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Deal Surfs Dicey Geopolitical Waves","url":"https://stock-news.laohu8.com/highlight/detail?id=2658947346","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658947346?lang=en_us&edition=fundamental","pubTime":"2026-08-12 09:31","pubTimestamp":1786498306,"startTime":"0","endTime":"0","summary":"BREAKINGVIEWS-Shipbuilder deal surfs dicey geopolitical wavesMELBOURNE, Aug 12 (Reuters Breakingviews)-The U.S. war machine is helping raze the M&A defences of a key shipbuilder. On Tuesday 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Huang Deploys 'Wall Street Card' to Dismiss Circular Financing Concerns, Yet Default Risk Lingers in the AI Capital Expenditure 'Panic Race'","url":"https://stock-news.laohu8.com/highlight/detail?id=1106530687","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106530687?lang=en_us&edition=fundamental","pubTime":"2026-08-12 08:56","pubTimestamp":1786496175,"startTime":"0","endTime":"0","summary":"Nvidia (NVDA.US), the global leader in AI computing, is increasingly acting as a \"financial facilitator\" in massive data center financing deals, including OpenAI's $250 billion project in 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Focus | Microsoft's $6.51 Million Bull Call Spread Targets $570 by 2026, as $9.31 Million in Bullish Premium Flows Signal Measured Optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=1165048249","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1165048249?lang=en_us&edition=fundamental","pubTime":"2026-08-12 07:01","pubTimestamp":1786489265,"startTime":"0","endTime":"0","summary":"Microsoft closed at 503.81 USD, a decline of 0.44%.Despite the minor pullback, the options market lit up with decisive bullish conviction. 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Stock Market's Top 20 by Volume on August 12: Alphabet Declines Over 3% as CEO Reveals Gemini Surpasses 1 Billion Monthly Users","url":"https://stock-news.laohu8.com/highlight/detail?id=1168462535","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168462535?lang=en_us&edition=fundamental","pubTime":"2026-08-12 05:21","pubTimestamp":1786483310,"startTime":"0","endTime":"0","summary":"On Tuesday, the second-ranked stock by trading volume in the US market was Micron Technology (NASDAQ: MU), which closed up 0.87% with a trading volume of $25.155 billion. On August 11, at 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Hyperscalers Upend Usual Earnings Stock Swing Pattern","url":"https://stock-news.laohu8.com/highlight/detail?id=2658145979","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658145979?lang=en_us&edition=fundamental","pubTime":"2026-08-12 00:08","pubTimestamp":1786464503,"startTime":"0","endTime":"0","summary":"AI hyperscalers upend usual earnings stock swing patternNEW YORK, Aug 11 (Reuters)-Larger-than-usual post-earnings stock swings by AI and hyperscaler companies this earnings season have upended a 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Lilly","url":"https://stock-news.laohu8.com/highlight/detail?id=2658976178","media":"Morning Star","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658976178?lang=en_us&edition=fundamental","pubTime":"2026-08-12 00:00","pubTimestamp":1786464000,"startTime":"0","endTime":"0","summary":"Blair Boyer: Strong underlying corporate profits have been the rock that kept people in the market. Consensus operating earnings growth estimates for the S&P 500 are in the high-teens-to-low-20% range for 2026 and 13%-15% for 2027. These consensus numbers appear reasonable.Higher market volatility is a fact of life at this point. The first quarter was more around geopolitics. Inflation has proved stickier than expected. Then there are severe physical and operational constraints facing the AI infrastructure buildout. According to reports, over half all global AI data center construction projects are facing cancellations or delays, including high-profile expansion plans of Oracle ORCL and OpenAI. While combined hyperscaler AI capex has surged past $700 billion for 2026, companies still can’t bring on capacity fast enough to meet demand. Amazon revised its 2026 capex guidance higher, but said it still will not meet this year’s demand.Norton: What are you thinking about the returns on the 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