GOOG News & Events

NiSource (NI) announced a new long-term energy agreement with a subsidiary of Alphabet (GOOG) that will support the development and operation of a large-scale data center in northern Indiana. This marks the second major agreement to leverage NiSource's solution, NIPSCO Generation. Under the contract, service for Alphabet is expected to begin summer 2026. Capacity and energy will be supplied utilizing a GenCo-owned pooled portfolio of electric generation assets for large-load customers and securing market capacity purchases. NiSource also announced an expanded agreement with Amazon (AMZN) Data Services under which NiSource is accelerating the energization of Amazon sites and associated credits for residential customers. Residents will see the benefits of cost savings and site activation sooner. The GenCo model is structured to help ensure existing customers benefit directly from the addition of new large electric load, with aggregate cost savings now expected to reach approximately $1.25B for existing customers, which is approximately $90-$115 annually for residential customers. NIPSCO and GenCo will provide electric transmission and generation infrastructure to support data centers while coordinating power sourcing. Currently, the GenCo-owned pool portfolio is expected to total approximately 340 MW.

The major averages closed higher, supported by optimism around a potential U.S.–Iran peace deal. Comments from President Donald Trump suggesting the conflict may be nearing an end further boosted investor sentiment. Of note, the Lebanese presidency said the country's president Joseph Aoun spoke with Trump, who then stated in a social media post that Lebanon and Israel have agreed to begin a 10-day ceasefire.Meanwhile, investors also have their eyes on another spate of earnings reports, including new prints from PepsiCo, TSMC, and Travelers along with a report due from Netflix later today.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PepsiCoreportedand affirmed its FY26 financial outlookTSMCreported better-than-expectedTravelersreportedand raised its quarterly dividendHims & Herssharesafter Health and Human Services Secretary Robert F. Kennedy Jr. said the FDA is seeking to remove 12 peptides from Category 2 restrictionsMadison Airraised $2.23B in the2. WALL STREET CALLS:Oktato Outperform at Raymond JamesQualcommto Neutral at JPMorganFlywireto Buy at BTIGFlutter Entertainmentto Sell from Buy at CitiJetBlueto Buy at Seaport Research3. AROUND THE WEB:Paramount Skydanceconfirmed that the company will commit to a 45-day exclusive window for its movies to play in theaters, Variety reportsGoogleis negotiating a deal with the U.S. Department of Defense that would let the Pentagon deploy Gemini AI models in classified settings, reversing its previous stance, The Information saysBoeingis hiring 100 to 140 factory workers a week as the company looks to replace retirees and increase staffing to support higher production rates, Reuters saysCaterpillarhas acquired the assets of Monarch Tractor, TechCrunch saysRepsolhas signed an agreement with Venezuela and state-owned Petroleos de Venezuela to regain operational control of the Petroquiriquire asset, aiming to boost production significantly, WSJ reports4. MOVERS:Aehr Test Systemswas higher after reportingfrom a hyperscale AI customerNextNavgained after Oppenheimerthe stock to OutperformPolarisrose after saying it seeson guidance from recent tariff policy changesQuidelOrthowas lower afterJinkoSolardeclined in New York after5. EARNINGS/GUIDANCE:Abbottand cut its guidance for FY26Charles Schwab, with CEO Rick Wurster commenting, "Schwab's strong business momentum continued into 2026"ManpowerGroup, with EPS and revenue beating consensusOnto Innovationraised itsand provided guidance for Q2Wipro, with EPS in-line with consensusINDEXES:The Dow rose 115.00, or 0.24%, to 48,578.72, the Nasdaq gained 86.69, or 0.36%, to 24,102.70, and the S&P 500 advanced 18.33, or 0.26%, to 7,041.28.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.CLAUDE OPUS 4.7:Anthropic said that its latest model, Claude Opus 4.7, is now generally available. "Opus 4.7 is a notable improvement on Opus 4.6 in advanced software engineering, with particular gains on the most difficult tasks. Users report being able to hand off their hardest coding work-the kind that previously needed close supervision-to Opus 4.7 with confidence. Opus 4.7 handles complex, long-running tasks with rigor and consistency, pays precise attention to instructions, and devises ways to verify its own outputs before reporting back," the company said. Anthropic also invited security professionals who wish to use Opus 4.7 for legitimate cybersecurity purposes - such as vulnerability research, penetration testing, and red-teaming - to join the new Cyber Verification Program.MAJOR UPDATE:Microsoft-backed OpenAI said it is releasing a major update to Codex, making it a "more powerful partner" for the more than 3M developers who use it every week to accelerate work across the full software development lifecycle. "Codex can now operate your computer alongside you, work with more of the tools and apps you use everyday, generate images, remember your preferences, learn from previous actions, and take on ongoing and repeatable work," the company said. "The Codex app also now includes deeper support for developer workflows, like reviewing PRs, viewing multiple files & terminals, connecting to remote devboxes via SSH, and an in-app browser to make it faster to iterate on frontend designs, apps, and games. With background computer use, Codex can now use all of the apps on your computer by seeing, clicking, and typing with its own cursor. Multiple agents can work on your Mac in parallel, without interfering with your own work in other apps. For developers, this is helpful for iterating on frontend changes, testing apps, or working in apps that don't expose an API. Codex is also beginning to work natively with the web. The app now includes an in-app browser, where you can comment directly on pages to provide precise instructions to the agent. This is useful for frontend and game development today, and over time we plan to expand it so Codex can fully command the browser beyond web applications on localhost. Codex can now use gpt-image-1.5 to generate and iterate on images. Combined with screenshots and code, it is helpful for creating visuals for product concepts, frontend designs, mockups, and games inside the same workflow. We're also releasing more than 90 additional plugins, which combine skills, app integrations, and MCP servers to give Codex more ways to gather context and take action across your tools. Some of the new plugins developers will find most useful include Atlassian Rovo to help manage JIRA, CircleCI, CodeRabbit, GitLab Issues, Microsoft Suite, Neon by Databricks, Remotion, Render, and Superpowers." Starting today, these updates are rolling out to Codex desktop app users who are signed in with ChatGPT.STRATEGIC COLLABORATION:Stellantisand Microsoftannounced a five-year strategic collaboration aimed at accelerating Stellantis' digital transformation through the co-development of advanced AI, cybersecurity and engineering capabilities. "Building on a longstanding alliance, this collaboration will bring together Stellantis' automotive engineering expertise, multi-brand scale and global operations with Microsoft's cloud, AI and security capabilities to accelerate stronger, more agile, more connected digital processes across its ecosystem," the company said.CLASSIFIED AI DEAL:Googleis negotiating a deal with the U.S. DOD that would let the Pentagon deploy Gemini AI models in classified settings, reversing its previous stance, The Information's Erin Woo, citing sources.BEST POSITIONED NEOCLOUD:Wolfe Research initiated coverage of CoreWeavewith an Outperform rating and $150 price target. The firm views CoreWeave as the best positioned neocloud to continue expanding capacity with a positive FY26 catalyst path and believes its financing engine is "a key differentiator that sets it apart" from peers, Wolfe tells investors. In the growing neocloud ecosystem, four things are important - relationship with supplier, who you get demand from, capacity, and how you fund projects - and CoreWeave "leads in all four," the firm added.

Mixed options sentiment in Alphabet (GOOG), with shares up 76c, or 0.23%, near $335.23. Options volume roughly in line with average with 118k contracts traded and calls leading puts for a put/call ratio of 0.47, compared to a typical level near 0.71. Implied volatility (IV30) dropped 0.16 near 35.92,and above the 52wk median, suggesting an expected daily move of $7.59. Put-call skew flattened, suggesting a modestly bullish tone.Looking ahead: Alphabet (GOOG) will report earnings after the close on 2026-04-29.Option markets are pricing in a 50% probability of a move greater than 4.74% or $15.89.