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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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put volume heavy and directionally bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2662947756","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662947756?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:20","pubTimestamp":1787674819,"startTime":"0","endTime":"0","summary":"Bearish flow noted in DocuSign (DOCU) with 1,663 puts trading, or 1.1x expected. 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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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Turning 70. Here's How I'm Making This Decade the Richest of My Retirement.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662773079","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662773079?lang=en_us&edition=fundamental","pubTime":"2026-08-25 21:58","pubTimestamp":1787666280,"startTime":"0","endTime":"0","summary":"Tweaking my finances, work and life as I go from the 'go-go' years to the 'slow-go' yearsStaying as healthy as possible is critically important as you age.Tom Hanks, LaToya Jackson, Bill Maher, Christine Lagarde, Geena Davis, Chris Isaak, Kenny G and I have something in common: We're among the 4.21 million Americans turning 70 this year.Age is just a number, of course. But this milestone (millstone?\" He had to convince himself this stage would be an ascent.It sure has been: Since turning 70, Dychtwald has published three books, given 250 keynote addresses , offered a Microsoft  webinar to 10,000 participants, been a consulting producer for the documentary, \"Aging in America: Survive or Thrive,\" and received the American Society on Aging's 2023 President Award.But \"there's some really scary stuff that goes on in your 70s,\" he said. 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(WDAY) Stock Still Does Not Look Cheap After Its 47% Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2662305377","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662305377?lang=en_us&edition=fundamental","pubTime":"2026-08-25 21:21","pubTimestamp":1787664103,"startTime":"0","endTime":"0","summary":"Workday stock has rebounded sharply in the past month, while valuation checks are mixed. An intrinsic value estimate from a Discounted Cash Flow (DCF) model points to upside, whereas market multiples suggest the shares are not cheap.\n\nThe stock is up 47.1% over the past month, which puts recent price action well ahead of its returns over longer periods.\nOngoing buyout talks with private equity firm Silver Lake and Workday's push into enterprise AI research can support optimism about future...","market":"hk","thumbnail":"https://images.simplywall.st/asset/company-cover/23815047-main-header/1756202856990","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/23815047-main-header/1756202856990"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-wday/workday/news/workday-wday-stock-still-does-not-look-cheap-after-its-47-re","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-wday/workday/news/workday-wday-stock-still-does-not-look-cheap-after-its-47-re","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":"simplywall_highlight","symbols":["LU1935042991.SGD","LU0082616367.USD","LU1823568750.SGD","LU1935043536.SGD","BK4023","LU1235294995.USD","LU1989773731.SGD","DCF","LU0719512351.SGD","LU1046421795.USD","LU2517655291.USD","BK4548","LU0314104364.USD","LU1804176565.USD","IE0009356076.USD","BK4613","LU2265009873.SGD","IE00B5949003.HKD","BK4588","BK4528","IE0004445239.USD","BK4581","LU1691799644.USD","LU2517655028.SGD","LU2517655374.HKD","LU1989763005.USD","WDAY","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662423737","title":"Sector Update: Healthcare Stocks Edge Higher Premarket Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2662423737","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662423737?lang=en_us&edition=fundamental","pubTime":"2026-08-25 21:15","pubTimestamp":1787663703,"startTime":"0","endTime":"0","summary":"Healthcare stocks were edging higher premarket Tuesday, with the State Street Health Care Select Sector SPDR ETF  slightly advancing and the iShares Biotechnology ETF  up 0.2%.Immatics  shares were up more than 13% after the company said it has agreed to sell about 12.9 million ordinary shares at $8.69 each, and in lieu of ordinary shares to certain investors, pre-funded warrants to buy up to approximately 4.3 million ordinary shares at $8.689 per pre-funded warrant.Veeva Systems  has signed Biogen  and Regeneron Pharmaceuticals  as new users for its Veeva Vault CRM platform, according to statements from Veeva. Shares of Veeva Systems were down 0.1% premarket.Bausch + Lomb  stock was up more than 1% after the company said it plans to advance two of its pharmaceutical pipeline assets to new trials based on latest clinical 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