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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Microsoft’s AI Issue Isn’t Strategy — It’s the Clock

When  Microsoft  backed  OpenAI  in late 2022, it instantly reshaped the AI landscape. Exclusive access to frontier models and deep integration across  Azure  and Office gave Microsoft a decisive head start while rivals scrambled to respond. Two years on, that edge looks less obvious — and investors are starting to ask whether Microsoft is losing its AI advantage. But that framing may be misleading. Why the Market Is Getting Nervous The AI ecosystem has undeniably become more crowded. Microsoft has expanded its exposure to  Anthropic , while OpenAI has diversified its computing needs across  Oracle ,  Google , and  Amazon . That has diluted the optics of exclusivity — but it has also: Reduced concentration risk Increased strategic flexibility Reflected a fast-evolving AI infrastructure market The real flashpoint came with earnings. Microsoft reported  US$37.5 billion in capex , above expectations, triggering a sharp selloff despite...

Microsoft Q4 Preview: AI and Cloud in Focus as Stock Nears Record Highs

Analysts Expect Another Beat Microsoft (MSFT) is set to report its fourth-quarter results Wednesday after market close, with Wall Street expecting  $73.8 billion in revenue  and  earnings per share (EPS) of $3.37 , both higher than last year’s results. The tech giant has beaten revenue estimates for  nine straight quarters  and EPS estimates for  11 consecutive quarters . AI and Cloud Driving Growth Investors will watch closely how Microsoft is monetizing its  AI investments  and expanding its  cloud services , especially Azure, which saw  21% YoY growth  in Q3. CEO Satya Nadella has emphasized AI and cloud as “essential inputs for every business to expand output, reduce costs, and accelerate growth.” Wedbush’s Dan Ives maintained an  Outperform rating  and a  $600 price target , calling Microsoft a “core AI winner.” He believes the $600 target could be conservative and predicts Microsoft could reach a  $5 trilli...

August’s Market Watch: Tariff Deadline, Jobs Data, Big Tech Earnings & Jackson Hole Ahead

August is shaping up to be a critical month for financial markets, with major policy decisions, economic data releases, and key earnings reports on the calendar. Investors should prepare for potential volatility across equities and other asset classes. August 1: Tariff Deadline and Jobs Report The month begins with President Trump’s tariff deadline and the release of July’s jobs data. Any escalation in trade tensions or a weak employment report could increase expectations of a Federal Reserve rate cut, while stronger numbers may reinforce the current “higher for longer” stance. Big Tech Earnings August 4: Palantir (PLTR) – Insight into enterprise AI and government spending trends. August 5: AMD and Super Micro (SMCI) – Investors are watching for strong AI-related guidance to justify valuations. August 12: Circle (CRCL) – A focus point amid rising stablecoin regulation. August 27: NVIDIA (NVDA) – One of the most anticipated earnings reports of the month as AI demand remains in the spotl...

S&P 500 and Nasdaq Close at Record Highs; Deckers Jumps on Strong UGG and Hoka Demand

The  S&P 500 and Nasdaq ended Friday at record highs , supported by optimism over a potential US-European Union trade deal and a strong earnings report from Deckers Outdoor, the maker of UGG boots and Hoka sneakers. Market Highlights: S&P 500:  +0.40% to 6,388.64 Nasdaq:  +0.24% to 21,108.32 Dow Jones:  +0.47% to 44,901.92 European Commission President Ursula von der Leyen is set to meet US President Donald Trump on Sunday, with EU officials indicating that a trade framework could be finalized soon. Trump said the odds of a deal were “50-50.” Company Movers: Deckers Outdoor:  +11% after beating quarterly estimates with strong international demand. Intel:  -8.5% after forecasting deeper losses and announcing more job cuts. Charter Communications:  -18% on worse-than-expected broadband subscriber losses. Centene:  +6.1% on improved profitability outlook for 2026. Paramount Global:  -1.6% after regulators approved its US$8.4B merger with...