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Sun Oct-25 08:21:40

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🗞️ News

NVIDIA GeForce RTX Prices Could Rise 30% in Third Hike

Thu Jul-30 17:31:49product65

NVIDIA is reportedly preparing a third price increase of 20% to 30% for its GeForce RTX graphics card bundles in 2026, signaling strong demand and pricing power in the consumer GPU market.

NVDA ▲ PRICEDAMD ▲ PRICEDgodisageek.com ↗

AMD's ROCm.AI Bets Agents Can Beat CUDA: Internal Cluster Shortage Is Its Biggest Risk

Thu Jul-30 17:31:02product65

AMD unveiled its ROCm.AI platform featuring AI agents that improved throughput by 21.8%, though internal GPU cluster shortages pose a risk to software development velocity.

AMD ▲ PRICEDNVDA ▼ PRICEDwww.techtimes.com ↗

Aschenbrenner's Situational Awareness fund sells out to Citadel

Thu Jul-30 17:30:25other65

Situational Awareness hedge fund was forced to liquidate its entire public equity portfolio, including significant positions in Micron and other AI infrastructure stocks, to Citadel following steep losses and margin calls.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDthenextweb.com ↗

Meta Accelerates AI App Development, More Products Coming

Thu Jul-30 17:24:33earnings65

Meta CEO Mark Zuckerberg announced during the Q2 2026 earnings call that AI is accelerating app development cycles and outlined a vision for personal AI agents within five years.

META ▲ PRICEDGOOGL · FRESHMSFT · PRICEDAMZN · PRICEDAAPL · PRICEDwww.latestly.com ↗

The real story at Apple is the memory crunch -- and there's little room for error

Thu Jul-30 17:23:24earnings65

Apple is set to report fiscal 2026 third-quarter earnings with investor focus on gross margin guidance amid rising memory chip costs and supply shortages.

AAPL · PRICEDMU ▲ PRICEDwww.cnbc.com ↗

EU Launches 'AI Gigafactories' Drive to Challenge Tech Rivals

Thu Jul-30 17:23:13partnership65

The European Union launched a tender for seven AI Gigafactories backed by public funding and secured letters of intent with AMD, NVIDIA, and Qualcomm to guarantee hardware access for the projects.

AMD ▲ PRICEDNVDA ▲ PRICEDQCOM ▲ REPRICINGTSM · PRICEDAVGO · PRICEDMU · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDAAPL · PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDwww.ntd.com ↗

Meta is spending up to $145B on AI this year, and it's changing how the company builds everything

Thu Jul-30 17:22:57earnings85

Meta confirmed Q2 2026 capital expenditure guidance of $125B to $145B focused on AI infrastructure and reported that AI tools now generate the majority of its code.

META · PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDNVDA ▲ PRICEDcryptobriefing.com ↗

Meta falls after defending AI bets to skeptical investors

Thu Jul-30 17:21:54earnings85

Meta Platforms shares dropped over 10% after reporting weak free cash flow and issuing a third-quarter revenue forecast that missed analyst expectations due to heavy AI capital expenditures.

META ▼ PRICEDGOOGL · FRESHAMZN · PRICEDMSFT · PRICEDNVDA · PRICEDwww.siliconvalley.com ↗

Microsoft's $15 Billion Capex Cut Isn't a Cut at All - Microsoft (NASDAQ:MSFT)

Thu Jul-30 17:21:23earnings65

Microsoft clarified that a reported $15 billion drop in capital expenditures was due to an accounting change in asset useful life rather than a reduction in actual AI infrastructure spending, confirming continued growth in capex.

MSFT ▲ PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDTSM ▲ PRICEDwww.benzinga.com ↗

Amazon (AMZN) Stock:$200 Billion Capex Plan Faces a Crucial Earnings Test

Thu Jul-30 17:21:19earnings85

Amazon shares rose ahead of its earnings report as investors evaluate whether strong AWS growth can offset the pressure from its planned $200 billion capital expenditure program.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDblockonomi.com ↗

Tesla: After a Rough Quarter, 2 Very Different Futures Come Into Focus

Thu Jul-30 17:21:16earnings65

Analysts present divergent bullish and bearish outlooks for Tesla following its recent earnings report which showed record revenue but collapsing margins and negative free cash flow.

TSLA · PRICEDwww.marketbeat.com ↗

Alphabet faces securities fraud probe after AI ... | Pluang

Thu Jul-30 17:13:33regulatory75

Pomerantz LLP has launched a securities fraud investigation into Alphabet regarding delays in its Gemini AI model and disappointing training results, compounding negative sentiment from weak free cash flow and raised capital expenditure guidance.

GOOGL ▼ FRESHMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDpluang.com ↗

Micron vs SanDisk: Which Chipmaker Stands Out After the Pullback

Thu Jul-30 17:11:26other65

Micron Technology has signed strategic customer agreements that increased its remaining performance obligations to approximately $100 billion, capitalizing on a severe memory chip shortage and rising prices.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDfinance.yahoo.com ↗

Newly reported NVIDIA RTX 50-series GPU prices are unacceptable

Thu Jul-30 17:10:52product65

Reports indicate NVIDIA is significantly increasing prices for its RTX 50-series GPUs, with some models nearly doubling in cost compared to launch MSRP.

NVDA ▲ PRICEDAMD ▲ PRICEDwww.androidheadlines.com ↗

Bank of England Targets Hedge Funds Concentrated in Asian AI Stocks

Thu Jul-30 17:05:14regulatory65

The Bank of England's Prudential Regulation Authority is scrutinizing hedge funds for excessive concentration in Asian AI stocks, including TSMC, citing risks of cascading defaults similar to the Archegos crisis.

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

Mark Zuckerberg Says AI Will Create An 'Infinite' Instagram - Meta Platforms (NASDAQ:META)

Thu Jul-30 17:04:39product65

Meta Platforms announced that its new Muse AI models will generate a third, personalized content feed for Instagram to increase user engagement.

META ▲ PRICEDGOOGL · PRICEDMSFT · PRICEDAMZN · PRICEDwww.benzinga.com ↗

Intel strengthens position in packaging tech as TSMC scrambles to respond

Thu Jul-30 17:04:27product65

Google, Amazon, and Tesla have adopted Intel's EMIB packaging technology, prompting TSMC to develop a competing solution to maintain its market position in advanced chip packaging.

TSM ▼ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDTSLA ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDcryptobriefing.com ↗

Japan Earthquake Death Toll Rises to 34 in Kumamoto Prefecture

Thu Jul-30 17:02:40other65

A magnitude 7.1 earthquake in Kumamoto Prefecture, Japan, has caused semiconductor factories to halt operations, posing a supply chain risk to major chip manufacturers.

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

Mark Zuckerberg predicts how billions will use AI in 5 years' time

Thu Jul-30 17:01:59earnings85

Meta Platforms reported strong revenue but saw its stock tumble nearly 10% after-hours due to a 91% collapse in free cash flow driven by aggressive AI capital expenditures.

META ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDAMZN · PRICEDAAPL · PRICEDwww.newsweek.com ↗

Meta's AI Spending Problem Just Found a BlackRock Solution

Thu Jul-30 17:00:36partnership65

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

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

Why is CoreWeave stock surging today? By Investing.com

Thu Jul-30 17:00:29earnings65

Microsoft's strong Azure earnings growth and a new CoreWeave defense contract drove a rally in AI infrastructure stocks, including an upgrade for CoreWeave.

MSFT ▲ PRICEDNVDA ▲ PRICEDMETA ▲ PRICEDAMZN ▲ PRICEDGOOGL ▲ PRICEDwww.investing.com ↗

Scale AI taps former Google Cloud executive as CEO amid Meta's $15B investment push

Thu Jul-30 16:55:12m&a85

Meta Platforms agreed to invest $15 billion for a 49% stake in AI data labeling company Scale AI, which is also appointing a former Google Cloud executive as its new CEO.

META ▲ PRICEDGOOGL · REPRICINGMSFT · PRICEDAMZN · PRICEDNVDA · PRICEDcryptobriefing.com ↗

Amazon can start charging for rides in steering-wheel-free robotaxis

Thu Jul-30 16:51:41regulatory65

Amazon's Zoox unit received NHTSA approval to commercially deploy up to 2,500 steering-wheel-free robotaxis, marking a regulatory milestone for autonomous ride-hailing services.

AMZN ▲ PRICEDTSLA · PRICEDGOOGL · REPRICINGwww.independent.co.uk ↗

Chip stocks rip higher, with Lam Research up 20% and Micron, AMD booming

Thu Jul-30 16:51:09earnings85

Semiconductor stocks including Micron and AMD rallied significantly following strong earnings and guidance from Microsoft and Lam Research, alongside Samsung's warning of prolonged memory supply constraints.

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

Nvidia (NVDA) Reportedly Anchors Hut 8's (HUT) $19.6 Billion AI Lease Bet

Thu Jul-30 16:44:29partnership65

Reports identify Nvidia as the tenant behind a $19.6 billion AI data center lease with Hut 8, signaling continued aggressive infrastructure expansion to support AI demand.

NVDA ▲ REPRICINGAMD · PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDca.finance.yahoo.com ↗

SK Hynix ADR Jumps Nearly 15% as Memory Chip Stocks Rally on Samsung's Supply Tightness Warning Today

Thu Jul-30 16:41:26other65

Micron Technology shares surged 15% alongside other memory stocks following Samsung's warning of tightening chip supplies and strong AI-driven demand.

MU ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDTSM ▲ PRICEDwww.ibtimes.com.au ↗

QCOM Q3 Earnings Call Highlights AI Expansion

Thu Jul-30 16:34:40earnings65

Qualcomm outlined a strategic expansion into data center and AI infrastructure with updated 2029 revenue targets and confirmed the completion of its Modular acquisition during its Q3 earnings call.

QCOM ▲ PRICEDAAPL · PRICEDNVDA · REPRICINGAMD · PRICEDAVGO · PRICEDfinance.yahoo.com ↗

CoreWeave CDS Hits 50% Default Odds: Bond Market Calls Time on GPU Debt Spiral

Thu Jul-30 16:33:27other65

Credit default swap markets are pricing a 50% probability of default for AI infrastructure provider CoreWeave, signaling significant distress in the neocloud sector that could impact major GPU suppliers and cloud partners.

NVDA ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDSMCI ▼ PRICEDwww.techtimes.com ↗

Tech Stocks Helping Lead Recovery Rally On Wall Street

Thu Jul-30 16:33:15earnings85

Microsoft shares surged 15.7% after reporting better-than-expected quarterly earnings driven by Azure strength, leading a broad technology sector recovery rally.

MSFT ▲ PRICEDAAPL ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ REPRICINGMETA ▲ PRICEDTSLA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDwww.finanzen.at ↗

Qualcomm shares slip as profit outlook falls short of expectations

Thu Jul-30 16:31:19earnings65

Qualcomm shares fell after reporting third-quarter earnings that narrowly missed EPS expectations and issuing a weaker-than-expected profit outlook for the next quarter.

QCOM ▼ PRICEDNVDA · REPRICINGAMD · PRICEDAVGO · PRICEDTSM · PRICEDwww.proactiveinvestors.com ↗

Here's How Much Traders Expect Apple Stock to Move After Earnings

Thu Jul-30 16:30:47earnings65

Traders anticipate a 3% swing in Apple stock following its fiscal third-quarter earnings report, with analysts projecting revenue growth and a raised price target from Morgan Stanley.

AAPL · PRICEDNVDA · REPRICINGwww.investopedia.com ↗

Micron (MU) Stock Prediction: Is the Sell-Off Only a Pause?

Thu Jul-30 16:24:24other65

Micron shares declined nearly 10% amid a broader memory sector sell-off triggered by SK Hynix's plan to increase capital spending, raising investor concerns about potential DRAM and HBM oversupply.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDQCOM ▼ PRICEDAVGO ▼ PRICEDblockonomi.com ↗

'This is a clearing event' -- Cramer says forced selling may signal a bottom for AI trade

Thu Jul-30 16:21:28other65

Jim Cramer suggests that the forced liquidation of Situational Awareness's AI-focused portfolio, which included significant positions in Micron, may signal a market bottom for AI stocks.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ REPRICINGTSM ▲ PRICEDQCOM ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDAAPL ▲ PRICEDwww.cnbc.com ↗

Samsung To Be Guaranteed A Truckload Of DRAM Profit From AI Customers As Memory Maker Locks In 5-Year Deals To Create Healthy Demand & Price Structure

Thu Jul-30 16:20:37partnership65

Samsung has secured 5-year DRAM supply agreements with five AI datacenter customers, covering 60-70% of its production capacity and establishing price floors.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDwccftech.com ↗

Qualcomm Isn't Sweating the Loss of Apple's iPhone Modem Business -- Here's Why

Thu Jul-30 16:14:50earnings65

Qualcomm executives expressed confidence in offsetting a projected 50% decline in Apple-related modem revenue by pivoting to AI data center chips, following Q3 2026 earnings results.

QCOM ▲ PRICEDAAPL · PRICEDwww.androidheadlines.com ↗

Prediction: Apple Will Become a $5 Trillion Company on July 30

Thu Jul-30 16:14:14earnings65

An opinion piece predicts Apple will reach a $5 trillion valuation ahead of its July 30 earnings report, citing strong iPhone sales and strategic AI partnerships with Alphabet and Broadcom.

AAPL ▲ PRICEDGOOGL ▲ PRICEDAVGO ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDwww.fool.com ↗

Zoox wins first US approval to charge for no-wheel robotaxi rides

Thu Jul-30 16:13:47regulatory65

US regulators granted Amazon's Zoox the first commercial exemption to charge for rides in purpose-built robotaxis without steering wheels or pedals.

AMZN ▲ PRICEDTSLA ▼ PRICEDthenextweb.com ↗

Memory Stocks Blast Off: Micron, SK Hynix, SanDisk, Western Digital, and Seagate All Rally Double-Digits

Thu Jul-30 16:13:18other65

Micron Technology and other memory stocks rallied significantly following reports of tightening supply and improved semiconductor demand sentiment.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDQCOM ▲ PRICEDAVGO ▲ PRICED247wallst.com ↗

Satya Nadella Confirms Copilot "Super App" is Coming Soon

Thu Jul-30 16:13:01product65

Microsoft CEO Satya Nadella confirmed the upcoming launch of a consolidated Copilot 'super app' to unify consumer and enterprise AI experiences.

MSFT ▲ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDAAPL · PRICEDAMZN · PRICEDwww.thurrott.com ↗

BREAKING: China has begun manufacturing domestically developed Immersion Deep...

Thu Jul-30 16:10:44product65

China has begun manufacturing domestic immersion DUV lithography machines for delivery to local chipmakers, challenging ASML's market position in the region.

ASML ▼ PRICEDTSM · PRICEDwww.freedomsphoenix.com ↗

Meta reports $279 billion in future data center leases for AI

Thu Jul-30 16:04:59other65

Meta Platforms disclosed $279 billion in future lease commitments for AI data centers, highlighting accelerating capital expenditure risks without a clear monetization strategy for excess compute capacity.

META ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDNVDA · PRICEDwww.seattletimes.com ↗

Stocks rebound from steep Fed sell-off as investors doubt whether Warsh will raise interest rates

Thu Jul-30 16:03:41other60

US stock indices rebounded as investors expressed skepticism regarding Fed Chair Kevin Warsh's willingness to raise interest rates to combat inflation.

AAPL ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ PRICEDMETA ▲ PRICEDTSLA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDnypost.com ↗

SK Hynix smashed its earnings. Here's why the stock's still getting crushed

Thu Jul-30 16:03:06earnings65

SK Hynix reported strong earnings driven by AI memory demand but missed operating profit forecasts due to softer DRAM pricing, causing its stock to decline despite signing new long-term customer contracts.

MU ▼ PRICEDNVDA · PRICEDAMD · PRICEDTSM · PRICEDAVGO · PRICEDfinimize.com ↗

EU launches €10bn drive to build AI Gigafactories across Europe

Thu Jul-30 16:03:00regulatory65

The European Commission has launched a €10 billion tender to build seven AI Gigafactories across Europe to boost regional AI computing infrastructure and technological independence.

NVDA ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDGOOGL ▲ PRICEDMSFT ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDAVGO ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDwww.skepticsociety.co.uk ↗