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Drain Hits OpenAI and Google, but the Impact Isn't Equal","url":"https://stock-news.laohu8.com/highlight/detail?id=2662755048","media":"Dow Jones","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662755048?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:00","pubTimestamp":1787673600,"startTime":"0","endTime":"0","summary":"People change jobs a lot in tech. 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Faces Healthy Demand Ahead of Q4 Results, FY Guidance, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662175546","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662175546?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:43","pubTimestamp":1787672632,"startTime":"0","endTime":"0","summary":"Nutanix , a provider of hybrid-cloud infrastructure software, is seeing a healthier demand backdrop ahead of fiscal Q4 results, with accelerating VMware migration activity and stronger partner pipeline trends, UBS Securities said Monday in a report.Analyst checks indicated Nutanix's pipeline rose 40% to 50% from a year earlier, driven by stronger VMware migrations, higher demand for Nutanix Cloud Clusters and increased interest in external storage, while hardware availability and pricing remained stable headwinds, the report said.Q4 results are due Wednesday. UBS expects Nutanix to potentially deliver a 1% to 2% revenue beat versus the high end of guidance, implying 16% growth from a year earlier. Investors likely will focus on preliminary fiscal 2027 revenue growth guidance, the report said.A 13% fiscal 2027 revenue growth outlook appears reasonable and aligns with Wall Street expectations, though Nutanix's 43% stock gain since late May may have pushed investor expectations toward 14%","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["SKYY","LU0963586101.USD","LU2355687059.USD","LU1989764748.USD","BK4585","LU1989764664.SGD","BK4588","BK4023","NTNX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662775566","title":"Alphabet's Waymo Plans to Launch Service in Munich in 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=2662775566","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662775566?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:24","pubTimestamp":1787671467,"startTime":"0","endTime":"0","summary":"Alphabet's  Waymo said Tuesday it is laying the groundwork for a fully autonomous ride hailing service in Munich, Germany, toward the end of next year.Waymo said it will start with mapping of local street networks and testing with autonomous specialists behind the wheel.The company said it plans to open commercial ride-hailing to the public toward the end of 2027 after a validation period.Price: 342.87, Change: -1.72, Percent Change: 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Cloud Unveils Gemini Enterprise for Legal, Financial Services","url":"https://stock-news.laohu8.com/highlight/detail?id=2662371697","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662371697?lang=en_us&edition=fundamental","pubTime":"2026-08-25 21:13","pubTimestamp":1787663593,"startTime":"0","endTime":"0","summary":"Alphabet's  Google Cloud launched Gemini Enterprise for Legal and Gemini Enterprise for Financial Services, purpose-built agentic AI solutions designed to automate complex workflows in the legal and financial services industries, the company said Tuesday.Gemini Enterprise for Legal, available in preview, uses specialized AI tools and connectors to streamline legal research, contract review, regulatory monitoring and data subject access requests, the company said.For capital markets and corporate banking, the financial services solution is initially available in preview and includes a Google-managed 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(GOOGL), What Is Behind The Fresh Attention?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662780297","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662780297?lang=en_us&edition=fundamental","pubTime":"2026-08-25 15:28","pubTimestamp":1787642916,"startTime":"0","endTime":"0","summary":"Alphabet (GOOGL) is back in focus after Q2 revenues and EPS exceeded analyst expectations, with Google Cloud and AI tools such as Gemini and Google Ads automation drawing fresh attention from institutional investors.\nSee our latest analysis for Alphabet.\nThe Q2 beat has come after a mixed few months for Alphabet, with the share price up 8.86% over the past 30 days but down 10.50% over 90 days, while a 1-year total shareholder return of 67.42% and 3-year total shareholder return of about 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Giants Brace for Efficiency Push as AI Investment Boom Accelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=2662789932","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662789932?lang=en_us&edition=fundamental","pubTime":"2026-08-25 14:31","pubTimestamp":1787639460,"startTime":"0","endTime":"0","summary":"0631 GMT - Major cloud service providers are expected to focus increasingly on efficiency and financial discipline in 2H 2026, as AI-driven infrastructure spending continues to surge, according to research firm Digitimes. 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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