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Fiscal Q4 Reinforces AI Growth Outlook, BofA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2664571108","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664571108?lang=en_us&edition=fundamental","pubTime":"2026-09-01 22:54","pubTimestamp":1788274496,"startTime":"0","endTime":"0","summary":"Microsoft  fiscal Q4 results strengthened the case for its artificial intelligence strategy, with faster \"Azure growth,\" rising Microsoft 365 Copilot adoption and stronger visibility into returns on investments, BofA Securities said in a report Tuesday.Azure growth accelerated to 43% from 39% in the prior quarter, while Microsoft guided to 45% growth in fiscal Q1, the firm noted. Paid Microsoft 365 Copilot seats topped 30 million, and remaining performance obligations rose 84% year over year, supporting the view that demand remains strong, the report said.Microsoft's mix of \"internal and external\" AI models, along with improvements in chips and infrastructure efficiency, should \"lower the cost of serving AI workloads\" and support margins and returns on invested capital over time, according to the report.BofA reiterated a buy rating on Microsoft and raised its price target to $600 from $500, citing \"accelerating cloud growth\" and better visibility into investment returns.Price: 503.72, 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Reuters, SaaS Peers Stand to Benefit from AI Lab Alliances","url":"https://stock-news.laohu8.com/highlight/detail?id=2664857920","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664857920?lang=en_us&edition=fundamental","pubTime":"2026-09-01 22:47","pubTimestamp":1788274020,"startTime":"0","endTime":"0","summary":"1047 ET - For software-as-a-service providers like Thomson Reuters battered by fears of AI displacement, teaming up with frontier AI developers could be a path to staying relevant. In a TD Cowen report, analyst Vince Valentini points to the new partnership between Salesforce and Claude developer Anthropic. \"We believe that events like these will help change the narrative around SaaS names like TRI that will be ultimate AI beneficiaries,\" he says. Moreover, these \"deep partner ecosystems make sense for AI labs who want to monetize their products,\" he says, especially those that face \"an uphill battle if they are trying to both take on incumbents while gaining scores of new customer 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Technologies Inc Stock (DELL) Moved Down by 4.11% on Sep 1: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664852452","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664852452?lang=en_us&edition=fundamental","pubTime":"2026-09-01 22:15","pubTimestamp":1788272126,"startTime":"0","endTime":"0","summary":"• Dell faced downside pressure and volatility from pre-earnings profit-taking and de-risking.\n• Investors scrutinized gross margin sustainability, rising input costs, and AI server profitability.\n• The stock's elevated valuation multiple restricted buying interest ahead of the report.","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240306/01b54cda166c0caeae9061d228e14ac3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240306/01b54cda166c0caeae9061d228e14ac3.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/262144162-market-movers-dell-20260901","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":["LU0310800965.SGD","LU0128525689.USD","FXL","BK4585","LU1804176565.USD","LU0052756011.USD","LU0496365809.HKD","DLLL","LU0211326755.USD","LU0267386448.USD","WLDR","BK4543","LU2065170008.USD","LU0345770308.USD","LU0345770993.USD","BK4535","LU1823568750.SGD","LU0976567544.SGD","LU2065171311.SGD","LU2065171402.SGD","LU2265009873.SGD","BK4170","BK4515","LU0211326839.USD","LU1267930227.SGD","LU1235294995.USD","BK4588","LU2065169927.USD","LU1046421795.USD","DELL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664852413","title":"Oracle Corp Stock (ORCL) Moved Down by 3.74% on Sep 1: A Full Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2664852413","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664852413?lang=en_us&edition=fundamental","pubTime":"2026-09-01 22:15","pubTimestamp":1788272123,"startTime":"0","endTime":"0","summary":"• Rising bond yields and tech selloffs caused downward pressure on Oracle shares.  \n• Heavy capital expenditures and debt led to negative free cash flow.  \n• Slow backlog conversion and data center bottlenecks raised near-term revenue 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Behind the Selloff in World Bond Markets?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664525218","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664525218?lang=en_us&edition=fundamental","pubTime":"2026-09-01 22:10","pubTimestamp":1788271837,"startTime":"0","endTime":"0","summary":"EXPLAINER-What's behind the selloff in world bond markets?Japan's 10-year bond yieldJP10YTN=JBTChit 3% on Tuesdayfor the first time since 1996, a milestone for an economy still emerging from an era of ultra-low rates.Britain's 30-year borrowing costsGB30YT=RRare at30-yearhighs, and German and French 10-year yields are at levels last seen in 2011 and 2008 respectively.U.S. 30-year yieldsUS30YT=RRrose to their highest since 2007 earlier in August.A renewed rise in oil prices on U.S.-Iran tensions is driving yields higher as elevated inflation leaves traders braced for more rate hikes.It adds to concerns about rising borrowing. The U.S. debt pile just crossed $40 trillion, while debt as a share of economic output is at or above 100% across the G7 group of major economies, bar Germany.A hawkish speech by U.S. Federal Reserve ChairKevin Warshat the Jackson Hole symposium has also added to traders' rate hike bets.WHY SHOULD WE 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