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plan could accelerate data center power deals, analysts say","url":"https://stock-news.laohu8.com/highlight/detail?id=2611419150","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611419150?lang=en_us&edition=fundamental","pubTime":"2026-02-13 21:52","pubTimestamp":1770990752,"startTime":"0","endTime":"0","summary":"PJM plan could accelerate data center power deals, analysts sayBy Kavya Balaraman and Sumit Saha. Feb 13  - A plan from PJM Interconnection, the largest power grid operator in the U.S., to manage burgeoning power demand from data centers could accelerate deal-making between data-center owners and independent power producers, analysts said.The plan, released last month, outlines a structure in which new large power users would either bring their own new generation to the grid or operate under a \"connect-and-manage\" framework that could have them scale back their power usage ahead of other emergency measures when the system is stretched.The proposal would also fast-track a backstop power capacity auction to help prevent shortfalls across PJM's footprint.While parts of the proposal will need regulatory approval, analysts said the \"bring-your-own-generation\" element could particularly boost deals between data-center owners and power producers.\"I would expect to see over the next couple of 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Goldman Sachs Believes the Market Misunderstands Microsoft's $148 Billion Capex Bet","url":"https://stock-news.laohu8.com/highlight/detail?id=1121374466","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121374466?lang=en_us&edition=fundamental","pubTime":"2026-02-13 21:25","pubTimestamp":1770989141,"startTime":"0","endTime":"0","summary":"Since its earnings report on January 28, Microsoft's stock price has declined by approximately 15%. Market concerns have centered on two core issues: first, a significant upward revision in 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Joins Microsoft in Bear Market. Why Mag 7 Stocks Are Struggling. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2611154016","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611154016?lang=en_us&edition=fundamental","pubTime":"2026-02-13 20:44","pubTimestamp":1770986640,"startTime":"0","endTime":"0","summary":"The Magnificent Seven are all being moved by artificial intelligence again. Except this time, they're sinking on fears about AI rather than rising on hopes about the new technology.The Roundhill Magnificent Seven ETF, an exchange-traded fund which provides equal-weight exposure to the so-called 'Mag 7' large technology companies, closed in correction territory on Thursday, down nearly 11% from its high in late October. It was edging lower again ahead of the open Friday. Investors are rotating to different sectors and even overseas markets.\"Focusing solely on the US information technology sector is unlikely to fully capture the direct beneficiaries of AI. With meaningful value creation also occurring elsewhere, we recommend diversification across sectors and geographies,\" wrote Mark Haefele, chief investment officer for global wealth management at UBS, in a research note on Friday.Amazon.com and Microsoft have led the declines, with both now entering 'bear market' territory, meaning 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Buzz: Wallstreetbets Stocks Mixed Premarket Friday; Robinhood to Rise, Nebius to Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2611159807","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611159807?lang=en_us&edition=fundamental","pubTime":"2026-02-13 19:41","pubTimestamp":1770982868,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Friday's opening bell.Robinhood Markets  advanced by 1% pre-bell, following an 8.9% decline at Thursday's close.Reddit  was up 0.2% hours before market open, swinging from a 5.9% fall in the previous session.Dow  was 0.1% lower pre-bell, following a 4% decline Thursday.Nebius Group  declined by 1.5% in premarket activity, after closing Thursday with a 1.3% increase.Micron Technology  fell by 1.3% in pre-bell hours, reversing a 0.9% increase from the previous session.Amazon.com  was 0.9% lower pre-bell, after a 2.3% fall Thursday.Microsoft  was down 0.4% premarket, following a 0.6% decline in the previous session.Nvidia  declined by 0.1% pre-bell, after a 1.6% drop at Thursday's 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Market Reels From \"Sell First, Ask AI Questions Later\" Tech Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=2611452156","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611452156?lang=en_us&edition=fundamental","pubTime":"2026-02-13 19:40","pubTimestamp":1770982856,"startTime":"0","endTime":"0","summary":"U.S. stocks have given up all of their gains for the year, a key index of the so-called Magnificent Seven tech giants has slid into correction territory, and volatility gauges have spiked amid a rotation trade tied to artificial-intelligence disruption that likely will weigh on markets for the coming weeks.The selloff, which began as concern that the biggest players in the AI investment boom had committed too much capital and were seeing too little return, has spread to a deeper worry that the new technology will trigger massive changes to the way companies do business in all sectors of the economy.That's forced a repricing of everything from risk appetite to cash flow and ultimately corporate profit forecasts from all corners of the market, with those at the coalface of AI disruption, like software and financial services, getting hurt the most. Non-tech stocks have reaped the benefits.\"Many of the trade's stock market casualties will survive and boost their productivity and profits 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Warns Lawmakers China's DeepSeek Exploiting its AI Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2611158880","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611158880?lang=en_us&edition=fundamental","pubTime":"2026-02-13 18:00","pubTimestamp":1770976822,"startTime":"0","endTime":"0","summary":"Microsoft-backed  OpenAI has warned US Congress members that Chinese AI startup DeepSeek is trying to reverse engineer its large language models and use them to train their own software, Reuters reported Thursday, citing a memo.The company accused DeepSeek of using a method called distillation as part of \"ongoing efforts to free-ride on the capabilities developed by OpenAI and other US frontier labs.\"\"We have observed accounts associated with DeepSeek employees developing methods to circumvent OpenAI's access restrictions and access models through obfuscated third-party routers and other ways that mask their source,\" the memo said, according to news outlets.Microsoft owns a major minority stake in OpenAI.OpenAI, DeepSeek and its parent company High-Flyer did not immediately reply to MT Newswires' requests for 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CEO dismisses calls for full European tech autonomy","url":"https://stock-news.laohu8.com/highlight/detail?id=2611322191","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611322191?lang=en_us&edition=fundamental","pubTime":"2026-02-13 17:07","pubTimestamp":1770973672,"startTime":"0","endTime":"0","summary":"Capgemini CEO dismisses calls for full European tech autonomyBy Leo Marchandon. Partnerships with European AI firms like France-based Mistral are examples of this gradual progress, Ezzat said.Capgemini has signed partnerships with U.S. hyperscalers AWS, Google Cloud and Microsoft to deliver what it calls \"sovereign\" AI solutions, cloud services provided by a European-based company while running on American infrastructure.The French group is also navigating its own reputational challenges around government contracting. 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MARKETS-Morning Bid: No longer the Apple of their eye","url":"https://stock-news.laohu8.com/highlight/detail?id=2611616135","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611616135?lang=en_us&edition=fundamental","pubTime":"2026-02-13 15:15","pubTimestamp":1770966918,"startTime":"0","endTime":"0","summary":"LIVE MARKETS-Morning Bid: No longer the Apple of their eyeWelcome to the home for real-time coverage of markets brought to you by Reuters reporters. 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BID EUROPE-No longer the Apple of their eye","url":"https://stock-news.laohu8.com/highlight/detail?id=2611127184","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611127184?lang=en_us&edition=fundamental","pubTime":"2026-02-13 13:32","pubTimestamp":1770960748,"startTime":"0","endTime":"0","summary":"MORNING BID EUROPE-No longer the Apple of their eyeA look at the day ahead in European and global markets from Stella QiuThe tech selloff has returned with a vengeance. 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Did All “Magnificent Seven” Stocks Fall Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=2611181224","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611181224?lang=en_us&edition=fundamental","pubTime":"2026-02-13 12:58","pubTimestamp":1770958694,"startTime":"0","endTime":"0","summary":"All seven mega-cap technology companies — Apple ($AAPL), Microsoft ($MSFT), Alphabet ($GOOGL), Amazon ($AMZN), Nvidia ($NVDA), Meta Platforms 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Asset Management cuts Microsoft stake by 111,685 shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2611185969","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611185969?lang=en_us&edition=fundamental","pubTime":"2026-02-13 11:06","pubTimestamp":1770951994,"startTime":"0","endTime":"0","summary":"Guardcap Asset Management Ltd, managed by Steve Bates, recently executed a significant transaction involving Microsoft (($MSFT)). The hedge fund 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Equity Management Cuts Microsoft Stake by 3,132 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2611185992","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611185992?lang=en_us&edition=fundamental","pubTime":"2026-02-13 11:06","pubTimestamp":1770951983,"startTime":"0","endTime":"0","summary":"Suncoast Equity Management, managed by Donald R. 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Capital’s John Armitage Cuts Microsoft Stake Sharply","url":"https://stock-news.laohu8.com/highlight/detail?id=2611185911","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611185911?lang=en_us&edition=fundamental","pubTime":"2026-02-13 11:05","pubTimestamp":1770951952,"startTime":"0","endTime":"0","summary":"Egerton Capital (UK) LLP, managed by John Armitage, recently executed a significant transaction involving Microsoft (($MSFT)). 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Management Co cuts Microsoft stake by 1.1M","url":"https://stock-news.laohu8.com/highlight/detail?id=2611859131","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611859131?lang=en_us&edition=fundamental","pubTime":"2026-02-13 11:04","pubTimestamp":1770951899,"startTime":"0","endTime":"0","summary":"PRIMECAP Management Co, managed by Theofanis Kolokotrones, recently executed a significant transaction involving Microsoft (($MSFT)). 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US LLC Slashes Microsoft Stake by 263,995 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2611818596","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611818596?lang=en_us&edition=fundamental","pubTime":"2026-02-13 11:02","pubTimestamp":1770951753,"startTime":"0","endTime":"0","summary":"Mirova US LLC, managed by Philippe Zaouati, recently executed a significant transaction involving Microsoft (($MSFT)). 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Memory-Chip Shortage Is Squeezing Consumer Tech -- and It's Set to Get Worse -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2611183247","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611183247?lang=en_us&edition=fundamental","pubTime":"2026-02-13 11:00","pubTimestamp":1770951600,"startTime":"0","endTime":"0","summary":"Facing soaring memory-chip prices, the world's biggest electronics companies are staring at a list of unpalatable responses: charging consumers more, eating the costs or rejiggering product specs.Such is the supply-chain disruption wrought by the global drive into artificial intelligence, which requires fleets of data centers with servers needing gargantuan amounts of memory.That has caused supply to dry up for the makers of smartphones, PCs, gaming consoles and various other electronic gadgets, and triggered a historic price uptick since early last year that is higher than any increase seen before.Dell Technologies has raised prices for some commercial laptops by as much as 30%, while budget PCs from rival Acer now carry several gigabytes less of multitasking memory. Chinese smartphone maker Xiaomi recently discontinued the lower-memory variant of its new midtier device and raised prices. 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