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Market Chatter: SpaceX's AI Unit in Talks to Lease Compute Capacity to Microsoft","url":"https://stock-news.laohu8.com/highlight/detail?id=2672710737","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672710737?lang=en_us&edition=fundamental","pubTime":"2026-10-02 22:58","pubTimestamp":1790953136,"startTime":"0","endTime":"0","summary":"SpaceX's  artificial intelligence unit SpaceXAI held discussions to lease server capacity to Microsoft , The Information reported Thursday, citing people familiar with the matter.The company is generating billions of dollars in monthly commitments from firms including Amazon-backed  Anthropic and Alphabet's  Google, the report said, adding the status of the Microsoft talks isn't clear.The company plans to deploy around 420,000 Nvidia  processors in November to meet growing demand, including a $1.1 billion monthly contract starting in December, The Information said.Microsoft told MT Newswires it doesn't have anything to share at this time, while SpaceX, Anthropic, and Google did not respond to MT Newswires' request for comment.Price: 157.54, Change: +9.47, Percent Change: 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Hathaway And 2 Cash Flow Stocks Worth Watching","url":"https://stock-news.laohu8.com/highlight/detail?id=2672710029","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672710029?lang=en_us&edition=fundamental","pubTime":"2026-10-02 22:18","pubTimestamp":1790950723,"startTime":"0","endTime":"0","summary":"Bond markets are sending a clear message. With 10 year and 30 year U.S. Treasury yields sitting at 24 year highs, investors are suddenly paying a lot more attention to cash today instead of distant profits. That shift can punish popular growth stories and leave solid cash generators mispriced. This article highlights three stocks that screen as undervalued on future cash flows, for investors hunting for potential bargains.\nThe three examples below are only a starting sample, with the 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Rides Tech Rally to Hit Record High","url":"https://stock-news.laohu8.com/highlight/detail?id=2672835710","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672835710?lang=en_us&edition=fundamental","pubTime":"2026-10-02 22:18","pubTimestamp":1790950698,"startTime":"0","endTime":"0","summary":"BUZZ-Nvidia rides tech rally to hit record high** Shares of AI heavyweight NvidiaNVDA.Ohit record high, last up 2.7% at $237.17** Stock gains as investors pile into technology shares following asofter-than-expectedSeptember payrolls report** Tech-heavy Nasdaq Composite index.IXIChits an all-time high** Analysts at Morgan Stanley reiterate NVDA as a top pick among semiconductors, citing its AI strength and inexpensive valuation** \"We certainly see Nvidia as well positioned, with a very undemanding valuation\" - Morgan Stanley** The stock has benefited from continued conviction that AI infrastructure spending has further room to run** NVDA was last valued near $5.7 trillion** Analysts' average rating on the stock is \"buy\", with a median PT of $315, according to LSEG data** Stock has jumped 27.3% YTD, including session's 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