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Refusal to Expansion: Musk Turns SpaceX's AI Compute Into a Multi-Billion-Dollar Monthly Cloud Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1155058821","media":"Deep News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1155058821?lang=en_us&edition=fundamental","pubTime":"2026-10-02 13:37","pubTimestamp":1790919448,"startTime":"0","endTime":"0","summary":"Renting out compute power is generating monthly revenue expectations in the billions of dollars for SpaceXAI. 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AI, Cloud Business Likely to Maintain Strong Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2672796592","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672796592?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:31","pubTimestamp":1790908260,"startTime":"0","endTime":"0","summary":"0231 GMT - Alibaba's AI and cloud business is likely to maintain strong growth momentum, Nomura analysts say in a note. The company has established a strong position in almost every critical layer of the AI value chain, including chips, infrastructure, models and AI applications, the analysts say. The company is placing greater emphasis on profitability across its other businesses such as e-commerce to preserve cash flow for AI investment, the analysts say. Nomura raises its FY 2027 adjusted net profit assumption by 7%, mainly driven by higher earnings expectations for the e-commerce business.","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://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":["BK4526","LU1051769294.HKD","BABC","BK4502","BABW","BK4575","LU0553294199.USD","LU0880133367.SGD","LU0651946864.USD","LU0047713382.USD","LU1769817096.USD","LU1046421795.USD","LU1688375341.USD","LU1152091754.HKD","LU2226246903.HKD","ALBmain","LU1267930227.SGD","BK4581","LU0661504455.SGD","LU0348814723.USD","LU0918141705.HKD","LU1048596156.SGD","BK4558","BK4504","LU1046422090.SGD","LU1242518857.USD","LU0918141887.USD","BK4565","LU1003077747.HKD","LU0348816934.USD","LU1282648689.USD","LU1242518931.SGD","LU0738911758.USD","LU1105468828.SGD","LU1051768304.USD","BK4535","BABU","BBYY","LU0328353924.USD","LU1048588211.SGD","BK4122","IE00BFMHRM44.USD","BABO","BK4503","BK4533","IE00B0JY6N72.USD","BABA","BABX","BK4579","LU0106959298.USD","LU0067412154.USD","BK4220","BK4505","LU1152091168.USD","BK4587","LU0072462343.USD","BK4614","LU0545039389.USD","LU0949170772.SGD","LU0501845795.SGD","LU0651947912.USD","IE00BF5LJ272.USD","BK4588","BK4607","LU0251143458.SGD","LU1515016050.SGD","BK4585","BK4534","BK4538","LU1235294995.USD","BK4543","BK4548","LU0072913022.USD","LU0128525689.USD","LU0797268264.HKD","LU1880383366.USD","BK4531","LU0456842615.SGD","KBAB","DRAG","09988","BK4524","BK4554","LU0052756011.USD","LU0979878070.USD","LU1008478684.HKD","LU1823568750.SGD","LU0821914370.USD","LU2148611432.USD","BK4527","LU1769817179.HKD","LU0310800965.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672079623","title":"3 Undervalued Stocks Trading Up To 37% Below Fair Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2672079623","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672079623?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:29","pubTimestamp":1790908187,"startTime":"0","endTime":"0","summary":"Government bond yields are hitting multi decade highs, which is pulling money toward safer income and pressuring many share prices. When borrowing costs jump this fast, some cash rich companies can get marked down more than their underlying cash flows justify. That gap can create opportunity for patient investors. This article highlights three stocks that screen as attractively priced based on their future cash flow potential.\nThe three stocks below are just a small sample, with the 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Fraud Defense Expansion Just Shift PayPal (PYPL) Stock Investment Narrative?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672960817","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672960817?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:28","pubTimestamp":1790908088,"startTime":"0","endTime":"0","summary":"PayPal Holdings has expanded its fraud and risk capabilities through integration with IPQualityScore across platforms such as Alloy, Shopify and Stripe, feeding real time intelligence into transaction checks, account screening and security workflows.\nThis push into embedded fraud services signals PayPal’s effort to reposition itself as a broader digital commerce infrastructure provider rather than a pure payments processor, with product features like Pay Later and holiday shopping insights...","market":"nz","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/112732-card/1789000254976","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/112732-card/1789000254976"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-pypl/paypal-holdings/news/did-fraud-defense-expansion-just-shift-paypal-pypl-stock-inv","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-pypl/paypal-holdings/news/did-fraud-defense-expansion-just-shift-paypal-pypl-stock-inv","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["BK4566","LU0158827948.USD","BK4585","IE00BQXX3C00.GBP","LU1791807156.HKD","LU1861220207.SGD","LU2023251221.USD","LU2360107671.USD","PYPY","BK4534","IE00BQXX3F31.USD","PYPU","LU1668664300.SGD","BK4551","IPAY","BK4581","IE00BQXX3D17.EUR","LU1861217088.USD","FINX","LU2089284900.SGD","BK4535","BK4227","BK4524","BK4554","PYPL","BK4533","BK4598","BK4588","LU2089283258.USD","PYPG","STBQ","LU0106831901.USD","BK4527","BK4106"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672796484","title":"Why Everyone Is Watching Akamai Technologies (AKAM) Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2672796484","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672796484?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:25","pubTimestamp":1790907922,"startTime":"0","endTime":"0","summary":"Akamai Technologies (AKAM) just secured a significantly expanded partnership with Anthropic, locking in US$11.6b of contractual commitments over seven years, with potential to reach about US$20b if the relationship grows.\nAkamai Technologies shares now trade at US$106.93, with a 1-year total shareholder return of 37.07% that contrasts with a share price decline of 5.51% over the past 90 days, which suggests strong longer term momentum even as traders reassess risk and growth expectations...","market":"nz","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8030001-choice2-card/1788942866586","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8030001-choice2-card/1788942866586"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-akam/akamai-technologies/news/why-everyone-is-watching-akamai-technologies-akam-today","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-akam/akamai-technologies/news/why-everyone-is-watching-akamai-technologies-akam-today","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":"simplywall_highlight","symbols":["BK4585","AGIX","AKAM","BK4554","BK4588","VTHR","AKAL","BK4116","BK4608","QTOC","CHAT","LU1059921491.USD","ARTY","LU2286300806.USD","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672795759","title":"Nvidia Stock Price Forecast: Stock Expected to Challenge $300 as Largest-Ever Buyback Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=2672795759","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672795759?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:00","pubTimestamp":1790906400,"startTime":"0","endTime":"0","summary":"TradingKey - On September 28, Eastern Time, Nvidia (NVDA) shares bucked the trend and gained amid broader pressure on technology stocks, driven primarily by its newly announced massive stock buyback plan. On September 28, Nvidia announced that its board of directors approved an additional $150 billion for its existing share repurchase authorization, bringing the remaining buyback capacity to $235 billion. The company plans to execute the program by the end of fiscal year 2028, marking the largest buyback in U.S. stock market history. Following the announcement, Nvidia rose 1.68% on the day to close at $228.86, touching an intraday high of $233.21, while the Nasdaq Index fell 0.92% over the same period, demonstrating that the buyback news provided clear independent support for the 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You Can Learn From Advanced Micro Devices 263% Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=2672379602","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672379602?lang=en_us&edition=fundamental","pubTime":"2026-10-02 09:22","pubTimestamp":1790904171,"startTime":"0","endTime":"0","summary":"If one contract captured how 2026 reshaped Advanced Micro Devices, it was the five year, multi gigawatt MI450 GPU deal with Meta that turned a single product line into a long dated AI infrastructure commitment. For Advanced Micro Devices shareholders, the return over the past year was 262.8%, including dividends. If you were weighing an investment decision back on 2025-10-01, what had to be on your checklist to support that level of optimism around AI and data center exposure?\nThe useful...","market":"us","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/168864-card/1788984699975","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/168864-card/1788984699975"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/what-you-can-learn-from-advanced-micro-devices-263-gain","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/what-you-can-learn-from-advanced-micro-devices-263-gain","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":"simplywall_highlight","symbols":["LU0823421416.USD","IE00BQXX3C00.GBP","LEGR","LU2054465674.USD","ILDR","IE0004445239.USD","CHPS","BK4588","IE00BQXX3F31.USD","LU0823434740.USD","LU0109392836.USD","LU2361044949.HKD","BK4585","LU1989772840.SGD","LU2462591350.SGD","LU2860962120.EUR","AIS","LU2250418816.HKD","BK4605","LU0642271901.SGD","LU1303367103.USD","LU1242518931.SGD","LU1316542783.SGD","SAMD0main","LU1852331112.SGD","AMDW","LU0390134368.USD","LU1804176565.USD","AMD","IE0009356076.USD","LU0348723411.USD","FTXL","LU2896262040.SGD","LU1861559042.SGD","LU2089985449.USD","LU0082616367.USD","SG9999001424.SGD","LU2247934214.USD","LU1880398554.USD","LU2242649171.HKD","BK4141","BK4554","LU1267930813.SGD","LU2360107168.USD","LU0708995401.HKD","BK4529","SGXZ99366536.SGD","IE00B5949003.HKD","LU1861215975.USD","LU1861220033.SGD","LU2361044865.SGD","LU2360106780.USD","LU2361045086.USD","SGXZ51526630.SGD","SMHX","LU0889565833.HKD","AMDC","IE00BMPRXR70.SGD","LU1267930730.SGD","LU1880398471.USD","LU1064131342.USD","AMDL","AMUU","LU1242518857.USD","IE00BMPRXQ63.HKD","LU0792757196.USD","BK4566","LU0979878070.USD","LU1989764748.USD","LU0174119429.USD","USXF","LU2355687059.USD","LU1989764664.SGD","BK4573","BK4534","SGXZ81514606.USD","IE00BQXX3D17.EUR","BAI","LU0198837287.USD","IE00B1BXHZ80.USD","LU1988902786.USD","LU1923623000.USD","LU2108987350.USD","LU2417539215.USD","WUGI","LU2458330169.SGD","LU2236285917.USD","LU0823434583.USD","IE00BKVL7J92.USD","AIQ","LU1232071149.USD","SOXX","BK4575","GAMR","LU1951200564.SGD","LU0672654240.SGD","BK4512","LU2265009873.SGD","BK4543","LU0056508442.USD","AMDY","LU2290526834.HKD","AMYY","LU0210536198.USD","BK4614","IE0001KFT4U8.USD","LU2264538146.SGD","LU2098885051.SGD","LU2456880835.USD","SOXY","LU0320765059.SGD","LU0048584097.USD","AMDU","LU0109391861.USD","LU2461242641.AUD","LU0786609619.USD","LU1989772923.USD","LU1861558580.USD","AMDS","LU0081259029.USD","LU2543165471.USD","BK4612","PSI","TRFK","LU0127658192.USD","QQQA","LU0823421333.USD","TEK","FAI","IE00BZ1G4Q59.USD","AMDG","LU0251132253.USD","IE00BMPRXN33.USD","AMDD","LU2931357623.SGD","LU0889566641.SGD","DAMD","LU0274383776.USD","LU0133085943.USD","BK4532","CNAV","LU1803068979.SGD","WISE","LU0719512351.SGD","SMH","LU2458330243.SGD","XNTK","LU1951198990.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672798710","title":"World's Largest Companies by Market Cap (September 2026): Nvidia Leads at $5.56 Trillion, Meta Surges 29% to Overtake Broadcom","url":"https://stock-news.laohu8.com/highlight/detail?id=2672798710","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672798710?lang=en_us&edition=fundamental","pubTime":"2026-10-02 08:00","pubTimestamp":1790899200,"startTime":"0","endTime":"0","summary":"In September 2026, Nvidia retained its top spot globally with a market capitalization of $5.56 trillion, followed closely by Apple, Alphabet (Class A), and Microsoft. Meta Platforms saw the largest shift in the September global market cap rankings: the company surged 29%, pushing its market cap to $1.88 trillion and overtaking Broadcom to rank eighth.\n\nThe Philadelphia Semiconductor Index rose 9.1% in September, accelerating noticeably from a 1.98% gain in August. However, internal divergence within the index persisted, with TSMC, SK Hynix, and Micron Technology strengthening while Broadcom fell 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or Oracle: One AI Stock Is a Winner, the Other a Mistake, Says Top Investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2672798111","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672798111?lang=en_us&edition=fundamental","pubTime":"2026-10-02 07:42","pubTimestamp":1790898154,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) and Oracle (NYSE:ORCL) offer investors two very different routes into AI. 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