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🗞️ News

Concern persists as former Three Mile Island nuclear plant progresses toward 2027 restart * Pennsylvania Capital-Star

Wed Jul-29 21:04:32partnership65

Microsoft and Constellation Energy are progressing with plans to restart the Three Mile Island nuclear plant to power AI data centers, with federal regulators confirming the project is on track for a 2027 restart.

MSFT ▲ PRICEDpenncapital-star.com ↗

Taiwan Says US Helped Solve Advanced Chip Smuggling Case

Wed Jul-29 21:02:30regulatory65

Taiwan authorities detained an Nvidia manager as part of a joint US-Taiwan investigation into the smuggling of advanced AI chips.

NVDA ▼ PRICEDAMD · PRICEDQCOM · PRICEDAVGO · PRICEDTSM · PRICEDASML · REPRICINGMU · PRICEDwww.theepochtimes.com ↗

Qualcomm Q3 earnings top revenue expectations, as smartphone market slows

Wed Jul-29 21:01:37earnings65

Qualcomm reported third-quarter earnings that beat revenue expectations with $9.9 billion in sales and $2.21 EPS, while highlighting a strategic shift toward data center growth amid a slowing smartphone market.

QCOM ▲ PRICEDNVDA · PRICEDAMD · PRICEDMU ▼ PRICEDAVGO · PRICEDfinance.yahoo.com ↗

Berkshire Hathaway buyback binge fuels UBS price target hike ahead of earnings

Wed Jul-29 20:51:53analyst65

UBS raised its price target on Berkshire Hathaway and highlighted a $10 billion investment in Alphabet to fund AI development as part of the conglomerate's recent activity.

GOOGL ▲ REPRICINGwww.proactiveinvestors.com ↗

Jeff Bezos Gives Major Amazon Update After His Prediction the Company Will Go Bankrupt Resurfaces

Wed Jul-29 20:51:29product65

Amazon Executive Chair Jeff Bezos stated that the company's custom silicon business is on track to become a core pillar of Amazon alongside AWS and Marketplace.

AMZN ▲ REPRICINGNVDA ▼ PRICEDGOOGL · REPRICINGMSFT · REPRICINGMETA · REPRICINGAVGO · REPRICINGQCOM · PRICEDfinance.yahoo.com ↗

Amazon Stock: Q2 Earnings Could Highlight 'Prescient' AI Approach

Wed Jul-29 20:51:06earnings65

Analysts suggest Amazon's upcoming Q2 earnings may validate its diversified AI cloud strategy amid broader investor concerns about AI spending sustainability.

AMZN ▲ REPRICINGMSFT · REPRICINGGOOGL · REPRICINGMETA · REPRICINGwww.investors.com ↗

Fed Chair Warsh tells Senate that AI investment is laying groundwork for future economic growth

Wed Jul-29 20:32:15regulatory65

Federal Reserve Chair Kevin Warsh testified to the Senate that the surge in AI capital expenditure by major tech firms is driving genuine economic growth and productive capacity rather than forming a financial bubble.

AMZN ▲ REPRICINGMETA ▲ REPRICINGMSFT ▲ REPRICINGGOOGL ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGTSM ▲ PRICEDASML ▲ REPRICINGSMCI ▲ PRICEDPLTR ▲ REPRICINGQCOM ▲ REPRICINGMU ▲ PRICEDAAPL ▲ FRESHTSLA ▲ REPRICINGcryptobriefing.com ↗

Trump praises Nvidia CEO Jensen Huang and company's chips during Oval Office visit

Wed Jul-29 20:32:11regulatory65

President Trump publicly praised Nvidia CEO Jensen Huang and the company's chips during an Oval Office visit, highlighting Nvidia's central role in US technology diplomacy and semiconductor export policy.

NVDA ▲ REPRICINGAMD · PRICEDQCOM · REPRICINGAVGO · REPRICINGTSM · PRICEDASML · REPRICINGMU · PRICEDSMCI · PRICEDcryptobriefing.com ↗

The Week Ahead: Jobs Data, Top 10 Earnings Reports to Watch

Wed Jul-29 20:30:41earnings60

Palantir Technologies and Advanced Micro Devices are scheduled to report quarterly earnings on August 3 and August 4, respectively.

PLTR · REPRICINGAMD · PRICEDwww.schaeffersresearch.com ↗

Microsoft, Meta earnings face a market growing skeptical of AI

Wed Jul-29 20:23:52earnings85

Microsoft and Meta are set to report earnings amid heightened investor skepticism regarding the sustainability of their AI capital expenditures and cash flow impacts.

MSFT · REPRICINGMETA · REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGNVDA ▼ REPRICINGAMD ▼ PRICEDfinancialpost.com ↗

AI and the memory crunch are in focus ahead of Apple earnings and Tim Cook's last call as CEO

Wed Jul-29 20:23:47earnings85

Apple is set to report fiscal third-quarter earnings featuring Tim Cook's final call as CEO, with investor focus on the new Apple Upgrade leasing program, iPhone 18 pricing, and AI strategy amid rising memory costs.

AAPL ▲ FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGNVDA · REPRICINGMETA · REPRICINGTSLA · REPRICINGwww.businessinsider.com ↗

Fed keeps rates steady. The big question now: What will Microsoft and Meta say on AI capex?

Wed Jul-29 20:23:29earnings65

The Federal Reserve kept interest rates steady, shifting market focus to the upcoming earnings reports from Microsoft and Meta, where AI capital expenditure guidance is expected to significantly impact semiconductor and AI infrastructure stocks.

MSFT · REPRICINGMETA · REPRICINGGOOGL · REPRICINGNVDA · REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · REPRICINGMU · PRICEDTSM · PRICEDASML · REPRICINGSMCI · PRICEDPLTR · REPRICINGAAPL · FRESHAMZN · REPRICINGTSLA · REPRICINGwww.cnbc.com ↗

OpenAI's $500 Billion Gamble: Nvidia's Backstop and the Race for AI Hardware Independence

Wed Jul-29 20:22:20partnership90

Nvidia is in talks to provide a $250 billion financial backstop for OpenAI's massive data center expansion while OpenAI collaborates with Broadcom on custom AI chips.

NVDA ▲ REPRICINGAVGO ▲ REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGwww.webpronews.com ↗

AI Insiders Sound Alarm: Over 1,100 Frontier Researchers Urge U.S. to Build Brakes on Runaway Progress

Wed Jul-29 20:22:16regulatory65

Over 1,100 AI researchers from major tech firms including Google, Meta, and Anthropic signed an open letter urging the U.S. government to establish governance tools to pace the development of automated AI systems.

GOOGL ▼ REPRICINGMETA ▼ REPRICINGMSFT ▼ REPRICINGNVDA ▼ REPRICINGAMZN ▼ REPRICINGwww.webpronews.com ↗

OpenAI's $122 Billion Haul: How the AI Leader Rewrote the Rules of Private Capital

Wed Jul-29 20:22:02partnership85

OpenAI closed a record $122 billion funding round at an $852 billion valuation, anchored by investments from Nvidia, Amazon, and Microsoft.

NVDA ▲ REPRICINGMSFT ▲ REPRICINGAMZN ▲ REPRICINGGOOGL · REPRICINGMETA · REPRICINGwww.webpronews.com ↗

Elon Musk Bets $10 Trillion on Tesla Optimus as Production Finally Nears

Wed Jul-29 20:21:43product65

Tesla's Optimus robot production remains at zero despite aggressive capital expenditure increases and Elon Musk's $10 trillion sales projections, highlighting a significant gap between guidance and delivery.

TSLA ▼ REPRICINGNVDA · REPRICINGMETA · REPRICINGGOOGL · REPRICINGMSFT · REPRICINGAMZN · REPRICINGwww.webpronews.com ↗

AI debt concerns drive demand for credit default swaps

Wed Jul-29 20:21:15other65

Credit default swap spreads for major AI-focused tech companies including Nvidia and Meta are rising sharply, reflecting investor concerns over the sustainability of debt-funded AI capital expenditures.

NVDA ▼ REPRICINGMETA ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGAAPL ▼ FRESHfinance-commerce.com ↗

Editorial Roundup: United States

Wed Jul-29 20:20:23regulatory65

The Trump administration has imposed new Section 301 tariffs ranging from 10% to 12.5% on imports from 60 countries, a move criticized as pretextual and likely to increase costs for US businesses and consumers.

AAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGNVDA ▼ REPRICINGMETA ▼ REPRICINGTSLA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.dailymail.com ↗

Apple Made Its Second-Biggest Acquisition Ever This Year

Wed Jul-29 20:11:14m&a65

Apple acquired Israeli AI startup Q.ai for approximately $2 billion to enhance Siri's capabilities with facial expression analysis and silent speech technology.

AAPL ▲ FRESHMETA · FRESHGOOGL · PRICEDMSFT · FRESHwww.macrumors.com ↗

Why "Good Enough" AI Is Becoming a Big Problem for Chip Stocks

Wed Jul-29 20:00:26other65

Chinese AI advancements in both software models and hardware are driving a sell-off in US semiconductor stocks including Nvidia, Micron, and ASML due to fears of increased competition and pricing pressure.

NVDA ▼ REPRICINGMU ▼ PRICEDASML ▼ REPRICINGAMD ▼ REPRICINGTSM ▼ REPRICINGAVGO ▼ REPRICINGSMCI ▼ PRICEDinvestorplace.com ↗

Lesser of 2 Evils: Why Open-Weight AI Beats Closed Systems

Wed Jul-29 20:00:18partnership65

Nvidia launched the Open Secure AI Alliance with support from partners including Microsoft to promote open-weight AI systems.

NVDA ▲ REPRICINGMSFT ▲ PRICEDwww.databreachtoday.com ↗

Apple Stock Rises Near $5 Trillion Ahead of Five-Year Growth Test

Wed Jul-29 19:41:44earnings85

Apple is poised to report its strongest fiscal third-quarter revenue growth in five years, driven by a projected 20.8% increase in iPhone sales, ahead of its earnings release on July 30.

AAPL ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHca.finance.yahoo.com ↗

AMD Stock Drops 5.7% as AI Rout Overwhelms 2.5-Gigawatt Deal

Wed Jul-29 19:40:47partnership65

AMD announced a strategic partnership with Core Scientific to secure up to 2.5 gigawatts of data center capacity for deploying its AI accelerators and processors, though the stock fell amid a broader semiconductor sector selloff.

AMD ▲ REPRICINGNVDA · PRICEDAVGO · FRESHQCOM · FRESHMU · PRICEDTSM · PRICEDfinance.yahoo.com ↗

Tesla promises free solar-powered travel with new 'Supercharger' tech

Wed Jul-29 19:40:40product75

Tesla announced the rollout of a solar-powered Supercharger network across the United States, claiming to enable free long-distance travel for its electric vehicles.

TSLA ▲ PRICEDengineeringevil.com ↗

TSMC Stock Drops 4.1% as $2 Trillion AI Rout Spreads

Wed Jul-29 19:40:34other65

TSMC shares declined 4.1% amid a broader Asian semiconductor selloff driven by leveraged position unwinding and concerns over AI spending returns, despite the company reporting record quarterly profits and raising capital expenditure guidance.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ REPRICINGAVGO ▼ FRESHQCOM ▼ FRESHMU ▼ PRICEDSMCI ▼ PRICEDASML ▼ FRESHca.finance.yahoo.com ↗

Microsoft Stock Rises as Options Price $190 Billion Earnings Swing

Wed Jul-29 19:33:47earnings85

Options markets are pricing a significant $190 billion potential swing in Microsoft's market value ahead of its fiscal fourth-quarter earnings report, reflecting heightened investor focus on Azure growth and AI capital expenditures.

MSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · REPRICINGNVDA · PRICEDAMD · PRICEDfinance.yahoo.com ↗

Nvidia, AMD, Micron Lead Chip Stocks Selloff as SK hynix Earnings Disappoint

Wed Jul-29 19:33:03other65

Semiconductor stocks including Nvidia, AMD, and Micron declined following SK Hynix's second-quarter earnings miss, which raised concerns about memory pricing and supply delays despite strong AI demand.

NVDA ▼ PRICEDAMD ▼ PRICEDMU ▼ PRICEDQCOM ▼ FRESHAVGO ▼ FRESHTSM ▼ PRICEDca.finance.yahoo.com ↗

Stocks Tumble as Chipmakers Plunge, Oil Spikes

Wed Jul-29 19:32:51other65

US stock indexes declined and oil prices surged due to escalating geopolitical tensions in the Middle East, with investors awaiting earnings reports from Microsoft and Meta.

MSFT ▼ PRICEDMETA ▼ FRESHAAPL ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHNVDA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDwww.nasdaq.com ↗

Qualcomm Makes Two Big Moves Beyond Smartphones

Wed Jul-29 19:32:20m&a75

Qualcomm completed the $3.9 billion acquisition of AI-software startup Modular and secured a long-term chip supply agreement with BMW ahead of its earnings report.

QCOM ▲ FRESHNVDA · PRICEDAMD · PRICEDAVGO · FRESHfinance.yahoo.com ↗

Wedbush Spots Hidden Risk in Nvidia's AI Expansion

Wed Jul-29 19:31:37analyst65

Wedbush analyst Matt Bryson reports that Nvidia is reducing host-memory capacity in its upcoming Vera Rubin systems due to surging memory prices and tight supply, potentially passing higher costs to consumers.

NVDA ▼ PRICEDAMD · PRICEDAVGO · FRESHMU ▲ PRICEDSMCI · PRICEDca.finance.yahoo.com ↗

Tesla Stock Suffered Its Worst Week Since 2022, Falling 18% as Investors Balked at Elon Musk's Robotaxi and AI Spending Plans

Wed Jul-29 19:30:36earnings85

Tesla stock fell 18% in its worst week since 2022 following its second-quarter earnings report, driven by investor concerns over Elon Musk's robotaxi and AI spending plans.

TSLA ▼ PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Meta Stock Slips as Options Price 7.8% Earnings Move

Wed Jul-29 19:21:01earnings85

Meta Platforms is scheduled to report quarterly earnings after market close, with options pricing in a 7.8% share price move amid investor focus on AI spending efficiency and advertising performance.

META · FRESHGOOGL · REPRICINGAMZN · REPRICINGMSFT · PRICEDAAPL · PRICEDNVDA · PRICEDca.finance.yahoo.com ↗

Finally, a president is stopping EU looting of US companies!

Wed Jul-29 19:11:55regulatory65

The European Commission fined Google an additional $1 billion for antitrust violations, prompting President Trump to announce a Section 301 investigation into EU trade practices.

GOOGL ▼ REPRICINGwww.americanthinker.com ↗

Anthropic CEO Dario Amodei deflects White House scrutiny to Nvidia's Jensen Huang

Wed Jul-29 19:10:31regulatory65

Anthropic CEO Dario Amodei and Nvidia CEO Jensen Huang are engaged in a public dispute regarding the national security implications of exporting advanced AI chips to China, drawing White House scrutiny.

NVDA ▼ REPRICINGAMD · PRICEDGOOGL · REPRICINGMSFT · REPRICINGMETA · FRESHAMZN · REPRICINGcryptobriefing.com ↗

China overcomes US ban with AI chip breakthrough

Wed Jul-29 19:10:22regulatory85

China's Shanghai Yuliangsheng has begun production of deep ultraviolet lithography machines, overcoming US export bans and threatening the monopoly of Western suppliers like ASML.

ASML ▼ REPRICINGNVDA ▼ REPRICINGAMD ▼ PRICEDTSM ▼ REPRICINGMU ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ REPRICINGSMCI ▼ PRICEDfinance.yahoo.com ↗