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market is riding high on an AI spending boom - but what could crack this rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2633950245","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633950245?lang=en_us&edition=fundamental","pubTime":"2026-05-05 02:45","pubTimestamp":1777920300,"startTime":"0","endTime":"0","summary":"Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated. The market is riding high as investors look past the Iran conflict. But the bull market rests on a few critical assumptions.Investors - at least those in the equity market - appear to be looking past risks tied to the Iran conflict, focusing instead on an artificial-intelligence spending boom that has prompted Wall Street analysts to dramatically raise their expectations for corporate profits in 2026.As the first-quarter earnings season rumbles on, those lofty expectations have looked justified so far: The pace of earnings growth reported by firms so far has dramatically surpassed analysts' expectations. That's even as Wall Street analysts continued to push up their profit forecasts for the largest U.S. companies heading into earnings season.If those assumptions break down, the same forces that have lifted stocks could quickly become sources of pressure, said Josh Jamner, 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Stock Is Up. Its New Lidar Answers an Elon Musk Problem. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2633957371","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633957371?lang=en_us&edition=fundamental","pubTime":"2026-05-05 01:06","pubTimestamp":1777914360,"startTime":"0","endTime":"0","summary":"Lidar maker Ouster unveiled an important new product that might even get Elon Musk to reconsider his position on the technology.Monday, Ouster unveiled its REV8 family of lidars that see in color. The company has fused camera-like technology with lidar, which is essentially laser-based radar, at the microchip level.That's a big deal. It eliminates the sensor-fusion problem that is part of the reason Tesla CEO Elon Musk doesn't like lidars. Tesla, famously, uses only optical cameras for its self-driving technology. Alphabet's Waymo uses a suite of sensors, including lidars and cameras.Multiple sensing modalities, however, need to be fused together and agree. What does a self-driving car do if it sees something with the lidar sensor, but the camera misses it?\"I'm here to obviate sensor fusion,\" Ouster CEO Angus Pacala tells Barron's. Color lidar is \"fused by physics rather than fused by 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AI Spending Won't Stoke Inflation? This Time Could Be Different. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954235","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954235?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:55","pubTimestamp":1777910100,"startTime":"0","endTime":"0","summary":"Big tech spending on artificial intelligence is set to soar past $1 trillion next year as companies race to secure their place in the queue of the world's hottest technology. That is a level equal to around one third of all U.S. profits outside of the financial sector, and around 2% of U.S. GDP.The upshot of a ll that spending, however, is a likely boost to inflation prospects, which are already rising from oil and energy prices tied to the U.S. war with Iran and the on again, off again nature of tariffs put in place by President Donald Trump.\"The U.S. economy appears to be rotating into a 'Run Hot' regime, which favors investment over consumption, pressuring the consumer alongside an ongoing energy shock,\" he added. \"It's the biggest macro shift no one's discussing: technology has turned inflationary.\". That could create significant challenges for an economy that is both leaning on the AI investment boom for a good portion of its growth, and hoping that the inflationary pressures 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Stock Needs Faster Cloud Growth. Fixing This AI Gap Is Key. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954364","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954364?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:23","pubTimestamp":1777908180,"startTime":"0","endTime":"0","summary":"Microsoft is making up some ground after its poorly-received earnings report last week, but the software company might need to show better progress on custom chips for its rally to go much further.Microsoft shares were up 0.8% at $417.72 in early trading Monday. The stock briefly fell below $400 last week as investors took fright at its annual guidance for around $190 billion in capital spending.Microsoft was a Barron's stock pick in March, when shares were trading at around $402.\"The market is willing to look past very high capital spending only if it is accompanied by very high and accelerating cloud sales growth,\" wrote Ned Davis Research analyst Pat Tschosik in a research note.Microsoft's Azure cloud-computing unit is hardly doing badly -- the company expects cloud revenue to grow between 39% and 40% in the current quarter. But that wouldn't be an acceleration from the 40% growth for its most recent quarter.By comparison, Google parent Alphabet reported 63% growth for its smaller 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Alphabet Stock Remains J.P. Morgan's 'Top Overall Pick' -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954844","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954844?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:19","pubTimestamp":1777907940,"startTime":"0","endTime":"0","summary":"Alphabet's earnings report last Thursday couldn't have gone much better, so it should be no surprise that analysts are growing more confident in the Google parent.More than 40 analysts polled by FactSet lifted their price targets for Alphabet stock following the report. Of the 74 firms tracked in total, 86% rate the shares a Buy.J.P. Morgan joined that chorus over the weekend, reiterating an Overweight rating on Alphabet stock after reading the full quarterly filing. The firm had already bumped its price target to $460 from $395 immediately after the report last week.Shares were down 0.9% to $382.41 on Monday. The stock has climbed 23% this year and 135% over the last 12 months, bringing it within striking distance of overtaking Nvidia as the world's most valuable company.\"Google delivered a standout quarter, with its full-stack [artificial-intelligence] approach driving accelerating growth,\" wrote J.P. Morgan analyst Doug Anmuth. \"GOOG/L remains our top overall pick, and we believe 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opens applications for AI energy accelerator targeting grid modernization startups","url":"https://stock-news.laohu8.com/highlight/detail?id=2632959054","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632959054?lang=en_us&edition=fundamental","pubTime":"2026-05-04 22:30","pubTimestamp":1777905006,"startTime":"0","endTime":"0","summary":"Alphabet opened applications for a second annual Google for Startups Accelerator focused on AI tools for grid modernization, energy efficiency, affordability, demand flexibility.Equity-free program runs September through November with virtual sessions, in-person networking, mentorship, technical support, access to Google Cloud infrastructure and AI tools.Eligibility targets pre-seed to post-Series A startups based in North America, Europe, Israel with early traction and technology aligned with Google Cloud.Program framed against forecast that global annual electricity demand will be 50% higher over next five years versus past decade, driven by manufacturing, electrification, digital infrastructure.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 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New 52-Week Highs And Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2632959416","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632959416?lang=en_us&edition=fundamental","pubTime":"2026-05-04 22:21","pubTimestamp":1777904460,"startTime":"0","endTime":"0","summary":"Astoria US EW Qual Kings     ROE         39.50            313. BRC Group 5% Nts 2026        RILYG       24.22          7,586. Calamos Conv Hi Inco Fd      CHY         12.56         48,066. Calamos Dyn Conv & Incm      CCD         24.87         31,356. Defiance AI & Pwr Infr       AIPO        31.80        449,405","market":"sg","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["QQQY","QYLG","NDX","QQQM","GGLL","SQQQ","MNQmain","NVIW.SI","QQQJ","ONEQ","GOOY","FTEC","GOOX","IYW","PSQ","AIPO","TQQY","QQQE","QQQ","GOU","LU2430703178.SGD","MULL","LU2242650005.HKD","GGLS",".IXIC","LU2244417387.USD","GPIQ","LU2168564222.USD","GOOW","LU0742534661.SGD","QQQA","MU","MUD","LU0070217475.USD","IE00BHPRN162.USD","MUU","JEPQ","TQQQ","AGIX","FDN","QLD","LU1196500208.SGD","SOCL","QDTE","GOOGL","LU2111349929.HKD","LU0011850046.USD","QID","LU2237438978.USD","GOOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632959190","title":"Apple just gave a clue that a big AI acquisition may be in the cards","url":"https://stock-news.laohu8.com/highlight/detail?id=2632959190","media":"Dow Jones","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632959190?lang=en_us&edition=fundamental","pubTime":"2026-05-04 22:18","pubTimestamp":1777904280,"startTime":"0","endTime":"0","summary":"With Apple officially retiring its net-cash-neutral target, some suspect the company will look to conduct more transformative M&A, beyond the smaller deals it made in the past. Apple is currently pursuing a hybrid AI strategy that involves developing internal models while also partnering with Google's Gemini.A previous version of this report misspelled the name of Charles Rinehart's firm.Apple's next CEO, John Ternus, isn't sharing his strategy just yet - but the company just made one notable change before he's even started on the job.Apple  isn't exactly known for being the first to jump on a new technology or open its wallet in pursuit of flashy acquisitions. 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Updates graphic.** S&P 500 .SPX stretches winning streak to fifth week, adds 0.9% as Wall Street shrugs off war-related economic worries .N** Dow .DJI gains 0.5%, Nasdaq Composite .IXIC lifts 1.1%** This as Mag Seven ETF MAGS.K forges above resistance in busy week of earnings for five of its members** S&P 500 registers 12th record closing high of 2026 on Fri, as tech earnings counter crude and data crosscurrents; though benchmark index nears resistance, backs away** Stocks are scoring records, but the Dow is still benched, blue-chip average ends Fri down 1.4% from Feb 10 record close** Indeed, risk is back - and momentum MTUM.Z is running the show** U.S. 10-Year Treasury yield US10YT=RR rises to 4.436%, highest since late Mar, before settling back, now around ~4.38%, still up around 7 basis points on the week ** Nearly every sector shows poise: Communication Services and Energy most composed, while just Material","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:20260504:nL6N41G0A5:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MSFW","MSFT","AAPD","AMZW","AAPY","GOOP","ORCL","XOMO","XOMX","GOU","GOOY","AMZZ","MSFU","AMZD","ORCX","AMZY","GGLL","XOM","MAGS","ORCU","AMZP","AAPL","CVX","MACW.SI","GOOW","MSFL","USAW.SI","AMZU","META","SBUX","ORCS","AAPB","CNCG","PS","PSUS","CAT","GOOGL","MSFO","SBU","AAPU","MSFX","CNC","XOMZ","MTUM","MSFD","AZYY","AMZN","APLY","GOOX","GGLS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632349459","title":"Alphabet price target raised to $515 from $385 at Citizens","url":"https://stock-news.laohu8.com/highlight/detail?id=2632349459","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632349459?lang=en_us&edition=fundamental","pubTime":"2026-05-04 17:46","pubTimestamp":1777887982,"startTime":"0","endTime":"0","summary":"Citizens analyst Andrew Boone raised the firm’s price target on Alphabet (GOOGL) to $515 from $385 and keeps an Outperform rating on the shares. 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