kingfisher — news

Wed Sep-02 12:03:30

times in Europe/Lisbon

🗞️ News

Exclusive-Amazon's Zoox wins first US approval for paid robotaxis with no human controls

Thu Jul-30 14:02:41regulatory65

Amazon's Zoox unit received the first U.S. regulatory approval for commercial deployment of fully autonomous robotaxis without human controls, allowing up to 2,500 vehicles per year for the next two years.

AMZN ▲ PRICEDGOOGL · FRESHTSLA · FRESHwww.channelnewsasia.com ↗

Meta Reports $279 Billion in Future Data Center Leases for AI

Thu Jul-30 14:01:45other85

Meta Platforms disclosed $279 billion in future lease commitments primarily for AI data centers, signaling massive ongoing capital expenditure.

META ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDNVDA ▲ PRICEDAVGO ▲ FRESHwww.bloomberg.com ↗

Apple shines as Wall Street shuns AI spending in Big Tech

Thu Jul-30 14:01:41other65

Apple's stock outperforms peers due to its restrained AI capital expenditure strategy compared to the massive infrastructure spending by Amazon, Alphabet, Meta, and Microsoft.

AAPL ▲ PRICEDAMZN ▼ PRICEDGOOGL ▼ FRESHMETA ▼ PRICEDMSFT ▼ PRICEDcryptobriefing.com ↗

Microsoft's Outlook Calms Investors After The Fed Shook Markets

Thu Jul-30 13:54:36earnings85

Microsoft reported earnings that beat expectations and provided capital expenditure guidance below fears, stabilizing market sentiment regarding AI spending sustainability.

MSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ PRICEDNVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDfinimize.com ↗

Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?

Thu Jul-30 13:53:52product65

Nvidia is expanding its server CPU market share with the new Vera chip, posing a competitive threat to AMD and Intel while leveraging existing partnerships with Meta and major AI labs.

NVDA ▲ PRICEDAMD ▼ REPRICINGMETA ▲ PRICEDwww.fool.com ↗

Samsung Sees Chip Shortage Extending to 2028, Touts Long-Term Supply Deals

Thu Jul-30 13:53:09earnings65

Samsung Electronics reported a massive surge in chip profits and secured long-term supply deals with major data center operators, forecasting chip shortages through 2028.

MU ▲ PRICEDNVDA · PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDwww.gadgets360.com ↗

Micron Stock Fell On China Worries As Customers Locked In Years Of Supply

Thu Jul-30 13:51:58other65

Micron Technology shares declined due to investor concerns over Chinese semiconductor competition despite the company securing $100 billion in committed revenue through long-term customer contracts.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ REPRICINGQCOM ▼ PRICEDTSM ▼ FRESHASML ▼ PRICEDwww.trefis.com ↗

Qualcomm Q3 2026 earnings: profit drops 25% on higher costs

Thu Jul-30 13:51:39earnings85

Qualcomm reported a 25% drop in Q3 net income and a 4% revenue decline due to cost inflation and weak handset demand, announcing price hikes to offset margins while its stock fell in after-hours trading.

QCOM ▼ PRICEDNVDA · PRICEDAMD · REPRICINGAVGO · FRESHTSM · FRESHMU · PRICEDqz.com ↗

Bernstein says Core Scientific's AMD partnership could generate $14B over 15 years

Thu Jul-30 13:50:50partnership65

Bernstein analysts project that AMD's partnership with Core Scientific could generate $14 billion in revenue over 15 years through AI infrastructure leasing deals.

AMD ▲ REPRICINGNVDA ▲ PRICEDwww.theblock.co ↗

Microsoft surges after 'strong' Q4 as analysts praise Azure, Copilot | Seeking Alpha

Thu Jul-30 13:44:45earnings85

Microsoft shares surged approximately 10% in premarket trading following strong fiscal fourth-quarter earnings driven by Azure growth and Copilot adoption, alongside lowered CapEx guidance.

MSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ PRICEDNVDA ▲ PRICEDseekingalpha.com ↗

Omdia: AI Demand Drives 94.1% Surge in Semiconductor Forecast for 2026

Thu Jul-30 13:44:10analyst65

Omdia raised its 2026 semiconductor revenue forecast by 94.1% due to AI-driven demand outpacing supply for memory chips and advanced packaging capacity.

MU ▲ PRICEDTSM ▲ REPRICINGASML ▲ PRICEDNVDA ▲ PRICEDAMD ▲ REPRICINGGOOGL ▲ FRESHAAPL ▲ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAMZN ▲ FRESHAVGO ▲ REPRICINGQCOM ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDwww.finanznachrichten.de ↗

Global Smartphone Shipments Fell 6% in Q2 2026 and Only Two Companies Managed to Grow

Thu Jul-30 13:44:06other65

Apple achieved record Q2 2026 smartphone shipments with 23% growth despite a 6% global market decline driven by rising memory costs.

AAPL ▲ PRICEDQCOM ▼ PRICEDMU · PRICEDTSM · REPRICINGwww.androidheadlines.com ↗

Meta Q2FY261- Why It Is Betting on Personal AI Agents

Thu Jul-30 13:43:56earnings65

Meta CEO Mark Zuckerberg outlined a strategic focus on personal AI agents during the Q2 FY26 earnings call, positioning them as a major future product category alongside strong platform growth.

META ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · FRESHNVDA · PRICEDwww.medianama.com ↗

Apple's Boldest Mac Redesign in Years Arrives This October: What to Expect

Thu Jul-30 13:42:55product65

Apple is preparing to launch a comprehensive Mac lineup update in October featuring new M6 chips, OLED displays, and a new MacBook Ultra model.

AAPL ▲ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDAMZN · FRESHwww.geeky-gadgets.com ↗

Suing Social Media Won't Protect Our Kids

Thu Jul-30 13:42:15regulatory65

A New Mexico jury found Meta liable for $375 million for harming children's mental health, adding to regulatory and legal pressures on the company.

META ▼ PRICEDwww.newsweek.pl ↗

Tesla Launches Model Y L, Longer Six-Seat SUV

Thu Jul-30 13:41:44product65

Tesla has launched the Model Y L, a longer six-seat variant of its popular SUV, with orders open and deliveries scheduled for late 2026.

TSLA ▲ FRESHinews.zoombangla.com ↗

AI Bubble Wipes Out Up to 39% of KOSPI and Nikkei; Will Indian Markets Be Next?

Thu Jul-30 13:40:56other65

Asian equity markets, particularly South Korea's KOSPI and Japan's Nikkei, have corrected sharply due to concerns over AI spending sustainability and stretched valuations, signaling potential volatility for global semiconductor and AI infrastructure stocks.

NVDA ▼ PRICEDAMD ▼ REPRICINGTSM ▼ REPRICINGASML ▼ PRICEDMU ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDtradebrains.in ↗

Bond Investors Are Starting to Ask AI Infrastructure the Hard Question

Thu Jul-30 13:35:10other65

Bond investors are expressing skepticism about AI infrastructure returns, evidenced by weak demand for a Meta and BlackRock joint venture bond, signaling rising financing costs for hyperscalers.

META ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDNVDA ▼ PRICEDAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.investing.com ↗

US stock futures steady as Microsoft offsets Fed concerns

Thu Jul-30 13:32:38earnings85

Microsoft shares rose on strong earnings and guidance while Meta shares fell sharply due to a drop in free cash flow, stabilizing U.S. stock futures amid broader Fed policy uncertainty.

MSFT ▲ PRICEDMETA ▼ PRICEDAAPL · PRICEDAMZN · PRICEDGOOGL · REPRICINGTSLA · PRICEDNVDA · PRICEDAMD · REPRICINGwww.bradenton.com ↗

Qualcomm to raise chip prices from September 1

Thu Jul-30 13:31:36other65

Qualcomm announced double-digit price increases for its processors effective September 1 to offset a significant decline in handset revenue.

QCOM ▲ PRICEDNVDA · PRICEDAMD · REPRICINGAVGO · FRESHwww.newsbytesapp.com ↗

US 30-year Treasury yield hits 2007 high as stocks attempt cautious recovery

Thu Jul-30 13:30:24earnings65

Microsoft shares rose nearly 8% in premarket trading following the release of optimistic cash flow projections through fiscal 2027.

MSFT ▲ PRICEDcryptobriefing.com ↗

Microsoft CEO Confirms Azure Will Use AMD Helios and NVIDIA Vera Rubin

Thu Jul-30 13:24:52product65

Microsoft confirmed it will deploy next-generation AMD Helios and NVIDIA Vera Rubin rack-scale AI systems in its Azure cloud infrastructure to diversify hardware supply.

MSFT ▲ PRICEDAMD ▲ PRICEDNVDA ▲ PRICEDGOOGL · REPRICINGAMZN · PRICEDMETA · PRICEDwindowsreport.com ↗

Microsoft Reports $3.2B Gain from Anthropic Stake Amid OpenAI Headwinds - Diaspora Digital Media (DDM News) - Nigeria Breaking News, Africa and World News and Updates

Thu Jul-30 13:24:19earnings65

Microsoft reported a $3.2 billion gain from its Anthropic investment and a $600 million markdown on its OpenAI stake in its fiscal Q4 2026 earnings.

MSFT ▲ PRICEDGOOGL · REPRICINGMETA · PRICEDAMZN · PRICEDdiasporadigitalmedia.com ↗

Apple Earnings and Bitcoin's Next Move Grab Market Attention

Thu Jul-30 13:24:11earnings60

Market attention is focused on Apple's upcoming Q3 earnings report and its potential impact on broader market sentiment and Bitcoin prices.

AAPL · PRICEDcoinfomania.com ↗

Copilot super app landing before year's end

Thu Jul-30 13:20:58product65

Microsoft CEO Satya Nadella confirmed the upcoming launch of a unified Copilot super app combining consumer and commercial AI tools before the end of the year.

MSFT ▲ PRICEDGOOGL ▼ REPRICINGMETA ▼ PRICEDAMZN ▼ PRICEDhtxt.co.za ↗

Apple Reportedly Plans Biggest Smart Home Push in Years With New Siri

Thu Jul-30 13:20:16product65

Apple is reportedly planning a major smart home expansion with new hardware and a revamped Siri assistant powered by Google Gemini and Nvidia Blackwell chips.

AAPL ▲ PRICEDGOOGL ▲ REPRICINGNVDA ▲ PRICEDwww.techrepublic.com ↗

Trump's FCC Just Cleared the Field for Tesla's Robots

Thu Jul-30 13:14:53regulatory65

The FCC, acting on national security determinations from the Executive Branch, has banned advanced robotic devices and foreign-produced power inverters, a move described as beneficial for Tesla and Nvidia.

TSLA ▲ PRICEDNVDA ▲ PRICEDfinance.yahoo.com ↗

Palantir PLTR Earnings: Bullish to $148, Bearish to $108 - FinanceFeeds

Thu Jul-30 13:14:15earnings85

Options markets price a significant 15.3% swing for Palantir ahead of its Q2 2026 earnings report, with investor focus shifting from the expected EPS beat to forward guidance and valuation multiples.

PLTR · PRICEDfinancefeeds.com ↗

Microsoft brought 88 data centers online in FY2026

Thu Jul-30 13:13:10earnings65

Microsoft reported bringing 88 data centers online in FY2026 with $145.3 billion in annual capex, signaling aggressive AI infrastructure expansion despite supply constraints.

MSFT ▲ PRICEDGOOGL · REPRICINGAMZN · PRICEDMETA · PRICEDNVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ FRESHwww.datacenterdynamics.com ↗

Nvidia GPUs see yet another price hike of up to 30 percent, as the generative AI hardware crisis worsens

Thu Jul-30 13:13:02product65

Nvidia has implemented a 20-30% price increase across its GPU lineup due to sustained high demand from the generative AI sector, with similar pricing pressure expected for Samsung DRAM.

NVDA ▲ PRICEDAMD ▲ REPRICINGMU ▲ PRICEDTSM ▲ PRICEDwww.eurogamer.net ↗

Microsoft stock jumps 8%, Meta stock falls 9% on AI earnings

Thu Jul-30 13:10:33earnings90

Microsoft shares rose on strong Azure performance while Meta shares fell due to a disappointing revenue outlook and collapsing free cash flow, pressuring semiconductor stocks like Qualcomm.

MSFT ▲ PRICEDMETA ▼ PRICEDQCOM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ REPRICINGAVGO ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ PRICEDfinance.yahoo.com ↗

Futures Climb With Boost From Microsoft's Surging Cloud Growth

Thu Jul-30 13:05:00earnings85

Microsoft shares surged 9.8% after reporting its fastest cloud unit growth in four years, lifting US futures and prompting rallies in semiconductor stocks like Nvidia and Micron.

MSFT ▲ PRICEDNVDA ▲ PRICEDMU ▲ PRICEDwww.bloomberg.com ↗

US Senators Give Apple Aug 21 Deadline to Dump Blacklisted Chinese Chipmakers CXMT & YMTC

Thu Jul-30 13:02:51regulatory65

US senators have issued an August 21 deadline for Apple to cease sourcing memory chips from blacklisted Chinese manufacturers CXMT and YMTC due to national security concerns.

AAPL ▼ PRICEDMU ▲ PRICEDNVDA · PRICEDAMD · REPRICINGQCOM · PRICEDTSM · PRICEDcoingape.com ↗

Qualcomm shares slide as higher costs, Apple-related weakness cloud profit forecast By Reuters

Thu Jul-30 13:02:16guidance75

Qualcomm shares fell after the company issued a profit forecast below analyst estimates, citing higher memory costs and a faster-than-expected decline in revenue from Apple.

QCOM ▼ PRICEDAAPL ▼ PRICEDNVDA · PRICEDAMD · REPRICINGAVGO · PRICEDwww.investing.com ↗

EU lays out multibillion-euro plan for AI gigafactories

Thu Jul-30 13:00:39partnership65

The European Commission announced a 10 billion euro plan to fund seven AI gigafactories, with AMD, Nvidia, and Qualcomm signing letters of intent to supply chips for the projects.

AMD ▲ REPRICINGNVDA ▲ PRICEDQCOM ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDAVGO · PRICEDTSM · PRICEDASML · REPRICINGMU · PRICEDwww.edenmagnet.com.au ↗

TAIEX recovers to above 40,000

Wed Jul-29 21:23:58other65

Taiwan's TAIEX index dropped over 3.7% as concerns about AI spending sustainability triggered heavy selling in major tech stocks including TSMC.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDwww.taipeitimes.com ↗

Microsoft crushes Q3 earnings expectations as AI business hits $37 billion run rate

Wed Jul-29 21:23:10earnings85

Microsoft reported fiscal Q3 2026 earnings that beat revenue and EPS expectations, driven by strong Azure growth and a $37 billion annual AI revenue run rate, alongside a $9.7 billion deal with IREN.

MSFT ▲ REPRICINGGOOGL · FRESHAMZN · PRICEDMETA · PRICEDNVDA ▲ PRICEDcryptobriefing.com ↗

Meta Gives Lackluster Third-Quarter Revenue Forecast

Wed Jul-29 21:22:31guidance85

Meta Platforms issued a third-quarter revenue forecast of $61 billion to $64 billion, missing expectations and raising concerns about AI spending sustainability.

META ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDwww.bloomberg.com ↗

Dow Drops 1,153 Points as Oil Pops on Fed Day: Stock Market Today

Wed Jul-29 21:21:44other65

The Dow Jones Industrial Average dropped 1,153 points and oil prices surged following an escalation in Middle East tensions and a Federal Reserve decision to hold interest rates steady amid inflation concerns.

AAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.kiplinger.com ↗

Nebius (NASDAQ: NBIS) And CoreWeave (NASDAQ: CRWV) Stock Plunge As Credit-Swap Costs Threaten AI Infrastructure Financing

Wed Jul-29 21:13:37other65

Rising credit-default-swap costs for AI infrastructure borrowers Nebius, CoreWeave, and Oracle signal tightening financing conditions and heightened default risks for the leveraged AI sector.

NVDA ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ REPRICINGMU ▼ PRICEDQCOM ▼ PRICEDwww.foreignpolicyjournal.com ↗

Microsoft tops quarterly cloud growth estimates, easing spending concerns

Wed Jul-29 21:11:59earnings85

Microsoft reported fiscal fourth-quarter Azure cloud revenue growth of 43%, beating analyst estimates and easing investor concerns about the return on its AI infrastructure spending.

MSFT ▲ PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · PRICEDwww.marketscreener.com ↗

Nvidia's $5 Billion SSI Bet Could Protect Its Post-LLM Lead (NASDAQ:NVDA) | Seeking Alpha

Wed Jul-29 21:11:43other65

Nvidia is reportedly making a $5 billion equity investment in Safe Superintelligence, Inc. (SSI), a research-focused AI startup founded by Ilya Sutskever.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDAMZN · REPRICINGseekingalpha.com ↗

Nasdaq 100 Enters Correction, S&P 500 Falls After Fed Decision

Wed Jul-29 21:11:13other65

The Nasdaq 100 entered correction territory and the S&P 500 fell following a Federal Reserve decision to hold rates steady amid dissenting votes for tighter policy.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ REPRICINGNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.bloomberg.com ↗

Meta Platforms, Inc. Bottom Line Retreats In Q2

Wed Jul-29 21:10:58earnings85

Meta Platforms reported a decline in Q2 net income to $15.8 billion and EPS of $6.18, despite a 28% increase in revenue to $60.8 billion.

META ▼ PRICEDGOOGL · FRESHAMZN · REPRICINGMSFT · PRICEDAAPL · FRESHNVDA · PRICEDAMD · PRICEDQCOM · PRICEDAVGO · PRICEDTSM · PRICEDASML · REPRICINGSMCI · PRICEDPLTR · REPRICINGMU · PRICEDTSLA · PRICEDwww.rttnews.com ↗