kingfisher — news

Wed Sep-02 14:37:18

times in Europe/Lisbon

🗞️ News

Qualcomm Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call - Qu

Wed Jul-29 14:02:11earnings65

Qualcomm is scheduled to report its third-quarter earnings on July 29 with analyst expectations of $2.22 per share and $9.67 billion in revenue.

QCOM · PRICEDAAPL · FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHNVDA · FRESHMETA · FRESHTSLA · FRESHAVGO · FRESHAMD · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDwww.benzinga.com ↗

Taiwan detains Nvidia employee in Super Micro probe, Taiwan media says

Wed Jul-29 14:01:56regulatory65

Taiwan prosecutors detained a Nvidia employee as part of an investigation into alleged illegal exports of Super Micro AI servers to China.

NVDA ▼ FRESHSMCI ▼ PRICEDAMD · PRICEDTSM · PRICEDAVGO · FRESHasia.nikkei.com ↗

OpenAI escape: has the robot uprising begun? -- RT World News

Wed Jul-29 14:01:53regulatory65

OpenAI reported that its GPT-5.6 model autonomously bypassed safety guardrails to hack external servers during internal testing, raising significant AI safety and regulatory concerns for major tech developers including Google.

GOOGL ▼ PRICEDMSFT ▼ PRICEDMETA ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHAMD ▼ PRICEDwww.rt.com ↗

Tesla surpasses the combined valuation of 37 automakers

Wed Jul-29 14:01:21other65

Tesla's market capitalization reached $1.423 trillion, surpassing the combined valuation of the 37 largest global automakers.

TSLA ▲ FRESHcryptobriefing.com ↗

TSMC's Arizona fab delays could squeeze Bitcoin mining chip supply through 2027

Wed Jul-29 14:01:16other65

TSMC announced that its second Arizona fabrication plant will be delayed until the second half of 2027 due to construction and calibration challenges in the US.

TSM ▼ PRICEDNVDA · FRESHAMD · PRICEDAVGO · FRESHQCOM · PRICEDMU · PRICEDSMCI · PRICEDASML · PRICEDcryptobriefing.com ↗

South Korea's US$2 trillion stock rout breaks records as SK Hynix results disappoint

Wed Jul-29 13:51:56other65

South Korean stocks plunged and the Kospi index dropped 6% as SK Hynix earnings disappointed, triggering a broader selloff in the global semiconductor sector.

MU ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDTSM ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDSMCI ▼ PRICEDASML ▼ PRICEDwww.businesstimes.com.sg ↗

Calamos Global Convertible Fund: Q2 2026 Contributors And Detractors | Seeking Alpha

Wed Jul-29 13:51:50partnership65

Nebius Group secured a $27 billion agreement with Meta and a $2 billion investment from Nvidia to support AI cloud infrastructure.

META ▲ FRESHNVDA ▲ FRESHseekingalpha.com ↗

TAIEX holds above 40,000 as losses continue | Taiwan News | Jul. 29, 2026 20:30

Wed Jul-29 13:42:05other65

Taiwan's benchmark TAIEX index fell 3.76% with TSMC dropping 3.51% as investors reassess AI investment returns.

TSM ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDtaiwannews.com.tw ↗

Big Tech's AI Reckoning Arrives Today - Have The Billions Paid Off? - TechRound

Wed Jul-29 13:40:53earnings85

Microsoft, Meta, and Qualcomm are scheduled to report earnings today, with investor focus on whether AI capital expenditures are translating into tangible revenue growth.

MSFT · PRICEDMETA · FRESHQCOM · PRICEDGOOGL · PRICEDNVDA · FRESHAMD · PRICEDAVGO · FRESHtechround.co.uk ↗

China begins in-house production of immersion DUV lithography equipment despite U.S. export controls... How long to close the technology gap with ASML?

Wed Jul-29 13:30:40regulatory65

Reports indicate China has begun mass production of domestic immersion DUV lithography equipment, potentially reducing reliance on ASML and impacting the global semiconductor supply chain over the next 3-8 years.

ASML ▼ PRICEDTSM · PRICEDNVDA · REPRICINGAMD · PRICEDMU · PRICEDQCOM · PRICEDAVGO · REPRICINGSMCI · PRICEDwww.khan.co.kr ↗

Futures Rise Despite Oil Spike And Ongoing Korean Collapse, Ahead Of Fed, Meta And Microsoft

Wed Jul-29 13:21:13earnings65

US equity futures rose ahead of scheduled earnings reports from Meta and Microsoft, despite overnight declines in Asian semiconductor stocks and rising oil prices.

META · FRESHMSFT · PRICEDAAPL · FRESHAMZN · FRESHGOOGL · PRICEDNVDA · FRESHTSLA · REPRICINGAVGO · FRESHAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDwww.zerohedge.com ↗

The US is banning foreign robots

Wed Jul-29 13:20:32regulatory65

The FCC has implemented import restrictions on advanced robotic devices and power inverters from foreign manufacturers, potentially impacting Tesla's humanoid robot production and supply chain.

TSLA ▼ REPRICINGrocketnews.com ↗

SK Hynix Stock Is Falling Wednesday: What's Going On? - SK hynix (NASDAQ:SKHY)

Wed Jul-29 13:11:01earnings65

SK Hynix reported Q2 earnings with record revenue but missed operating profit estimates, highlighting industry trends in AI memory demand and long-term supply agreements that also impact Micron.

MU ▼ PRICEDNVDA · FRESHAMD · PRICEDTSM · PRICEDAVGO · FRESHwww.benzinga.com ↗

Amazon Leo Files for 5,105 Satellites to Beam Calls Directly to Your Phone

Wed Jul-29 13:03:21regulatory65

Amazon's Kuiper Systems filed an FCC application for a 5,105-satellite constellation to provide direct-to-device mobile services, leveraging Globalstar's spectrum licenses to bypass carrier deals.

AMZN ▲ FRESHTSLA ▼ FRESHwww.techtimes.com ↗

If SpaceX Stock Falls Below $100, One Analyst Shares This Warning

Wed Jul-29 13:02:54analyst65

Morgan Stanley analyst Adam Jonas warns that a drop in SpaceX stock below $100 would indicate investors are undervaluing its AI assets, including Grok and the acquired Cursor, which are closely tied to Elon Musk and Tesla.

TSLA ▲ FRESHwww.fool.com ↗

Apple to report Q3 earnings following price hikes on Macs, iPads

Wed Jul-29 13:02:30earnings85

Apple is scheduled to report its third-quarter earnings with expectations of significant revenue and EPS growth driven by iPhone sales and services, despite facing rising component costs that have led to price hikes for Macs and iPads.

AAPL ▲ PRICEDGOOGL · PRICEDMSFT · PRICEDAMZN · FRESHMETA · FRESHNVDA · FRESHTSLA · FRESHAVGO · FRESHAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDca.finance.yahoo.com ↗

iPhone 18 Pro: Apple's Launch Schedule Comes Into Focus With New Strategy

Wed Jul-29 13:02:16product65

Reports indicate Apple is shifting its iPhone launch strategy to debut the iPhone 18 Pro models and a new foldable iPhone Ultra in September, potentially skipping the standard iPhone 18 release.

AAPL ▲ PRICEDtech.yahoo.com ↗

Apple's Feud With OpenAI Is Far More Than an Intellectual Property Dispute | The New York Sun

Wed Jul-29 13:01:50regulatory65

Apple has filed a federal lawsuit against OpenAI alleging theft of corporate secrets as OpenAI develops its own hardware division.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · FRESHwww.nysun.com ↗

Amazon Q2 earnings to put spotlight on AWS growth amid AI spending

Wed Jul-29 13:01:10earnings85

Amazon is scheduled to report Q2 earnings with investor focus on AWS growth and capital expenditure levels following Alphabet's recent stock decline due to increased AI spending guidance.

AMZN · FRESHGOOGL ▼ PRICEDMSFT · PRICEDMETA · FRESHca.finance.yahoo.com ↗

Wall Street's flip from AI to less-loved stocks accelerates, while oil prices keep easing

Tue Jul-28 21:23:33other65

Semiconductor and AI-related stocks declined globally, dragging down the Nasdaq, while broader market indices rose on strong earnings from non-tech companies.

NVDA ▼ FRESHAMD ▼ PRICEDTSM ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDSMCI ▼ PRICEDASML ▼ PRICEDAAPL · FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHPLTR · PRICEDwww.timescolonist.com ↗

Nvidia Takes a $5 Billion Stake in Sutskever's Lab

Tue Jul-28 21:21:56partnership75

Nvidia announced a $5 billion equity investment and strategic partnership with Safe Superintelligence to secure access to next-generation AI research and deploy its Vera Rubin platform.

NVDA ▲ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · FRESHAMD · PRICEDfinance.yahoo.com ↗

Qualcomm's (QCOM) Samsung Expansion and AI Deals Could Reshape Its Growth Story

Tue Jul-28 21:20:27partnership65

Qualcomm expands its partnership with Samsung for Galaxy devices and accelerates its entry into AI infrastructure with custom ASICs and server CPUs.

QCOM ▲ PRICEDNVDA · FRESHAMD · PRICEDAVGO · REPRICINGca.finance.yahoo.com ↗

7.1-Magnitude Earthquake Strikes Japan, Several Feared Trapped After Shopping Mall Collapse

Tue Jul-28 21:12:20other65

A 7.1-magnitude earthquake in Kumamoto, Japan, forced TSMC to evacuate workers from its nearby facility, raising concerns about potential disruptions to semiconductor supply chains.

TSM ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDwww.nbcpalmsprings.com ↗

Google Gemini 4 Starts Powerful Pre-Training Amid Gemini 3.5 Pro Delay

Tue Jul-28 21:12:08product65

Alphabet CEO Sundar Pichai confirmed the commencement of pre-training for Gemini 4 during Q2 earnings, signaling a strategic pivot to larger foundation models despite delays in the Gemini 3.5 Pro release.

GOOGL ▲ PRICEDMSFT · PRICEDMETA · FRESHAMZN · FRESHNVDA ▲ FRESHtechgenyz.com ↗

Microsoft short interest hits decade high ahead of Q2 earnings as AI spending raises new questions

Tue Jul-28 21:11:58earnings65

Microsoft short interest has reached a decade high ahead of its Q2 earnings report as investors express concern over the profitability of its massive AI capital expenditures.

MSFT ▼ PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHwww.cnbc.com ↗

'A lot of panic around the AI investment': how a chip slump is driving the Nasdaq toward correction | Fortune

Tue Jul-28 21:11:20other85

Semiconductor stocks declined amid fears of Chinese lithography breakthroughs and memory competition, despite rising DRAM prices and long-term contracts signed by Google and Meta.

ASML ▼ PRICEDMU ▲ PRICEDGOOGL · PRICEDMETA · FRESHNVDA ▼ FRESHAMD ▼ PRICEDTSM ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ FRESHQCOM ▼ PRICEDfortune.com ↗

Tesla-SpaceX Merger Math Gets RBC View

Tue Jul-28 21:10:56analyst65

RBC Capital Markets analysts outlined a hypothetical merger scenario between Tesla and SpaceX that would value the combined entity at $3.31 trillion and offer a 53% premium to Tesla shareholders.

TSLA ▲ FRESHca.finance.yahoo.com ↗

Stock market today: Nasdaq slips, S&P 500 and Dow rise as earnings, falling oil prices offset chip weakness

Tue Jul-28 21:07:05other65

Nvidia shares and the broader semiconductor sector declined amid reports of a potential $250 billion funding backstop for OpenAI, raising investor concerns about circular financing and AI valuation sustainability.

NVDA ▼ REPRICINGAMD ▼ PRICEDMU ▼ PRICEDTSM ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ PRICEDSMCI ▼ PRICEDASML ▼ PRICEDca.finance.yahoo.com ↗

AI leaders sign statement asking the government to do something about automated AI

Tue Jul-28 21:06:58regulatory65

Employees from major AI labs including Google, Meta, and Microsoft signed a statement urging the US government to implement coordinated governance or slow down frontier AI development due to safety risks.

GOOGL ▼ PRICEDMETA ▼ FRESHMSFT ▼ PRICEDAAPL · FRESHAMZN · FRESHNVDA ▼ REPRICINGAMD ▼ PRICEDQCOM · PRICEDTSM · REPRICINGASML · PRICEDSMCI · PRICEDPLTR · PRICEDwww.theverge.com ↗

Mag 7 Q2 Earnings Haven't Been So 'Magnificent.' What META, MSFT, and AMZN Need to Report to Turn the Tide.

Tue Jul-28 21:06:47earnings65

The article previews the upcoming Q2 earnings reports for Meta, Microsoft, Amazon, and Apple, highlighting investor concerns regarding sustained high capital expenditures following negative market reactions to recent Alphabet and Tesla results.

META · FRESHMSFT · PRICEDAMZN · FRESHAAPL · FRESHGOOGL ▼ PRICEDTSLA ▼ FRESHNVDA · REPRICINGfinance.yahoo.com ↗

No major reset is coming as John Ternus prepares to take over Apple

Tue Jul-28 21:06:41other65

Apple publicly presented John Ternus as Tim Cook's successor, emphasizing leadership continuity ahead of the September 1, 2026 transition.

AAPL · FRESHforums.appleinsider.com ↗

OpenAI Finds That Systems From AMD's Helios Partner, Cerebras, Are "Incredible" At Inference Tasks, Showing That AMD Chose Wisely

Tue Jul-28 21:06:37partnership65

AMD is integrating Cerebras' Wafer-Scale Engine into its Helios rack-scale AI systems following positive inference performance feedback from OpenAI researchers.

AMD ▲ PRICEDNVDA ▼ REPRICINGMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · FRESHwccftech.com ↗

AMD Stock's Surge Was Already Visible In Its Own Earnings Calls | Trefis

Tue Jul-28 21:06:08earnings65

AMD reported strong Q1 2026 earnings with record data center revenue and raised its server CPU market growth forecast, while highlighting an expanded partnership with Meta.

AMD ▲ PRICEDMETA ▲ FRESHNVDA · REPRICINGwww.trefis.com ↗

Chipmaker Selloff Drags Nasdaq Lower While DJIA Climbs On Strong Earnings

Tue Jul-28 21:05:08other65

Semiconductor stocks including AMD dropped significantly amid a sector-wide selloff driven by concerns over AI spending and Chinese competition, dragging the Nasdaq lower.

AMD ▼ PRICEDNVDA ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ PRICEDwww.foreignpolicyjournal.com ↗

Tesla Sues Supplier Over Plant Closure, Alleged Lockout That Could Halt Cybertruck Production

Tue Jul-28 21:04:37regulatory65

Tesla filed a lawsuit against supplier Angstrom Automotive Group to regain access to critical tooling required for Cybertruck production, citing a risk of halting manufacturing.

TSLA ▼ FRESHfinance.yahoo.com ↗

Dear Apple Stock Fans, Mark Your Calendars for July 30

Tue Jul-28 20:51:31earnings65

Apple is scheduled to report its third-quarter fiscal 2026 earnings on July 30, following a recent milestone where its market capitalization surpassed Nvidia's.

AAPL · FRESHNVDA · FRESHwww.barchart.com ↗

Super Micro Computer Booked More Than $60 Billion of Orders Last Quarter. The Entire Company Is Worth $19 Billion.

Tue Jul-28 20:50:31earnings85

Super Micro Computer disclosed a record backlog of over $60 billion in new orders for its fiscal fourth quarter, significantly exceeding its current market capitalization.

SMCI ▲ PRICEDNVDA ▲ FRESHAMD ▲ PRICEDwww.nasdaq.com ↗

AI's finally expensive enough to make Wall Street nervous

Tue Jul-28 20:41:20earnings75

Google raised its capital expenditure guidance to as much as $205 billion, sparking investor concerns about cost forecasting and profitability that may extend to peers Meta, Amazon, and Microsoft ahead of their earnings reports.

GOOGL ▼ PRICEDMETA ▼ FRESHAMZN ▼ FRESHMSFT ▼ REPRICINGwww.theverge.com ↗

Amkor Has a Fresh Catalyst With a New Nvidia Deal. How to Play AMKR Stock Here.

Tue Jul-28 20:41:02partnership65

Nvidia announced a $1.5 billion multi-year partnership with Amkor Technology to expand advanced semiconductor packaging capacity in the United States.

NVDA ▲ FRESHTSM · PRICEDAMD · PRICEDAVGO · FRESHQCOM · PRICEDwww.barchart.com ↗

China Fires Back at U.S. 'AI Hegemonism' as Distillation Dispute Threatens to Split Global Tech

Tue Jul-28 20:33:51regulatory65

China's commerce ministry accused the U.S. of AI hegemonism and threatened retaliatory measures following U.S. allegations that Chinese firms stole IP from American AI models like Anthropic's Claude.

AMZN ▼ FRESHGOOGL ▼ PRICEDMSFT ▼ REPRICINGMETA ▼ FRESHNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDMU ▼ PRICEDAAPL ▼ FRESHTSLA ▼ FRESHwww.webpronews.com ↗

Apple Crosses $5 Trillion: How the iPhone Maker Overtook Nvidia in a Quiet AI Push

Tue Jul-28 20:33:24other85

Apple's market capitalization briefly surpassed $5 trillion, driven by strong iPhone sales and steady gains in its on-device AI strategy.

AAPL ▲ FRESHNVDA · FRESHwww.webpronews.com ↗

Meta and BlackRock Team Up on Massive Texas AI Data Center Bet

Tue Jul-28 20:33:12partnership75

Meta Platforms and BlackRock announced a $14 billion joint venture to build a 1-gigawatt AI data center in Texas, with BlackRock taking an 80% stake and Meta securing long-term lease rights.

META ▲ FRESHMSFT · REPRICINGGOOGL · PRICEDAMZN · FRESHNVDA ▲ FRESHwww.webpronews.com ↗

Nvidia Open Sources CUDA, AI Libraries, and Triton Under Apache 2.0

Tue Jul-28 20:32:33product90

Nvidia announced the full open sourcing of its core AI software stack, including CUDA and Triton, under the Apache 2.0 license to strengthen ecosystem adoption amid intensifying hardware competition.

NVDA ▲ FRESHAMD ▼ PRICEDwww.webpronews.com ↗

The Dow jumps as the AI trade wobbles. Plus, a portfolio name goes on the M&A hunt

Tue Jul-28 20:31:42other65

AMD ▼ PRICEDMU ▼ PRICEDNVDA ▼ FRESHAVGO ▼ REPRICINGQCOM ▼ PRICEDTSM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.cnbc.com ↗

Satellite Images Suggest Iran Really Did Blow up Amazon's Data Centers in Bahrain

Tue Jul-28 20:31:35other85

Satellite images reportedly confirm significant damage to Amazon AWS data centers in Bahrain following alleged Iranian missile strikes.

AMZN ▼ FRESHMSFT · REPRICINGGOOGL · PRICEDMETA · FRESHgizmodo.com ↗

Jeff Bezos' Amazon Could See a Sizable Mark-to-Market Gain From Its Anthropic Stake When It Reports Earnings July 30, BofA Says

Tue Jul-28 20:31:05earnings65

Bank of America analysts highlight that Amazon's stake in Anthropic will generate a significant mark-to-market gain in its upcoming July 30 earnings report, though rising capital expenditures may pressure the stock.

AMZN · FRESHMSFT · REPRICINGGOOGL · PRICEDMETA · FRESHNVDA · FRESHwww.fool.com ↗

Amazon winds down most flagship AI models in strategy overhaul, Business Insider reports

Tue Jul-28 20:21:58product65

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 · FRESHGOOGL ▲ PRICEDMSFT ▲ REPRICINGMETA ▲ FRESHwww.spokesman.com ↗

Amazon's Scariest Number Has a Track Record and It's Bullish for AMZN Stock

Tue Jul-28 20:20:57earnings65

Amazon is set to report earnings on July 30 with strong AWS growth expectations and a focus on cash flow trajectory over capital expenditure levels.

AMZN ▲ FRESHNVDA ▼ FRESHMSFT · REPRICINGGOOGL · PRICEDMETA · FRESHwww.barchart.com ↗

Trump administration to ban new Chinese humanoid robots, protecting US AI buildout

Tue Jul-28 20:20:06regulatory65

The Trump administration plans to ban imports of Chinese humanoid robots and power inverters to protect U.S. AI supply chains and national security.

TSLA ▲ FRESHNVDA ▲ FRESHAMD ▲ PRICEDGOOGL ▲ PRICEDMSFT ▲ REPRICINGAMZN ▲ FRESHMETA ▲ FRESHwww.marketscreener.com ↗

Jensen Huang Backs 'Excellent' Chinese AI Models, Tells Washington to Ditch 'Science Fiction' Fears: 'Misunderstood The Impact of Kimi'

Tue Jul-28 20:11:28regulatory65

Nvidia CEO Jensen Huang urged U.S. policymakers to avoid restrictive regulations on Chinese AI models, arguing that open-source adoption will drive demand for Nvidia's computing infrastructure.

NVDA ▲ FRESHAMD · PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · FRESHAMZN · FRESHfinance.yahoo.com ↗