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This Growth Stock Manager Likes Both the AI Trade and Eli Lilly","url":"https://stock-news.laohu8.com/highlight/detail?id=2658976178","media":"Morning Star","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658976178?lang=en_us&edition=fundamental","pubTime":"2026-08-12 00:00","pubTimestamp":1786464000,"startTime":"0","endTime":"0","summary":"Blair Boyer: Strong underlying corporate profits have been the rock that kept people in the market. Consensus operating earnings growth estimates for the S&P 500 are in the high-teens-to-low-20% range for 2026 and 13%-15% for 2027. These consensus numbers appear reasonable.Higher market volatility is a fact of life at this point. The first quarter was more around geopolitics. Inflation has proved stickier than expected. Then there are severe physical and operational constraints facing the AI infrastructure buildout. According to reports, over half all global AI data center construction projects are facing cancellations or delays, including high-profile expansion plans of Oracle ORCL and OpenAI. While combined hyperscaler AI capex has surged past $700 billion for 2026, companies still can’t bring on capacity fast enough to meet demand. Amazon revised its 2026 capex guidance higher, but said it still will not meet this year’s demand.Norton: What are you thinking about the returns on the 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Computing Shares Jump. Riot Platforms Surges over 11%; Hut 8 up over 7%; Nebius up over 5%; IREN up over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137386064","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137386064?lang=en_us&edition=fundamental","pubTime":"2026-08-11 21:40","pubTimestamp":1786455626,"startTime":"0","endTime":"0","summary":"Cloud computing shares jumped on Tuesday. 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Microsoft Show Strength Again? Earnings May Be Inflection Point for AI Investment Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2658966018","media":"TradingKey","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658966018?lang=en_us&edition=fundamental","pubTime":"2026-08-11 11:02","pubTimestamp":1786417364,"startTime":"0","endTime":"0","summary":"Following Microsoft’s latest earnings report, Azure growth returned to 43%, Copilot paid seats surpassed 30 million, and non-OpenAI demand continued to rise. This article analyzes Microsoft’s AI return on investment, Azure capacity, Copilot commercialization, profit margins, capital expenditures (CapEx), and its forward P/E valuation of approximately 25x to determine whether Microsoft stock remains a 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Asset Management LLP Cuts Microsoft Stake by 495,591 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2658966007","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658966007?lang=en_us&edition=fundamental","pubTime":"2026-08-11 11:01","pubTimestamp":1786417291,"startTime":"0","endTime":"0","summary":"Crake Asset Management LLP, managed by Richard Walker, recently executed a significant transaction involving Microsoft (($MSFT)). 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Value Partners trims Microsoft stake by 122,086 shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2658966005","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658966005?lang=en_us&edition=fundamental","pubTime":"2026-08-11 11:01","pubTimestamp":1786417260,"startTime":"0","endTime":"0","summary":"Vulcan Value Partners, Llc, managed by C.T Fitzpatrick, recently executed a significant transaction involving Microsoft (($MSFT)). 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Investment Management trims Microsoft stake by 1.36M shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2658966073","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658966073?lang=en_us&edition=fundamental","pubTime":"2026-08-11 11:00","pubTimestamp":1786417245,"startTime":"0","endTime":"0","summary":"Generation Investment Management LLP, managed by David Blood, recently executed a significant transaction involving Microsoft (($MSFT)). 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Stocks End Lower as Chipmakers Lead Slump; SpaceX Rises 4% to $138","url":"https://stock-news.laohu8.com/highlight/detail?id=2658954222","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658954222?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:10","pubTimestamp":1786392635,"startTime":"0","endTime":"0","summary":"High uncertainty surrounding the reopening prospects of the Strait of Hormuz drove oil prices up by 5%. Meanwhile, Cleveland Fed President Beth Hammack stated that the Federal Reserve may still need multiple rate hikes to bring down inflation. Against this backdrop, the three major U.S. stock indices were under slight pressure, with chip stocks retreating while oil stocks led the market. At the close, the Dow Jones Industrial Average fell 0.11% to 53,975.98 points; the Nasdaq Composite Index dropped 0.32% to 26,605.36 points; and the S&P 500 Index fell 0.06% to 7,753.11 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Closing Bell | Megacaps resist mild pullback as Dow edges 0.1% lower","url":"https://stock-news.laohu8.com/highlight/detail?id=1187786330","media":"US Closing Bell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187786330?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:03","pubTimestamp":1786392184,"startTime":"0","endTime":"0","summary":"MarketAugust 11, U.S. stocks closed mixed with modest losses as investors digested a lull in earnings and awaited fresh inflation data. The Dow Jones Industrial Average fell 0.11%, the S&P 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Spending Boom Isn't Boosting Profit Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2658595640","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658595640?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:01","pubTimestamp":1786392060,"startTime":"0","endTime":"0","summary":"The artificial-intelligence revolution is supposed to improve the financial fortunes for companies in a wide swath of sectors. 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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2658087955","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658087955?lang=en_us&edition=fundamental","pubTime":"2026-08-11 03:21","pubTimestamp":1786389708,"startTime":"0","endTime":"0","summary":"Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ETF  decreasing 0.2% and the State Street SPDR S&P Semiconductor ETF  falling 2.3%.The Philadelphia Semiconductor index was shedding 1.7%.In corporate news, Microsoft  intends to greatly increase production of its internally designed AI chips next year and hopes to persuade Anthropic and other large cloud customers to use them, The Information reported. 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