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Energy Stock Jumps on AI Boom. Why Power Producers Will Gain. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632650240","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632650240?lang=en_us&edition=fundamental","pubTime":"2026-05-01 02:33","pubTimestamp":1777573980,"startTime":"0","endTime":"0","summary":"There's another side to the buildout of the nation's artificial intelligence apparatus, and that is the energy required to run the whole system. That should be the catalyst for stocks of power generators, according to Evercore ISI.Shares of Constellation Energy, one of the largest U.S. electricity generators, were up nearly 5% in mid-day trading, and other power generator stocks were also moving higher.Spending on AI infrastructure is \"re-accelerating, not flattening,\" Evercore analysts said in a note. Company announcements are increasingly explicit about gigawatt-scale power commitments, underscoring the tech industry's need for data center backup power.The first quarter AI investments of about $131 billion mentioned in their earnings reports on Wednesday \"reinforce the demand setup for independent power producers\" and dispatchable power solutions. \"Power has become an explicit, contracted unit of demand,\" the analysts said.Evercore cited nuclear power providers Constellation Energy, 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The construction-equipment company raised its full-year outlook after reporting results juiced by strong demand from AI-supporting data centers.The Nasdaq composite meanwhile up about 0.5% after quarterly results from some of America's biggest tech companies. Microsoft, Alphabet, Meta Platforms and Amazon all reported bumper earnings yesterday, partly thanks to the proliferation of artificial-intelligence tools.Yet not all investors were satisfied, with the tech stocks diverging. Meta shares fell 9% after the Facebook owner said it would spend more money on AI data centers. Microsoft slumped 5% on its own cost concerns. Alphabet rose 9% after the Google parent reported a boom in its cloud business.The S&P 500 rose about 0.8%, but its technology sector was down on the day, weighed down by a 4% drop in 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Azure Guidance is Modest Compared to Peers -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2632508736","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632508736?lang=en_us&edition=fundamental","pubTime":"2026-05-01 01:54","pubTimestamp":1777571640,"startTime":"0","endTime":"0","summary":"1354 ET - Microsoft's guidance for F4Q Azure growth accelerating above consensus to 39% to 40% may not be enough to change the underlying story, especially as compared with its hyperscaler peers, UBS analysts say in a note. \"We're not sure that a modest 2H Azure acceleration, when AWS and Google Cloud just posted remarkable accelerations and Microsoft still needs to exhibit innovation/growth in its M365/other apps portfolio, will re-rate the stock.\" Still, the Azure growth was surprising given UBS's expectation that Microsoft would throttle Azure growth to feed internal compute needs. \"We're most encouraged by the evidence of very strong demand as well as the pace of AI capacity go-lives, balanced by the recognition that Microsoft is deliberately throttling Azure growth to serve 1P needs,\" they say. Microsoft is off 5.4%. 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Lifts Alphabet Price Target to $425 on Strong Q1 2026 Results and Accelerating AI-Driven Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2632650532","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632650532?lang=en_us&edition=fundamental","pubTime":"2026-05-01 01:45","pubTimestamp":1777571140,"startTime":"0","endTime":"0","summary":"Alphabet Class C, the Communication Services sector company, was revisited by a Wall Street analyst today. Analyst Saiyi He from CMB International 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price target raised to $390 from $345 at Bernstein","url":"https://stock-news.laohu8.com/highlight/detail?id=2632865790","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632865790?lang=en_us&edition=fundamental","pubTime":"2026-05-01 01:17","pubTimestamp":1777569458,"startTime":"0","endTime":"0","summary":"Bernstein raised the firm’s price target on Alphabet (GOOG) (GOOGL) to $390 from $345 and keeps a Market Perform rating on the shares following 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Classified AI Deal With Pentagon Meets Strong Share Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2632765094","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632765094?lang=en_us&edition=fundamental","pubTime":"2026-05-01 01:15","pubTimestamp":1777569323,"startTime":"0","endTime":"0","summary":"Alphabet, the parent company of Google, has expanded its agreement with the U.S. Department of Defense to provide commercial AI services for classified uses.\nThe deal allows the Department of Defense to use Google's AI models for any lawful purpose inside secure government environments.\nThis marks a shift in Alphabet's posture toward military related AI work following years of internal debate about defense contracts.\n\nFor investors watching NasdaqGS:GOOGL, this move comes as the stock 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AI Commercialization Key to Showcasing Returns -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2632657513","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632657513?lang=en_us&edition=fundamental","pubTime":"2026-05-01 01:12","pubTimestamp":1777569120,"startTime":"0","endTime":"0","summary":"1312 ET - The adoption and commercialization of Meta Platforms' artificial-intelligence products will be key to understanding the returns on its AI investments, Morgan Stanley analysts write in a note. Unlike Amazon or Google, \"META doesn't have a surging hyperscale business to showcase ROIC  right now),\" they write. \"As such, go-to market, adoption and commercial behavior  of next-generation Muse-enabled products,\" they add, \"are going to matter to giving the market confidence in multi-year revenue durability and ROIC.\" Meta lifts its outlook for capital expenditures this year by $10 billion, and shares are slipping 9%. 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Sticks to Its Hold Rating for Alphabet Class A (GOOGL)","url":"https://stock-news.laohu8.com/highlight/detail?id=2632657881","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632657881?lang=en_us&edition=fundamental","pubTime":"2026-05-01 00:56","pubTimestamp":1777568215,"startTime":"0","endTime":"0","summary":"In a report released today, Brian White from Monness maintained a Hold rating on Alphabet Class A, with a price target of $349.94. 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just can't win Wall Street's trust. The stock is falling as spending fears linger.","url":"https://stock-news.laohu8.com/highlight/detail?id=2632815652","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632815652?lang=en_us&edition=fundamental","pubTime":"2026-05-01 00:30","pubTimestamp":1777566600,"startTime":"0","endTime":"0","summary":"Despite strong cloud growth and a surge in Copilot adoption, Microsoft's latest results were overshadowed by an increase in AI spending. Microsoft expects capital expenditures of about $190 billion in 2026.One message is clear after the rush of Big Tech earnings reports this week: Google has earned the right to spend a lot of money on artificial intelligence. Microsoft hasn't.While Microsoft  gave investors some nuggets of good news on Wednesday afternoon, those weren't enough to dispel concerns about the large sums that the company is putting toward capital expenditures. Microsoft now expects to invest $190 billion this calendar year, with the bulk of that going toward chips.For context, prior to the earnings report, the Wall Street consensus for 2026 capital expenditures was between $150 billion and $160 billion. And the company's 2025 capital expenditures, inclusive of finance leases, came out to $119 billion, according to FactSet data.\"The company is seeing better progress on 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is Standing Out Amid Big Tech -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2632654442","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632654442?lang=en_us&edition=fundamental","pubTime":"2026-05-01 00:15","pubTimestamp":1777565700,"startTime":"0","endTime":"0","summary":"1215 ET - Alphabet is outperforming its peers as it reported strong first-quarter results, D.A. Davidson analysts say in a note. The technology giant had a significant acceleration in Google Cloud revenue growth in the quarter, and Gemini is gaining traction across consumer and enterprise customers, the analysts say. Meanwhile, TPU hardware sales are notably driving up the company's Google Cloud backlog, the analysts say. Apple is \"standing out of the big tech crowd,\" however its outperformance is well-reflected in its current valuation, the analysts say, maintaining their neutral rating on the stock. 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