-08-13 18:50","pubTimestamp":1786618216,"startTime":"0","endTime":"0","summary":"Microsoft  is reducing its footprint in China, Reuters reported Thursday.The company has closed at least 15 Microsoft branch offices and joint ventures in China, the report said, citing corporate filings and unnamed company sources describing a strategy of \"retreat.\"Growing mistrust between China and the US, as well as faltering profits and geopolitical risk, have prompted the company's steady but quiet withdrawal from the market, the report said.Microsoft did not immediately reply to MT Newswires' request for 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Valuation Surge is Case of Rational Exuberance","url":"https://stock-news.laohu8.com/highlight/detail?id=2659286130","media":"Reuters","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659286130?lang=en_us&edition=fundamental","pubTime":"2026-08-13 17:36","pubTimestamp":1786613772,"startTime":"0","endTime":"0","summary":"One reason is that its results have improved. 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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Here’s why TSMC and SK Hynix are the unsung winners of the AI 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cuts purchases of carbon removals by 80% amid AI push","url":"https://stock-news.laohu8.com/highlight/detail?id=2659317197","media":"Coco Liu / Bloomberg","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659317197?lang=en_us&edition=fundamental","pubTime":"2026-08-13 15:53","pubTimestamp":1786607597,"startTime":"0","endTime":"0","summary":"Microsoft Corp dramatically cut back investments in carbon removals in the first half of the year, as it ratchets up spending on artificial intelligence 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Larsen and Toubro Secures AI Data Centre Order Worth up to $1.57 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2659346991","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659346991?lang=en_us&edition=fundamental","pubTime":"2026-08-13 15:48","pubTimestamp":1786607286,"startTime":"0","endTime":"0","summary":"UPDATE 1-India's Larsen and Toubro secures AI data centre order worth up to $1.57 billionAug 13 -India's Larsen and ToubroLART.NSon Thursday said it had secured an order worth up to 150 billion rupees  from U.S.-based cloud platform Together AI to host an AI data centre using Nvidia'sNVDA.Ohigh-performance chips.L&T's shares rose as much as 1.2% in midday trade.The order secured by L&T's AI infrastructure subsidiary, LTN Compute is in the range of 100 billion to 150 billion rupees , and marks L&T's foray into the AI factory business, the company said.Thecentre, hosted at the firm's Vyoma.AI unit in its campus in the southern Indian city of Chennai, will have a capacity of 10,000 NVIDIA B300 chips.This is the largest such deployment in India, L&T said, and added it will support Together AI's cloud platform for AI inference, fine-tuning and trainingNvidia's B300 ranks among the most powerful chips available for AI inference 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Stock Surges 26% in Two Weeks, Low-Price Entry Opportunity Fades","url":"https://stock-news.laohu8.com/highlight/detail?id=1105122989","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105122989?lang=en_us&edition=fundamental","pubTime":"2026-08-13 15:31","pubTimestamp":1786606274,"startTime":"0","endTime":"0","summary":"Microsoft shares have rallied 26% since reporting its fiscal 2026 fourth-quarter results on July 29. 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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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