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Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust","url":"https://stock-news.laohu8.com/highlight/detail?id=2658973404","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658973404?lang=en_us&edition=fundamental","pubTime":"2026-08-12 17:35","pubTimestamp":1786527300,"startTime":"0","endTime":"0","summary":"\"Rizzo expects what he calls an \"80:20 world\" wherein 80% of the AI tokens used by corporates are open weight or open source and 20% of them are frontier like Anthropic or OpenAI. 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Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1173575788","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173575788?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:36","pubTimestamp":1786512977,"startTime":"0","endTime":"0","summary":"Singapore's sovereign wealth fund, Temasek, is preparing to make its first-ever direct investment in the South Korean stock market, with a focus on Samsung Electronics and SK Hynix. The fund 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