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Giants Brace for Efficiency Push as AI Investment Boom Accelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=2662789932","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662789932?lang=en_us&edition=fundamental","pubTime":"2026-08-25 14:31","pubTimestamp":1787639460,"startTime":"0","endTime":"0","summary":"0631 GMT - Major cloud service providers are expected to focus increasingly on efficiency and financial discipline in 2H 2026, as AI-driven infrastructure spending continues to surge, according to research firm Digitimes. Amazon, Alphabet and Microsoft reported combined cloud revenue of $106.3 billion in 2Q, with annual growth accelerating to 43%, the fastest pace since 2020. At the same time, Amazon, Microsoft, Alphabet and Meta are projected to raise total capital expenditures to a record $745 billion, Digitimes says. While the companies remain bullish on AI demand, mounting investment costs have pressured free cash flow, prompting providers to pursue cost controls, financial adjustments and more efficient AI offerings to balance growth with rising investment risks, the research firm 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Path to Recovery Might be Painful","url":"https://stock-news.laohu8.com/highlight/detail?id=2662498783","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662498783?lang=en_us&edition=fundamental","pubTime":"2026-08-25 12:04","pubTimestamp":1787630640,"startTime":"0","endTime":"0","summary":"0404 GMT - PDD's recovery path might be \"painful,\" according to Deutsche Bank in a research note. The company continues to struggle but its 2Q result wasn't as weak as expected, DB says. Management continues to frame elevated expenditure as strategic investment designed to strengthen merchants, improve platform health and build sustainable competitive advantages, the bank says. A sharp recovery is unlikely, especially if its elevated spending is primarily addressing competitive challenges, merchant dissatisfaction, customer retention issues or regulatory concerns, the bank says. DB has a hold rating but raises the target price on PDD ADRs to $105.00 from $95.00. Its ADRs last traded at $87.07.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0502904849.HKD","LU1242518857.USD","BK4509","LU0456827905.SGD","LU0231483743.USD","BK4588","LU0329678337.USD","LU0823397103.USD","LU1769817179.HKD","LU1023057109.AUD","ONLN","LU2264538146.SGD","LU1048596156.SGD","PDD","BK4505","LU0572944931.SGD","LU0531971595.HKD","SG9999002463.SGD","LU0516423091.SGD","LU0049112450.USD","LU0737861772.HKD","LU0708995583.HKD","LU0259732245.USD","LU1868837722.USD","LU0821914370.USD","BK4220","LU0589944569.HKD","LU2087589342.USD","LU2399975544.HKD","DRAG","LU1251922891.USD","BK4503","PDDL","LU1064131342.USD","IE00B3M56506.USD","LU0143863198.USD","HK0000306685.HKD","IE0031814852.USD","LU0561508036.HKD","LU0048580855.USD","LU0456846285.SGD","LU1794554557.SGD","LU0823413587.USD","LU1770034418.SGD","LU0210526637.USD","LU0516423174.USD","LU0823038988.USD","LU0143863784.USD","LU0588546209.SGD","LU0072462343.USD","LU0823426480.USD","LU0979878070.USD","LU0359202008.SGD","HK0000306701.USD","IE00BGV7N243.SGD","KPDD","LU0823039010.USD","LU1868838027.USD","LU1880383440.USD","LU1048588211.SGD","BK4526","LU0327786744.USD","BK4558","CLIX","HK0000320264.USD","LU0315179316.USD","LU1303224171.USD","BK4504","LU0359201612.USD","LU0516422440.USD","LU0307460666.USD","LU0823426308.USD","LU2039709279.SGD","LU0633140560.USD","LU0594300419.USD","LU1868837565.USD","LU1323998911.USD","LU0348827113.USD","BK4553","LU1171460220.USD","LU1720050803.USD","LU2008162690.USD","LU0359201885.HKD","LU0516422366.SGD","LU0235996351.USD","BK4501","LU0605514214.HKD","BK4531","BK4548","LU0823397285.USD","LU0633140727.USD","IE0034224299.USD","LU0348825331.USD","LU0140636845.USD","LU1046422090.SGD","LU1719994722.HKD","LU0516422952.EUR","LU2279858448.HKD","LU1988902786.USD","LU0823413660.USD","KWEB","LU2211817866.USD","BK4585","LU2177674079.SGD","BK4535","LU0039217434.USD","LU1235295612.USD","LU0871576103.HKD","LU0328353924.USD","SG9999002562.SGD","LU0370786039.SGD","LU0047713382.USD","LU2242644610.SGD","IE00B0JY6N72.USD","LU0117841782.USD","LU0455707207.USD","LU0878005551.USD","LU1981816686.USD","LU0051755006.USD","LU1961090484.USD","LU0594300179.USD","LU0417516902.SGD","LU0683595622.HKD","LU1880383366.USD","SG9999014674.SGD","LU2257852520.SGD","LU0348788117.USD","LU1242518931.SGD","LU0348805143.USD","LU0164865239.USD","FDNI","LU1808992512.USD","HK0000320223.HKD","LU1956131251.USD","LU0052750758.USD","IE00B29SXG58.USD","LU1769817096.USD","BK4122","SG9999002828.SGD","LU0650527681.SGD","LU0320764599.SGD","LU0329678170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662880977","title":"Market Chatter: Uber Adds Nissan Elgrand to Japan Ride-Hailing Fleet","url":"https://stock-news.laohu8.com/highlight/detail?id=2662880977","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662880977?lang=en_us&edition=fundamental","pubTime":"2026-08-25 11:33","pubTimestamp":1787628804,"startTime":"0","endTime":"0","summary":"Uber will introduce Nissan's  Elgrand luxury minivan to its Japanese operations, covering both regulated taxi and chauffeured services, Nikkei Asia reported on Tuesday, citing Uber Japan director of communication Kumiko Imai Ihara.Demand for premium minivans like Toyota Motor's  Alphard has surged, causing delivery delays, the news daily said.Uber is prioritizing chauffeured cars in Japan due to tight ride-hailing rules, operating mainly through government-regulated taxi fares rather than regular drivers, the publication said.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["SG9999015978.USD","SGXZ81514606.USD","LU0552385451.USD","IE00B19Z3581.USD","BK4230","LU0353189763.USD","BK4551","BK4535","LU2237957902.USD","SG9999014880.SGD","LU1064131342.USD","BK4503","LU0082616367.USD","GB00B4QBRK32.GBP","BK4536","SG9999015952.SGD","IE00B7SZLL34.SGD","LU2237957811.SGD","TPOR","IYT","LU0107464264.USD","IE00B19Z3B42.SGD","LU2404859667.USD","SG9999015986.USD","UBEW","SGXZ51526630.SGD","GB00B4LPDJ14.GBP","LU2360107325.USD","LU0719512351.SGD","SG9999018857.SGD","UBER","BK4022","UBRL","SG9999014898.SGD","SG9999017495.SGD","BK4550","LU0353189680.USD","LU0690374615.EUR","LU1316542783.SGD","LU1861214812.USD","SGXZ31699556.SGD","IE00BZ199S13.USD","BK4585","IE0002270589.USD","SG9999018865.SGD","WNDR","BK4505","LU2404859741.USD","BK4588","FDRV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662882017","title":"PDD Holdings Likely to Deliver 'Slower but Healthier Growth'","url":"https://stock-news.laohu8.com/highlight/detail?id=2662882017","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662882017?lang=en_us&edition=fundamental","pubTime":"2026-08-25 11:22","pubTimestamp":1787628120,"startTime":"0","endTime":"0","summary":"0322 GMT - PDD Holdings is likely to deliver \"slower but healthier growth,\" according to Nomura analysts in a research note. The company's 2!results were mixed, they say. \"We believe intensified self-governance will help PDD mitigate the regulatory risks it faces in China and overseas markets but it may also lead to a normalised growth rate for the PDD's operations in both China and overseas,\" the analysts say. Nomura raises its adjusted net profit estimates for FY 2026 and 2027 by 1% and 4%, respectively, based on higher margins assumptions. Nomura maintains its neutral rating with an unchanged target price of US$97 on its ADRs, which last traded at US$87.07.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1794554557.SGD","CLIX","HK0000320223.HKD","BK4553","LU0589944569.HKD","LU0823039010.USD","LU0516422952.EUR","LU1235295612.USD","LU1046422090.SGD","LU1956131251.USD","LU1064131342.USD","LU1770034418.SGD","LU1981816686.USD","BK4585","LU0650527681.SGD","LU1719994722.HKD","LU1769817179.HKD","LU0259732245.USD","LU2279858448.HKD","SG9999002562.SGD","SG9999002463.SGD","BK4531","KPDD","LU0359202008.SGD","LU0359201885.HKD","LU1048596156.SGD","PDD","LU0737861772.HKD","LU0315179316.USD","LU1323998911.USD","BK4505","LU0049112450.USD","LU0594300179.USD","LU2211817866.USD","ONLN","SG9999014674.SGD","LU1961090484.USD","LU0117841782.USD","LU0455707207.USD","LU1251922891.USD","LU0329678337.USD","BK4548","LU0328353924.USD","LU0821914370.USD","LU2039709279.SGD","LU0456846285.SGD","LU1868837722.USD","LU0140636845.USD","BK4558","LU1868837565.USD","LU0878005551.USD","IE00B29SXG58.USD","LU1303224171.USD","IE00B0JY6N72.USD","LU0823413660.USD","LU0823426480.USD","LU1171460220.USD","LU0417516902.SGD","LU0823426308.USD","LU0370786039.SGD","LU0572944931.SGD","LU0871576103.HKD","LU0561508036.HKD","BK4509","IE0031814852.USD","LU0348805143.USD","LU0039217434.USD","LU1988902786.USD","LU0348788117.USD","LU0633140727.USD","SG9999002828.SGD","LU1023057109.AUD","BK4535","LU0633140560.USD","LU0052750758.USD","LU2242644610.SGD","LU0164865239.USD","BK4504","LU0823397285.USD","LU0588546209.SGD","LU2087589342.USD","LU1242518931.SGD","BK4588","LU0143863784.USD","LU0210526637.USD","LU0072462343.USD","LU1242518857.USD","IE0034224299.USD","LU0235996351.USD","BK4122","LU0359201612.USD","LU2399975544.HKD","LU0823038988.USD","LU0605514214.HKD","LU2264538146.SGD","LU0823413587.USD","DRAG","LU0531971595.HKD","LU1720050803.USD","LU1048588211.SGD","LU1808992512.USD","LU2177674079.SGD","LU0051755006.USD","HK0000320264.USD","LU0048580855.USD","IE00BGV7N243.SGD","LU0516422366.SGD","IE00B3M56506.USD","LU0047713382.USD","BK4503","LU2008162690.USD","LU0516423174.USD","LU0979878070.USD","BK4526","LU0594300419.USD","FDNI","KWEB","LU0502904849.HKD","LU0143863198.USD","BK4501","LU0307460666.USD","LU0327786744.USD","LU0516423091.SGD","LU0329678170.USD","LU0708995583.HKD","LU1880383366.USD","HK0000306701.USD","LU0516422440.USD","LU2257852520.SGD","PDDL","LU1769817096.USD","LU0348825331.USD","LU1868838027.USD","LU0456827905.SGD","LU0823397103.USD","HK0000306685.HKD","BK4220","LU1880383440.USD","LU0231483743.USD","LU0683595622.HKD","LU0348827113.USD","LU0320764599.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662788215","title":"Alibaba's New-Share Placement Likely to Strengthen AI Business","url":"https://stock-news.laohu8.com/highlight/detail?id=2662788215","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662788215?lang=en_us&edition=fundamental","pubTime":"2026-08-25 11:20","pubTimestamp":1787628000,"startTime":"0","endTime":"0","summary":"0320 GMT - Alibaba's new-share placement is likely to strengthen the company's artificial-intelligence business, according to Nomura analysts in a research note. \"The market had widely believed Alibaba would need to raise new capital, after seeing a flurry of fund-raising activities by U.S. hyerscalers year to date,\" the analysts say. Nomura views the equity placement as manageable for existing shareholders and supportive of Alibaba's longer-term AI competitiveness. The bank keeps its buy rating and target price of $178.00 on its ADRs, which last traded at $118.47.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1046421795.USD","LU1152091754.HKD","LU1235294995.USD","BK4505","LU1769817096.USD","LU1048588211.SGD","BK4535","BK4524","BABC","LU0067412154.USD","LU0553294199.USD","LU0456842615.SGD","LU1515016050.SGD","LU1267930227.SGD","LU0821914370.USD","BK4122","ALBmain","LU0738911758.USD","BK4581","BK4538","LU0251143458.SGD","LU1008478684.HKD","BK4543","BK4565","LU0310800965.SGD","BK4502","LU1003077747.HKD","LU1152091168.USD","BK4504","BK4526","LU0545039389.USD","LU0880133367.SGD","LU1282648689.USD","LU0348814723.USD","LU0072462343.USD","BBYY","BK4534","LU0797268264.HKD","BK4548","BK4585","LU0949170772.SGD","BK4579","LU2226246903.HKD","BK4607","LU1048596156.SGD","LU1242518931.SGD","CLIX","LU0072913022.USD","IE00BFMHRM44.USD","LU0651947912.USD","BK4587","BK4503","LU0128525689.USD","LU0979878070.USD","BK4533","KBAB","LU0651946864.USD","BK4588","IE00B0JY6N72.USD","BABU","LU0047713382.USD","BK4558","BK4614","LU0328353924.USD","LU1046422090.SGD","BABO","ONLN","BABA","LU1769817179.HKD","LU0106959298.USD","LU0918141887.USD","LU1242518857.USD","LU1823568750.SGD","09988","LU1051769294.HKD","LU1880383366.USD","LU0052756011.USD","LU1688375341.USD","LU1105468828.SGD","LU2148611432.USD","IE00BF5LJ272.USD","BK4575","BABX","LU0501845795.SGD","LU0918141705.HKD","DRAG","BABW","BK4531","LU0348816934.USD","LU1051768304.USD","LU0661504455.SGD","BK4554","BK4220","BK4527"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662200164","title":"PDD Holdings' Profit Falls 12% in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=2662200164","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662200164?lang=en_us&edition=fundamental","pubTime":"2026-08-25 10:17","pubTimestamp":1787624248,"startTime":"0","endTime":"0","summary":"PDD Holdings posted net income attributable to ordinary shareholders of 27.2 billion yuan for the second quarter of 2026, down 12% from 30.8 billion yuan a year earlier.The parent of online retailer Temu posted earnings per ordinary share of 4.61 yuan, compared with 5.19 yuan in the year-ago period.Revenue increased 8% year over year to 112.4 billion yuan from 104 billion yuan.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU0823413660.USD","LU1770034418.SGD","LU0516422440.USD","LU0823426308.USD","LU0516422366.SGD","LU1868838027.USD","LU0594300419.USD","LU1961090484.USD","LU1303224171.USD","BK4501","BK4558","LU1048588211.SGD","BK4585","BK4504","LU1064131342.USD","LU1769817179.HKD","LU0328353924.USD","LU0871576103.HKD","BK4588","LU0210526637.USD","LU0737861772.HKD","LU0320764599.SGD","LU2087589342.USD","BK4509","BK4220","FDNI","LU0531971595.HKD","LU1868837565.USD","LU0502904849.HKD","LU0048580855.USD","PDDL","IE00B3M56506.USD","LU2177674079.SGD","LU0633140727.USD","HK0000306701.USD","BK4122","LU0823426480.USD","LU0359202008.SGD","LU0823397103.USD","LU2242644610.SGD","PDD","LU2399975544.HKD","LU1251922891.USD","IE00B0JY6N72.USD","LU0561508036.HKD","DRAG","LU0572944931.SGD","LU0594300179.USD","LU0370786039.SGD","LU0823413587.USD","LU2257852520.SGD","LU0235996351.USD","BK4503","LU0633140560.USD","KPDD","LU0348827113.USD","LU0143863784.USD","LU0516423091.SGD","SG9999014674.SGD","LU1023057109.AUD","LU0348805143.USD","LU0456827905.SGD","LU0329678337.USD","LU0417516902.SGD","LU0052750758.USD","LU0516423174.USD","LU0164865239.USD","BK4553","LU0455707207.USD","IE00BGV7N243.SGD","LU1880383440.USD","LU0823397285.USD","LU1242518931.SGD","LU1323998911.USD","LU1808992512.USD","IE00B29SXG58.USD","LU0327786744.USD","LU0588546209.SGD","LU2264538146.SGD","HK0000306685.HKD","LU0708995583.HKD","LU0047713382.USD","LU0329678170.USD","LU1048596156.SGD","LU2279858448.HKD","LU1719994722.HKD","LU1242518857.USD","LU0348788117.USD","HK0000320264.USD","BK4548","LU0821914370.USD","LU0359201612.USD","LU1988902786.USD","LU1720050803.USD","LU1046422090.SGD","LU0878005551.USD","LU2211817866.USD","LU1235295612.USD","IE0031814852.USD","BK4535","LU0823039010.USD","LU0979878070.USD","LU0823038988.USD","LU1981816686.USD","LU0307460666.USD","LU0315179316.USD","SG9999002463.SGD","KWEB","LU2039709279.SGD","BK4526","IE0034224299.USD","HK0000320223.HKD","LU0140636845.USD","BK4505","LU0117841782.USD","BK4531","LU1171460220.USD","LU0605514214.HKD","LU0259732245.USD","LU1956131251.USD","LU0143863198.USD","LU2008162690.USD","LU0039217434.USD","LU0683595622.HKD","SG9999002562.SGD","SG9999002828.SGD","LU1794554557.SGD","LU0456846285.SGD","LU0049112450.USD","LU1880383366.USD","LU0051755006.USD","LU0516422952.EUR","LU0231483743.USD","LU1769817096.USD","LU0072462343.USD","LU0589944569.HKD","LU1868837722.USD","LU0650527681.SGD","LU0359201885.HKD","LU0348825331.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662200939","title":"PRESS Digest-British Business - August 25","url":"https://stock-news.laohu8.com/highlight/detail?id=2662200939","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662200939?lang=en_us&edition=fundamental","pubTime":"2026-08-25 10:11","pubTimestamp":1787623901,"startTime":"0","endTime":"0","summary":"PRESS DIGEST-British Business - August 25The following are the top stories on the business pages of British newspapers. Reuters has not verified these stories and does not vouch for their 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Huang Keeps Pushing: Chips, Data Centers, and Models Advance in Parallel, NVIDIA Uses Investments to Lock In Early and Reinforce Its AI Dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=1189243745","media":"Deep News","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189243745?lang=en_us&edition=fundamental","pubTime":"2026-08-25 09:49","pubTimestamp":1787622576,"startTime":"0","endTime":"0","summary":"NVIDIA is cementing its central position in the artificial intelligence supply chain with an unusual burst of activity. 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Serving as a key component of the Vera Rubin platform, the Groq 3 LPX primarily targets the fast-growing AI inference market, further refining Nvidia's computing power layout from AI model training to real-world 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Opening Bell | HSI Adds 0.46%; Alibaba, Xiaomi Gain Around 2%; NIO Falls 2%; XPeng Sinks 8%; 2x Leveraged SK Hynix ETF Tumbles 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178468477","media":"HK Opening Bell","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178468477?lang=en_us&edition=fundamental","pubTime":"2026-08-25 09:25","pubTimestamp":1787621112,"startTime":"0","endTime":"0","summary":"1. Market OverviewThe Hang Seng Index opened firmer, adding 0.46% to 25,634.22, while the China Enterprises Index edged up 0.34% to 8,500.51. The Hang Seng Tech Index rose a gentler 0.18% 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