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Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2662756450","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662756450?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:32","pubTimestamp":1787675520,"startTime":"0","endTime":"0","summary":"1232 ET - The most recent earnings cycle for hyperscalers and cloud service providers suggests that returns on artificial-intelligence investments are improving, JPMorgan analysts write in a note. \"The bottom line here is that while it may still be too early to declare victory on AI capex ROI, the green shoots are clearly evident,\" they write. Commentary from Google, Microsoft, and Amazon points to stronger demand visibility and attractive returns for incremental capacity deployments, with Amazon's commentary in particular implying that investments in servers and networking break even in two or three years. \"These trends suggest that prior capital investments may now be translating into stronger backlogs, accelerating cloud business growth, and improving cloud business profitability, though the durability of these benefits remains to be seen,\" the analysts 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Stanley: Big Tech's Off-Balance-Sheet AI Commitments Top $3.1 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1101297569","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101297569?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:12","pubTimestamp":1787674329,"startTime":"0","endTime":"0","summary":"Morgan Stanley has revealed that five hyperscale cloud providers, along with chip giants NVIDIA and Broadcom, have collectively pledged more than $3.1 trillion in guarantees, leases, and other 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Drain Hits OpenAI and Google, but the Impact Isn't Equal","url":"https://stock-news.laohu8.com/highlight/detail?id=2662755048","media":"Dow Jones","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662755048?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:00","pubTimestamp":1787673600,"startTime":"0","endTime":"0","summary":"People change jobs a lot in tech. 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UBS expects Nutanix to potentially deliver a 1% to 2% revenue beat versus the high end of guidance, implying 16% growth from a year earlier. Investors likely will focus on preliminary fiscal 2027 revenue growth guidance, the report said.A 13% fiscal 2027 revenue growth outlook appears reasonable and aligns with Wall Street expectations, though Nutanix's 43% stock gain since late May may have pushed investor expectations toward 14%","market":"nz","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":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["BK4585","BK4023","BK4588","SKYY","NTNX","LU1989764664.SGD","LU1989764748.USD","LU0963586101.USD","LU2355687059.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662775566","title":"Alphabet's Waymo Plans to Launch Service in Munich in 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662775566","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662775566?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:24","pubTimestamp":1787671467,"startTime":"0","endTime":"0","summary":"Alphabet's  Waymo said Tuesday it is laying the groundwork for a fully autonomous ride hailing service in Munich, Germany, toward the end of next year.Waymo said it will start with mapping of local street networks and testing with autonomous specialists behind the wheel.The company said it plans to open commercial ride-hailing to the public toward the end of 2027 after a validation period.Price: 342.87, Change: -1.72, Percent Change: 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Cloud Unveils Gemini Enterprise for Legal, Financial Services","url":"https://stock-news.laohu8.com/highlight/detail?id=2662371697","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662371697?lang=en_us&edition=fundamental","pubTime":"2026-08-25 21:13","pubTimestamp":1787663593,"startTime":"0","endTime":"0","summary":"Alphabet's  Google Cloud launched Gemini Enterprise for Legal and Gemini Enterprise for Financial Services, purpose-built agentic AI solutions designed to automate complex workflows in the legal and financial services industries, the company said Tuesday.Gemini Enterprise for Legal, available in preview, uses specialized AI tools and connectors to streamline legal research, contract review, regulatory monitoring and data subject access requests, the company said.For capital markets and corporate banking, the financial services solution is initially available in preview and includes a Google-managed 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