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Tech Earnings Confirms AI Investment Remains in Early Stage","url":"https://stock-news.laohu8.com/highlight/detail?id=2656325508","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656325508?lang=en_us&edition=fundamental","pubTime":"2026-08-03 14:36","pubTimestamp":1785738960,"startTime":"0","endTime":"0","summary":"0636 GMT - Taiwan's tech earnings so far confirm that AI infrastructure investment remains in the early stages of a multi-year expansion, Citi analysts say in a research note. Companies in the semiconductor supply chain, including TSMC, UMC and MediaTek, have raised guidance, increased capital expenditure or expressed improving visibility into 2027 AI demand. \"Despite recent market turbulence, companies reaffirmed that AI investment cycle is broadening across the entire hardware ecosystem,\" they say. The AI beneficiaries will increasingly extend beyond computing to networking and power, they add. AI data center products will be supported by strong demand for high-efficiency power supplies, power distribution, liquid cooling and higher rack power density, they add, making Delta Electronics one of the key beneficiaries.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"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":["BK4505","LU0211327993.USD","LU1989764664.SGD","LU1023057109.AUD","WUGI","SPWO","SPTE","CGDG","LU2360106780.USD","URE","LU2247934214.USD","TSMU","LU0878004406.USD","EMM","SGXZ99366536.SGD","LU1712237335.SGD","LU2106854487.HKD","LU0965509010.AUD","CRED","LU2491049909.HKD","LU0541501648.USD","BK4219","LU0316494557.USD","LU2237443622.USD","TSMX","LU0488056044.USD","LU0158827948.USD","LU1934455277.USD","LU2357125470.USD","CORO","UMMA","BK4548","LU0198837287.USD","LU0345770308.USD","LU0572939691.SGD","BK4534","AVSE","STSM","LU2750360641.GBP","LU2458330243.SGD","LU2271345857.HKD","LU2506951792.HKD","LU2089283258.USD","TRUR","LU0384037296.USD","CWI","LU2249611893.SGD","BK4503","LU0792757196.USD","AVRE","BK4602","LU0541502299.USD","LU1316542783.SGD","EMC","AVEM","LU1934455863.HKD","CGIC","LU0348723411.USD","CHPX","LU2125154935.USD","KNOW","LU2054465674.USD","LU2211814178.USD","BK4532","LU0572940350.SGD","LU1989772923.USD","BK4612","TSM","BK4588","LU1868838027.USD","LU0211328371.USD","LU0878005551.USD","LU1934455194.USD","LU2663582299.SGD","03145","LU0353189680.USD","TTEQ","IE0004091025.USD","AVXC","XLRE","LU2360032135.SGD","LU2750360997.AUD","IE0004086264.USD","LU0719512351.SGD","LU0642271901.SGD","LU0094547139.USD","IE00BD6J9T35.USD","LU2543165471.USD","LU0143863784.USD","FREL","LU2471134523.USD","LU2028103732.USD","LU0310799852.SGD","SG9999004220.SGD","LU0345770993.USD","LU0124676726.USD","LU2111349929.HKD","BK4585","LU0056508442.USD","LU2250418816.HKD","IE00BKPKM429.USD","LU0359202008.SGD","LU2237443549.SGD","LU0323591593.USD","TSMY","BK4605","BYRE","LU0264606111.USD","LU0965508806.USD","IE00B5TLWC47.USD","IE00BYQQ9H92.USD","BK4141","LU0158827781.USD","LU2237443382.USD","LU0965509101.SGD","BAI","IE00B3M56506.USD","TSMG","LU0861579265.USD","TSMZ","UMC","REAI","BK4512","LU2041044095.USD","BK4543","LU2860962120.EUR","AMT","LU2063271972.USD","LU0175139822.USD","LU2092937221.SGD","BK4550","LU1267930490.SGD","LU0143863198.USD","WTRE","IE00BQXX3D17.EUR","LU1917777945.USD","LU0359201612.USD","ASIA","LU1868837565.USD","DTCR","AIPO","IE00BZ199S13.USD","LU0359201885.HKD","BK4527","AIQ","LU0823421416.USD","LU2491050071.SGD","LU0823414551.USD","BLOX","BK4581","CGGO","SGXZ51526630.SGD","TINS","LU0965509283.SGD","BK4084","LU2023251221.USD","LU0889565833.HKD","LU2471134952.CNY","LU2294711713.HKD","LU2237443978.SGD","BK4591","LU0082616367.USD","LU2133065610.SGD","LU1323610961.USD","PSR","ADVE","LU1803068979.SGD","LU1868837722.USD","LU1211504680.USD","IE0004445239.USD","IDGT","LU0353189763.USD","LU1267930813.SGD","LU1282649810.SGD","SG9999000418.SGD","SRVR","LU1623119135.USD","LU2211815571.USD","LU0689626769.HKD","LU2491050154.USD","VNQ","SGXZ81514606.USD","LU1974910355.USD","LU2298321311.HKD","LU2458330169.SGD","BK4554","LU2471134879.HKD","LU0823414478.USD","LU2471134796.USD","BK4526","MEMX","DFGR","LU2087625088.SGD","LU0289960550.SGD","LU0889566641.SGD","CGNG","IE00BQXX3F31.USD","SMH","LU0238689110.USD","LU1037948541.HKD","LU0109392836.USD","LU1037948897.HKD","ICF","IE00BHPRN162.USD","LU2125154778.USD","BK4533","CNEQ","LU1282649067.USD","LU2360108059.USD","LU1852331112.SGD","IE00BFXG0V08.USD","IE00BQXX3C00.GBP","LU0823421333.USD","FDTX","LU1989764748.USD","ESIM","LU2023250504.SGD","LU2089284900.SGD","LU1989772840.SGD","DTRE","LU1508157978.USD","LU0882747503.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173551829","title":"Citadel Absorbs 'AI Prophet's' Leveraged Bomb, Clearing the Most Dangerous Selling Pressure from the Computing Chain! Semiconductors Shift from Leverage Squeeze to 'Fundamental Prosperity Pricing'","url":"https://stock-news.laohu8.com/highlight/detail?id=1173551829","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173551829?lang=en_us&edition=fundamental","pubTime":"2026-08-03 09:31","pubTimestamp":1785720689,"startTime":"0","endTime":"0","summary":"Last week, the sell-off in global semiconductor stocks, closely tied to the AI computing infrastructure theme, reached its most intense point of the year. The youngest hedge fund manager, hailed 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Insider Buying Fuels AI Ambitions and Price Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2656315512","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656315512?lang=en_us&edition=fundamental","pubTime":"2026-08-01 23:01","pubTimestamp":1785596519,"startTime":"0","endTime":"0","summary":"TSMC ( ($TSM) ) has been popular among investors this week. Here is a recap of the key news on this stock. 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Stocks Wipe Out Monthly Gains as Novo Nordisk and Universal Music Plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=1137606939","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137606939?lang=en_us&edition=fundamental","pubTime":"2026-08-01 00:55","pubTimestamp":1785516954,"startTime":"0","endTime":"0","summary":"European equities gave back earlier gains on Friday, dragged down by disappointing results from a trial drug for Novo Nordisk and weak earnings from Universal Music Group. The Stoxx Europe 600 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The Kumamoto plant is part of 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International Raises Hua Hong Grace Target to HKD 210, Maintains Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1130746014","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130746014?lang=en_us&edition=fundamental","pubTime":"2026-07-31 14:12","pubTimestamp":1785478340,"startTime":"0","endTime":"0","summary":"BOC International has released a research report stating that Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) is maintaining its mature node capacity, primarily driven by sustained 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