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Tech's AI build-out needs these 3 companies to keep the lights on - and they're cashing in","url":"https://stock-news.laohu8.com/highlight/detail?id=2631045639","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631045639?lang=en_us&edition=fundamental","pubTime":"2026-04-30 19:39","pubTimestamp":1777549140,"startTime":"0","endTime":"0","summary":"The headlines focus on apps, but the big money is flowing to agentic AI's boring industrial backbone. Some estimates put the cost of building infrastructure to support AI worldwide at $85 trillion or more.The AI build-out stops when the gas, the wires and the fuel run out. None of them are running out.Wall Street is still trading AI like the whole revolution will be conducted in PowerPoint. Buy Nvidia . Buy a chatbot company. Wait for the cable-news anchor with the helmet hair to explain the bubble has popped because Sam Altman wore the wrong shirt to a Senate hearing.Nvidia CEO Jensen Huang draws a different picture, possibly because he has actually walked through a data center. He calls the AI architecture a \"five-layer cake\": energy at the foundation; chips on top of energy; networking and storage above; models on top of that; and applications and agents at the peak, where the headlines live.Will Summerlin at Autopilot Ventures buys the builders, including data-center contractors, 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STOCKS-Wall St futures climb as investors balance earnings optimism against oil woes","url":"https://stock-news.laohu8.com/highlight/detail?id=2631639170","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631639170?lang=en_us&edition=fundamental","pubTime":"2026-04-30 19:33","pubTimestamp":1777548829,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall St futures climb as investors balance earnings optimism against oil woesFutures up: Dow up 0.59%, S&P 500 and Nasdaq up 0.14% eachAlphabet, Amazon rise after strong resultsMeta, Microsoft fall on capex concernsEli Lilly gains after lifting forecastUpdates prices and detailsBy Niket Nishant and Utkarsh    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buy the dip. Now retail investors are 'trading the mania' in chip stocks, and it's about to get messy.","url":"https://stock-news.laohu8.com/highlight/detail?id=2631635495","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631635495?lang=en_us&edition=fundamental","pubTime":"2026-04-30 19:02","pubTimestamp":1777546920,"startTime":"0","endTime":"0","summary":"Goldman Sachs finds retail investors piling into leveraged semiconductor ETFs. Goldman is worried as investors have been piling into highly leveraged bets on chip stocks.The Thursday morning set-up is looking a bit messy as oil bounces around and as investors sift through earnings from tech giants.Qualcomm is standing out in Wednesday after-hour's crush. Despite a weak outlook, shares  are rocketing higher on news the chipmaker will enter the lucrative custom silicon market and already has a hyperscaler customer lined up.Qualcomm's reception fits with recent narrative of surging semiconductor stocks. The PHLX Semiconductor Index SOX has surged 35% for April, marking the best one-month return since just before the 2000 dot-com bust. That has some technical analysts warning that such \"parabolic moves\" tend not to end well for investors.More caution comes from call of the day where Goldman Sachs' trading desk discusses how retail investors have shifted from the old \"buy-the-dip\" approach 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signs power supply deal with Google for three Oklahoma data centers","url":"https://stock-news.laohu8.com/highlight/detail?id=2631097638","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631097638?lang=en_us&edition=fundamental","pubTime":"2026-04-30 18:45","pubTimestamp":1777545947,"startTime":"0","endTime":"0","summary":"OG&E signed electric service agreements to supply power to three new Google data centers planned in Muskogee and Stillwater.Google will fund 100% of grid interconnection costs for the sites.Contract terms require Google to pay contracted costs regardless of actual energy use.Google will also cover its share of power generation needed to serve the data centers.Agreements will be filed with Oklahoma Corporation Commission for review and formal approval.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. OGE Energy Corporation published the original content used to generate this news brief on April 30, 2026, and is solely responsible for the information contained 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BID AMERICAS-Oil fear shrouds tech splurge","url":"https://stock-news.laohu8.com/highlight/detail?id=2631638065","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631638065?lang=en_us&edition=fundamental","pubTime":"2026-04-30 18:43","pubTimestamp":1777545792,"startTime":"0","endTime":"0","summary":"MORNING BID AMERICAS-Oil fear shrouds tech splurgeThe opinions expressed here are those of the author, a columnist for Reuters.By Mike Dolan. April 30  -  What matters in U.S. and global markets todayBy Mike Dolan, Editor-at-Large, Finance and MarketsTry as they might, it’s impossible for markets to ignore the renewed surge in oil prices on the Iran war stasis. Global crude prices surged to their highest level since the war began amid reports that Washington was considering a resumption of military action to break the deadlock.On the last day of the June Brent futures contract, the price hit four-year highs of around $126 per barrel, while the new July benchmark surged to almost $115/bbl before easing back. The fuel price squeeze was the backdrop for the Fed’s distinctly hawkish hold on Wednesday.I’ll get into that and more below.But first, check out my latest column on the signs that U.S. inflation is heading higher.And listen to the latest episode of the Morning Bid daily podcast. 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Stocks Are Today's Movers: Alphabet, Meta, Microsoft, Amazon, Qualcomm, and More -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2631446638","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631446638?lang=en_us&edition=fundamental","pubTime":"2026-04-30 18:42","pubTimestamp":1777545720,"startTime":"0","endTime":"0","summary":"Stock futures were trading mostly to the upside Thursday as investors reacted to a slew of Big Tech earnings and a sudden spike in oil prices.These stocks were making moves in premarket trading:. Alphabet rose 5.9% after the Google parent reported strong first-quarter earnings and a 63% jump in sales for the all-important cloud division. That helped investors to look past capital spending doubling as Alphabet plows more money into artificial intelligence.Meta Platforms sank 8.2% after the Facebook owner topped analysts' expectations for first-quarter earnings but raised its capital expenditures guidance for the year. The market is worried because without a public cloud business Meta's big AI spending plans have yet to pay off.Microsoft slid 1.5% after the tech company's lofty capital spending guidance overshadowed solid revenue growth for the Azure cloud-computing business. For the year, Microsoft expects capex of about $190 billion, well ahead of Wall Street's 2026 estimate of $160 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Is Maintained at Buy by Needham","url":"https://stock-news.laohu8.com/highlight/detail?id=2631638573","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631638573?lang=en_us&edition=fundamental","pubTime":"2026-04-30 18:37","pubTimestamp":1777545420,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/GOOGL/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 30, 2026 06:37 ET (10:37 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