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Wants a Big Bite of Apple,' Needham Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2672475462","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672475462?lang=en_us&edition=fundamental","pubTime":"2026-10-01 19:51","pubTimestamp":1790855483,"startTime":"0","endTime":"0","summary":"BUZZ-'Meta wants a big bite of Apple,' Needham says** Needham maintains a \"hold\" stance on AppleAAPL.O, cites investor concerns about Apple's AI strategy, margin pressure, rising prices and China exposure** However, brokerage says the biggest risk for Apple shareholders is that MetaMETA.Oor another AI-first rival reduces reliance on the iPhone and weakens Apple's ecosystem** Shares of the iPhone maker marginally down, while META marginally up premarket** Apple may need to lower App Store fees to stay competitive with Meta's lower-cost offering, adds Needham** Up to last day's close, the stock of AAPL had risen about 22% and META up ~10% 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Market Value Surges by $1 Trillion in a Single Quarter: Why the AI Story Is Winning Over Investors Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1157394787","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157394787?lang=en_us&edition=fundamental","pubTime":"2026-10-01 19:39","pubTimestamp":1790854765,"startTime":"0","endTime":"0","summary":"As the third quarter came to a close, Microsoft (NASDAQ: MSFT) delivered its best quarterly stock performance since 1998. 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are World Bond Markets Selling Off Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672751625","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672751625?lang=en_us&edition=fundamental","pubTime":"2026-10-01 19:14","pubTimestamp":1790853288,"startTime":"0","endTime":"0","summary":"EXPLAINER-Why are world bond markets selling off again?LONDON, Oct 1 -Government borrowing costs from the United States to Germany and Japan have hit freshmulti-decadepeaks on heightened worries about inflation and rising interest rates, along with nagging anxiety about nations' debt loads.Elevated bond yields could squeeze households and companies and worsen government finances.Here's a look at what's behind the move in some major economies.WHAT'S GOING ON?A surge in bond sales tofund AI investmentsis another factor pushing up bond yields.Analysts point to the laws of supply and demand: if there is a jump in the need for borrowing, lenders can demand higher interest rates, pushing up yields.Five of the biggest AI hyperscalers — Alphabet, Amazon, Meta, Microsoft and Oracle — have issued $220 billion of debt already this year as they fund investments in data 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Chatter: Baidu-Backed Infinigence AI Said to Plan Hong Kong IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2672756217","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672756217?lang=en_us&edition=fundamental","pubTime":"2026-10-01 18:25","pubTimestamp":1790850308,"startTime":"0","endTime":"0","summary":"Baidu -backed Infinigence AI has confidentially filed for a Hong Kong IPO that could raise several hundred million dollars, Bloomberg reported Thursday, citing unnamed sources.The Chinese AI cloud provider, also backed by Tencent, is targeting a listing as early as the first half of 2027, the report said.Infinigence has raised 4.3 billion yuan  and was valued at 14.3 billion yuan ahead of the offering, it added.IPO timing and size remain subject to change, according to the report.Infinigence AI, Baidu and Tencent did not immediately respond to MT Newswires' request for 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co-CEO says company ‘not growing as fast as I want,’ Bloomberg says","url":"https://stock-news.laohu8.com/highlight/detail?id=2672756493","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672756493?lang=en_us&edition=fundamental","pubTime":"2026-10-01 18:11","pubTimestamp":1790849498,"startTime":"0","endTime":"0","summary":"According to Netflix (NFLX) co-CEO Ted Sarandos, the company is not growing as fast as he would like, Sohee Kim of Bloomberg reports. The 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Chatter: Nvidia CEO Questions Anthropic Chief Over AI Safety Warnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2672248755","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672248755?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:45","pubTimestamp":1790847921,"startTime":"0","endTime":"0","summary":"Nvidia  CEO Jensen Huang and other executives questioned Anthropic CEO Dario Amodei about his public warnings on AI risks, The Wall Street Journal reported Wednesday, citing unnamed people familiar with the meeting.The executives asked Amodei why he was taking such a strong public position on the capabilities and risks of AI models, the WSJ reported.Amodei responded that companies should be transparent about AI capabilities and risks rather than downplaying them, according to the report.The discussion took place among a smaller group of executives, White House aides and advisers working on principles to improve AI model safety, the report said.Nvidia and Anthropic did not immediately respond to MT Newswires' request for 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Partner OpenAI Completes Sale of 13% Stake to SoftBank","url":"https://stock-news.laohu8.com/highlight/detail?id=2672975356","media":"MT Newswires Live","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672975356?lang=en_us&edition=fundamental","pubTime":"2026-10-01 16:37","pubTimestamp":1790843836,"startTime":"0","endTime":"0","summary":"Microsoft  partner OpenAI has received a $10 billion investment from SoftBank, completing the investor's acquisition of a 13% equity stake in the AI-modeler, SoftBank said Thursday.The Japan-based financial house has executed the third, final tranche of a total $30 billion in follow-in investments into the privately-held OpenAI, and has completed a cumulative total of $64.6 billion of investments into OpenAI, SoftBank said.The latest $10 billion tranche was funded by the issue of $11.1 billion foreign currency-denominated senior notes, as disclosed last week, SoftBank said.On Sept. 30, SoftBank canceled the remaining $10 billion of undrawn capacity under a $40 billion bridge facility agreement that had been entered into in March, the company said.Following the cancellation, and upon the early repayment of bridge loan, all borrowings under the bridge facility have been repaid, and no undrawn commitments remain, SoftBank 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Sandler Raises Microsoft Price Target to $610, Citing Copilot and E7 as New M365 Monetization Drivers","url":"https://stock-news.laohu8.com/highlight/detail?id=1192612479","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192612479?lang=en_us&edition=fundamental","pubTime":"2026-10-01 14:51","pubTimestamp":1790837467,"startTime":"0","endTime":"0","summary":"Piper Sandler has lifted its price target on Microsoft (NASDAQ: MSFT) from $550 to $610 while keeping an \"Overweight\" rating on the stock.The core reason behind the higher target is the 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