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Spending by U.S. Companies Have Fund Managers Looking Overseas for Stocks -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2612454368","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612454368?lang=en_us&edition=fundamental","pubTime":"2026-02-17 20:22","pubTimestamp":1771330920,"startTime":"0","endTime":"0","summary":"Global fund managers are hot on stocks heading into the middle of the first quarter, according to a closely tracked survey from Bank of America, but aren't as keen on chasing U.S. equity markets amid growing concerns over the pace of artificial-intelligence spending.BofA's monthly Fund Managers' Survey, published Tuesday, showed the world's biggest investors, which control more than $500 billion in assets, are the most overweight they've been on stocks in 14 months. They are, betting on stronger corporate earnings growth, a weaker U.S. dollar, and solid domestic growth.A net 24% of survey respondents see earnings rising by more than 10% this year, the highest since August 2021, while 38% see Kevin Warsh's appointment as Federal Reserve chairman weighing on the greenback. Even more, according to the survey, see it leading to higher Treasury bond yields.Those same investors are also rotating out of U.S. stocks in favor of other markets, and opting for underweight positions in the 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Trading Resumes with Tech Giants Declining in Premarket Alongside Index Futures","url":"https://stock-news.laohu8.com/highlight/detail?id=1112310005","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112310005?lang=en_us&edition=fundamental","pubTime":"2026-02-17 19:32","pubTimestamp":1771327935,"startTime":"0","endTime":"0","summary":"Technology's \"Magnificent Seven\" stocks traded lower in premarket activity as traders returned to the markets following a holiday. All seven major tech stocks declined: Apple dropped 0.4%, Microsoft...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMZN","GOOGL","AAPL","MNQmain","NVDA","SRTY","TSLA","TWM","UWM","BK4535","BK4581","RWM","BK4550","META","IWN","TZA","IWO","BK4534","BK4588","BK4585","TNA","GOOG","MSFT"],"gpt_icon":1},{"id":"1118154348","title":"24H | US Stock Futures Drop With Nasdaq Futures Down 0.8%; Big Tech Stocks Fall With Palantir, AMD, Alphabet, Broadcom Down over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118154348","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118154348?lang=en_us&edition=fundamental","pubTime":"2026-02-17 13:13","pubTimestamp":1771305213,"startTime":"0","endTime":"0","summary":"US stock futures dropped on Tuesday. Nasdaq 100 futures slid 0.78%; S&P futures fell 0.45%; Dow futres  fell 0.31%.Big tech stocks fell in overnight trading. Palantir, AMD, Alphabet, Broadcom down over 1%.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGO","MU","TSM","MSFT","SMCI","TSLA","NQmain","YMmain","NFLX","META","AMD","PLTR","GOOGL","AAPL","NVDA","AMZN","ESmain","ORCL"],"gpt_icon":0},{"id":"2611102978","title":"Big Tech Stocks Lose Billions as AI Spending Fears Hit Valuations","url":"https://stock-news.laohu8.com/highlight/detail?id=2611102978","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611102978?lang=en_us&edition=fundamental","pubTime":"2026-02-17 06:56","pubTimestamp":1771282598,"startTime":"0","endTime":"0","summary":"GRAPHIC-Big tech stocks lose billions as AI spending fears hit valuations  Feb 16 (Reuters) - The world's most valuable technology stocks have suffered sharp declines in market value this year after 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Faces FTC Scrutiny As AI Alliances Shape Valuation Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2612481599","media":"Simply Wall St.","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612481599?lang=en_us&edition=fundamental","pubTime":"2026-02-17 00:22","pubTimestamp":1771258943,"startTime":"0","endTime":"0","summary":"The US Federal Trade Commission is escalating its probe into Microsoft (NasdaqGS:MSFT), examining licensing, bundling, and how AI and cloud services are combined across its enterprise portfolio.\nMicrosoft has joined other major technology companies to launch the Trusted Tech Alliance, a group focused on governance and security standards for digital infrastructure and AI.\nMicrosoft and OpenAI are addressing national security and AI competition concerns, including questions about access 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Are the Next Frontier in Publisher Deals With AI Companies -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2612248946","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612248946?lang=en_us&edition=fundamental","pubTime":"2026-02-17 00:00","pubTimestamp":1771257600,"startTime":"0","endTime":"0","summary":"A new cottage industry to facilitate licensing deals between AI companies and news publishers is taking shape, with businesses including Microsoft, Amazon.com and Dow Jones's Factiva planting their flags.The creation of new content marketplaces marks a significant evolution in the relationship between the likes of OpenAI, Meta Platforms and Perplexity and the publishers whose material they use to help their chatbots and other tools respond to queries.News outlets have been pursuing a mix of litigation and licensing deals to manage, as tech companies scrape their websites for material. Large publishers including People Inc., Condé Nast, News Corp and the New York Times have cut deals allowing artificial-intelligence companies to use their content in exchange for payments running to tens of millions of dollars a year.But smaller publishers are struggling to secure big checks. 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Trade Adviser Signals Potential Mandate for Data Center Operators to Absorb Utility Expenses","url":"https://stock-news.laohu8.com/highlight/detail?id=1140651886","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140651886?lang=en_us&edition=fundamental","pubTime":"2026-02-16 21:21","pubTimestamp":1771248085,"startTime":"0","endTime":"0","summary":"A key trade advisor to former President Donald Trump indicated on Sunday that the White House is considering measures to require data center builders to bear their full utility costs. 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Recruited the World's Hottest AI Developer. It Could Help These Stocks. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2611078691","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611078691?lang=en_us&edition=fundamental","pubTime":"2026-02-16 17:56","pubTimestamp":1771235760,"startTime":"0","endTime":"0","summary":"OpenAI has hired the founder of OpenClaw, the most successful independent artificial-intelligence project of the last few months. That could be good news for companies like Oracle, CoreWeave and Microsoft which need the AI startup's initial public offering to be a success.Peter Steinberger, the founder of OpenClaw, said he was joining OpenAI in a blog post over the weekend. OpenAI CEO Sam Altman said Steinberger would work on the next generation of \"personal agents\" -- AI which can take instructions and carry out multistep tasks for users.\"[Steinberger] is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings,\" Altman said in a post on social-media platform X.This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street 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Capital Management Trims Microsoft Stake, Sells 394,869 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2611108833","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611108833?lang=en_us&edition=fundamental","pubTime":"2026-02-16 11:00","pubTimestamp":1771210859,"startTime":"0","endTime":"0","summary":"Sands Capital Management LLC, managed by Frank Sands, recently executed a significant transaction involving Microsoft (($MSFT)). 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They're Missing the Bigger Danger. -- Journal Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2611178873","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611178873?lang=en_us&edition=fundamental","pubTime":"2026-02-16 01:00","pubTimestamp":1771174800,"startTime":"0","endTime":"0","summary":"Walk into any corporate office, and you'll hear the same anxious conversation: Will AI eliminate white-collar jobs?The optimists insist that new jobs will emerge to replace the ones we lose -- after all, it has happened in previous tech revolutions. Pragmatists argue the workforce will simply become more productive with artificial intelligence, creating more value with minimal job cuts. And the pessimists fear entry-level knowledge workers will become obsolete altogether.But this debate misses a crucial dynamic. Right now, workers are potentially training AI how to make them obsolete. And they often don't realize it.The kind of AI used by companies, called an enterprise AI system, can capture everything you do at work and use that information to train itself. 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Cloud Giants Lose $1 Trillion in Market Value After Earnings, Sparking \"Big Tech Risk\" Hedging","url":"https://stock-news.laohu8.com/highlight/detail?id=1169853285","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169853285?lang=en_us&edition=fundamental","pubTime":"2026-02-15 11:16","pubTimestamp":1771125371,"startTime":"0","endTime":"0","summary":"Following the latest round of earnings reports, the combined market capitalization of the four largest US hyperscale cloud providers has declined by over one trillion dollars. 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Hill Capital trims Microsoft stake under Kevin Eng","url":"https://stock-news.laohu8.com/highlight/detail?id=2611140802","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611140802?lang=en_us&edition=fundamental","pubTime":"2026-02-15 11:09","pubTimestamp":1771124984,"startTime":"0","endTime":"0","summary":"Columbus Hill Capital Management, L.P., managed by Kevin D. 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