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Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust","url":"https://stock-news.laohu8.com/highlight/detail?id=2658973404","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658973404?lang=en_us&edition=fundamental","pubTime":"2026-08-12 17:35","pubTimestamp":1786527300,"startTime":"0","endTime":"0","summary":"\"Rizzo expects what he calls an \"80:20 world\" wherein 80% of the AI tokens used by corporates are open weight or open source and 20% of them are frontier like Anthropic or OpenAI. 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Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1173575788","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173575788?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:36","pubTimestamp":1786512977,"startTime":"0","endTime":"0","summary":"Singapore's sovereign wealth fund, Temasek, is preparing to make its first-ever direct investment in the South Korean stock market, with a focus on Samsung Electronics and SK Hynix. The fund 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Capital boosts Broadcom stake with 112,599 shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2658928855","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658928855?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:01","pubTimestamp":1786503678,"startTime":"0","endTime":"0","summary":"Bowie Capital Management, LLC, managed by Cory Whitaker, recently executed a significant transaction involving Broadcom Inc. (($AVGO)). 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Focus | Taiwan Semiconductor’s Bullish Flow Dominates as Synthetic Long Outweighs Modest Double Put Sale, With IV at 14th Percentile","url":"https://stock-news.laohu8.com/highlight/detail?id=1137767153","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137767153?lang=en_us&edition=fundamental","pubTime":"2026-08-12 07:01","pubTimestamp":1786489302,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing Company closed at USD 422.06, up 0.86%.Taiwan Semiconductor (TSM) saw a decisive bullish skew in its options activity, with total bullish premium of $0.69 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Bank lifts full-year profit and boosts shareholder payouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2658949319","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658949319?lang=en_us&edition=fundamental","pubTime":"2026-08-12 05:52","pubTimestamp":1786485153,"startTime":"0","endTime":"0","summary":"Commonwealth Bank of Australia ( ($AU:CBA) ) has provided an announcement. Commonwealth Bank of Australia reported a solid full-year result for 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Sony to Form Japan JV for Advanced Smartphone Image Sensors","url":"https://stock-news.laohu8.com/highlight/detail?id=2658412991","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658412991?lang=en_us&edition=fundamental","pubTime":"2026-08-11 18:31","pubTimestamp":1786444296,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions, a subsidiary of Sony Group , said Tuesday that they agreed to establish a joint venture in Kumamoto Prefecture, Japan, to develop and manufacture advanced image sensors for smartphones, with volume production expected to begin in 2029.Sony will be the controlling shareholder, with plans to contribute about 465 billion yen through cash and asset transfers, while TSMC will contribute about 282 billion yen in cash, they said.The venture will leverage Sony's image sensor technology and TSMC's advanced manufacturing capabilities, they added.The deal remains subject to regulatory approvals and other customary closing conditions, the companies 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TSMC agree to establish JV for next-generation image sensors","url":"https://stock-news.laohu8.com/highlight/detail?id=2658999494","media":"TIPRANKS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658999494?lang=en_us&edition=fundamental","pubTime":"2026-08-11 18:00","pubTimestamp":1786442419,"startTime":"0","endTime":"0","summary":"Sony Semiconductor Solutions Corporation (SONY) and Taiwan Semiconductor Manufacturing Company Limited (TSM) announced the execution of a legally 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