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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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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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Corp., Caterpillar Share Losses Lead Dow's Nearly 225-Point Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2664854700","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664854700?lang=en_us&edition=fundamental","pubTime":"2026-09-01 21:45","pubTimestamp":1788270300,"startTime":"0","endTime":"0","summary":"DJ NVIDIA Corp., Caterpillar Share Losses Lead Dow's Nearly 225-Point FallThis article was automatically generated by MarketWatch using technology from Automated Insights.The Dow Jones Industrial Average is trading down Tuesday morning with shares of NVIDIA Corp. and Caterpillar seeing the biggest losses for the blue-chip average.The Dow  was most recently trading 224 points, or 0.4%, lower, as shares of NVIDIA Corp.  and Caterpillar  have contributed to the blue-chip gauge's intraday decline.NVIDIA Corp.'s shares are down $5.03  while those of Caterpillar have declined $16.32 , combining for a roughly 127-point drag on the Dow.Also contributing significantly to the decline are Amazon.com Inc. , Sherwin-Williams Co. , and Home Depot .A $1 move in any one of the 30 components of the Dow results in a 5.94-point swing.Data source: Dow Jones Market Data, FactSet. Data compiled September 1, 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(MSFT) Stock Trades Fair On Cash Flow But Cheap On Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2664158859","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664158859?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:25","pubTimestamp":1788265528,"startTime":"0","endTime":"0","summary":"Microsoft stock has delivered a 75.5% total return over the past 5 years, and at around US$507 a share the key question is whether that strong run still lines up with what current valuation checks are saying.\n\nA 75.5% gain over 5 years indicates Microsoft has already rewarded long term holders. 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Week In Cloud AI - AI-Driven Optical Networks Reshape Global Market Dynamics","url":"https://stock-news.laohu8.com/highlight/detail?id=2664591978","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664591978?lang=en_us&edition=fundamental","pubTime":"2026-09-01 20:07","pubTimestamp":1788264449,"startTime":"0","endTime":"0","summary":"The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. 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