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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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Top and Bottom Performing Stocks at About 02:45 P.m. 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Trading volumes were below average, indicating a lack of strong conviction among investors. 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ASM International rounded out the top three movers, as shares gained 2.4%.Ahold Delhaize was the biggest laggard, dropping 2.7%, followed by shares of Prosus, which dropped 2.5%. Shares of Heineken Holding dropped 2.5%.In other parts of Europe, indexes were mixed, with the FTSE 100 Index dropping 0.2% and the STOXX Europe 600 Index steady from the previous close.On the currency front, the WSJ Dollar Index was flat at 96.15. The euro held steady against the dollar at $1.15.In the bond markets, the 10-year Dutch government bond yield declined 2.18 basis points to 3.250%.Data source: Dow Jones Market Data, FactSet","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":["IEFA","LU0084288322.USD","DBEF","ADRNY","ASMH","BK4158","LU2063271972.USD","PQNT","ASMIY","ASMU","EFA","BK4585","BK4113","CHPX","LU0345774391.USD","IE0004445239.USD","BK4588","FFGX","BK4147","DBEU","EPAI","LU1734074674.USD","ASMG","FENI","IFLR","LU0823434740.USD","CGIC","LU0823434583.USD","IE00BD6J9T35.USD","LU2543165471.USD","ASML","HBMX","LU0345774631.USD","ILOW","GSID","BK4543","03165","HEINY","LU0097036916.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658112339","title":"Analysts Offer Insights on Technology Companies: Life360, Inc. (LIF) and ASML Holding (ASML)","url":"https://stock-news.laohu8.com/highlight/detail?id=2658112339","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658112339?lang=en_us&edition=fundamental","pubTime":"2026-08-11 23:40","pubTimestamp":1786462811,"startTime":"0","endTime":"0","summary":"There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Life360, Inc. (LIF) and ASML Holding (ASML) with 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Shortage Looms as Next Major Hurdle for Advanced Chip Packaging, Warns TSMC's \"CoWoS Man\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1131476311","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131476311?lang=en_us&edition=fundamental","pubTime":"2026-08-11 22:43","pubTimestamp":1786459395,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing Co's (TSMC) advanced packaging expansion is narrowing the supply-demand gap for CoWoS, but the supply chain bottleneck is shifting from memory to 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Holding NV Stock (ASML) Opened Up by 3.14% on Aug 11: Facts Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2658916898","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658916898?lang=en_us&edition=fundamental","pubTime":"2026-08-11 21:47","pubTimestamp":1786456036,"startTime":"0","endTime":"0","summary":"• ASML shares surged following TSMC's strong monthly sales and robust AI infrastructure demand.\n• Management raised full-year revenue targets and expanded lithography manufacturing capacity to meet backlogs.\n• Analysts reiterated bullish price targets, reaffirming ASML's irreplaceable role in advanced chip production.","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260202/asml-2ada2c72352248d0ad7ae9bb124e7964.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260202/asml-2ada2c72352248d0ad7ae9bb124e7964.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262096138-market-movers-asml-20260811","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":["LU0084288322.USD","LU0823434583.USD","ASML","LU2543165471.USD","EFA","CHPX","HBMX","03165","BK4588","LU0345774631.USD","BK4147","ASMU","FFGX","ASMG","ASMH","EPAI","ILOW","GSID","IE00BD6J9T35.USD","DBEU","FENI","IE0004445239.USD","DBEF","BK4543","LU2063271972.USD","IFLR","CGIC","PQNT","IEFA","LU0345774391.USD","LU0823434740.USD","BK4585","LU0097036916.USD","LU1734074674.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658915764","title":"ASML's Productivity Shields it from New Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2658915764","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658915764?lang=en_us&edition=fundamental","pubTime":"2026-08-11 21:46","pubTimestamp":1786455960,"startTime":"0","endTime":"0","summary":"1346 GMT - ASML Holding's productivity gives it a competitive edge over new rivals, Bank of America analysts write in a note. Investor interest in alternatives to the Dutch supplier of semiconductor-making equipment continues to grow, they say. However, the proliferation of lithography start-ups is evidence of ASML's strategic importance rather than a sign of weakness, they add. Lithography--which refers to the technique that makes it possible to manufacture chips--has become the main obstacle to increasing advanced capacity, they note. \"ASML's strongest defense is not preventing alternative technologies from emerging, but continuing to raise scanner productivity, overlay accuracy and reliability faster than competitors can close the gap.\" Shares are up 2.9% at 1,558 euros.","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":["CGIC","LU0823434740.USD","EFA","LU0097036916.USD","LU0345774391.USD","BK4543","ASML","FENI","LU1734074674.USD","DBEF","LU0345774631.USD","LU2543165471.USD","IE0004445239.USD","BK4585","ILOW","03165","ASMH","BK4588","LU2063271972.USD","BK4147","HBMX","IE00BD6J9T35.USD","GSID","DBEU","EPAI","ASMG","IFLR","PQNT","IEFA","LU0084288322.USD","LU0823434583.USD","CHPX","ASMU","FFGX"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":8,"totalSize":200,"code":"91000000","status":"200"}]}}