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Wed Sep-02 11:12:31

times in Europe/Lisbon

🗞️ News

QCOM Stock Has Lost 41% In Two Months -- Wall Street Turns Cautious After Qualcomm Warns AAPL's Exit Is Accelerating

Thu Jul-30 15:51:47analyst75

Qualcomm shares declined and faced multiple analyst downgrades after the company warned that revenue loss from Apple is accelerating due to Apple's transition to in-house modems.

QCOM ▼ PRICEDAAPL ▲ PRICEDstocktwits.com ↗

Market Open: Microsoft Surges on Forecast, Meta Slides as TSX and Nasdaq Rally | July 30th

Thu Jul-30 15:43:25earnings85

Microsoft shares surged following a strong revenue forecast update indicating robust cloud and AI demand, while Meta Platforms declined due to an earnings miss and rising expenses.

MSFT ▲ PRICEDMETA ▼ PRICEDAAPL ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ PRICEDTSLA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDstockhouse.com ↗

Microsoft's Anthropic Gain Beat an Entire Business Segment - Microsoft (NASDAQ:MSFT)

Thu Jul-30 15:42:26earnings65

Microsoft reported a $3.2 billion gain from its investment in Anthropic, which exceeded the operating income of its entire More Personal Computing segment.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDAAPL · PRICEDwww.benzinga.com ↗

Meta results reveal people are vying for its compute

Thu Jul-30 15:42:05earnings85

Meta reported a 28% revenue increase to $66bn and announced plans to monetize its AI infrastructure by selling compute capacity to external enterprise customers.

META ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDNVDA · PRICEDwww.computerweekly.com ↗

This Top Semiconductor Stock Just Backed a Secret AI Lab in a Mega Deal

Thu Jul-30 15:40:33partnership65

Nvidia is backing a secretive AI lab with capital and hardware while preparing to ship its new Vera Rubin platform, reinforcing its dominance in the AI infrastructure market.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMD ▼ PRICEDAVGO · PRICEDTSM ▲ PRICEDwww.barchart.com ↗

Nasdaq rebounds hard as Microsoft, Apple and chipmakers rally

Thu Jul-30 15:35:23earnings85

Microsoft and Apple shares surged following an earnings beat by Microsoft and broader market optimism, driving a significant rebound in the Nasdaq and semiconductor sector.

MSFT ▲ PRICEDAAPL ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDAVGO ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDGOOGL ▲ REPRICINGAMZN ▲ PRICEDMETA ▲ PRICEDTSLA ▲ PRICEDASML ▲ PRICEDwww.proactiveinvestors.com ↗

iPhone Ultra Price Leaked; Know How Much Apple's 1st Foldable Could Cost

Thu Jul-30 15:35:08product65

Apple is preparing to launch its first foldable device, the iPhone Ultra, with a staggered release schedule starting in late October and a premium price point targeting early adopters.

AAPL ▲ PRICEDwww.latestly.com ↗

Apple's earnings report puts its AI safety premium to the test

Thu Jul-30 15:34:36earnings85

Apple is scheduled to report its fiscal third-quarter earnings after the market close on Thursday, with investors evaluating its restrained AI capital expenditure strategy against strong recent stock performance.

AAPL · PRICEDGOOGL · REPRICINGMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDmacdailynews.com ↗

What to Watch in Amazon Earnings: Capex, Cash Flow

Thu Jul-30 15:33:45earnings65

Amazon is scheduled to report quarterly earnings with investor focus on capital expenditure guidance for its AI infrastructure buildout.

AMZN · PRICEDMSFT · PRICEDGOOGL · REPRICINGMETA · PRICEDwww.wsj.com ↗

Why is Micron Technology stock surging today? By Investing.com

Thu Jul-30 15:31:37analyst75

Micron Technology stock surged over 12% following strong Q2 earnings from competitor Samsung and significant analyst price target upgrades validating the AI memory supercycle.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDAVGO ▲ PRICEDwww.investing.com ↗

Microsoft's AI Bet Pays Off As Azure Hits $100B Amid Xbox Slump

Thu Jul-30 15:25:09earnings85

Microsoft reported fiscal 2026 earnings with Azure revenue surpassing $100 billion annually, driven by strong enterprise AI demand, despite a slump in its Xbox division.

MSFT ▲ PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDNVDA ▲ PRICEDhothardware.com ↗

Open or Shut? The A.I. Debate That's Driving a Wedge Through Big Tech.

Thu Jul-30 15:24:27partnership75

Nvidia is reportedly brokering a $250 billion guarantee for OpenAI's Ohio campus and has launched the Open Secure AI Alliance to bolster AI cyberdefenses.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDwww.nytimes.com ↗

Schumer wades into Apple vs. Micron fight as tech giants spar over Chinese chips

Thu Jul-30 15:22:21regulatory65

Senator Charles Schumer and a bipartisan group of senators criticized Apple's plan to source memory chips from blacklisted Chinese manufacturers, supporting domestic supplier Micron Technology.

AAPL ▼ PRICEDMU ▲ PRICEDNVDA · PRICEDAMD · PRICEDQCOM · PRICEDwww.syracuse.com ↗

This 1 Company Is By Far the Largest Contributor to Second-Quarter S&P 500 Earnings Growth

Thu Jul-30 15:22:08earnings85

Alphabet reported a massive Q2 earnings beat driven largely by $98 billion in unrealized gains from its SpaceX stake, making it the largest contributor to S&P 500 earnings growth.

GOOGL ▲ PRICEDwww.fool.com ↗

Microsoft Challenges OpenAI and Anthropic With AI Strategy

Thu Jul-30 15:21:14product65

Microsoft is shifting its AI strategy to position its cloud and security platforms as the central infrastructure for enterprises using multiple AI models, reducing dependence on partners like OpenAI and Anthropic.

MSFT ▲ PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDwindowsreport.com ↗

You Can Listen to Tim Cook's Final Earnings Call as Apple CEO Today

Thu Jul-30 15:21:03earnings85

Tim Cook is participating in his final earnings call as Apple CEO to discuss Q2 2026 results before handing over leadership to John Ternus.

AAPL · PRICEDwww.macrumors.com ↗

Steering into Price Control: Why the CMA's App-Store Proposals Go beyond What is Necessary

Thu Jul-30 15:14:15regulatory65

The UK Competition and Markets Authority's proposed app-store steering rules for Apple and Google are criticized as intrusive price regulation that could undermine innovation.

AAPL ▼ PRICEDGOOGL ▼ FRESHecipe.org ↗

TSMC is moving in on Intel's turf; Why Intel is up anyway By Investing.com

Thu Jul-30 15:12:49product65

TSMC is developing a new advanced packaging technology similar to Intel's EMIB, potentially challenging Intel Foundry's key differentiator while alleviating industry capacity bottlenecks.

TSM ▲ PRICEDNVDA · PRICEDGOOGL · FRESHMSFT · PRICEDMETA · PRICEDAMD · PRICEDwww.investing.com ↗

Meta stock sinks on earnings miss, 'barely passable' quarterly results

Thu Jul-30 15:11:47earnings85

Meta Platforms stock declined sharply after reporting an earnings per share miss and raising the lower bound of its 2026 capital expenditure guidance despite beating revenue expectations.

META ▼ PRICEDGOOGL · FRESHAMZN · PRICEDMSFT · PRICEDNVDA · PRICEDfinance.yahoo.com ↗

The memory crisis keeps getting worse: Nvidia graphics card prices now rumoured to increase by as much as 30%

Thu Jul-30 15:10:59product65

Reports indicate Nvidia is raising GPU bundle prices by 20-30% due to ongoing memory supply constraints and rising VRAM costs.

NVDA ▲ PRICEDAMD · PRICEDMU ▲ PRICEDwww.pcgamer.com ↗

Apple Skipping iPhone 18 This Year

Thu Jul-30 15:04:20product65

Apple plans to skip the standard iPhone 18 launch in September, shifting it to March 2027 while introducing the iPhone Ultra and Pro models this year.

AAPL · PRICEDwww.macrumors.com ↗

Bond investors face continued pressure as AI spending floods markets with new debt

Thu Jul-30 15:04:01other65

Tech giants including Nvidia, Amazon, Alphabet, and Meta are issuing bonds at a rapid pace to fund AI infrastructure, causing widening credit spreads and reduced demand in the fixed-income market.

NVDA ▼ PRICEDAMZN ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDMSFT · PRICEDAAPL · PRICEDcryptobriefing.com ↗

The US indices sell off amid renewed US-Iran clashes. Oil jumps by 7%

Thu Jul-30 15:03:16other75

US equity indices declined due to geopolitical tensions and hawkish Fed signals, with semiconductor stocks like Micron, AMD, and Nvidia falling sharply amid AI capex concerns.

MU ▼ PRICEDAMD ▼ PRICEDNVDA ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHinvestmacro.com ↗

Tesla hits 10 million vehicles -- but its EV growth has stalled

Thu Jul-30 15:02:40other65

Tesla announced it has produced its 10 millionth vehicle, but the milestone highlights stalled growth with two consecutive years of delivery declines and underutilized factory capacity.

TSLA ▼ PRICEDelectrek.co ↗

No surprises expected from today's AAPL earnings, but one big question

Thu Jul-30 15:00:53earnings65

Apple is scheduled to report its fiscal Q3 earnings today with consensus expectations of 15.64% revenue growth and $1.88 EPS, while investors focus on the impact of the new Apple Upgrade program.

AAPL · PRICED9to5mac.com ↗

Oracle expands AI offerings with access to Google's Gemini models, intensifying the cloud AI arms race

Thu Jul-30 14:54:32partnership65

Oracle and Google Cloud have partnered to integrate Google's Gemini AI models into Oracle Cloud Infrastructure, intensifying competition in the enterprise AI cloud market.

GOOGL ▲ REPRICINGMSFT ▼ PRICEDAMZN ▼ PRICEDMETA · PRICEDcryptobriefing.com ↗

TSMC develops AI chip packaging technology to compete with Intel

Thu Jul-30 14:54:28product65

TSMC is developing a new rectangular panel-based chip packaging technology called CoPoS to increase production efficiency and alleviate AI chip bottlenecks, with mass production expected in late 2028 or 2029.

TSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDcryptobriefing.com ↗

SOXX ETF's Worst Month Since 2001: 5 Shocking Charts To Watch - Intel (NASDAQ:INTC), Broadcom (NASDAQ:AVG

Thu Jul-30 14:52:59other65

The semiconductor sector is experiencing its worst monthly performance since 2001, with significant declines in stocks including Micron, Intel, and Marvell.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDAVGO ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDwww.benzinga.com ↗

Apple Earnings Prediction Market Preview: What Will Tim Cook Say in His Last Call as CEO? - Apple (NASDAQ

Thu Jul-30 14:52:25earnings85

Apple is set to report third-quarter earnings amid expectations of 16% revenue growth and a confirmed $1.5 billion investment in Broadcom's U.S. manufacturing facilities.

AAPL · REPRICINGAVGO ▲ PRICEDwww.benzinga.com ↗

Europe's Billion-Dollar Google Fine Is a Shot at American Sovereignty

Thu Jul-30 14:51:39regulatory65

The European Union fined Google €890 million for violating the Digital Markets Act by favoring its own services in search results and restricting alternative payment channels.

GOOGL ▼ REPRICINGAAPL · REPRICINGMSFT · PRICEDMETA · PRICEDAMZN · PRICEDwww.realclearworld.com ↗

Meta cash flow craters as Zuckerberg doubles down on AI spending

Thu Jul-30 14:51:04earnings85

Meta Platforms reported a 91% drop in second-quarter free cash flow to $784 million and raised its 2026 capital expenditure outlook, causing shares to fall 10% in extended trading.

META ▼ PRICEDGOOGL ▼ REPRICINGMSFT · PRICEDAMZN · PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDwww.khaleejtimes.com ↗

The AI Economic Boom: How Claude Code Has Supercharged Demand for Developers.

Thu Jul-30 14:50:59guidance65

Alphabet raised its 2026 capital spending outlook to $195bn-$205bn, pushing free cash flow into negative territory amid concerns of an AI investment bubble.

GOOGL ▼ REPRICINGMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA · REPRICINGwww.marketscreener.com ↗

Sell it or keep it? Google and Meta's AI compute quandary

Thu Jul-30 14:44:21earnings65

Meta and Google are weighing the option of selling excess AI compute capacity to offset negative or plunging cash flows resulting from aggressive capital expenditure increases.

META · PRICEDGOOGL ▼ REPRICINGMSFT ▲ PRICEDAMZN · PRICEDwww.businessinsider.com ↗

Tesla Cybertruck Could Be Considered Biggest Failure of the EV Era As Sales Fall Short of Expectations

Thu Jul-30 14:43:28other65

A Bloomberg report characterizes the Tesla Cybertruck as a potential commercial failure due to sales figures falling significantly short of initial production targets and CEO predictions.

TSLA ▼ PRICEDfinance.yahoo.com ↗

Wall Street just suffered a historic crash in highflying stocks. Why a quick tech rebound could be a trap.

Thu Jul-30 14:42:57analyst65

BTIG chief market technician Jonathan Krinsky warns that the recent rebound in momentum stocks, particularly semiconductors, may be a trap following a historic crash driven by inflation fears and rising Treasury yields.

NVDA ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ PRICEDAVGO ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDMU ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDPLTR ▼ REPRICINGwww.morningstar.com ↗

Palantir's Profit Nearly Quadrupled Over the Past Year. Its Stock Fell 40% From Its High. Both Numbers Get Tested on Aug. 3.

Thu Jul-30 14:41:56earnings85

Palantir Technologies is scheduled to report its second-quarter earnings on August 3, with investors weighing its quadrupled annual profit against a 40% stock decline from recent highs.

PLTR · REPRICINGwww.fool.com ↗

Europe opens bidding for seven AI 'gigafactories' in a €30bn bid to catch up

Thu Jul-30 14:41:18regulatory65

The European Commission has launched a bidding process for seven AI gigafactories with a projected €30 billion investment, with AMD, Nvidia, and Qualcomm signing letters of intent to supply chips.

NVDA ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ REPRICINGAMZN ▲ PRICEDMETA ▲ PRICEDAVGO ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDMU ▲ PRICEDthenextweb.com ↗

Big Tech's AI trillions: what quality of agent is actually being built? By Investing.com

Thu Jul-30 14:41:04analyst65

Meta, Nvidia, and Palantir shares are declining in premarket trading as investors question the return on investment for massive AI capital expenditures and rising credit risks in the sector.

META ▼ PRICEDNVDA ▼ REPRICINGPLTR ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ PRICEDwww.investing.com ↗

6 MacBook Pro OLED Display Upgrades and Why They'll Cost You - Memeburn

Thu Jul-30 14:40:37product65

Apple is launching a new MacBook Pro featuring tandem OLED displays and a built-in touchscreen, with production starting in August 2026 and prices expected to exceed $3,000.

AAPL ▲ PRICEDmemeburn.com ↗

The Fed Gets a Better Inflation Number

Thu Jul-30 14:33:52other65

The Federal Reserve's preferred inflation measure rose only 0.1% in June while GDP growth slowed to 1.5%, strengthening the case for lower interest rates despite some internal dissent.

AAPL ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDNVDA ▲ REPRICINGMETA ▲ PRICEDTSLA ▲ PRICEDAVGO ▲ FRESHAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ REPRICINGwww.marketscreener.com ↗

AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Now Wall Street's Warning of a Massive SaaS Trap

Thu Jul-30 14:33:38analyst65

D.A. Davidson analyst Gil Luria highlighted that cumulative AI model revenue has surpassed $100 billion while warning of structural risks for SaaS companies, citing Nvidia's strong infrastructure performance as the primary beneficiary.

NVDA ▲ REPRICINGMSFT · PRICEDGOOGL · FRESHMETA · PRICEDAMD ▲ PRICEDAVGO ▲ FRESHTSM ▲ PRICED247wallst.com ↗

Nvidia pullback sparks new questions for AI investors

Thu Jul-30 14:32:46other65

A significant pullback in Nvidia and broader AI chip stocks has triggered liquidity concerns for a major AI-focused hedge fund, renewing investor skepticism about the sustainability of the AI trade.

NVDA ▼ REPRICINGAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ REPRICINGAAPL ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDrollingout.com ↗

US Automakers Forecast - Earnings Reactions Trigger Divergent Setups

Thu Jul-30 14:30:19earnings65

Tesla shares dropped significantly following an earnings call that featured a surprise earnings miss despite higher-than-anticipated revenue.

TSLA ▼ PRICEDwww.fxempire.com ↗

ASML's EUV Machines Are Becoming More Valuable Than Ever. Here's Why.

Thu Jul-30 14:23:36product65

ASML is leveraging its monopoly on EUV lithography systems to raise prices for low-NA machines while TSMC delays adoption of newer high-NA systems until 2029.

ASML ▲ PRICEDTSM · REPRICINGNVDA ▲ PRICEDAMD ▲ FRESHMU ▲ PRICEDAVGO ▲ FRESHQCOM ▲ PRICEDwww.fool.com ↗

The bond market isn't buying what Fed Chair Warsh is selling

Thu Jul-30 14:22:13other65

Long-dated U.S. Treasury yields surged above 5.20% as bond investors expressed skepticism regarding Federal Reserve Chair Kevin Warsh's inflation-fighting credibility, signaling higher financing costs for the broader market.

AAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ REPRICINGNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.reuters.com ↗