kingfisher — news

Wed Sep-02 16:21:57

times in Europe/Lisbon

🗞️ News

Huawei Links Thousands of AI Chips to Rival NVIDIA

Tue Jul-28 17:01:47product65

Huawei unveiled the Atlas 950 SuperPod, linking thousands of its Ascend AI chips to rival NVIDIA's GPU performance, signaling intensified competition in the Chinese AI hardware market.

NVDA ▼ REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDwww.chosun.com ↗

Chinese Firms Narrow DRAM, HBM Gaps

Tue Jul-28 17:01:41other65

Chinese memory chipmaker CXMT's massive IPO and rapid technological progress in DRAM and HBM pose a significant competitive threat to global leaders like Micron and Samsung.

MU ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDTSM ▼ REPRICINGAVGO ▼ REPRICINGwww.chosun.com ↗

Meta's earnings call expected to spotlight smart glasses as hardware bet heats up

Tue Jul-28 17:00:44earnings65

Meta Platforms is expected to highlight strong smart glasses sales growth during its upcoming Q2 2026 earnings call, with unit sales tripling in 2025.

META ▲ FRESHAAPL · FRESHGOOGL · PRICEDMSFT · PRICEDAMZN · FRESHcryptobriefing.com ↗

Stock market today: Nasdaq pares losses as chip stocks sell off, S&P 500 and Dow rise

Tue Jul-28 16:42:05other65

Nvidia shares and the broader semiconductor sector declined amid concerns over circular AI financing and rising Chinese competition, while the wider market showed mixed performance ahead of Federal Reserve decisions.

NVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ REPRICINGSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ REPRICINGMETA ▼ REPRICINGca.finance.yahoo.com ↗

The 5 Hyperscaler Stocks Most at Risk If AI Capex Spending Hits a Wall in 2026

Tue Jul-28 16:41:22analyst65

An analyst report identifies Microsoft and Alphabet as key hyperscalers facing risks from potential AI capital expenditure slowdowns in 2026, while also highlighting broader sector exposure for Amazon, Meta, and Nvidia.

MSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ REPRICINGMETA ▼ REPRICINGNVDA ▼ FRESHfinance.yahoo.com ↗

Dow advances as chip rout deepens and Nasdaq slips ahead of Fed decision

Tue Jul-28 16:23:18other65

Micron shares dropped 10% leading a broader semiconductor sell-off as the Nasdaq slipped ahead of the Federal Reserve decision and major tech earnings.

MU ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDTSM ▼ PRICEDSMCI ▼ PRICEDwww.dimsumdaily.hk ↗

Google faces damages claims after record $1B EU fine as rivals smell blood

Tue Jul-28 16:21:07regulatory75

Alphabet faces potential private damages claims totaling up to $10 billion in Europe following a record $1 billion EU fine under the Digital Markets Act for anti-competitive practices in search and the Play Store.

GOOGL ▼ REPRICINGMSFT · PRICEDMETA · FRESHAMZN · REPRICINGAAPL · FRESHcryptobriefing.com ↗

Tim Cook's Final Earnings Call Could Send Apple Stock to Nearly $400

Tue Jul-28 16:20:56earnings65

Apple is set to report fiscal third-quarter earnings amid analyst focus on gross margin durability, rising component costs, and speculation regarding CEO Tim Cook's potential departure.

AAPL · FRESHMSFT · PRICEDGOOGL · REPRICINGAMZN · REPRICINGMETA · FRESHwww.barchart.com ↗

TSMC's Japan fab evacuates staff after strong earthquake

Tue Jul-28 16:12:06other75

TSMC evacuated staff from its Kumamoto, Japan fabrication plant following a magnitude 7.1 earthquake, raising immediate concerns about operational continuity and supply chain disruptions.

TSM ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDwww.aninews.in ↗

Apple's Earnings Setup Puts Its Record Rally and AI Patience to the Test

Tue Jul-28 16:10:50earnings65

Bank of America reiterates a Buy rating on Apple ahead of its July 30 earnings report, citing strong Services growth and expecting a beat despite the stock's recent rally.

AAPL ▲ REPRICINGMSFT · PRICEDGOOGL · REPRICINGAMZN · FRESHMETA · FRESHwww.nasdaq.com ↗

Big Tech will fund more than a third of its AI investments with debt in 2027, Goldman Sachs predicts

Tue Jul-28 16:03:43analyst65

Goldman Sachs predicts that major tech hyperscalers including Meta, Microsoft, Alphabet, and Amazon will fund over a third of their AI infrastructure investments with debt by 2027 as capital expenditures approach $1.2 trillion.

META ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHAAPL · REPRICINGNVDA · REPRICINGAVGO · REPRICINGAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDfinance.yahoo.com ↗

We might be in an AI bubble, global finance watchdog chief says

Tue Jul-28 16:03:09analyst65

The head of the Financial Stability Board warned that AI-related asset valuations may reflect a bubble similar to the dotcom era, citing concentrated financial bets and potential systemic risks.

NVDA ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ REPRICINGTSM ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHAAPL ▼ REPRICINGPLTR ▼ PRICEDSMCI ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDwww.politico.eu ↗

US chipmakers are getting crushed by a familiar source: AI jitters in Asia

Tue Jul-28 16:02:45other65

US semiconductor and memory stocks including Micron, AMD, and Broadcom declined sharply following a significant sell-off in Asian chip markets led by Samsung and SK Hynix.

MU ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGNVDA ▼ REPRICINGQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGTSLA ▼ PRICEDwww.businessinsider.com ↗

Forbes Daily: Nvidia And OpenAI's Potential $500 Billion Data Center

Tue Jul-28 16:00:55other85

Nvidia faces significant regulatory and legal headwinds as an employee was detained in Taiwan for allegedly smuggling AI servers to China, overshadowing reports of massive potential data center investments with OpenAI.

NVDA ▼ REPRICINGAMD · PRICEDSMCI ▼ PRICEDTSM · PRICEDwww.forbes.com ↗

AMD's Helios beats Nvidia on memory at rack level and on compute -- only if you count it at the GPU level

Tue Jul-28 15:53:13product65

AMD launched its Helios rack-scale AI infrastructure platform, claiming superior memory capacity and per-GPU compute efficiency compared to Nvidia's Vera Rubin NVL72 solution.

AMD ▲ PRICEDNVDA ▼ REPRICINGAVGO · REPRICINGQCOM · REPRICINGwww.techradar.com ↗

OpenAI Plans to Spend Over $30 Billion on Georgia Data Center

Tue Jul-28 15:52:26partnership65

OpenAI plans to spend over $30 billion on a new data center in Georgia, signaling continued massive infrastructure investment in AI.

MSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ FRESHNVDA ▲ REPRICINGAVGO ▲ REPRICINGAMD ▲ PRICEDPLTR ▲ PRICEDwww.insurancejournal.com ↗

BYD Shares Rally 22% As Tesla Dives 23%

Tue Jul-28 15:51:59other65

Tesla shares have dropped 23% over the last month amid declining U.S. and Chinese EV sales and intensifying competition, contrasting with rival BYD's 22% rally.

TSLA ▼ REPRICINGfinance.yahoo.com ↗

Will New Fed Chair Kevin Warsh Shock the Market and Deliver a Surprise Rate Hike at the Fed's July Meeting?

Tue Jul-28 15:51:41other60

The Federal Reserve's July meeting is underway with speculation regarding a potential surprise rate hike under new Chair Kevin Warsh, creating uncertainty for equity markets.

AAPL · FRESHMSFT · PRICEDGOOGL · FRESHAMZN · REPRICINGNVDA · REPRICINGMETA · FRESHTSLA · REPRICINGAVGO · REPRICINGAMD · PRICEDQCOM · REPRICINGMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDfinance.yahoo.com ↗

Meta Is Facing $1.4T In State Lawsuits Over Social Media Addiction

Tue Jul-28 15:51:28regulatory85

Meta faces up to $1.4 trillion in potential penalties from four U.S. states in lawsuits alleging addictive social media designs and misleading safety claims, with a trial scheduled for August.

META ▼ FRESHcybersecurityventures.com ↗

Why Is Crypto and the Stock Market Dumping Today? Key Reasons

Tue Jul-28 15:43:06other65

Nvidia shares dropped approximately 5% amid a broader semiconductor and tech stock sell-off driven by rising Federal Reserve rate hike expectations and concerns over AI investment returns.

NVDA ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ FRESHPLTR ▼ PRICEDcoinpedia.org ↗

TSMC says Japan plant gradually resuming operations after earthquake

Tue Jul-28 15:42:07other65

TSMC has begun gradually resuming operations at its Kumamoto, Japan facility following a magnitude 7.1 earthquake, confirming structural safety and personnel well-being.

TSM ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

Corning Beats Q2 Earnings Estimates on Optical and Solar Growth

Tue Jul-28 15:41:57earnings65

Corning reported Q2 earnings beats driven by AI infrastructure demand, announcing multiyear agreements with Amazon and NVIDIA to expand optical connectivity manufacturing capacity.

AMZN ▲ REPRICINGNVDA ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ REPRICINGAVGO ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDwww.nasdaq.com ↗

State-backed Chinese company developing DUV lithography tools for domestic chip companies - report

Tue Jul-28 15:40:49other65

A state-backed Chinese company is developing domestic DUV lithography tools to reduce reliance on foreign suppliers, posing a potential long-term competitive threat to ASML's market dominance.

ASML ▼ PRICEDTSM · PRICEDNVDA · REPRICINGAMD · PRICEDMU · PRICEDQCOM · PRICEDAVGO · PRICEDwww.datacenterdynamics.com ↗

Meta selects BlackRock to help build its $14bn El Paso data centre

Tue Jul-28 15:40:44partnership65

Meta has partnered with BlackRock to co-develop a $14 billion AI data center campus in El Paso, Texas, with BlackRock investing $4.9 billion for an 80% stake.

META ▲ REPRICINGrealassets.ipe.com ↗

Amazon Winds Down Most Flagship AI Models in Strategy Overhaul

Tue Jul-28 15:40:41product65

Amazon is winding down most of its flagship Nova AI models to refocus resources on developing a new frontier AI model expected to debut at re:Invent.

AMZN ▲ REPRICINGGOOGL · FRESHMSFT · PRICEDMETA · REPRICINGenglish.aawsat.com ↗

Destroyed Aeon Mall Had Just Reopened for 'Fresh Start' a Decade on From Deadly Quake

Tue Jul-28 15:40:26other65

A magnitude 7.1 earthquake in Kumamoto, Japan, has caused significant destruction and raised concerns about potential supply chain disruptions for TSMC's nearby manufacturing facility.

TSM ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDwww.usnews.com ↗

Core Scientific Stock Falls 5% After Announcement Of Partnership With AMD

Tue Jul-28 15:40:23partnership65

AMD announced a partnership with Core Scientific to secure up to 2.5 gigawatts of data center capacity for AI infrastructure deployments.

AMD ▲ PRICEDNVDA ▼ REPRICINGSMCI ▼ PRICEDwww.rttnews.com ↗

US lawmakers probe CXMT's IPO over national security concerns as crypto markets offer parallel trading

Tue Jul-28 15:32:14regulatory65

US lawmakers are scrutinizing Chinese DRAM maker CXMT's massive IPO over national security concerns, raising the risk of Entity List restrictions that would impact US semiconductor competitors like Micron.

MU ▼ PRICEDNVDA · PRICEDAMD · PRICEDTSM · PRICEDAVGO · PRICEDQCOM · REPRICINGSMCI · PRICEDcryptobriefing.com ↗

Moonshot AI Pursues Nvidia (NVDA) Blackwell GPUs for Kimi K4 Amid Export Ban

Tue Jul-28 15:32:06regulatory65

Chinese AI firm Moonshot AI is attempting to acquire restricted Nvidia Blackwell GPUs for its Kimi K4 model, escalating regulatory scrutiny and export ban enforcement risks for Nvidia.

NVDA ▼ PRICEDAMD · PRICEDAVGO · PRICEDTSM · PRICEDblockonomi.com ↗

Nvidia's Vera Server CPU Faces Its Cloud Adoption Test

Tue Jul-28 15:30:37product65

Nvidia's Vera server CPU is undergoing validation by key customers like OpenAI and Anthropic ahead of a planned 2026 general availability, positioning it to compete with AMD and Intel in the data center CPU market.

NVDA ▲ PRICEDAMD ▼ PRICEDwinbuzzer.com ↗

Why Did Buffett Buy Alphabet Stock?

Tue Jul-28 15:24:12analyst65

Berkshire Hathaway has significantly increased its stake in Alphabet to over $17 billion, driven by Warren Buffett's confidence in the company's dominant market moats in search and video streaming.

GOOGL ▲ FRESHfinanchill.com ↗

Amazon Seeks Approval For 5,105 Satellites To Expand Direct-To-Device Service, Intensifying Race With SpaceX

Tue Jul-28 15:23:48regulatory65

Amazon has filed with the FCC for approval to deploy 5,105 satellites for a direct-to-device network, leveraging its planned acquisition of Globalstar to compete with SpaceX.

AMZN ▲ FRESHTSLA · PRICEDwww.tekedia.com ↗

Microsoft (MSFT) Stock Poised for 6% Swing Following Wednesday's Q4 Earnings

Tue Jul-28 15:23:03earnings85

Microsoft is scheduled to report Q4 earnings with options pricing implying a 6% move, amid consensus estimates of $87.71B revenue and concerns over a $190B capital expenditure plan.

MSFT · PRICEDGOOGL · FRESHAMZN · FRESHMETA · FRESHAAPL · FRESHblockonomi.com ↗

SpaceX shares fall 20% after record debut as investors retreat from risky tech

Tue Jul-28 15:22:52other65

SpaceX shares fell significantly after its IPO, causing a correlated 18% drop in Tesla stock due to the Musk contagion effect and investor retreat from risky tech valuations.

TSLA ▼ PRICEDcryptobriefing.com ↗

The Price to Finance the AI Data Center Boom Is Rising, Just Ask Meta

Tue Jul-28 15:22:22other65

Meta Platforms faces rising borrowing costs for its AI data center expansion as investor fatigue pushes up bond yields, reflecting broader sector concerns about capital expenditure sustainability.

META ▼ FRESHNVDA · REPRICINGGOOGL ▼ REPRICINGMSFT ▼ PRICEDAMZN ▼ FRESHwww.hindustantimes.com ↗

iPhone 18 Is Apple's Most Important Product Ever

Tue Jul-28 15:22:06product65

Apple is preparing to launch the iPhone 18 with significant AI upgrades via Siri and Apple Intelligence, featuring a strategic integration with Google's Gemini AI model.

AAPL ▲ FRESHGOOGL ▲ REPRICING247wallst.com ↗

FOMC July 29: Fed Holds, September Hike Odds at 77%

Tue Jul-28 15:21:44other65

The Federal Reserve is expected to hold interest rates steady in July, but markets are pricing in a 77% probability of a rate hike by September, creating a hawkish backdrop for leveraged AI and tech stocks.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ REPRICINGMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDfinancefeeds.com ↗

Alphabet Did Exactly What I Hoped It Would And I'm Loading Up

Tue Jul-28 15:21:38earnings85

Alphabet reported strong Q2 earnings with Google Cloud revenue accelerating 82% year-over-year and EPS significantly beating estimates, driving a bullish outlook despite high capital expenditures.

GOOGL ▲ REPRICINGMSFT · PRICEDMETA · FRESHAMZN · FRESHNVDA · REPRICINGfinance.yahoo.com ↗

Michael Burry doubles down on his $186 million bet against Nvidia stock

Tue Jul-28 15:20:52analyst65

Michael Burry has increased his short position against Nvidia to $186 million, citing concerns over AI boom instability and private credit risks.

NVDA ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDfinbold.com ↗

Nvidia stock faces new risk from China's AI loophole

Tue Jul-28 15:20:33regulatory65

Nvidia faces potential regulatory risks regarding global AI hardware compliance following White House allegations that Chinese firm Moonshot AI used Nvidia chips in Thailand, despite strong earnings results.

NVDA ▼ REPRICINGAMD · PRICEDTSM · PRICEDAVGO · PRICEDQCOM · PRICEDwww.thestreet.com ↗

NVIDIA Launches Open Secure AI Alliance to Build Open-Source Defenses for Agentic Systems

Tue Jul-28 15:03:15partnership65

NVIDIA launched the Open Secure AI Alliance with founding members including Microsoft and Palantir to develop open-source security defenses for autonomous AI agents.

NVDA ▲ PRICEDMSFT ▲ REPRICINGPLTR ▲ PRICEDGOOGL ▲ REPRICINGMETA ▲ REPRICINGAMZN ▲ REPRICINGAAPL ▲ REPRICINGtechiexpert.com ↗

Apple and Micron Clash Over CXMT Memory Chip Sourcing Plans - OnMSFT

Tue Jul-28 15:02:08regulatory65

Apple and Micron are in a dispute over Apple's potential sourcing of memory chips from Chinese manufacturer CXMT, with Micron lobbying US officials to block the move to protect domestic manufacturing.

AAPL ▼ REPRICINGMU ▲ PRICEDNVDA · REPRICINGAMD · PRICEDQCOM · PRICEDTSM · PRICEDonmsft.com ↗

Apple Market Cap Tops $5 Trillion for First Time, Bloomberg Reports

Tue Jul-28 14:53:06other85

Apple's market capitalization has surpassed $5 trillion for the first time, according to a Bloomberg report.

AAPL ▲ FRESHwww.marketscreener.com ↗

Amazon (AMZN) Earnings Preview: What to Expect Before Thursday's Q2 Report

Tue Jul-28 14:52:33earnings65

Amazon is scheduled to report Q2 2026 earnings on July 30, with analysts focusing on AWS growth and capital expenditure guidance amid a consensus revenue estimate of $196 billion.

AMZN · REPRICINGMSFT · PRICEDGOOGL · FRESHMETA · REPRICINGAAPL · FRESHblockonomi.com ↗

NVIDIA GB300 GPUs Enter Production at TSMC's Arizona Fab - OnMSFT

Tue Jul-28 14:52:14product65

TSMC has begun production of NVIDIA's GB300 AI GPUs at its Arizona facility, marking a significant step in expanding US-based advanced chip manufacturing.

NVDA ▲ REPRICINGTSM ▲ PRICEDAMD · PRICEDAVGO · PRICEDSMCI ▲ PRICEDonmsft.com ↗

After a Rough Post-Earnings Week, Where Does Tesla Go From Here?

Tue Jul-28 14:41:54earnings85

Tesla shares fell significantly following a Q2 earnings report that missed EPS estimates by 38% and reported negative free cash flow despite record vehicle deliveries.

TSLA ▼ REPRICINGfinance.yahoo.com ↗

Apple MacBook Pro to Finally Get a Touchscreen With Its OLED Upgrade

Tue Jul-28 14:41:32product65

Apple is reportedly selecting Samsung Display as the exclusive supplier for OLED touch panels for its next-generation MacBook Pro lineup.

AAPL ▲ FRESHwww.news18.com ↗

China Fires Back as US Targets Moonshot AI Over Kimi K3 Anthropic Fable Theft Claim

Tue Jul-28 14:40:52regulatory65

China's Ministry of Commerce responded to US sanctions threats regarding alleged IP theft by Moonshot AI, escalating government-to-government tensions over AI technology.

GOOGL · FRESHMSFT · PRICEDMETA · FRESHAMZN · REPRICINGNVDA · REPRICINGAMD · PRICEDQCOM · PRICEDAVGO · PRICEDTSM · PRICEDASML · PRICEDMU · PRICEDSMCI · PRICEDPLTR · PRICEDwww.techtimes.com ↗

Apple's big Siri AI push into smart homes signals where Big Tech is spending, and it's not crypto

Tue Jul-28 14:33:28product65

Apple unveiled a revamped Siri AI and a new smart home hardware lineup including a Home Hub, Apple TV 4K, and HomePod models at WWDC26.

AAPL ▲ FRESHMSFT · PRICEDGOOGL · FRESHAMZN · FRESHMETA · REPRICINGcryptobriefing.com ↗

Micron, Nvidia, AMD on Watch as Asia's Chip Selloff Sends a Warning - Advanced Micro Devices (NASDAQ:AMD)

Tue Jul-28 14:33:12other65

Asian semiconductor stocks, led by Samsung and SK Hynix, plunged due to retail leverage unwinding and competitive pressures from China's CXMT, triggering a premarket selloff in US chip stocks including Micron, Nvidia, and AMD.

MU ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAVGO ▼ PRICEDwww.benzinga.com ↗