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Mon Oct-26 11:38:45

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🗞️ News

Tesla stock faces a double threat before earnings

Fri Jul-17 17:00:22other65

Tesla stock faces downward pressure from skepticism regarding a potential SpaceX merger and political uncertainty ahead of its Q2 earnings report.

TSLA ▼ PRICEDrollingout.com ↗

Meta Platforms stock drops amid capital raising speculation

Fri Jul-17 17:00:22other75

Meta Platforms shares dropped significantly following a Financial Times report speculating about a potential large equity offering to fund AI infrastructure, which the company later dismissed as pure speculation.

META ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDAMZN · FRESHAAPL · REPRICINGNVDA · REPRICINGAVGO · REPRICINGAMD · REPRICINGQCOM · REPRICINGMU · PRICEDTSM · REPRICINGASML · REPRICINGSMCI · REPRICINGPLTR · PRICEDcryptobriefing.com ↗

Google expects AI budget to rise amid capacity shortages, with capex doubling to $190B

Fri Jul-17 17:00:22guidance85

Alphabet announced plans to double its 2026 capital expenditures to $175-190 billion to address AI infrastructure capacity shortages, citing strong demand that exceeds current supply capabilities.

GOOGL ▲ PRICEDAMZN · FRESHMSFT · PRICEDMETA · PRICEDNVDA ▲ REPRICINGAVGO ▲ REPRICINGTSM ▲ REPRICINGASML ▲ REPRICINGAMD ▲ REPRICINGcryptobriefing.com ↗

Meta loses bid to block US states' damages expert ahead of social media trial | MLex | Specialist news and analysis on legal risk and regulation

Fri Jul-17 17:00:22regulatory65

A US federal judge cleared a states' expert to testify regarding Meta's profits and alleged harms to teen users in an upcoming social media trial, rejecting Meta's bid to block the testimony.

META ▼ PRICEDwww.mlex.com ↗

Meta's Iris AI Chip Passes Testing: Broadcom Now Designs Chips for Three Rivals

Fri Jul-17 17:00:22product65

Meta's custom Iris AI chip passed testing and is heading to manufacturing, with Broadcom serving as the design partner for Meta, Google, and OpenAI's custom silicon programs.

META ▲ PRICEDAVGO ▲ REPRICINGGOOGL ▲ PRICEDNVDA ▼ REPRICINGAMD ▼ REPRICINGwww.techtimes.com ↗

A Chinese AI Model Just Shot to Number One on the Charts, Sending Shockwaves Through the American Tech Industry

Fri Jul-17 17:00:22other65

A Chinese AI model named Kimi-K3 surpassed US models in coding benchmarks, triggering a sell-off in US tech and semiconductor stocks amid renewed fears of an AI bubble and competitive disruption.

GOOGL ▼ PRICEDMSFT ▼ PRICEDMETA ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ REPRICINGAAPL ▼ REPRICINGAMZN ▼ FRESHTSLA ▼ PRICEDMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ PRICEDfuturism.com ↗

Bay City-area semiconductor plant once touted by Biden to shutter

Fri Jul-17 17:00:22regulatory65

The Trump administration has authorized the sale of Nvidia H200 AI chips to China subject to a 25% import tax, while SK Siltron announced the closure of its Michigan semiconductor plant.

NVDA ▲ REPRICINGeu.detroitnews.com ↗

AMD Stock Gets New Street-High of $725 Target on AI Boom

Fri Jul-17 17:00:22analyst65

Multiple Wall Street firms raised price targets for AMD, with KeyBanc setting a new street-high of $725, citing strong AI and data center demand.

AMD ▲ REPRICINGNVDA · REPRICINGTSM · REPRICINGAVGO · REPRICINGQCOM · REPRICINGMU · PRICEDca.finance.yahoo.com ↗

Why Alphabet Stock Dropped on Friday

Fri Jul-17 17:00:22product65

Alphabet stock declined following a report that its Gemini 3.5 Pro AI model is months behind schedule and lagging competitors in coding capabilities.

GOOGL ▼ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAMZN ▲ FRESHNVDA · REPRICINGwww.nasdaq.com ↗

TSMC boosts US investment after record quarterly profit

Fri Jul-17 17:00:22earnings85

TSMC reported record quarterly profit, raised its capital expenditure forecast, and pledged an additional $100 billion investment in its Arizona operations.

TSM ▲ REPRICINGNVDA ▲ REPRICINGAAPL ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ REPRICINGwww.longbeachstar.com ↗

Tesla rides robotaxi momentum into earnings season

Fri Jul-17 17:00:22earnings65

Bank of America reiterated a Buy rating on Tesla ahead of its Q2 earnings, citing strong robotaxi expansion and delivery numbers that beat consensus estimates.

TSLA ▲ PRICEDwww.proactiveinvestors.com ↗

Earnings week ahead: Alphabet and Tesla are the headliners

Fri Jul-17 16:50:12earnings60

The article highlights that Alphabet and Tesla are the key headliners for the upcoming earnings week.

GOOGL · PRICEDTSLA · PRICEDinvestinglive.com ↗

Apple Reclaims World's Most Valuable Company as Nvidia Slips from Top Spot | Sada Elbalad

Fri Jul-17 16:50:12other85

Apple has overtaken Nvidia to become the world's most valuable company as semiconductor stocks pull back and investors shift focus toward sustainable AI earnings.

AAPL ▲ FRESHNVDA ▼ REPRICINGMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · FRESHAVGO · REPRICINGAMD · REPRICINGQCOM · REPRICINGMU · REPRICINGTSM · PRICEDASML · REPRICINGSMCI · REPRICINGPLTR · PRICEDsee.news ↗

SpaceXAI Provides Near IMMEDIATE Gigawatt Scale AI Data Center Capacity

Fri Jul-17 16:50:12partnership65

Anthropic has secured significant AI data center capacity and chip supply through partnerships with SpaceX, Amazon, Google, Microsoft, and Broadcom, highlighting strong demand for immediate compute infrastructure.

AMZN ▲ FRESHGOOGL ▲ PRICEDMSFT ▲ PRICEDNVDA ▲ REPRICINGAVGO ▲ REPRICINGwww.nextbigfuture.com ↗

Taiwan Semiconductor Posts 34% Q2 Revenue Growth; Analyst Raises Price Target On 'Highly Bullish' Investm

Fri Jul-17 16:50:12earnings85

TSMC reported Q2 revenue growth of 34% year-on-year, beat estimates, raised full-year revenue and capital expenditure guidance, and received a price target increase from DA Davidson.

TSM ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ REPRICINGwww.benzinga.com ↗

ASML will give every employee a €20,000 bonus as AI demand drives record sales

Fri Jul-17 16:50:12earnings65

ASML announced a €20,000 employee share award and raised its annual sales forecast to €43-45 billion driven by strong AI demand, while noting TSMC and other chipmakers are issuing similar bonuses.

ASML ▲ REPRICINGTSM ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ REPRICINGMU ▲ REPRICINGSMCI ▲ REPRICINGthenextweb.com ↗

AMD's Advancing AI event could see customer announcements, more: Jefferies (AMD:NASDAQ) | Seeking Alpha

Fri Jul-17 16:50:12product65

Jefferies anticipates AMD will announce new GPU disclosures and customer deals, potentially with Anthropic, at its upcoming Advancing AI event.

AMD ▲ REPRICINGNVDA ▼ REPRICINGAVGO · REPRICINGQCOM · REPRICINGMU · REPRICINGTSM · PRICEDSMCI · REPRICINGseekingalpha.com ↗

Google's AI Budget Could Explode Even Higher as It Runs Out of Capacity

Fri Jul-17 16:40:28guidance65

Alphabet confirmed Google Cloud revenue was constrained by capacity limits rather than demand, citing a $462 billion backlog and signaling accelerated capital expenditure to expand AI infrastructure.

GOOGL ▲ PRICEDNVDA ▲ REPRICINGMSFT · PRICEDAMZN · FRESHMETA · PRICEDfinance.yahoo.com ↗

TSM Q2 Earnings Call Highlights AI Capacity Push, Margin Focus

Fri Jul-17 16:30:08earnings85

TSMC reported Q2 2026 earnings that beat estimates and raised its 2026 revenue growth outlook to over 40% driven by strong AI demand and increased capital spending.

TSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAAPL ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ FRESHMSFT ▲ PRICEDMETA ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDMU ▲ FRESHASML ▲ PRICEDSMCI ▲ PRICEDwww.nasdaq.com ↗

Indian markets buck global sell-off as Asia, US tumble on Friday

Fri Jul-17 16:30:08other65

Global semiconductor stocks, led by Nvidia and TSMC, declined sharply amid concerns over valuations and the sustainability of AI-driven demand.

NVDA ▼ PRICEDTSM ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ FRESHASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ PRICEDwww.newindianexpress.com ↗

Data Center Troubles Stoke Industry's Fear of Coming Distress

Fri Jul-17 16:30:08other65

Growing investor anxiety regarding data center operator distress due to rising energy costs and falling compute prices threatens the AI infrastructure spending outlook for major tech and semiconductor companies.

NVDA ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.bloomberg.com ↗

Crash in the smartphone market: lowest sales figures in 13 years - Research Snipers

Fri Jul-17 16:20:06other65

Global smartphone shipments fell 11% in Q2 2026 due to memory chip shortages driven by AI data center demand, while Apple gained market share and Samsung retained the top spot.

AAPL ▲ FRESHMU ▲ REPRICINGNVDA ▲ PRICEDAMD · PRICEDQCOM ▼ PRICEDTSM · PRICEDresearchsnipers.com ↗

Fed Probe Suggests Tesla's Self-Driving Feature Not to Blame for Deadly Crash

Fri Jul-17 16:10:27regulatory65

Federal investigators concluded that driver error, not Tesla's self-driving software, caused a fatal crash, potentially mitigating immediate regulatory liability for the automaker.

TSLA ▲ PRICEDwww.manufacturing.net ↗

Chinese Memory to the Rescue? Not So Fast, US Lawmakers Say

Fri Jul-17 16:10:27regulatory65

US lawmakers are urging the Commerce Department to block American companies, including Apple, from purchasing memory chips from Chinese manufacturers like CXMT due to national security concerns.

AAPL ▼ FRESHMU ▲ REPRICINGwww.pcmag.com ↗

EU accuses Meta of failing to tackle mental health risks of 'addictive design'

Fri Jul-17 16:10:27regulatory75

The European Commission has formally charged Meta with breaching the Digital Services Act by using addictive design features and failing to protect minors.

META ▼ PRICEDrocketnews.com ↗

Apple sues OpenAI, alleging artificial intelligence company stole trade secrets

Fri Jul-17 16:10:27regulatory75

Apple filed a lawsuit against OpenAI alleging theft of trade secrets and misappropriation of proprietary information by former employees, marking a breakdown in their previous partnership.

AAPL ▼ FRESHGOOGL ▲ PRICEDMSFT · PRICEDrocketnews.com ↗

Tesla's European Comeback in Trouble by Chinese EV Flood Into the UK - Tesla (NASDAQ:TSLA)

Fri Jul-17 16:10:27regulatory65

Tesla faces increased competition in the UK from Chinese EV makers like Geely and BYD, compounded by potential regulatory changes that could reduce the zero-emission vehicle mandate and impact Tesla's regulatory credit revenue.

TSLA ▼ PRICEDwww.benzinga.com ↗

NVDA Trades at a 16x Forward Multiple as Nvidia Stock Valuation Hits a Multi-Year Low

Fri Jul-17 16:10:27analyst65

Nvidia's stock valuation has compressed to multi-year lows due to sector rotation toward memory chips and concerns over customer competition from Amazon's in-house AI chip development.

NVDA ▼ PRICEDAMZN ▲ FRESHMU ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · PRICEDwww.abcmoney.co.uk ↗

Palantir's Wild Ride: Inside the Stock Wall Street Can't Agree On

Fri Jul-17 16:00:19partnership65

Palantir shares rallied following announcements of a new partnership with Nvidia for secure government AI deployment and a contract with the US Army.

PLTR ▲ PRICEDNVDA ▲ PRICEDwww.investing.com ↗

Berkshire Hathaway's $4.3B Alphabet bet signals Wall Street's AI pivot

Fri Jul-17 16:00:19other65

Berkshire Hathaway disclosed a $4.3 billion stake in Alphabet, marking a significant portfolio shift under new CEO Greg Abel toward AI-focused investments.

GOOGL ▲ PRICEDNVDA · PRICEDcryptobriefing.com ↗

Nasdaq drops 1% after China's latest AI breakthrough rattles tech stocks

Fri Jul-17 16:00:19other65

US and Asian tech stocks declined after Chinese firm Moonshot unveiled its Kimi K3 AI model, intensifying concerns about competition and the sustainability of AI infrastructure spending.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ REPRICINGTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ PRICEDTSLA ▼ PRICEDPLTR ▼ PRICEDwww.waaytv.com ↗

Nvidia's Jensen Huang Just Declared the 'Next Frontier' of AI -- and It's Not Chatbots

Fri Jul-17 16:00:19product65

Nvidia announced its Cosmos world model AI platform designed to enable real-time inference and physical reasoning for robotics and autonomous systems.

NVDA ▲ PRICEDTSLA ▲ PRICEDAMD · PRICEDGOOGL · PRICEDMETA · PRICEDMSFT · PRICEDAMZN · FRESHwww.inc.com ↗

Buffett's Biggest Bet Just Dethroned Nvidia As the Largest Company In the World

Fri Jul-17 15:50:15other65

Apple has surpassed Nvidia to become the world's most valuable company with a market capitalization of approximately $4.88 trillion compared to Nvidia's $4.85 trillion.

AAPL ▲ REPRICINGNVDA ▼ REPRICINGfinance.yahoo.com ↗

AMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor Stocks

Fri Jul-17 15:50:15other65

Semiconductor stocks including AMD, Nvidia, and Broadcom declined due to investor concerns over AI infrastructure spending returns and margin compression fears linked to TSMC's capex guidance.

AMD ▼ PRICEDNVDA ▼ REPRICINGAVGO ▼ FRESHTSM ▼ PRICEDQCOM ▼ REPRICINGMU ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ PRICEDfinance.yahoo.com ↗

Why is Meta Platforms stock sliding today? By Investing.com

Fri Jul-17 15:50:15analyst65

Meta Platforms shares declined following a Citi research note projecting significantly higher 2027 capital expenditures and negative free cash flow for Meta, Alphabet, and Amazon due to AI infrastructure spending.

META ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHwww.investing.com ↗

Google Pushes Back Gemini 3.5 Pro Launch Amid Performance Concern - BW Businessworld

Fri Jul-17 15:50:15product65

Google has delayed the launch of its Gemini 3.5 Pro AI model due to performance concerns, causing Alphabet shares to fall as competitors gain ground.

GOOGL ▼ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAMZN ▲ FRESHNVDA · REPRICINGwww.businessworld.in ↗

Nvidia CEO doubles down on AI and stock market verdict

Fri Jul-17 15:40:27partnership65

Nvidia CEO Jensen Huang urged investors to buy the dip in AI stocks and announced a multi-year partnership with SK Hynix to design future AI memory chips.

NVDA ▲ PRICEDAMD · PRICEDAVGO · FRESHQCOM · REPRICINGMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · REPRICINGwww.star-telegram.com ↗

Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After 'Meta Compute' Was Announced.

Fri Jul-17 15:40:27product65

Meta launched a commercial cloud service using its internal GPU fleet and raised 2026 capex guidance, causing CoreWeave shares to drop 35% on fears of customer cannibalization.

META ▲ PRICEDNVDA · PRICED247wallst.com ↗

Apple posts 22% growth in iPhone sales, and crypto markets are paying attention

Fri Jul-17 15:40:27earnings85

Apple reported fiscal Q2 2026 earnings that beat expectations with record revenue of $111.2 billion and a 22% increase in iPhone sales.

AAPL ▲ REPRICINGcryptobriefing.com ↗

TSMC adds $100bn to US Arizona plan as Q2 net income rises 77%

Fri Jul-17 15:30:08earnings90

TSMC reported a 77% increase in Q2 net income and announced an additional $100bn investment to expand its US manufacturing footprint in Arizona.

TSM ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ PRICEDAAPL ▲ FRESHMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ FRESHMETA ▲ PRICEDfinance.yahoo.com ↗

Guess Who's Coming to Crash the Memory-Chip Party?

Fri Jul-17 15:30:08other65

Chinese memory chipmaker CXMT is launching a major IPO to challenge the DRAM oligopoly dominated by Micron, Samsung, and SK Hynix.

MU ▼ PRICEDwww.advisorperspectives.com ↗

US stock market today: Fresh selling in AI-related stocks drags indices down; oil prices rise

Fri Jul-17 15:20:21other65

US semiconductor stocks including Nvidia, Micron, and TSMC declined sharply amid broader market selling driven by concerns over AI valuation sustainability and geopolitical tensions.

NVDA ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDAMD ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ REPRICINGSMCI ▼ REPRICINGASML ▼ PRICEDtimesofindia.indiatimes.com ↗

The 'RAM tax' is here: India's smartphone market shrinks 10 per cent

Fri Jul-17 15:20:21other65

India's smartphone shipments fell 10% in Q2 2026 due to a severe DRAM and NAND memory shortage that quadrupled component costs and forced significant price hikes.

MU ▲ PRICEDAAPL ▼ REPRICINGQCOM ▼ REPRICINGwww.financialexpress.com ↗

TSMC's Facing No Development Obstacles With Its Next-Generation 1.4nm Node, Risk Production To Start In 2027 As Company Hopes For Long-Term Demand

Fri Jul-17 15:20:21product65

TSMC reports no development obstacles for its 1.4nm node with risk production scheduled for 2027, signaling continued technological leadership in advanced semiconductor manufacturing.

TSM ▲ PRICEDAAPL ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ REPRICINGQCOM ▲ REPRICINGwccftech.com ↗

EU Orders Google to Open Android and Search Data to AI Rivals

Fri Jul-17 15:20:21regulatory75

The European Union has ordered Google to provide rival AI assistants and search engines with greater access to Android features and anonymized search data under the Digital Markets Act.

GOOGL ▼ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAAPL ▲ REPRICINGAMZN ▲ REPRICINGpropakistani.pk ↗

TSMC projects mass production of advanced A14 chips by 2028

Fri Jul-17 15:10:14product65

TSMC announced that mass production of its advanced A14 process node is scheduled to begin in 2028, promising significant performance and power efficiency improvements.

TSM ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ REPRICINGAAPL ▲ REPRICINGwww.chinanews.net ↗

Asian shares plunge as tech rout deepens, SoftBank sinks 9%

Fri Jul-17 15:10:14earnings85

TSMC shares plunged over 7% in Asian trading despite reporting blockbuster earnings and raising sales growth forecasts, as a broader tech rout and fading AI exuberance triggered a sell-off in semiconductor stocks.

TSM · PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDMU ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ REPRICINGSMCI ▼ REPRICINGASML ▼ PRICEDwww.chinanews.net ↗

Apple Reportedly Delays 'Baltra' AI Server Chip Amid Infrastructure Challenges - TechRepublic

Fri Jul-17 15:10:14product65

Apple has reportedly delayed its in-house 'Baltra' AI server chip due to performance limitations, leading the company to rely on Nvidia GPUs hosted on Google Cloud infrastructure.

AAPL ▼ REPRICINGGOOGL ▲ PRICEDNVDA ▲ REPRICINGwww.techrepublic.com ↗

ASML Raises Outlook, Plans More EUV Capacity - EE Times

Fri Jul-17 15:10:14earnings85

ASML reported second-quarter earnings that exceeded guidance and raised its full-year financial outlook, citing strong demand for AI infrastructure and equipment upgrades.

ASML ▲ PRICEDNVDA ▲ REPRICINGTSM ▲ PRICEDAMD ▲ PRICEDMU ▲ REPRICINGAVGO ▲ REPRICINGQCOM ▲ REPRICINGSMCI ▲ REPRICINGwww.eetimes.com ↗

Hyperscalers Are Dragging Down Bond Gauges Across Global Markets

Fri Jul-17 15:10:14other65

Bonds issued by hyperscalers Meta, Alphabet, and Amazon to fund AI infrastructure are underperforming, signaling growing market unease over the scale of AI capital expenditure.

META ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMSFT ▼ PRICEDAAPL ▼ REPRICINGNVDA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ REPRICINGTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ PRICEDwww.advisorperspectives.com ↗