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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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to Pretend to Understand Muse and Other 'Persistent Agents'","url":"https://stock-news.laohu8.com/highlight/detail?id=2672742710","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672742710?lang=en_us&edition=fundamental","pubTime":"2026-10-02 22:57","pubTimestamp":1790953020,"startTime":"0","endTime":"0","summary":"Barclays Capital, meanwhile, wins on financial audacity. It estimates that the prize in today's persistent agent turf war could be $10 trillion in stock market value. That's nearly two Nvidias.When the stakes are that high, the fear is rampant, and the technical details are complicated enough to make a cyborg cry in binary, it's time for another installment of my semiregular How to Pretend to Understand series. Past topics have included Brexit and quantum computing. The idea is to quickly arm the layperson with just enough background on a topic to survive an office conversation about it, lord a couple of facts over less-informed friends, and maybe form some educated investing guesses.Personable as your favorite chatbot might seem, it doesn't really chat. It converts questions into numbers representing words or word fragments , then uses a probability engine to determine the next best number to add, again and again, until it finishes its \"response\" and converts its added numbers back 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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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