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Wed Sep-02 15:26:17

times in Europe/Lisbon

🗞️ News

Wall Street Sees Little Threat to Micron From China's Memory Giant

Tue Jul-28 20:10:39other65

Micron Technology shares rose over 3% as analysts dismissed competitive threats from Chinese memory maker CXMT's massive IPO, citing Micron's strong position in the AI memory market.

MU ▲ PRICEDAAPL · FRESHNVDA · FRESHAMD · PRICEDQCOM · PRICEDfinance.yahoo.com ↗

Core Scientific Doubles AI Capacity to 1.1 GW in $14B AMD Deal

Tue Jul-28 20:02:02partnership85

AMD signed a 15-year, $14 billion agreement with Core Scientific to secure 530 MW of AI data center capacity for its Instinct GPUs and EPYC processors, with options for an additional 2 GW.

AMD ▲ PRICEDNVDA ▼ FRESHSMCI ▲ PRICEDwww.datacenterknowledge.com ↗

Fitch warns AI market correction emerging as major global credit risk - kuwaitTimes

Tue Jul-28 20:01:39analyst65

Fitch Ratings warned that the AI boom and potential market correction pose a major global credit risk due to soaring valuations and uncertain returns on unprecedented tech spending.

NVDA ▼ FRESHAMZN ▼ FRESHGOOGL ▼ PRICEDMETA ▼ FRESHMSFT ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDAAPL ▼ FRESHkuwaittimes.com ↗

Nvidia CEO Jensen Huang inspects Wistron's first US facility in Fort Worth

Tue Jul-28 20:01:16product65

Nvidia CEO Jensen Huang opened Wistron's new $700 million AI manufacturing facility in Fort Worth, Texas, to produce GB300 and Vera Rubin superchips domestically.

NVDA ▲ FRESHTSM · PRICEDSMCI ▼ PRICEDAMD · PRICEDcryptobriefing.com ↗

Tesla Just Delayed Its Biggest Growth Story. What That Means for TSLA Stock.

Tue Jul-28 20:01:06earnings85

Tesla stock plunged over 14% after missing earnings expectations and removing 2026 volume production targets for Cybercab, Semi, and Optimus to prioritize 4680 battery scaling.

TSLA ▼ FRESHwww.barchart.com ↗

Elon Musk stocks take $1.5 trillion hit with fresh test in SpaceX lockup ahead

Tue Jul-28 20:00:32other65

Tesla and SpaceX have collectively lost $1.5 trillion in market value amid a significant sell-off, with upcoming SpaceX earnings and insider lockup expiration posing further volatility risks.

TSLA ▼ FRESHwww.cnbc.com ↗

Berkshire Isn't the Only Big Name Loading Up on Alphabet. This Investor Bet Even Bigger

Tue Jul-28 20:00:26analyst65

Warren Buffett's Berkshire Hathaway more than doubled its stake in Alphabet, and Li Lu's Himalaya Capital allocated nearly half its portfolio to the stock, signaling strong institutional confidence despite AI capital expenditure concerns.

GOOGL ▲ PRICEDfinance.yahoo.com ↗

Amazon is trying to launch a satellite cell network in 2028

Tue Jul-28 19:51:47product65

Amazon filed an FCC application to launch a direct-to-device satellite constellation in 2028 and confirmed an expanded partnership with Apple to power satellite services for iPhones and Apple Watches.

AMZN ▲ FRESHAAPL ▲ FRESHTSLA ▼ FRESHmobilesyrup.com ↗

Earnings Showdown: Is Microsoft or Meta More at Risk When July 29 Earnings Drop?

Tue Jul-28 19:50:53earnings65

The article previews the upcoming July 29 earnings reports for Microsoft and Meta, focusing on investor concerns regarding their respective AI capital expenditure strategies and balance sheet resilience.

MSFT · PRICEDMETA · FRESHGOOGL · PRICEDAMZN · FRESHNVDA · FRESH247wallst.com ↗

Traders flock to stocks benefiting from AI data center spending as hyperscalers plan $600B capex blitz

Tue Jul-28 19:41:44guidance85

Major hyperscalers including Amazon and Alphabet have raised their 2026 capital expenditure guidance to a combined $600-630 billion, primarily for AI infrastructure, driving gains in data center supply chain stocks.

AMZN ▲ FRESHGOOGL ▲ PRICEDMSFT ▲ PRICEDMETA ▲ FRESHNVDA ▲ FRESHAVGO ▲ FRESHAMD ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDcryptobriefing.com ↗

Does the AI boom justify ASML's premium valuation post-Q2? (ASML:NASDAQ) | Seeking Alpha

Tue Jul-28 19:41:29earnings85

ASML reported Q2 2026 earnings that significantly beat expectations and raised full-year revenue guidance to €43-45 billion driven by AI-related semiconductor demand.

ASML ▲ PRICEDNVDA · FRESHTSM · PRICEDAMD · PRICEDMU · PRICEDseekingalpha.com ↗

Nikkei 225: Tokyo Benchmark Tumbles 3.95% as Chip Stocks Crater on Kospi Contagion

Tue Jul-28 19:32:17other65

Japanese and South Korean semiconductor stocks crashed due to contagion from Chinese lithography breakthrough concerns, signaling broad sector weakness for global chipmakers and equipment suppliers.

TSM ▼ PRICEDASML ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDMU ▼ PRICEDAVGO ▼ FRESHSMCI ▼ PRICEDQCOM ▼ PRICEDwww.bbntimes.com ↗

Sam Altman warns of potential compute oversupply within 2 years

Tue Jul-28 19:32:11other65

OpenAI CEO Sam Altman warned that a compute oversupply could emerge within two to three years, potentially undermining the economics of current AI infrastructure investments by major tech companies.

MSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDcryptobriefing.com ↗

Core Scientific And AMD Partner To Deploy Up To 2.5 Gigawatts Of AI Data Center Capacity

Tue Jul-28 19:22:26partnership75

AMD has partnered with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity for deploying its Instinct GPUs and EPYC processors.

AMD ▲ PRICEDNVDA ▼ FRESHpulse2.com ↗

Nvidia signs leases worth up to $50 billion for massive Texas data center housing hundreds of thousands of GPUs

Tue Jul-28 19:20:54partnership85

Nvidia signed leases worth up to $50 billion with Hut 8 for a 1-gigawatt AI data center campus in Texas, marking a strategic shift toward controlling AI infrastructure.

NVDA ▲ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHcryptobriefing.com ↗

Why MU, AMD, Intel and SNDK stocks suddenly slumped -- experts explain what's behind the sell-off

Tue Jul-28 19:12:23analyst65

Morgan Stanley strategist Mike Wilson attributes the sharp sell-off in semiconductor and memory stocks, including Micron and AMD, to a market rotation driven by concerns over hyperscaler free cash flow.

MU ▼ PRICEDAMD ▼ PRICEDNVDA ▼ FRESHAVGO ▼ FRESHQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.hindustantimes.com ↗

A $1 Billion Reason to Buy Naver Stock Now

Tue Jul-28 19:11:52partnership65

Nvidia announced a $1 billion strategic investment in South Korean tech giant Naver to support the expansion of its AI data center infrastructure using Nvidia's Blackwell and Vera Rubin platforms.

NVDA ▲ FRESHAMD · PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · FRESHAMZN · FRESHwww.barchart.com ↗

AMD CEO Lisa Su says AI is at an inflection point for meaningful work

Tue Jul-28 19:11:38partnership85

AMD announced a multi-billion-dollar partnership and up to $5 billion equity investment in Anthropic to deploy 2 gigawatts of MI450 GPUs, signaling a major shift toward AI inference demand.

AMD ▲ PRICEDNVDA ▼ FRESHMSFT · PRICEDGOOGL · PRICEDAVGO · FRESHQCOM · PRICEDTSM ▲ PRICEDcryptobriefing.com ↗

Microsoft stock is down 18% -- Could that finally flip?

Tue Jul-28 19:10:16earnings85

Microsoft is scheduled to report its fourth-quarter earnings with investor focus centered on Azure growth rates, Copilot adoption, and future AI capital expenditure guidance.

MSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHNVDA · FRESHrollingout.com ↗

AI Memory Shortage Could Last Until 2028, CEO Says - Meta Platforms (NASDAQ:META), Amazon.com (NASDAQ:AMZ

Tue Jul-28 19:02:49other65

Industry commentary suggests the AI-driven HBM memory shortage may persist until 2028 due to long lead times for capacity expansion, supporting pricing power for memory suppliers and continued demand for AI infrastructure.

MU ▲ PRICEDNVDA ▲ FRESHMETA · FRESHAMZN · FRESHMSFT · PRICEDGOOGL · PRICEDAMD ▲ PRICEDAVGO ▲ FRESHTSM ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

Prediction: Nvidia-SK Hynix Partnership Will Make Both Stocks Big Winners

Tue Jul-28 19:01:20partnership85

Nvidia and SK Hynix signed a historic memory deal involving HBM supply, co-development, and a 2-gigawatt AI data center project in Korea.

NVDA ▲ FRESHASML ▲ PRICEDMU ▼ PRICEDAMD · PRICEDTSM · PRICEDfinance.yahoo.com ↗

ASML Stock Keeps Sliding On China's Latest Chip Advance -- Why BofA Calls Selloff An 'Overreaction' And Sees Over 70% Upside

Tue Jul-28 18:41:12analyst65

Bank of America reiterated a Buy rating on ASML with a $2,845 price target, characterizing the recent stock decline driven by Chinese lithography advances as an overreaction.

ASML ▲ PRICEDNVDA · FRESHAMD · PRICEDTSM · PRICEDMU · PRICEDfinance.yahoo.com ↗

Nvidia stock faces risk as US closes China AI chip loophole

Tue Jul-28 18:40:22regulatory85

The US Department of Commerce has closed a loophole in semiconductor export controls by requiring licenses for advanced AI chips sold to Chinese-headquartered entities operating through third-country subsidiaries, directly impacting Nvidia's Blackwell and Rubin processor sales.

NVDA ▼ FRESHAMD · PRICEDAVGO · FRESHQCOM · PRICEDTSM · PRICEDASML · PRICEDcryptobriefing.com ↗

Pentagon blacklist of CXMT: Is Washington accidentally creating a stronger Chinese chip rival? | Stock Market News

Tue Jul-28 18:32:36regulatory65

Chinese DRAM maker CXMT debuted on the Shanghai Stock Exchange with a massive valuation surge despite being added to the US Pentagon blacklist, intensifying competitive and regulatory pressures in the global memory chip market.

MU ▼ PRICEDAMD · PRICEDNVDA · FRESHTSM · PRICEDwww.livemint.com ↗

Qualcomm (QCOM) Reports Earnings Tomorrow: What To Expect

Tue Jul-28 18:31:58earnings65

Qualcomm is scheduled to report its quarterly earnings results, with analysts expecting a year-over-year revenue decline amid mixed signals from recent peer reports.

QCOM · PRICEDNVDA · FRESHAMD · PRICEDAVGO · REPRICINGMU · PRICEDTSM · PRICEDca.finance.yahoo.com ↗

US tech rout wipes out $1.2 trillion amid AI spending fears

Tue Jul-28 18:31:53earnings90

US tech stocks lost $1.2 trillion in market value as Tesla missed earnings expectations and Alphabet raised AI capital expenditure guidance, triggering a sector-wide selloff that briefly displaced Nvidia as the most valuable company in favor of Apple.

TSLA ▼ FRESHGOOGL ▼ PRICEDNVDA ▼ FRESHAAPL ▲ FRESHMETA ▼ FRESHMSFT ▼ PRICEDAMZN ▼ FRESHAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.bizzbuzz.news ↗

Nvidia stock faces new risk from China's AI loophole

Tue Jul-28 18:31:36regulatory65

Nvidia faces potential regulatory risks regarding global AI chip compliance after White House allegations that Chinese firm Moonshot AI used Nvidia processors in Thailand to bypass export controls.

NVDA ▼ FRESHAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDTSM · PRICEDfinance.yahoo.com ↗

Dear Andy Jassy: Don't Try to Spin Google Cloud Outgrowing AWS By 2X or 2.5X

Tue Jul-28 18:31:29earnings65

Commentary highlights Google Cloud's 82% growth rate significantly outpacing AWS's 28% ahead of upcoming earnings reports for Amazon and Microsoft.

GOOGL ▲ PRICEDAMZN ▼ FRESHMSFT · PRICEDcloudwars.com ↗

Trump Administration Expands Ratepayer Protection Pledge

Tue Jul-28 18:21:51regulatory65

The Trump administration expanded the Ratepayer Protection Pledge to include state regulators and developers, reinforcing commitments by major hyperscalers to cover full energy infrastructure costs for data centers.

AMZN ▲ FRESHGOOGL ▲ PRICEDMETA ▲ FRESHMSFT ▲ PRICEDNVDA ▲ FRESHAVGO ▲ REPRICINGTSM ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDtedmag.com ↗

Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

Tue Jul-28 18:20:43regulatory65

The Trump administration is considering tariffs on Chinese memory chips, which would likely benefit US suppliers like Micron through pricing leverage while increasing component costs for downstream manufacturers like Apple.

MU ▲ PRICEDAAPL ▼ FRESHNVDA · FRESHAMD · PRICEDQCOM · PRICEDTSM · PRICEDSMCI · PRICEDwww.marketbeat.com ↗

Apple briefly becomes second company ever to notch $5 trillion market value

Tue Jul-28 18:11:05other65

Apple briefly surpassed a $5 trillion market capitalization, driven by strong product demand and a strategy of leveraging Google's AI technology rather than heavy internal infrastructure spending.

AAPL ▲ FRESHGOOGL ▲ PRICEDNVDA · FRESHwww.oann.com ↗

Stocks making the biggest moves midday: Boeing, Amkor, Corning, Sandisk, Iqvia & more

Tue Jul-28 18:10:34earnings65

Micron Technology shares dropped nearly 9% amid a broader sell-off in memory chip stocks driven by weak guidance from Amkor and Corning.

MU ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDTSM ▼ PRICEDSMCI ▼ PRICEDwww.cnbc.com ↗

Investors ditch chip stocks as fears of AI bubble grow

Tue Jul-28 18:03:23other85

Nvidia faces investor sell-off and accusations of circular financing amid reports of a $750 billion commitment to AI infrastructure funding, triggering a broader decline in global semiconductor stocks.

NVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHwww.bbc.com ↗

AI Roundup: Nvidia Drops $5B on SSI, Kimi K3 Weights Go Live, Substack Detector Sparks Firestorm

Tue Jul-28 18:01:52partnership65

Nvidia announced a $5 billion strategic investment in Safe Superintelligence Inc. (SSI), which will migrate its compute infrastructure from Google TPUs to Nvidia's Vera Rubin platform.

NVDA ▲ FRESHGOOGL ▼ PRICEDthecherrycreeknews.com ↗

Jeff Bezos says this business is becoming Amazon's next 'pillar'

Tue Jul-28 17:51:23product65

Amazon Executive Chair Jeff Bezos stated that the company's custom silicon business is on track to become a core pillar alongside AWS, Marketplace, and Prime, highlighting its role as a lower-cost alternative to Nvidia GPUs.

AMZN ▲ FRESHNVDA ▼ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · REPRICINGwww.geekwire.com ↗

Qualcomm faces crucial test after brutal 35% slide

Tue Jul-28 17:50:58earnings65

Qualcomm is scheduled to report its Q3 fiscal 2026 earnings on July 29 amid a 35% stock pullback from recent highs.

QCOM · PRICEDNVDA · FRESHAMD · PRICEDAVGO · FRESHTSM · PRICEDwww.thestreet.com ↗

Nvidia's Jensen Huang meets with Commerce Secretary Lutnick as China chip export scrutiny intensifies

Tue Jul-28 17:50:48regulatory75

Nvidia CEO Jensen Huang met with US Commerce Secretary Howard Lutnick to discuss intensifying scrutiny and potential tightening of AI chip export controls to China amid ongoing smuggling investigations.

NVDA ▼ FRESHAMD · PRICEDQCOM · PRICEDAVGO · FRESHTSM · PRICEDcryptobriefing.com ↗

A quarter of the S&P now claims measurable AI benefits

Tue Jul-28 17:50:40analyst65

Morgan Stanley analysts report that 25% of S&P 500 companies cited measurable AI benefits in Q2 earnings calls, identifying Apple and Alphabet as key adopters while suggesting a market rotation away from pure-play AI infrastructure stocks.

AAPL ▲ FRESHGOOGL ▲ PRICEDMSFT ▼ PRICEDAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ REPRICINGthenextweb.com ↗

Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree

Tue Jul-28 17:43:07analyst65

Optical component stocks fell sharply due to sector-wide profit-taking and renewed doubts about AI capital expenditure sustainability triggered by Alphabet's high spending and negative free cash flow.

GOOGL ▼ PRICEDNVDA ▼ FRESHMSFT ▼ PRICEDMETA ▼ FRESHAMZN ▼ FRESHAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDfinance.yahoo.com ↗