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Some estimates put the cost of building infrastructure to support AI worldwide at $85 trillion or more.The AI build-out stops when the gas, the wires and the fuel run out. None of them are running out.Wall Street is still trading AI like the whole revolution will be conducted in PowerPoint. Buy Nvidia . Buy a chatbot company. Wait for the cable-news anchor with the helmet hair to explain the bubble has popped because Sam Altman wore the wrong shirt to a Senate hearing.Nvidia CEO Jensen Huang draws a different picture, possibly because he has actually walked through a data center. He calls the AI architecture a \"five-layer cake\": energy at the foundation; chips on top of energy; networking and storage above; models on top of that; and applications and agents at the peak, where the headlines live.Will Summerlin at Autopilot Ventures buys the builders, including data-center contractors, 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Class C Soars as AI Bets Heat Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2632752256","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632752256?lang=en_us&edition=fundamental","pubTime":"2026-05-02 22:01","pubTimestamp":1777730467,"startTime":"0","endTime":"0","summary":"Alphabet Class C ( ($GOOG) ) has risen by 9.96%. Read on to learn why. Alphabet Class C shares have continued their winning streak, climbing 9.96% 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How the Beast Was Tamed. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632209126","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632209126?lang=en_us&edition=fundamental","pubTime":"2026-05-02 17:00","pubTimestamp":1777712400,"startTime":"0","endTime":"0","summary":"Before Standard Oil became \"the most gigantic, the most cruel, impudent, pitiless, and grasping monopoly which ever fastened upon a community,\" it was a start-up.John D. Rockefeller was 24 in 1863 when he invested in the emerging new technology of distilling crude into kerosene. Some believed this clean-burning fuel might one day replace whale oil as America's chief indoor lighting source.Rockefeller didn't quit his day job, in the produce business, since the oil scheme remained mostly aspirational. And he still had to find something to do with the waste product that resulted from the kerosene-making process: gasoline.We know how the story turns out. Like Bill Gates, Mark Zuckerberg, and other entrepreneur-moguls who followed, Rockefeller leveraged his early success in a new high-tech industry into market dominance. Standard Oil at its peak controlled 90% of the U.S. crude market.Industry spread, too. But markets tended to remain local, with varying prices and quality of goods from 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Tech Is Spending an Unprecedented Amount on AI. Only Alphabet Has Made the Case It's Paying Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2632612707","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632612707?lang=en_us&edition=fundamental","pubTime":"2026-05-02 09:58","pubTimestamp":1777687083,"startTime":"0","endTime":"0","summary":"The rules have changed for Big Tech earnings season. Beating expectations and providing good guidance isn't enough anymore, and it's not entirely clear what the mark for enough is. 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Director Frances Arnold disposes 102 shares worth $37,842","url":"https://stock-news.laohu8.com/highlight/detail?id=2632623476","media":"Reuters","labels":["shareholding","insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632623476?lang=en_us&edition=fundamental","pubTime":"2026-05-02 06:24","pubTimestamp":1777674278,"startTime":"0","endTime":"0","summary":"Alphabet director Frances Arnold sold 102 Class C Capital Stock shares on April 30, 2026 at USD 371 per share.Directly held Class C Capital Stock position fell to 18,621 shares following transaction.Filing shows continued direct holdings of Class C Google Stock Units, including 1,600 units.Trade was executed under Rule 10b5-1 trading plan adopted Aug. 21, 2025.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. Alphabet Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on May 01, 2026, and is solely responsible for the information contained therein.","market":"nz","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:20260501:nNDL4x4Qyd:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Alphabet Director Frances Arnold disposes 102 shares worth 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XM Holdings Inc. Stock Outperforms Competitors On Strong Trading Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2632628173","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632628173?lang=en_us&edition=fundamental","pubTime":"2026-05-02 05:31","pubTimestamp":1777671060,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Sirius XM Holdings Inc.  rallied 1.04% to $27.22 Friday, on what proved to be an all-around mixed trading session for the stock market, with the NASDAQ Composite Index  rising 0.89% to 25,114.44 and the Dow Jones Industrial Average  falling 0.31% to 49,499.27.This was the stock's third consecutive day of gains.Sirius XM Holdings Inc. closed 5.39% below its 52-week high of $28.77, which the company achieved on April 23rd.The stock outperformed some of its competitors Friday, as Alphabet Inc. Cl C  rose 0.34% to $383.22, Alphabet Inc. Cl A  rose 0.23% to $385.69, and Meta Platforms Inc.  fell 0.52% to $608.75.Trading volume  eclipsed its 50-day average volume of 4.8 M.Data source: Dow Jones Market Data, FactSet. Data compiled May 1, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. 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Ltd. Stock Underperforms Friday When Compared To Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2632264096","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632264096?lang=en_us&edition=fundamental","pubTime":"2026-05-02 04:51","pubTimestamp":1777668660,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Garmin Ltd.  slipped 3.47% to $242.42 Friday, on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index  rising 0.29% to 7,230.12 and the Dow Jones Industrial Average  falling 0.31% to 49,499.27.This was the stock's second consecutive day of losses.Garmin Ltd. closed 11.31% short of its 52-week high of $273.32, which the company achieved on April 17th.The stock underperformed when compared to some of its competitors Friday, as Apple Inc.  rose 3.24% to $280.14, Alphabet Inc. Cl C  rose 0.34% to $383.22, and Alphabet Inc. Cl A  rose 0.23% to $385.69.Trading volume  remained 143,064 below its 50-day average volume of 859,294.Data source: Dow Jones Market Data, FactSet. Data compiled May 1, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. 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Inc. Stock Climbs 4.1%, Outperforms Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2632647773","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632647773?lang=en_us&edition=fundamental","pubTime":"2026-05-02 04:35","pubTimestamp":1777667700,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Salesforce Inc. rose 4.1% to $183.82 on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index rising 0.3% to 7,230.12 and the Dow Jones Industrial Average falling 0.3% to 49,499.27.The stock's rise snapped a two-day losing streak.Salesforce Inc. closed 37.9% short of its 52-week high of $296.05, which the company achieved on May 14th.The stock outperformed some of its peers, as Microsoft Corp. rose 1.6% to $414.44, Alphabet Inc. Cl C rose 0.3% to $383.22, and Alphabet Inc. Cl A rose 0.23% to $385.69.Trading volume totaled 12.3 million, compared to the 50-day average of 13.9 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stocks weekly: Unfazed","url":"https://stock-news.laohu8.com/highlight/detail?id=2632964729","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632964729?lang=en_us&edition=fundamental","pubTime":"2026-05-02 04:33","pubTimestamp":1777667585,"startTime":"0","endTime":"0","summary":"BUZZ-US stocks weekly: Unfazed** 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 Materials perturbed; with this, growth .IGX / value .IVX ratio, in 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St Week Ahead-US stocks rally could find fuel in earnings, jobs data amid surging oil prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2632475636","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632475636?lang=en_us&edition=fundamental","pubTime":"2026-05-02 04:15","pubTimestamp":1777666539,"startTime":"0","endTime":"0","summary":"Wall St Week Ahead-US stocks rally could find fuel in earnings, jobs data amid surging oil pricesUpdates with latest earnings, market dataS&P 500, Nasdaq post best months since 2020AMD, Palantir, Disney among reports due next week US jobs data due after hawkish Fed turnBy Lewis 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Wood's ARK Bought Alphabet, Meta -- and Sold This Chip Stock -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632642637","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632642637?lang=en_us&edition=fundamental","pubTime":"2026-05-02 03:44","pubTimestamp":1777664640,"startTime":"0","endTime":"0","summary":"Cathie Wood's ARK Invest doubled down on Big Tech this week, following through on its strategy of buying high-conviction names at any price.Even though first-quarter earnings pushed shares higher, ARK bought Alphabet across three of its actively managed funds. The ARK Innovation exchange-traded fund  snapped up 43,953 Class C shares on Thursday. As of Friday, ARKK held 250,688 Alphabet shares valued at roughly $95.7 million, or 1.48% of the portfolio by weight.The ARK Autonomous Technology & Robotics ETF  purchased 28,180 Alphabet shares, while the ARK Space & Defense Innovation ETF  added 11,996 shares. Alphabet stock comprises a larger portion of each of those funds, at 4.63% and 4.04%, respectively.ARK Invest also bought the dip in shares of Meta Platforms after the parent company of Facebook shared its lofty capex plans. ARKK added 26,753 shares, the ARK Next Generation Internet ETF added 13,653 shares, and the ARK Blockchain & Fintech Innovation ETF added 6,795 shares. 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just gave a subtle clue that a splashy AI acquisition may be in the cards","url":"https://stock-news.laohu8.com/highlight/detail?id=2632440926","media":"Dow Jones","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632440926?lang=en_us&edition=fundamental","pubTime":"2026-05-02 03:35","pubTimestamp":1777664100,"startTime":"0","endTime":"0","summary":"Apple is officially retiring its net-cash-neutral target, and some suspect the iPhone maker is preparing for a major acquisition to close the gap in the AI race. Apple is currently pursuing a hybrid AI strategy that involves developing internal models while also partnering with Google's Gemini.Apple's next CEO 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 know for being the first to jump on a new technology or open its wallet in pursuit of flashy acquisitions. While other Big Tech peers have raced to spend hundreds of billions of dollars on capital expenditures, Apple has been on the sidelines - returning money to shareholders through stock buybacks and dividends.Apple has been ramping up its internal AI investments, as seen through its 23.7% jump in operating costs relative to a year before. Within that, research-and-development costs have risen 33.6%. 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New 52-Week Highs And Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2632644115","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632644115?lang=en_us&edition=fundamental","pubTime":"2026-05-02 03:21","pubTimestamp":1777663260,"startTime":"0","endTime":"0","summary":"abrdn Focused US SC Act      AFSC        35.12            329. 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BRC Group 5.25% Nts 2028     RILYZ       19.00         85,582","market":"sh","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":["AMDD","LU2430703251.USD","AMUU","QQQA","GOOW","QDTE","NDX","LU1242518857.USD","LU1670628061.USD","TQQY","GOOX","QYLG","GOU","QQQY","AMDW","GGLL","AMD","GOOY","AMDL","JEPQ","PSQ","TQQQ","LU0511384066.AUD","GPIQ","QQQM","AMDG","ONEQ","QLD","QID","QQQE","SQQQ","AMYY","NVIW.SI","AMDY","QQQJ","FDN","GGLS","SOCL","QQQ","LU0417517546.SGD","IYW","AMDU","FTEC","GOOP","LU1221951046.USD",".IXIC","GOOGL","DAMD","LU1303367103.USD","MNQmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632649076","title":"The First $6 Trillion Company May Not Be Nvidia -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632649076","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632649076?lang=en_us&edition=fundamental","pubTime":"2026-05-02 02:04","pubTimestamp":1777658640,"startTime":"0","endTime":"0","summary":"With the biggest U.S. tech earnings out of the way, and only Nvidia and Broadcom remaining to report over the next two months, Google parent Alphabet is closing in on the lead as the world's most valuable company for the first time in more than a decade.Google shares have surged more than 140% over the past year, a pace that's nearly four times the gain they posted over the four years prior, thanks in part to their rock-solid hold on internet search, a hammerlock on online video through YouTube, and a massive cloud business.Threading all those units together, of course, is Google's recent advances in artificial intelligence, which are now woven deeply into all three divisions and are establishing the company as a broader industry benchmark. That push comes a cost, however, but the $144 billion Google has spent over the past two years on capital expenditures, and the $490 billion it has penciled in for the next two, are starting to pay dividends.Google's cloud backlog jumped by nearly 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