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Google's most recent results suggested continued investment in its internal TPUs, they note, while Amazon \"was much more explicit in validating the custom ASIC thesis\" in touting demand for its Trainium chips. \"AI infrastructure is becoming increasingly heterogeneous, with hyperscalers optimizing across GPUs, custom AI ASICs, CPUs, networking, and connectivity to improve TCO, performance per watt, supply assurance, and workload-specific efficiency - all of which are highly supportive of our top picks: AVGO and MRVL,\" the analysts write. 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2Q Prints Point to Improving Returns on AI 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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Nvidia Collaborate on Jetson Orin Nano 2","url":"https://stock-news.laohu8.com/highlight/detail?id=2662675507","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662675507?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:02","pubTimestamp":1787673746,"startTime":"0","endTime":"0","summary":"Aptiv  said Tuesday that it has entered into a collaboration with Nvidia  to support the Jetson Orin Nano 2 ecosystem.It builds on Aptiv's existing work with Nvidia across the Jetson platform, including Jetson Thor, supporting sensing, perception, and compute integration for drones, robotics, and industrial automation, the company said.Jetson Orin Nano 2 offers twice the artificial intelligence performance of the previous Jetson Orin Nano while using 40% less power at the same performance level, the company added.Price: 46.54, Change: -0.80, Percent Change: 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Communications' Spectrum to Offer Amazon Prime Benefits to Eligible Internet Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=2662741755","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662741755?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:56","pubTimestamp":1787673383,"startTime":"0","endTime":"0","summary":"Charter Communications  said Tuesday its Spectrum service will offer Amazon's  subscription service, Amazon Prime, to eligible customers who currently qualify for Spectrum Internet Assist, at no additional cost.Amazon Prime benefits will soon be offered to eligible legacy Cox customers as well, according to a statement.Shares of Charter Communications were up 2.2% in Tuesday trading.Price: 153.73, Change: +3.43, Percent Change: 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Morgan analyst saysExpectations for Nvidia's earnings reports have soared ever since the artificial intelligence 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Top and Bottom Performing Stocks at About 11:01 A.m. 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Equities Traded in the US as American Depositary Receipts Rise in Tuesday Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2662753507","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662753507?lang=en_us&edition=fundamental","pubTime":"2026-08-25 22:44","pubTimestamp":1787669050,"startTime":"0","endTime":"0","summary":"Asian equities traded in the US as American depositary receipts were tracking higher Tuesday morning, rising 0.74% to 2,990.91 on the S&P Asia 50 ADR Index.From North Asia, the gainers were led by healthcare platform 111  and semiconductor company Himax Technologies , which rose 7.9% and 2.7% respectively. They were followed by utilities provider Korea Electric Power  and biopharmaceutical company Zai Lab , which increased 3.4% and 2.5% respectively.The decliners from North Asia were led by online game developer The9  and polysilicon manufacturer Daqo New Energy , which shed 15% and 3.3% respectively. They were followed by automotive company Honda Motor , which dropped 2.7%.From South Asia, the gainers were led by computer hardware maker Canaan  and tech conglomerate Sea , which advanced 3.5% and 2.2% respectively. They were followed by lender ICICI Bank  and pharmaceutical company Dr. Reddy's Laboratories , which were up 0.8% and 0.9% respectively.The decliners from South Asia were le","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://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":["LU0531971678.HKD","LU0737861269.HKD","LU1868837722.USD","LU1791710400.SGD","LU2543165471.USD","LU2152927971.USD","LU0868486357.SGD","LU2125910500.SGD","LU2065171311.SGD","LU1804176565.USD","LU0048575426.USD","IE00BD6J9T35.USD","NCTY","BK4532","SG9999014005.SGD","BK4551","SG9999002414.USD","HMC","LU0390135332.USD","IE00B0JY6M65.USD","LU0499858602.USD","LU0143863198.USD","LU0345776255.USD","LU1102505929.USD","SG9999002620.SGD","LU0589944569.HKD","TLK","BK4596","LU0431992006.USD","SG9999001069.SGD","LU0197773160.USD","SGXZ58947870.SGD","BK4577","LU2663582299.SGD","SG9999014039.USD","IE0034224299.USD","LU1048588211.SGD","BK4023","BK4535","BK4081","LU0300738514.USD","SG9999002604.SGD","LU0143863784.USD","LU0441851309.USD","LU2065169927.USD","LU0708995666.HKD","LU2360107671.USD","LU1508157978.USD","LU0456842615.SGD","HDB","LU0348788117.USD","LU0821914370.USD","LU0164881194.USD","LU1868837565.USD","SG9999005177.SGD","EDOG","LU2279701549.SGD","LU2045819591.USD","BK4581","BK4139","LU0543330566.HKD","ZLAB","LU0197773673.USD","LU0066902890.USD","LU1854104046.USD","SG9999013478.USD","HIMX","LU0181495838.USD","SG9999014492.USD","LU0251143458.SGD","LU0516422952.EUR","SG9999013486.USD","FDNI","SG9999001135.SGD","LU0261945553.USD","LU0345775950.USD","BK4115","LU0528227936.USD","LU0251143029.SGD","SG9999014484.SGD","LU0289960550.SGD","BK4147","LU0390135506.SGD","LU2265009873.SGD","LU0823038988.USD","BK4557","DQ","SG9999006266.SGD","BK4170","BK4526","09688","BK4220","WIT","BK4085","LU0572940350.SGD","LU0197229882.USD","BK4600","RDY","LU0532188223.SGD","LU1282648689.USD","SG9999004220.SGD","LU0348814723.USD","KEP","LU0072462343.USD","LU1861220207.SGD","LU0248272758.USD","LU1102505762.USD","LU0797268264.HKD","LU0261950470.USD","BK4548","BK4099","BK4585","BK4207","LU2226246903.HKD","SG9999014013.SGD","LU1868838027.USD","LU0229945570.USD","LU0828237940.HKD","IE00B7N09G41.SGD","IBN","LU1267930656.SGD","LU1048596156.SGD","LU1242518931.SGD","LU2177674079.SGD","LU1854103824.USD","SE","LU2238330802.EUR","LU0300738605.USD","LU1770036033.HKD","BK4132","PHI","BK4503","LU0264410563.USD","LU2125910849.SGD","SG9999002679.SGD","LU0979878070.USD","LU0264606111.USD","LU0390134368.USD","IE0031814969.USD","LU0390135688.USD","BK4588","CAN","BK4566","LU0175139822.USD","LU0516423091.SGD","IE00BYTNYM70.SGD","BK4134","YI","LU1805238398.USD","SG9999004360.SGD","LU0048597586.USD","SG9999001051.SGD","LU1791710582.SGD","LU0541502299.USD","LU0261947096.USD","LU0536402901.SGD","LU0823039010.USD","BK4007","SG9999013460.SGD","LU0251144936.SGD","LU0348744763.USD","SG9999002406.SGD","LU0918141887.USD","BK4519","LU1242518857.USD","LU2008162690.USD","LU0630378429.USD","LU1105468828.SGD","LU1861217088.USD","BK4141","LU1839390173.USD","LU0516422440.USD","LU0307460401.USD","BK4523","LU0516423174.USD","LU2065170008.USD","LU0231203729.USD","LU0918141705.HKD","LU1481012133.USD","LU0287143357.SGD","LU0516422366.SGD","BK4128","LU0572939691.SGD","BK4531","LU0499858438.USD","SG9999014021.USD","BK4595","LU0348816934.USD","LU2488822045.USD","BK4554","LU0048573645.USD","SGXZ90724238.SGD","LU0630378692.HKD","LU2065171402.SGD","LU0541501648.USD","IE0001KFT4U8.USD","BK4555","LU0210637038.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":129,"pageCount":99,"totalSize":2570,"code":"91000000","status":"200"}]}}