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At the same time, higher Treasury yields and rising oil prices are keeping risk in focus. This article walks through three large cap AI and cloud related stocks that appear especially exposed to these cross currents right now.\nThe three stocks covered below are only a sample from this theme. The full screen surfaced 26 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Says Communities That Oppose Data Centers Risk Becoming 'Backwards and Poor'","url":"https://stock-news.laohu8.com/highlight/detail?id=2664002735","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664002735?lang=en_us&edition=fundamental","pubTime":"2026-09-01 00:31","pubTimestamp":1788193860,"startTime":"0","endTime":"0","summary":"WASHINGTON-President Trump warned Monday that communities that don't embrace data centers will \"end up being backwards and poor,\" putting himself at odds with most Americans who say they don't want 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Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663600289?lang=en_us&edition=fundamental","pubTime":"2026-08-31 23:39","pubTimestamp":1788190776,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic won a court challenge against the US Department of Defense after a federal judge ruled that the government's designation of the AI company as a supply-chain risk was unlawful, Bloomberg reported Friday.According to the report, US District Judge Rita Lin said the government failed to justify the designation, finding it was retaliatory rather than based on an articulable national-security concern.The ruling requires the government to lift the designation but does not require the Defense Department to use Anthropic's products or prevent it from switching to other AI providers through lawful means, Bloomberg added.In a statement emailed to MT Newswires, an Anthropic spokesperson said, \"We welcome the court's ruling that this supply chain risk designation was unlawful. We remain focused on working productively with the government to harness AI for national security so all Americans can benefit from this technology.\"Price: 260.94, Change: -5.50, Percent Change: 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Systems' Data Center Pipeline Remains Strong Amid Regulatory Debate, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2663004484","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663004484?lang=en_us&edition=fundamental","pubTime":"2026-08-31 23:19","pubTimestamp":1788189568,"startTime":"0","endTime":"0","summary":"Comfort Systems USA's  core data center customers have shown no indications of pausing, delaying or reconsidering projects amid the political and regulatory debate around data center development, Oppenheimer said in a Monday note.The company has received direct reassurances from customers regarding future data center builds that are not yet in backlog, the investment firm said.Analysts noted that some Texas data center participants could even seek to accelerate builds amid a pause in new connections, although capacity remains tight.Oppenheimer said Comfort Systems USA's current pipeline is even stronger than earlier this year. Modular capacity expansion is progressing, with 4 million square feet expected by end of 2026 and 5 million square feet by spring 2027, according to the note.Oppenheimer maintained its outperform rating and $2,400 price target on Comfort Systems USA.Price: 1512.97, Change: -5.76, Percent Change: -0.38","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["LU0053671581.USD","AMZD","CLOU","BERZ","AMZU","BLOK","AMZO","HVAC","AIRR","BK4129","AMAA","DTCR","AMZG","FFTY","AZYY","BK6051","WDAI","AMZZ","LYY.SI","AMZY","FWD","LU0963586101.USD","LU0054578231.USD","CNAV","AIBU","AMZP","FIX","BK4567","AMZW"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":16,"pageCount":14,"totalSize":301,"code":"91000000","status":"200"}]}}