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Q4 Strong: Azure +43%, Copilot Embedding, But Capex Tests FCF as $480 Holds Support","url":"https://stock-news.laohu8.com/highlight/detail?id=2660449599","media":"TradingKey","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660449599?lang=en_us&edition=fundamental","pubTime":"2026-08-18 23:00","pubTimestamp":1787065200,"startTime":"0","endTime":"0","summary":"MSFT Q4: Revenue $90B (+18%), Azure +43% (45% cc), Cloud $54.9B, Copilot embedding. Strong but capex risk: billions/quarter on data centers. Margin/FCF pressure potential. Technical: $480 support (23.6% Fib), $511.80 resistance. Jackson Hole (Aug 21-22) tests capex confidence.\n 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Earnings in Focus as Circular Financing Concerns Linger","url":"https://stock-news.laohu8.com/highlight/detail?id=2660495855","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660495855?lang=en_us&edition=fundamental","pubTime":"2026-08-18 22:55","pubTimestamp":1787064900,"startTime":"0","endTime":"0","summary":"1455 GMT - Investors await Nvidia's earnings due to be released on Aug. 26 to provide insights on the strength and broadness of demand for AI, UBS Global Wealth Management's Mark Haefele says in a note. This comes as some investors worry about circular financing in the AI industry, Haefele says. Nvidia has teamed up with big financial institutions to create a financing package of over $500 billion for AI expenditure. 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Chatter: Blackstone-Backed QTS Commences Bond Sale to Fund Data Center Construction","url":"https://stock-news.laohu8.com/highlight/detail?id=2660137493","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660137493?lang=en_us&edition=fundamental","pubTime":"2026-08-18 22:35","pubTimestamp":1787063740,"startTime":"0","endTime":"0","summary":"Blackstone-backed  QTS Realty Trust units began a high-grade bond sale to help fund the construction of a data center tied to Microsoft , Bloomberg reported Tuesday, citing a person familiar with the matter.The initial price talk on the five-year notes is for a yield of roughly 7.63%, while the financing is expected to be about $3.9 billion, or around $1 billion more than the size initially floated to investors, the report said, citing the person.Citigroup , Goldman Sachs , JPMorgan Chase  and Morgan Stanley  are running the sale, the person reportedly said.QTS didn't immediately reply to a 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But ARK Invest's Cathie Wood is still a fan of the chip maker, with her funds snapping up Nvidia shares and 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OpenAI Rolls Out 'ChatGPT for Teens' With New Safety Protections","url":"https://stock-news.laohu8.com/highlight/detail?id=2660845467","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660845467?lang=en_us&edition=fundamental","pubTime":"2026-08-18 20:32","pubTimestamp":1787056347,"startTime":"0","endTime":"0","summary":"Microsoft -backed OpenAI said Tuesday that it is rolling out a new \"ChatGPT for Teens\" experience with additional safety protections for users under 18.The safeguards include break reminders after 90 minutes of activity within a three-hour period, according to media reports, along with \"Quiet Hours\" and \"Study Hours\" options that can be controlled by teens or parents, it said.OpenAI said it has also strengthened protections against ChatGPT using romantic language, encouraging emotional dependence or implying that it has feelings or consciousness, and added warnings before teens upload private 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Strategic Advantage Transitions From Chip Technology to Financial Firepower","url":"https://stock-news.laohu8.com/highlight/detail?id=1171222845","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171222845?lang=en_us&edition=fundamental","pubTime":"2026-08-18 19:51","pubTimestamp":1787053892,"startTime":"0","endTime":"0","summary":"Nvidia's massive early mover advantage in artificial intelligence has propelled it to become the world's most valuable chipmaker. As the generative AI boom approaches its fourth year, 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Keep Shrugging Off Rising Treasury Yields. Here's the Level That Could Finally Trigger a Selloff.","url":"https://stock-news.laohu8.com/highlight/detail?id=2660846467","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660846467?lang=en_us&edition=fundamental","pubTime":"2026-08-18 19:39","pubTimestamp":1787053140,"startTime":"0","endTime":"0","summary":"He noted that Japanese government bond yields in 1989 went from 4% to 8% as the the Nikkei JP:NIK was \"melting up,\" while, during the dot-com-era Nasdaq boom, in 1999, the 10-year Treasury yield climbed to 7% from 4%. While the 10-year is probably not headed to 7%, given that the nominal U.S. growth rate - GDP plus inflation - is sitting around 6.5%, that pain level is higher than most think, rather than at 4.7%, he said.Nevertheless, Trennert said, there is reason to be concerned about a \"gathering storm\" for stocks, driven by resurgent concerns over the war in Iran and what the Fed will do with interest rates. 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Yongping's Latest Strategic Portfolio Shift Revealed","url":"https://stock-news.laohu8.com/highlight/detail?id=1123231468","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123231468?lang=en_us&edition=fundamental","pubTime":"2026-08-18 19:03","pubTimestamp":1787051024,"startTime":"0","endTime":"0","summary":"On August 17, the market staged a strong rebound, but by August 18 it quickly shifted to divergence. 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