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and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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Once this figure is incorporated into enterprise value calculations, 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Investors Are Reacting To Jacobs Solutions (J) NVIDIA Data Center Win","url":"https://stock-news.laohu8.com/highlight/detail?id=2672072070","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672072070?lang=en_us&edition=fundamental","pubTime":"2026-10-04 18:17","pubTimestamp":1791109045,"startTime":"0","endTime":"0","summary":"Recent announcements show Jacobs Solutions securing multi year work with NVIDIA on a Data Center Digital Twin in the U.S., alongside extended and renewed roles on major infrastructure and energy transition projects in Germany and the U.K.\nThese wins point to Jacobs Solutions deepening exposure to AI driven data center demand and long duration critical asset programs under software and services models.\nWe will now look at how Jacobs Solutions investment narrative could be affected by 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Meanwhile, there are still lingering questions about the artificial-intelligence trade, from the fundamental-how will Anthropic and OpenAI turn a 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Stock And Secure Cloud Names In The US National Security Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2672172448","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672172448?lang=en_us&edition=fundamental","pubTime":"2026-10-04 10:20","pubTimestamp":1791080416,"startTime":"0","endTime":"0","summary":"Washington just put artificial intelligence at the center of national security, with a new federal AI czar and “Super Intelligence Force” tasked with shaping how powerful models are deployed and policed. That raises the stakes for investors. As policy hardens around data, defense, and secure cloud, a handful of US National Security Focused Technology Contractors appear particularly exposed to this news. This article walks through three stocks from that group that could matter most for 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New Xbox Deal Require Action From Take Two Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672244617","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672244617?lang=en_us&edition=fundamental","pubTime":"2026-10-04 09:23","pubTimestamp":1791077028,"startTime":"0","endTime":"0","summary":"Take-Two Interactive announced a new long term XBOX Publisher License Agreement with Microsoft, effective September 17, 2026. The agreement covers development, publishing, manufacturing, marketing and sales of XBOX compatible products and replaces all prior XBOX publisher arrangements.\nThe refreshed Microsoft agreement sets clearer terms around digital revenue sharing, physical media fees and content approval. 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X Account Hijacked to Promote Crypto Scam","url":"https://stock-news.laohu8.com/highlight/detail?id=2672845773","media":"utoday","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672845773?lang=en_us&edition=fundamental","pubTime":"2026-10-04 06:38","pubTimestamp":1791067080,"startTime":"0","endTime":"0","summary":"The official X account of tech giant Microsoft was recently hijacked to promote a fraudulent cryptocurrency tied to Clippy, the company's famous virtual assistant that is shaped like a 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NVIDIA (NVDA) Undervalued Following Fresh AI Partnerships And Analyst Support?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672472934","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672472934?lang=en_us&edition=fundamental","pubTime":"2026-10-04 00:24","pubTimestamp":1791044650,"startTime":"0","endTime":"0","summary":"NVIDIA (NVDA) has become a focal point after fresh analyst attention and new AI partnerships, including Lenovo AI Express and the NVIDIA Open Agent Safety Platform, which highlight its role in data center infrastructure and security.\nThese new AI partnerships arrive as NVIDIA trades at US$233.95, with a 90-day share price return of 20.08% and a year-to-date share price gain of 23.88%. The 1-year total shareholder return of 24.99% comes on top of a multi-year run that has already rewarded...","market":"us","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/32307-card/1788959347597","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/32307-card/1788959347597"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia/news/is-nvidia-nvda-undervalued-following-fresh-ai-partnerships-a","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-nvda/nvidia/news/is-nvidia-nvda-undervalued-following-fresh-ai-partnerships-a","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0211328371.USD","LU0138981039.USD","BK4587","LU2602419157.SGD","LU1699723380.USD","SMHX","07788","LU0077335932.USD","LU2505996681.GBP","LU1868836914.USD","LU0661504455.SGD","NVIW.SI","LU0289960550.SGD","SG9999015986.USD","LU1988902786.USD","LU0345769631.USD","ILDR","LU2637965513.SGD","LU1400636491.USD","LU1791710582.SGD","LU2506951792.HKD","SGXZ31699556.SGD","LU2471134879.HKD","LU2491050071.SGD","IE00B5949003.HKD","LU1732800096.USD","LU0080751232.USD","LU0127658192.USD","CMAG","LU0965509283.SGD","JGRO","SG9999014898.SGD","LU1242518931.SGD","LU1127390331.HKD","SG9999002224.SGD","LU1144417596.USD","LU0795875086.SGD","SG9999015952.SGD","LU1153585028.USD","LU0985320562.USD","LU1935043023.USD","LU0861579265.USD","LU2097344431.USD","LU2106854487.HKD","LU0823434583.USD","LU1868837300.USD","IE00B4JS1V06.HKD","LU2420271590.USD","LU2290526834.HKD","LU0174119429.USD","LU0082616367.USD","BK4585","IE00BN29S564.USD","LU1244550221.USD","LU2148611432.USD","LU0347712357.USD","LU2023251221.USD","LU2458330243.SGD","LU2326559502.SGD","XLK","IE00B1BXHZ80.USD","NVDB","LU1815336760.USD","IE00BDCRKT87.USD","LU1989764748.USD","LU0061474705.USD","LU1880398471.USD","LU0345768153.USD","ABFL","LU0079474960.USD","AIFD","LU0472753341.HKD","LU2505996509.AUD","LU0444973449.USD","LU3102509885.SGD","IE00BK4W5L77.USD","IE00B3S45H60.SGD","LU1732799900.SGD","LU2896262040.SGD","FTEC","LU2461242641.AUD","SG9999014906.USD","SG9999002232.USD","EFIV","IE00B1XK9C88.USD","SNPE","LU0889565833.HKD","LU0348723411.USD","LU2125154935.USD","LU0310799852.SGD","LU2381873111.SGD","SG9999014559.SGD","LU0234572021.USD","IE00BZ1G4Q59.USD","SG9999017495.SGD","NVDA","BK4532","LU2250418816.HKD","LU1989772840.SGD","LU1366192091.USD","LU1983260115.SGD","LU2458330169.SGD","IE00B3M56506.USD","LU0882574139.USD","IE00BKDWB100.SGD","LU2211815571.USD","SG9999014914.USD","LU1868836591.USD","LU0323240290.USD","LU1267930730.SGD","LU1989772923.USD","IE00BHPRN162.USD","LU0528227936.USD","BK4548","IE000W1ABFV2.USD","LU1674673691.USD","LU2433249047.HKD","LU0203201768.USD","LU1267930573.SGD","LU0106261372.USD","HK0000320223.HKD","HK0000304805.HKD","09788","SG9999015945.SGD","LU0006306889.USD","LU2247934214.USD","IE00BSNM7G36.USD","LU0898699433.AUD","BK4533","LU2456880835.USD","SG9999014567.USD","LU0965509101.SGD","LU2552382215.SGD","LU2087621335.USD","LU2452424414.USD","NVII","LU2213496289.HKD","LU0444971666.USD","LU0476273544.USD","IE00BMPRXQ63.HKD","LU2237443622.USD","LU0672654240.SGD","LU2491049909.HKD","SG9999014542.SGD","METV","LU0124676726.USD","LU2125909916.SGD","TEK","BK4534","LU2111349929.HKD","LU1244550577.SGD","TRFK","LU2168564065.EUR","NVYY","LU0157215616.USD","LU2242649171.HKD","LU0289961442.SGD","BK4581","LU2023250330.USD","HK0000819398.USD","IE0004091025.USD","IE00BFSS8Q28.SGD","LU2954938101.SGD","LU2191332357.HKD","LU0266013472.USD","LU0820561909.HKD","IE0004445015.USD","LU0965508806.USD","LU2125154778.USD","LU1066051498.USD","LU0210533765.USD","LU0345770308.USD","CNEQ","LU2462591350.SGD","LU0072462426.USD","LU0175139822.USD","AGOX","LU1232071149.USD","LU1935042488.USD","IE00BJTD4N35.SGD","LU1861558580.USD","LU2125909247.SGD","IE00B4YYXB79.USD","LU0354030438.USD","LU2473716301.USD","LU0494093205.USD","LU1852331112.SGD","IE00BQXX3F31.USD","IE0004086264.USD","LU2083900584.USD","LU1691799644.USD","USD","IE0009G5SDU7.USD","BK4588","LU0943347566.SGD","LU0942090050.USD","LU2361044865.SGD","NVD","CLSE","IE00BQXX3C00.GBP","GAMR","LU2322448957.HKD","LU0557290698.USD","LU2347655073.USD","LU1267930490.SGD","LU0029864427.USD","LU2471134523.USD","LU2394011477.USD","IE00BKPKM429.USD","IE00B19Z8W00.USD","LU2271345857.HKD","LU1861215975.USD","LU1923622614.USD","LU2065170008.USD","LU0094547139.USD","LU0964807845.USD","SG9999014575.USD","IE0005OL40V9.USD","LU0096362180.USD","LU1861220033.SGD","LU1935042215.USD","LU2244417387.USD","LU0868494617.USD","LU2168564495.EUR","SGXZ51526630.SGD","LU2417539215.USD","ESLG","IE00342352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Micro Devices Bets Big on Space and Physical AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2672726534","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672726534?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:01","pubTimestamp":1791039690,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices ( ($AMD) ) has been popular among investors this week. Here is a recap of the key news on this stock. Advanced Micro Devices...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/advanced-micro-devices-bets-big-on-space-and-physical-ai?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/weekend-updates/advanced-micro-devices-bets-big-on-space-and-physical-ai?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["DAMD","TTEQ","SOXX","LU1852331112.SGD","AMDW","GAMR","LU0274383776.USD","AIQ","LU0127658192.USD","LU1989772840.SGD","LEGR","LU2108987350.USD","LU1267930730.SGD","LU1989764664.SGD","LU1232071149.USD","LU1303367103.USD","BK4612","LU2360107168.USD","LU2543165471.USD","LU1064131342.USD","BK4529","LU0048584097.USD","LU2355687059.USD","SMH","LU1951198990.SGD","LU2242649171.HKD","LU2265009873.SGD","AMDY","LU2462591350.SGD","BK4614","LU2290526834.HKD","AMDC","LU0823421333.USD","LU0786609619.USD","LU0719512351.SGD","IE00B5949003.HKD","LU0081259029.USD","BK4554","LU2860962120.EUR","WISE","SGXZ51526630.SGD","BK4573","IE00BKVL7J92.USD","BK4532","SGXZ81514606.USD","XNTK","AMDL","LU1316542783.SGD","IE0009356076.USD","LU0823434740.USD","LU0792757196.USD","AMUU","LU2417539215.USD","LU1861215975.USD","AMYY","LU0708995401.HKD","LU0672654240.SGD","LU0823434583.USD","IE00BMPRXR70.SGD","LU1951200564.SGD","LU0348723411.USD","PSI","IE00BQXX3F31.USD","QQQA","BK4588","CNAV","SGXZ99366536.SGD","IE00BZ1G4Q59.USD","LU1880398471.USD","LU0174119429.USD","LU0082616367.USD","LU1861220033.SGD","LU1923623000.USD","CHPS","LU1988902786.USD","LU0889566641.SGD","LU0198837287.USD","LU0251132253.USD","LU0642271901.SGD","LU2461242641.AUD","LU2054465674.USD","IE00B1BXHZ80.USD","LU0210536198.USD","LU2361044865.SGD","BK4141","LU0133085943.USD","LU0823421416.USD","LU1989764748.USD","AMDS","LU1242518857.USD","LU2931357623.SGD","FTXL","LU2361045086.USD","AMD","WUGI","SAMD0main","LU0889565833.HKD","IE00BQXX3C00.GBP","USXF","LU1880398554.USD","LU2456880835.USD","TEK","AMDD","LU2360106780.USD","BAI","BK4534","LU0109392836.USD","LU2250418816.HKD","LU2896262040.SGD","SMHX","IE0004445239.USD","BK4512","LU2458330169.SGD","FAI","LU1989772923.USD","BK4566","IE00BMPRXN33.USD","LU1803068979.SGD","LU0056508442.USD","LU2098885051.SGD","LU2247934214.USD","LU2089985449.USD","IE00BQXX3D17.EUR","IE0001KFT4U8.USD","LU2264538146.SGD","LU0979878070.USD","TRFK","LU0109391861.USD","BK4605","BK4585","LU0320765059.SGD","BK4543","ILDR","BK4575","AMDU","AIS","SG9999001424.SGD","LU2236285917.USD","LU2458330243.SGD","LU1804176565.USD","LU1861558580.USD","LU1242518931.SGD","LU2361044949.HKD","IETC","IE00BMPRXQ63.HKD","AMDG","SOXY","LU1861559042.SGD","LU1267930813.SGD","LU0390134368.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672172653","title":"Meta Platforms’ Muse AI Soars Amid Privacy Storm","url":"https://stock-news.laohu8.com/highlight/detail?id=2672172653","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672172653?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:01","pubTimestamp":1791039667,"startTime":"0","endTime":"0","summary":"Meta Platforms ( ($META) ) has been popular among investors this week. Here is a recap of the key news on this stock. Meta Platforms is in the spot...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/meta-platforms-muse-ai-soars-amid-privacy-storm?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/weekend-updates/meta-platforms-muse-ai-soars-amid-privacy-storm?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU1066053197.SGD","LU2860962120.EUR","FBX","GAMR","METG","GXPC","FBY","HK0000304805.HKD","METQ","METU","SGXZ23171101.USD","TRUC","HK0000304797.USD","FCOM","AIPO","ARTY","LU0011850046.USD","RSPC","IE00B19Z3B42.SGD","METV","SOCL","XDAT","XLC","LU0109392836.USD","CHAT","QTOC","SG9999015986.USD","NULC","LU1551013342.USD","VOX","VTHR","IE0009356076.USD","LTL","METD","LU0097036916.USD","SG9999017495.SGD","LU0106261372.USD","FBL","META","FBYY","IE000W1ABFV2.USD","LU0234572021.USD","SMETAmain","BK4077","LU1035775433.USD","IE00B19Z8W00.USD","LU2272731865.HKD","METW","OGIG","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672726555","title":"Microsoft’s AI Bet Supercharges Azure Growth and Wall Street Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=2672726555","media":"TIPRANKS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672726555?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:00","pubTimestamp":1791039658,"startTime":"0","endTime":"0","summary":"Microsoft ( ($MSFT) ) has been popular among investors this week. Here is a recap of the key news on this stock. Microsoft is emerging as a 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$200B AI Bet: Data Centers and Nvidia Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2672726530","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672726530?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:00","pubTimestamp":1791039653,"startTime":"0","endTime":"0","summary":"Amazon ( ($AMZN) ) has been popular among investors this week. Here is a recap of the key news on this stock. Amazon is doubling down on its AI 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