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Japan Earnings Call Highlights Cloud, AI Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2671666902","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671666902?lang=en_us&edition=fundamental","pubTime":"2026-09-29 08:10","pubTimestamp":1790640633,"startTime":"0","endTime":"0","summary":"Oracle Corporation Japan (($JP:4716)) has held its Q1 earnings call. Read on for the main highlights of the call. Oracle Corporation Japan opened 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Sees AI Bubble Bursting Sooner, Shifts to Put Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2671265802","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671265802?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:18","pubTimestamp":1790637523,"startTime":"0","endTime":"0","summary":"Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short positions to put options on key AI-related stocks, multiple outlets reported Monday, citing Burry's Monday investment newsletter.Burry said he wants more leverage given cheap options tied to low volatility measures like the VIX, adding that \"the bubble in AI may burst sooner than later,\" according to the reports.He swapped his Micron  short for June puts at a $500 strike price range, replaced his Nebius  short with June puts in the \"double digit strike price\" range, and shifted his SOXX ETF short to September 2027 puts in the \"low $400s,\" the reports said.He also enlarged his Palantir  put position centered at a September 2027 expiration in the \"low $100s.\"Burry cited Ares Management research on risks tied to unproven AI revenue and comments from Acer's CEO on the return of memory chip cyclicality, according to the 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Taps Australia's Firmus for AI Computing Capacity in Southeast Asia","url":"https://stock-news.laohu8.com/highlight/detail?id=2671826308","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671826308?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:08","pubTimestamp":1790636911,"startTime":"0","endTime":"0","summary":"Meta taps Australia's Firmus for AI computing capacity in Southeast AsiaSept 29 -Australia's Firmus said on Tuesday it had signed AI infrastructure agreements with Facebook parent Meta PlatformsMETA.Ofor graphics processing unit compute capacity at its data centre facilities in Southeast Asia.Here are some more details:Under the deal, Firmus will provide contracted capacity and expansion options built on Nvidia's full-stack DSX platform to support Meta's AI research, model development and training.Financial terms of the agreement were not disclosed.The deal builds on Meta's existing deployment of Nvidia GB300 NVL72 systems at Firmus' Melbourne data centre, the largest deployment of Blackwell Ultra systems in the Southern Hemisphere.Firmus designs, manufactures and operates AI factories to support large-scale workloads.The company is preparing for a$5 billion initial public offeringto fund growth in AI projects, in what could be Australia's second-largest IPO.","market":"fut","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260928:nL4N45K1NE:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4592","SGXZ81514606.USD","LU0345769128.USD","BK4614","LU1153585028.USD","LU0957791311.USD","LU2896262040.SGD","USXF","LU1059921491.USD","LU1791710400.SGD","LU0788109477.HKD","GB00BDT5M118.USD","SG9999014575.USD","CHAT","LU0138981039.USD","LU1066053197.SGD","LU0211327993.USD","LU1718418525.SGD","LU0965508806.USD","LU2242650005.HKD","LU0109392836.USD","NVDG","NVDU","IE00BD6J9T35.USD","CLSE","CMAG","LU1917777945.USD","IE00BWXC8680.SGD","HK0000320223.HKD","LU0345770993.USD","LU1778281490.HKD","LU1035773651.USD","LU1642822529.SGD","FAI","LU2077746001.SGD","LU1489326972.SGD","IE00B1XK9C88.USD","IE00BDCRKT87.USD","LU0787776722.HKD","LU0070302665.USD","IE00BKPKM429.USD","LU0070217475.USD","09388","LU0965509101.SGD","LU2237443382.USD","LU2265009873.SGD","SG9999015945.SGD","LU0314104364.USD","LU0689626769.HKD","LU0187121727.USD","IE00BQXX3F31.USD","SG9999015341.SGD","LU0889565833.HKD","LU0942090050.USD","BK4503","IE00BQXX3C00.GBP","LU1815336760.USD","LU2430703095.HKD","LU2111349929.HKD","LU0719512351.SGD","IE00B3SWFQ91.USD","LU0820561909.HKD","LU0823414478.USD","IE00B775SV38.USD","LU0683600562.USD","LU1564329628.SGD","LU2097344431.USD","IE000SO60NU8.SGD","SNVDAmain","LU1974910355.USD","LU1861215975.USD","SG9999004303.SGD","LU0256863811.USD","LU0215105999.USD","LU0342679015.USD","LU2491050154.USD","OGIG","LU2125154778.USD","SPTE","LU1804176565.USD","IE00BK4W5M84.HKD","FTEC","LU1564329032.USD","BK4533","LU1316542783.SGD","LU2764262908.HKD","LU0354030511.USD","LU0310800379.SGD","IE00BQXX3D17.EUR","LU0029864427.USD","VGT","IE0005OL40V9.USD","LU0109391861.USD","IE0004091025.USD","LU0289739343.SGD","LU0133085943.USD","LU0354030438.USD","LU2089284900.SGD","LU0985489474.SGD","LU0708994859.HKD","LU2097344357.USD","LU2471134879.HKD","GXPC","LU2125909593.SGD","LU0348723411.USD","LU0310799852.SGD","LU1244550221.USD","META","LU2168564495.EUR","LU2125909247.SGD","LU0234572021.USD","XDAT","LU1235294995.USD","IE000YTNTUN2.SGD","LU2250418816.HKD","LU2764263203.CNY","IE00BJTD4V19.USD","LU0345768740.USD","LU0417517546.SGD","SGXZ99366536.SGD","LU2543165471.USD","LU1670710661.SGD","NVDS","LU1988902786.USD","IE0002270589.USD","LU2357305700.SGD","LU1366333091.USD","NVDA","LU1435385759.SGD","LU0433182093.SGD","LU2125154935.USD","LU1202635105.USD","LU0898699433.AUD","LU0274383776.USD","BK4598","SNVD.UK","LU0256863902.USD","LU1629891620.HKD","LU1232071149.USD","LU2552382132.HKD","LU0234570918.USD","LU1280957306.USD","SG9999015986.USD","DIPS","LU0689472784.USD","LU2065171311.SGD","LU0345769631.USD","SG9999002224.SGD","LU0553294199.USD","09788","BK4585","LU1116320901.HKD","LU2430703251.USD","IE00B5TLWC47.USD","LU2720916845.USD","GB00B4QBRK32.GBP","LU1066051225.USD","LU1935042991.SGD","LU2133065610.SGD","LU2403377893.USD","LU0957808578.USD","LU1046421795.USD","LU1935042488.USD","LU2237443622.USD","HK0000914660.USD","ARTY","XLC","LU0494093205.USD","LU1571399168.USD","LU2317271919.USD","LU2360032135.SGD","LU0210536198.USD","SGXZ80539844.SGD","LU2361044865.SGD","LU0980610538.SGD","BK4534","IE00BKDWB100.SGD","NVDB","LU0784385840.USD","LU0472753341.HKD","NVDD","HK0000914686.HKD","IE0034235303.USD","LU0157215616.USD","LU1084165304.USD","IE00BK4W5L77.USD","LU1720051017.SGD","SG9999002232.USD","SGXZ31699556.SGD","LU0143551892.USD","LU2236285917.USD","LU0868494617.USD","LU0648001328.SGD","METW","LU2272731600.USD","SOXY","LU2505996509.AUD","LU0320765489.SGD","VOX","LU0511384066.AUD","VT","IE00B19Z3581.USD","LU2347655156.SGD","LU0661504455.SGD","LU1934455863.HKD","LU1242518931.SGD","LU1803068979.SGD","LU0080751232.USD","LU1989772840.SGD","IE00B19Z9505.USD","LU1868836757.USD","NVDW","LU1699723380.USD","METG","IE00BJTD4N35.SGD","LU1496350171.SGD","LU2746668461.USD","LU0162691827.USD","SG9999014542.SGD","LU2487616109.SGD","LU0784383803.USD","LU1989764664.SGD","LU0238689110.USD","LU2211815571.USD","LU2404859741.USD","LU2471134952.CNY","LU2931357623.SGD","LU1923622291.USD","LU0640476718.USD","LU2361045086.USD","TTXU","LU0965509010.AUD","LU1861220033.SGD","LU2087621335.USD","IE00B4JS1V06.HKD","USD","BK4529","SMETAmain","LU1037948897.HKD","LU0943347566.SGD","IE00BFSS7M15.SGD","TEK","LU0949170772.SGD","LU1037948541.HKD","LU0323239441.USD","LU2463028550.USD","LU2237438978.USD","LU0267386448.USD","LU1623119135.USD","NVYY","LU1868837300.USD","LU0979878070.USD","LU1839511570.USD","LU1923622614.USD","LU1951198990.SGD","LU0057025933.USD","BK4543","CNEQ","LU1821325948.USD","LU2244417387.USD","LU2381873111.SGD","LU0174119429.USD","GB00B4LPDJ14.GBP","LU1201861249.SGD","BK4532",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Commits USD 1 Billion to KKR-Backed Helix Digital Infrastructure","url":"https://stock-news.laohu8.com/highlight/detail?id=2671215263","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671215263?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:00","pubTimestamp":1790636437,"startTime":"0","endTime":"0","summary":"Samsung commits USD 1 billion to KKR-backed Helix Digital InfrastructureSamsung committed USD 1 billion to Helix Digital Infrastructure, an AI infrastructure platform formed by KKR.Funding adds to 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