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AI Boom Is Running Out of Earth. Here’s Who Benefits.","url":"https://stock-news.laohu8.com/highlight/detail?id=2673700319","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673700319?lang=en_us&edition=fundamental","pubTime":"2026-10-05 20:47","pubTimestamp":1791204420,"startTime":"0","endTime":"0","summary":"The AI infrastructure boom is getting so big that the industry's biggest challenge is increasingly becoming physical 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Rublin and Investor Circle Newsletter Editor Josh Schafer today at noon when they speak with veteran technical analyst Andy Addison, proprietor of The Institutional View newsletter and research service, about the global rise in bond yields and the outlook for stocks, commodities, and gold. Sign up here.??How Supreme Court battles over Exxon and Apple affect investorsThe Supreme Court's latest term is here, including cases involving companies like Exxon and Apple that have important implications for 401 plan providers, energy companies, and retail investors hoping to invest in private equity and alternative assets. The court starts hearing oral arguments today. Read here for more.??Insurance industry's job shedding isn't just about AIAfter years of sharply rising premiums and fat profits, the insurance industry is at a crossroads. 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Vistra may receive a $4 billion loan package from the Trump administration to upgrade three of its nuclear plants, Bloomberg reported, citing people familiar with the matter.Nike  was up 1.5% in premarket hours, swinging from a 3.6% fall at Friday's close.Alpha Tau Medical  advanced by 1.2% premarket, after closing Friday with a 1.8% increase.SpaceX  rose by 0.4% pre-bell, after a 7.4% increase from the previous session.Nvidia  was 0.5% higher hours before the market open, following a 1.3% rise from Friday's session.Meta Platforms  was 0.4% lower in premarket activity, swinging from a 0.3% increase at Friday's close.Micron Technology  was down 0.3% pre-bell, after a 2.1% fall from the previous session.Microsoft  was marginally declining premarket, swinging from a 0.9% increase at Friday's 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Chatter: Firmus Grid Set to Offer Half of IPO Shares to Existing Backers","url":"https://stock-news.laohu8.com/highlight/detail?id=2673090507","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673090507?lang=en_us&edition=fundamental","pubTime":"2026-10-05 18:21","pubTimestamp":1791195667,"startTime":"0","endTime":"0","summary":"Firmus Grid plans to allocate about half of its IPO shares to existing shareholders, including Nvidia  and Blackstone , Bloomberg reported Monday, citing people familiar with the matter.According to the report, Firmus aims to raise up to $5.5 billion, including a greenshoe option, in one of Australia's largest IPOs. The company priced the deal at 11 Australian dollars a share, implying a valuation of about AU$43.7 billion, while demand exceeded the offer size.Firmus plans to use the proceeds to buy graphics processing units for its first data center in Batam, Indonesia, being developed with DayOne under an eight-year partnership with Nvidia, Bloomberg added.The people told Bloomberg that details remain subject to change.Nvidia and Blackstone did not immediately respond to MT Newswires' request for 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Cash Flow Stocks To Own In October 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2673721704","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673721704?lang=en_us&edition=fundamental","pubTime":"2026-10-05 18:15","pubTimestamp":1791195316,"startTime":"0","endTime":"0","summary":"U.S. Treasury yields have surged to their largest quarterly rise in 32 years, which puts fresh pressure on highly priced stocks and shines a light on companies where cash flow really matters. When borrowing costs bite, investors often pay closer attention to businesses that generate solid cash and still appear inexpensive relative to their estimated worth. This article highlights three such ideas from our discounted cash flow focused undervaluation list.\nThe stocks highlighted below are 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Micron to Hon Hai: AI Supply Chain Results Beat Expectations as Global Infrastructure Spending Stays Elevated","url":"https://stock-news.laohu8.com/highlight/detail?id=1156740625","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156740625?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:21","pubTimestamp":1791192086,"startTime":"0","endTime":"0","summary":"Hon Hai Precision Industry Co. 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International October Picks Balance Defense and Income; Favors NVIDIA (NVDA.US), GCL Technology (03800), China Taiping (00966), and Others","url":"https://stock-news.laohu8.com/highlight/detail?id=1175728066","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175728066?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:17","pubTimestamp":1791191854,"startTime":"0","endTime":"0","summary":"According to a research report released by BOCOM International, global equity markets mostly declined in September, with central banks in the U.S., Europe, and Japan all raising rates, while 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