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Amazon, Alphabet and Microsoft reported combined cloud revenue of $106.3 billion in 2Q, with annual growth accelerating to 43%, the fastest pace since 2020. At the same time, Amazon, Microsoft, Alphabet and Meta are projected to raise total capital expenditures to a record $745 billion, Digitimes says. While the companies remain bullish on AI demand, mounting investment costs have pressured free cash flow, prompting providers to pursue cost controls, financial adjustments and more efficient AI offerings to balance growth with rising investment risks, the research firm 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Huang Keeps Pushing: Chips, Data Centers, and Models Advance in Parallel, NVIDIA Uses Investments to Lock In Early and Reinforce Its AI Dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=1189243745","media":"Deep News","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189243745?lang=en_us&edition=fundamental","pubTime":"2026-08-25 09:49","pubTimestamp":1787622576,"startTime":"0","endTime":"0","summary":"NVIDIA is cementing its central position in the artificial intelligence supply chain with an unusual burst of activity. 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Groq 3 LPX Enters Full Mass Production With Racks Online This Year, Boosting AI Inference Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=2662207051","media":"TradingKey","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662207051?lang=en_us&edition=fundamental","pubTime":"2026-08-25 09:27","pubTimestamp":1787621240,"startTime":"0","endTime":"0","summary":"TradingKey - Nvidia (NVDA) announced on Monday that the NVIDIA Groq 3 LPX, built on Groq technology, has entered full mass production, with related rack systems set to launch this year. 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7-Day Losing Streak Is Its Longest Since 2022 - Yet Profit Forecasts Have Risen 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116778126","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116778126?lang=en_us&edition=fundamental","pubTime":"2026-08-25 07:21","pubTimestamp":1787613692,"startTime":"0","endTime":"0","summary":"NVIDIA shares have now closed lower for seven consecutive trading sessions, marking the company's longest losing streak since 2022.On Monday, NVIDIA shares finished the session down 2.91%, 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Focus | Microsoft’s $4.76 Million Put Sale at $450 Strike Signals Bullish Premium Collection, While a Short Put Spread Adds a Cautious Twist","url":"https://stock-news.laohu8.com/highlight/detail?id=1123217501","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123217501?lang=en_us&edition=fundamental","pubTime":"2026-08-25 07:01","pubTimestamp":1787612469,"startTime":"0","endTime":"0","summary":"Microsoft closed at $487.31, up 0.84%.MSFT options activity was highlighted by a $4.76 million sale of 2,500 January 15, 2027 $450 puts, a long-dated out-of-the-money position reflecting 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