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Wire

NiSource Signs Alphabet Energy Deal in Indiana, Expands Amazon Agreement

NiSource (NI) signed a long-term energy agreement with a subsidiary of Alphabet (GOOG, GOOGL) to support the development and operation of a large data center in northern Indiana.Service for Alphabet is expected to start this summer, NiSource said Thursday in a statement.NiSource also expanded its agreement with Amazon.com's (AMZN) Amazon Data Services to speed the process of bringing Amazon sites online and to accelerate related bill credits for residential customers.The company said it now expects about $1.25 billion in aggregate cost savings for existing customers.NiSource shares rose 2.6% in after-hours trading, Alphabet gained 0.2%, and Amazon eased 0.1%.

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Wire

Amazon-Backed Anthropic Launches Claude Opus 4.7

Amazon (AMZN)-backed Anthropic said Thursday it launched the Claude Opus 4.7 model for advanced coding across all Claude products, Amazon Bedrock, Alphabet's (GOOG/GOOGL) Google Cloud Vertex AI, and Microsoft (MSFT) Foundry.The new model provides considerable improvement relative to Opus 4.6 in terms of agentic coding, reasoning, financial analysis, and visual reasoning, but has the same price point, according to a statement.Opus 4.7 was launched with safeguards that auto-detect and block requests indicating high-risk cybersecurity uses, the company said.Amazon has invested around $8 billion in Anthropic for a minority stake.Price: $246.12, Change: $-2.38, Percent Change: -0.96%

$AMZN$GOOG$GOOGL$MSFT
Wire

Update: Market Chatter: Google in Talks to Allow Pentagon to Use Gemini AI Models in Classified Settings

(Updates with additional details in the second and third paragraphs.)Alphabet's (GOOG, GOOGL) Google is negotiating a deal with the Department of Defense that would allow the Pentagon to use the tech giant's Gemini AI models in classified settings, The Information reported Thursday, citing two people with direct knowledge of the talks.The report said that if the two companies reach an agreement, the move would expand Google's connection to the Pentagon as a tech contractor and would also reverse Google's past stance on working with the military.During the talks, Google has proposed language in the contract with the department that would prevent its AI technology from being used for domestic mass surveillance or autonomous weapons without human oversight and control, the report said.Google and the Defense Department did not immediately respond to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $333.33, Change: $-1.14, Percent Change: -0.34%

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Wire

Market Chatter: Alphabet Set for Windfall From SpaceX Investment

Alphabet (GOOG, GOOGL) is poised for a 12-figure windfall from its early investment in SpaceX, Bloomberg reported Wednesday, citing a filing.At the end of 2025, Google LLC owned a 6.11% stake in SpaceX, the report said, citing a SpaceX filing in Alaska. At a $2 trillion valuation, which SpaceX hopes to top in its initial public offering, the holding would be worth $122 billion, the report said.Alphabet didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $333.17, Change: $+2.59, Percent Change: +0.78%

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Wire

Alphabet Set for $100 Billion Windfall From SpaceX Investment, Bloomberg Reports

Alphabet Set for $100 Billion Windfall From SpaceX Investment, Bloomberg Reports

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Wire

Cadence Design Systems Expands Nvidia Partnership, Collaborates with Google Over AI Chip Design, Accelerated Computing

Cadence Design Systems (CDNS) said in separate press releases on Wednesday it expanded its partnership with Nvidia (NVDA) and entered a collaboration with Alphabet's (GOOG/GOOGL) Google.Cadence will work with Nvidia to deliver services covering agentic AI and physics-based simulation for productivity efficiencies and speeding up engineering flows across semiconductor design by combining its electronic design automation with Nvidia CUDA-X and Omniverse libraries, according to a statement.Nvidia will adopt Cadence's AgentStack in its chip design flows, and the companies will also focus on embedded agentic AI for the development of autonomous machines, the company stated.Cadence will collaborate with Google to optimize the Cadence ChipStack AI Super Agent with Gemini on Google Cloud to advance the transition to agentic design automation, according to the company.Cadence is tightening its integration between the Gemini-enabled super agent and Cadence EDA engines, while leveraging Google's infrastructure to deliver compute for Gemini's large-language model reasoning, the company added.Price: $302.86, Change: $+10.49, Percent Change: +3.59%

$CDNS$GOOG$GOOGL$NVDA
Wire

Alphabet, Thoma Bravo Partner to Accelerate AI Transformations for Enterprise Software Companies

Alphabet's (GOOG, GOOGL) Google Cloud and Thoma Bravo have entered into a strategic partnership to aid enterprise software companies accelerate their artificial intelligence transformations, the investment firm said Wednesday.Under this partnership, Thoma Bravo's portfolio companies can access Google Cloud's AI platform, including Gemini models and Gemini Enterprise platform for agentic AI, according to a statement.Thoma Bravo said its cybersecurity portfolio will also partner with Google Cloud to detect and mitigate security risks with AI.Price: $332.20, Change: $+1.62, Percent Change: +0.49%

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Wire

Shutterstock Introduces AI Video Generator Platform

Shutterstock (SSTK) said Wednesday it launched a new artificial intelligence video generator that combines text-to-video and image-to-video capabilities into a single unified platform.The software integrates external generation models from partners like Alphabet's (GOOG, GOOGL) Google and Runway with the company's existing media library, Shutterstock said.Users can use a text prompt or animate existing static images to build licensed commercial video content, the company said.The system allows teams to test concepts and finalize assets without relying on fragmented third-party tools, using multiple licensing choices to legally distribute their generated media, Shutterstock said.Shares of Shutterstock were up more than 2% in Wednesday trading.Price: $18.03, Change: $+0.42, Percent Change: +2.39%

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Wire

GitLab Broadens Google Cloud Collaboration to Support AI Agents

GitLab (GTLB) said late Tuesday it expanded its collaboration with Alphabet's (GOOGL, GOOG) Google Cloud, allowing customers to use Google's Vertex AI models to power the GitLab Duo Agent Platform.The integration lets joint customers call Google's AI models directly inside GitLab, with that usage counting toward their existing Google Cloud spending commitments. GitLab said the move pairs Google's model performance with GitLab's built-in security, compliance and audit controls.GitLab shares rose 6.5% in after-hours trading, and Alphabet was little changed.

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Wire

Cloudflare Partners With Wiz on AI Security; Launches Cloudflare Mesh Networking System

Cloudflare (NET) said Tuesday it has formed a partnership with artificial intelligence security firm Wiz, which is a unit of Alphabet's (GOOG) Google.The company said the collaboration is intended to eliminate AI "blind spots" across infrastructure, allowing security teams to accelerate AI adoption and prioritize risks.Cloudflare also said Tuesday that it has launched Cloudflare Mesh, a private networking system for AI agents.The company said the product is intended to create a secure network that combines AI agents, humans, and multicloud infrastructure.Price: $183.61, Change: $-0.41, Percent Change: -0.22%

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Commodities

Nuclear Fusion Industry Expanding; Commercial Plants Expected in 5 Years, Wood Mackenzie Says

The nuclear fusion industry is accelerating, thanks to recent technological breakthroughs enabling several companies to power commercial-scale fusion plants within the next five years, Wood Mackenzie said Friday.According to the research firm, the number of operational fusion machines and projects in the pipeline have increased 15% and 53%, respectively, since 2022.As one of the recent breakthroughs, Helion Energy's fusion machine reached a record plasma temperature of 150 million degrees Celsius, about ten times the temperature at the center of the sun.The startup company expects to begin operations at its first fusion plant in 2028, backed by a 50-megawatt power purchase agreement with Microsoft (MSFT) and a potential 5-gigawatt deal with OpenAI.Commonwealth Fusion Systems, meanwhile, aims to develop a grid-scale fusion generation plant in Virginia in the early 2030s, supported by a 200-MW power purchase agreement with Alphabet's (GOOG) Google.Another fusion company, Inertia, plans to break ground on its first grid-scale pilot plant in 2030, having raised $450 million in financing in February."If the fusion companies can deliver working plants on that timeline, they will be able to keep pace with suppliers of small modular reactors, the new generation of fission plants," Wood Mackenzie said.SMRs are expected to account for a large portion of the 523 GW next-generation nuclear capacity projected by 2050, although fusion plants will likely take some of the market, especially after 2040, according to the research firm.Supportive policies and private sector involvement have been critical to fusion industry's expansion.The US government's Advanced Research Projects Agency-Energy has recently announced a $135 million commitment to help advance related technologies, while private companies have raised around $10.5 billion globally to support the industry.Wood Mackenzie projects that investments in fusion power will reach about $15 billion by the end of this year."Countries' efforts to reduce their reliance on imported oil and gas will add fresh impetus to the sector's growth," the research firm said, noting that a prolonged Middle East conflict could reduce regions' dependence on energy imports by half in 2050."Fusion power could make an initially small but growing contribution to that," Wood Mackenzie said.

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US Markets

Cloudflare Sell-Off Offers Buying Opportunity as Project Glasswing Concerns 'Overblown,' Oppenheimer Says

Cloudflare's (NET) stock sell-off offers a buying opportunity, while concerns around Project Glasswing are "overblown" as the cloud-services company is seen benefitting from a projected exponential growth in agentic artificial intelligence applications, Oppenheimer said Friday.Oppenheimer's upbeat outlook for Cloudflare comes as its shares tumbled 8.6% Thursday, which the brokerage attributed to competitive concerns around Anthropic's Project Glasswing initiative and a broader market weakness. Cloudflare shares were down 13% in Friday late-afternoon trade, bringing its year-to-date losses to nearly 15%.Project Glasswing is a cross-industry coalition formed to "secure the world's most critical software," Anthropic said in a statement. The alliance, which will be using Anthropic's unreleased Claude Mythos frontier model, includes Amazon (AMZN) Web Services, Apple (AAPL), Broadcom (AVGO), Cisco (CSCO), CrowdStrike (CRWD), Alphabet's (GOOG, GOOGL) Google, JPMorgan Chase (JPM), Microsoft (MSFT), Nvidia (NVDA), and Palo Alto Networks (PANW).Cloudflare is not part of the coalition.The concerns over Project Glasswing are "overblown," with the Cloudflare stock sell-off providing a "tactical buying opportunity," Oppenheimer analysts Param Singh and Jake Heimowitz said in a note to clients Friday. Claude Mythos will "proactively find and fix vulnerabilities across critical infrastructure," they said."We want to highlight that Cloudflare's security sales are tied to its physical network, which is necessary to funnel data traffic," the analysts wrote. "We see Cloudflare as a beneficiary of this growing sophistication in frontier models, which will support exponential growth in agentic AI applications and benefit Cloudflare across delivery, security, and compute."Cloudflare handles roughly 20% of global internet traffic volume, with Oppenheimer seeing the company as a share gainer and beneficiary from an "increasingly agentic web," the analysts said. Agentic AI is expected to drive data traffic growth at a compound annual growth rate of more than 20%, according to the note.The brokerage, which has an outperform rating on the Cloudflare stock, said its checks indicate an accelerating customer spend with the company amid "higher security module and compute attach."Price: $167.26, Change: $-25.79, Percent Change: -13.36%

$AAPL$AMZN$AVGO$CRWD$CSCO$GOOG$GOOGL$JPM$MSFT$NET$NVDA$PANW
US Markets

CoreWeave Signs AI Cloud Deal With Anthropic; Shares Jump

CoreWeave (CRWV) shares jumped Friday after the artificial intelligence cloud computing company struck a deal to support the development and deployment of Anthropic's Claude AI models.Under the multiyear agreement, the Amazon-backed (AMZN) AI startup will use CoreWeave's cloud platform to run workloads at production scale. It will bring computing capacity for Anthropic online later this year.CoreWeave shares were up nearly 11% in Friday afternoon trade, bringing its year-to-date gains to 42%."AI is no longer just about infrastructure, it's about the platforms that turn models into real-world impact," CoreWeave Chief Executive Michael Intrator said. "It's exactly the kind of real-world deployment of AI that CoreWeave was built for."The company said the collaboration with Anthropic will initially target a phased infrastructure roll-out, with the potential to expand over time.Anthropic didn't respond to' request for comment.On Thursday, CoreWeave agreed to supply AI cloud capacity to tech giant Meta Platforms (META) in a $21 billion deal as the companies expanded their partnership.CoreWeave said Friday that nine of the leading 10 AI model providers now use its platform.Separately, the company said Friday it priced an upsized private offering of $3.5 billion of 1.75% convertible senior notes due 2032, with settlement expected Tuesday.Earlier this week, Broadcom (AVGO) agreed to produce AI chips for Alphabet's (GOOG, GOOGL) Google and expanded its collaboration with Anthropic.Price: $102.98, Change: $+10.98, Percent Change: +11.93%

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