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Wed Sep-02 13:50:34

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🗞️ News

Fast Money Host Warns Hyperscaler CapEx Binge Is 'Issuing Near Junk' as Data Center Buildout Shows Cracks

Wed Jul-29 18:10:23analyst65

A CNBC Fast Money host warned that Meta's $12 billion debt issuance at 7.5% signals deteriorating credit conditions for hyperscalers and risks to the AI infrastructure trade.

META ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ PRICEDfinance.yahoo.com ↗

Mark Cuban and Michal Burry warn the AI boom is dangerously reliant on Nvidia

Wed Jul-29 18:02:24analyst65

Mark Cuban and Michael Burry warned that the AI boom is dangerously reliant on Nvidia, citing risks from its financing of customer deals and potential for a sector-wide downturn if Nvidia stumbles.

NVDA ▼ PRICEDMSFT · FRESHAMD ▲ PRICEDAVGO ▲ PRICEDGOOGL ▲ FRESHMETA ▲ FRESHAMZN ▲ FRESHTSM ▼ PRICEDSMCI ▼ PRICEDfinance.yahoo.com ↗

In the Chip War, Export Bans Have Worked. But We're Still Losing Ground

Wed Jul-29 18:01:02regulatory65

An analysis highlights that while EUV export bans on China have held, the continued availability of older ASML DUVi lithography machines is enabling Chinese firms to narrow the AI hardware gap, posing a long-term competitive threat to the global semiconductor supply chain.

ASML ▼ PRICEDTSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDAVGO ▼ PRICEDMU ▼ PRICEDwww.aei.org ↗

Pax Silica: US Strategy to Secure AI's $750B Supply Chain

Wed Jul-29 18:00:26regulatory65

The US State Department launched the Pax Silica initiative to secure AI and semiconductor supply chains by aligning trusted international partners and reducing reliance on Chinese rare earth elements.

NVDA ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHAVGO ▲ PRICEDQCOM ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDinvestingnews.com ↗

Happy harvest

Wed Jul-29 17:52:12other65

Qualcomm plans to implement double-digit price increases for its smartphone processors effective September 1 due to rising supplier costs.

QCOM ▲ PRICEDAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ REPRICINGTSLA ▼ PRICEDwww.taipeitimes.com ↗

Nature keeps reminding us who is really in charge

Wed Jul-29 17:50:28other65

A 7.1-magnitude earthquake in Japan triggered evacuations at TSMC and other semiconductor facilities in Kumamoto Prefecture, raising concerns about potential supply chain disruptions.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ REPRICINGwww.kitco.com ↗

Strategic Stability" - A New Architecture for Global Cooperation

Wed Jul-29 17:50:02regulatory85

President Trump and President Xi Jinping agreed to a new framework of 'Strategic Stability' to improve US-China bilateral relations, potentially easing trade and technology tensions.

AAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ REPRICINGNVDA ▲ PRICEDMETA ▲ REPRICINGTSLA ▲ PRICEDAVGO ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ FRESHwww.modernghana.com ↗

'Apple as a Service' At Last

Wed Jul-29 17:42:42product65

Apple is reportedly introducing a new leasing program called Apple Upgrade and planning a split iPhone launch strategy with a premium foldable model to manage pricing sensitivity and boost revenue.

AAPL ▲ FRESHspyglass.org ↗

DeepSeek's Founder Just Told the Truth About AI

Wed Jul-29 17:41:54other65

DeepSeek founder Liang Wenfeng stated in a leaked transcript that compute hardware, not talent, is the primary bottleneck for AI development, reinforcing the critical demand for Nvidia's advanced chips.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGTSM ▲ PRICEDMSFT · FRESHGOOGL · FRESHMETA · REPRICINGAMZN · REPRICINGpub.aimind.so ↗

QCOM Stock Alert: What to Know as Qualcomm Partners With BMW

Wed Jul-29 17:32:35partnership65

Qualcomm secured a long-term agreement to supply Snapdragon compute silicon for BMW's next-generation digital cockpits and automated driving systems ahead of its fiscal Q2 earnings report.

QCOM ▲ PRICEDNVDA · PRICEDAMD · PRICEDwww.barchart.com ↗

Micron Sheds 30% on China Chip Fears: Analyst Says High-Bandwidth Memory Lead Is Secure

Wed Jul-29 17:31:53analyst65

Futurum analyst Rolf Bulk argues that Micron's recent stock decline is overdone as competitor CXMT remains two to three generations behind in high-bandwidth memory technology.

MU ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDQCOM · PRICEDTSM · PRICEDSMCI · PRICEDwww.techtimes.com ↗

SanDisk Sinks 35% on CXMT IPO: Wall Street May Have Confused NAND With DRAM

Wed Jul-29 17:23:20other60

SanDisk shares dropped 35% due to investor confusion over CXMT's DRAM-focused IPO, but analysis suggests Micron is the actual competitor while SanDisk's NAND business remains unaffected ahead of its earnings.

MU ▲ PRICEDwww.techtimes.com ↗

Microsoft Earnings Prediction Market Preview: What Will Satya Nadella Say? - Microsoft (NASDAQ:MSFT)

Wed Jul-29 17:22:25earnings85

Microsoft is scheduled to report fiscal fourth-quarter earnings with a focus on capital expenditure guidance and AI infrastructure partnerships, including significant deployments of AMD hardware.

MSFT · FRESHAMD ▲ PRICEDGOOGL · FRESHNVDA · PRICEDMETA · PRICEDAMZN · PRICEDwww.benzinga.com ↗

Alphabet Captures 2026 AI Capex Alpha But Amazon Begins Surging in 2027

Wed Jul-29 17:21:16earnings85

Alphabet reported a decisive earnings beat with strong cloud growth and raised capital expenditure guidance, while Amazon reported robust AWS growth driven by custom chips despite major AI workloads starting in 2027.

GOOGL ▲ FRESHAMZN ▲ PRICEDMSFT · FRESHMETA · PRICEDNVDA · PRICED247wallst.com ↗

SanDisk Sinks 7%, Micron Slides 6% as Memory Selloff Intensifies; Seagate Bucks the Trend

Wed Jul-29 17:14:08other65

Micron Technology shares declined 6% as part of a broader memory sector selloff triggered by SK Hynix's announcement of a 50% increase in 2026 capital expenditures.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDfinance.yahoo.com ↗

Meta's AI Spending Problem Just Found a BlackRock Solution

Wed Jul-29 17:13:43partnership65

Meta Platforms has formed a joint venture with BlackRock to finance a one-gigawatt data center in El Paso, allowing it to offload balance-sheet risk associated with its aggressive AI capital expenditure plans.

META ▲ REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · PRICEDNVDA · PRICEDwww.marketbeat.com ↗

UK watchdog investigates Microsoft over potential misleading practices tied to Copilot AI pricing

Wed Jul-29 17:13:39regulatory65

The UK Competition and Markets Authority has launched a formal investigation into Microsoft over allegations that it misled customers regarding Microsoft 365 pricing after bundling Copilot AI features.

MSFT ▼ FRESHGOOGL · FRESHMETA · REPRICINGAMZN · PRICEDcryptobriefing.com ↗

Apple options traders build wall of put protection as earnings loom (AAPL:NASDAQ) | Seeking Alpha

Wed Jul-29 17:13:11earnings65

Apple options traders are heavily purchasing put options for downside protection ahead of the company's fiscal third-quarter earnings report, which marks the final earnings call for CEO Tim Cook.

AAPL · FRESHseekingalpha.com ↗

Apple hits $5tn by sitting out the AI spending race

Wed Jul-29 17:11:47other85

Apple briefly reached a $5 trillion market valuation, surpassing Nvidia to become the world's most valuable company, driven by investor preference for its low AI capital expenditure strategy compared to hyperscalers.

AAPL ▲ FRESHGOOGL ▲ FRESHNVDA ▼ PRICEDMSFT ▼ FRESHMETA ▼ REPRICINGAMZN ▼ PRICEDthenextweb.com ↗

Apple Just Quietly Won the AI War

Wed Jul-29 17:10:11partnership65

Apple is leveraging Google's Gemini technology for its new Siri features through a reported billion-dollar annual licensing deal, positioning itself as a pragmatic winner in the AI race by avoiding massive infrastructure costs.

AAPL ▲ FRESHGOOGL ▲ FRESHMSFT ▼ FRESHMETA ▼ REPRICINGAMZN ▼ PRICEDpub.aimind.so ↗

Prediction: Meta Stock Will Pop After Q2 Earnings. 3 Reasons Why

Wed Jul-29 17:02:28earnings65

An analyst predicts Meta Platforms' stock will rise following its Q2 earnings report due to strong digital advertising growth and market share gains over Alphabet.

META ▲ REPRICINGGOOGL · FRESHNVDA · PRICEDfinance.yahoo.com ↗

Next Generation AI is Worth Scaling

Wed Jul-29 17:02:11partnership75

Nvidia announced a strategic partnership and substantial investment in Safe Superintelligence to scale next-generation AI research and expand compute capacity.

NVDA ▲ PRICEDMSFT · FRESHGOOGL · FRESHMETA · REPRICINGAMD · PRICEDAVGO · PRICEDwww.nextbigfuture.com ↗

Trump administration bans new Chinese humanoid robots

Wed Jul-29 16:52:04regulatory65

The Trump administration and FCC have banned imports of new foreign-made humanoid robots and power inverters to the US citing national security risks, potentially benefiting domestic manufacturers like Tesla.

TSLA ▲ PRICEDwww.myjoyonline.com ↗

Alphabet's Warning Shot Still Echoes Ahead of Microsoft Earnings

Wed Jul-29 16:33:20earnings85

Microsoft is set to report fiscal fourth-quarter earnings with strong consensus estimates, bolstered by Alphabet's recent beat in cloud revenue and margins which signals robust enterprise AI demand.

MSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ FRESHfinance.yahoo.com ↗

SpaceX Extends Sharp Selloff of Over $1.2tn As Investors Brace For Earnings And Lock-Up Expiry

Wed Jul-29 16:31:46other65

SpaceX shares extended a steep decline, wiping out over $1.2 trillion in market value amid investor concerns over AI capital expenditures and valuations, negatively impacting sentiment for Elon Musk's Tesla and the broader tech sector.

TSLA ▼ PRICEDGOOGL ▼ FRESHMSFT ▼ FRESHAMZN ▼ PRICEDMETA ▼ FRESHNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHAAPL ▼ FRESHwww.tekedia.com ↗

DOJ urges DC Circuit to beef up remedies in Google monopoly ruling

Wed Jul-29 16:31:18regulatory85

The U.S. Department of Justice urged the D.C. Circuit Court to uphold and strengthen remedies in the Google antitrust case, including data-sharing requirements and a potential ban on payments to distributors like Apple.

GOOGL ▼ FRESHAAPL · FRESHwww.courthousenews.com ↗

Broadcom's $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become

Wed Jul-29 16:30:55partnership85

Broadcom has entered a strategic partnership with Samsung to secure High Bandwidth Memory (HBM) supply for its next-generation AI accelerators, aiming to support projected revenue growth in the AI semiconductor sector.

AVGO ▲ PRICEDNVDA · PRICEDAMD · PRICEDMU · PRICEDTSM · PRICEDwww.marketbeat.com ↗

Stocks drop as Mideast fighting reignites, Fed decision looms - AOL

Wed Jul-29 16:30:32other60

U.S. stocks declined and oil prices surged as fighting in the Middle East resumed ahead of a critical Federal Reserve interest rate decision.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.aol.com ↗

China Giving Away Frontier AI Models Poses a Problem For OpenAI, Anthropic

Wed Jul-29 16:21:16other65

The release of China's open-weight Kimi K3 AI model threatens the commercial value proposition and exclusive contracts of major Western AI developers including Google, Microsoft, and Anthropic.

GOOGL ▼ FRESHMSFT ▼ FRESHMETA ▼ REPRICINGAMZN ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDwww.extremetech.com ↗

Microsoft's Earnings Could Decide the Fate of a $700 Billion AI Spending Boom

Wed Jul-29 16:11:33earnings85

Microsoft's upcoming fiscal fourth-quarter earnings report is viewed as a critical event that will determine the trajectory of the $700 billion AI infrastructure spending boom and impact the broader semiconductor supply chain.

MSFT · FRESHNVDA · PRICEDAMD · PRICEDGOOGL · REPRICINGAMZN · PRICEDMETA · FRESHAVGO · REPRICINGTSM · PRICEDASML · REPRICINGMU · PRICEDQCOM · REPRICINGSMCI · PRICED247wallst.com ↗

Dow slumps 700 points, oil jumps over 6% after Trump vows to give Iran 'beating' following surprise attacks

Wed Jul-29 16:03:25other65

US stocks declined and oil prices surged following President Trump's vow to retaliate against Iran, causing significant drops in semiconductor stocks including AMD, Nvidia, and Broadcom.

AMD ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ FRESHTSLA ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHnypost.com ↗

Anthropic's IPO Could Be a $240 Billion Moment for Amazon (AMZN)

Wed Jul-29 16:02:49other75

Amazon is projected to realize a significant balance-sheet windfall from Anthropic's upcoming IPO, with its equity stake potentially valued between $180 billion and $240 billion.

AMZN ▲ PRICEDGOOGL · REPRICINGMSFT · FRESHMETA · FRESHfinance.yahoo.com ↗

Rivals target Palantir's contracts in Europe amid sovereignty concerns

Wed Jul-29 16:01:28regulatory65

France and Germany are replacing Palantir's defense and intelligence software with European alternatives like ChapsVision's ArgonOS as part of a new sovereign digital backbone initiative.

PLTR ▼ REPRICINGcryptobriefing.com ↗

Wall Street Picks AI Winners and Losers as Credit Swaps Surge

Wed Jul-29 15:40:50analyst65

Credit default swap costs for major AI-focused tech companies including Nvidia, Meta, Amazon, and Alphabet have surged to multi-year highs, signaling increased investor concern over debt burdens and AI investment returns.

NVDA ▼ PRICEDMETA ▼ FRESHAMZN ▼ PRICEDGOOGL ▼ FRESHMSFT ▼ FRESHAAPL · FRESHTSLA · REPRICINGfinancialpost.com ↗

CXMT stock outlook after its record-breaking China IPO By Investing.com

Wed Jul-29 15:32:38other85

Chinese memory chipmaker CXMT's record-breaking IPO and concurrent development of domestic DUV lithography equipment are viewed as a structural threat to global semiconductor leaders, causing significant declines in ASML, Micron, and broader chip stocks.

ASML ▼ PRICEDMU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDSMCI ▼ PRICEDwww.investing.com ↗

Chinese company Apple has been lobbying for to the US government called 'ticking time bomb' in America

Wed Jul-29 15:30:29regulatory65

Apple faces potential US national security investigation and bipartisan scrutiny for lobbying to source memory chips from Chinese manufacturer CXMT, which is designated as a Chinese military company.

AAPL ▼ REPRICINGMU ▲ PRICEDtimesofindia.indiatimes.com ↗

Meta Earnings Prediction Market Preview: Kalshi Traders Bet on the Cloud, Not the Llama - Meta Platforms

Wed Jul-29 15:21:50earnings85

Meta Platforms is scheduled to report its second-quarter earnings today, with prediction markets highlighting investor focus on cloud computing developments and AI capital expenditures rather than dividend announcements.

META · FRESHMSFT · FRESHGOOGL · FRESHAMZN · REPRICINGNVDA · PRICEDwww.benzinga.com ↗

Wedbush Says AMD Deal Comes With a Catch

Wed Jul-29 15:11:53partnership65

AMD secured a 15-year agreement with Core Scientific for over 500 megawatts of data center capacity to support AI deployments, drawing comparisons to Nvidia's neocloud strategy while raising concerns about circular financing.

AMD ▲ PRICEDNVDA · PRICEDfinance.yahoo.com ↗

A Korean Company Just Became One of AI's Most Valuable Players... Thanks to Nvidia

Wed Jul-29 15:11:50partnership85

Nvidia announced a major infrastructure partnership with SK Group involving a 2-gigawatt AI factory in South Korea and deepened HBM supply agreements with SK Hynix.

NVDA ▲ PRICEDMU ▲ PRICEDlnt.ma ↗

Nvidia Biggest AI Bet Yet Has Wall Street Asking New Questions

Wed Jul-29 15:02:07other85

Reports indicate Nvidia is exploring financing arrangements and guarantees for OpenAI infrastructure projects worth up to $750 billion, raising concerns about balance sheet exposure and credit risk.

NVDA ▼ REPRICINGGOOGL · FRESHAMZN · FRESHMETA · REPRICINGMSFT · FRESHfinance.yahoo.com ↗

Why Microsoft is asking Google and Amazon, two of its biggest Cloud rivals, for 'help' despite spending $190 billion on AI

Wed Jul-29 14:53:08other65

Microsoft is evaluating Amazon and Google as potential suppliers for additional cloud computing capacity due to infrastructure shortages despite record AI capital expenditures.

MSFT ▼ REPRICINGAMZN ▲ REPRICINGGOOGL ▲ REPRICINGMETA · REPRICINGNVDA · REPRICINGtimesofindia.indiatimes.com ↗

When AI Attacks AI: A Wake-Up Call For CIOs

Wed Jul-29 14:52:44partnership65

Nvidia, Microsoft, and Palantir joined over 30 companies in forming the Open Secure AI Alliance to develop open, inspectable defensive tools against autonomous AI threats.

NVDA ▲ REPRICINGMSFT ▲ REPRICINGPLTR ▲ FRESHGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGAMD · REPRICINGQCOM · FRESHAVGO · FRESHTSM · REPRICINGASML · REPRICINGSMCI · PRICEDMU · FRESHAAPL · REPRICINGTSLA · FRESHtech.yahoo.com ↗

Should You 'Buy' or 'Sell' Palantir Stock Before Aug. 3 Earnings?

Wed Jul-29 14:43:14earnings65

Palantir Technologies is scheduled to report its Q2 earnings on August 3, with investors focused on whether its results can justify its premium valuation amid high expectations for AI platform adoption.

PLTR · REPRICINGMSFT · REPRICINGGOOGL · FRESHAMZN · FRESHMETA · FRESHfinance.yahoo.com ↗

Microsoft set for US$190 billion market value swing after earnings results, options indicate

Wed Jul-29 14:21:27earnings85

Options markets imply a $190 billion swing in Microsoft's market value ahead of its Q4 earnings report as investors scrutinize the return on AI capital expenditures.

MSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHwww.bnnbloomberg.ca ↗

Investors are selling Meta as it heads to its earnings report

Wed Jul-29 14:20:58earnings85

Meta shares have declined for nine consecutive days ahead of its Q2 earnings report as investors express concern over rising capital expenditure plans following similar warnings from Alphabet.

META ▼ FRESHGOOGL · PRICEDMSFT · PRICEDAMZN · FRESHAAPL · FRESHca.finance.yahoo.com ↗

Tesla Just Crossed $100 Billion in Revenue. Its Operating Profit Got Cut By More Than Half.

Wed Jul-29 14:12:27earnings85

Tesla reported Q2 2026 revenue of $28.2 billion, crossing the $100 billion trailing twelve-month milestone, but operating income fell 57% year-over-year to $398 million.

TSLA ▼ FRESHfinance.yahoo.com ↗

SK Hynix profits surge sixfold as stock drops 10%, and tokenized shares offer crypto traders a front-row seat

Wed Jul-29 14:12:16earnings65

SK Hynix reported a massive surge in Q2 operating profit driven by HBM demand but its stock fell sharply, raising valuation concerns for the broader AI semiconductor sector including Nvidia.

NVDA ▼ FRESHMU ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDSMCI ▼ PRICEDcryptobriefing.com ↗

Qualcomm Completes Acquisition of Modular

Wed Jul-29 14:11:14m&a75

Qualcomm has completed its acquisition of AI-native software platform Modular to enhance its generative and agentic AI capabilities across edge and cloud infrastructure.

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

Apple set for strongest June-quarter sales growth in 5 years

Wed Jul-29 14:11:06other65

Apple is projected to achieve its strongest June-quarter sales growth in five years by maintaining stable iPhone prices, allowing it to reclaim the title of the world's most valuable company from Nvidia amid growing investor skepticism regarding AI infrastructure spending returns.

AAPL ▲ FRESHNVDA ▼ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHwww.bnnbloomberg.ca ↗

Smartphone Chip Shipments Fell 15% and Memory Prices Are Up 300%, and You're Paying for It

Wed Jul-29 14:02:48other65

Global smartphone SoC shipments fell 15% in H1 2026 with Qualcomm declining over 25%, while memory prices surged 300% benefiting suppliers like Micron.

QCOM ▼ PRICEDAAPL ▲ FRESHGOOGL ▲ PRICEDMU ▲ PRICEDwww.androidheadlines.com ↗