kingfisher — news

Sun Oct-25 06:37:42

times in Europe/Lisbon

🗞️ News

Microsoft Committed $190B CapEx and Pulled SanDisk Out of Their Slump

Thu Jul-30 21:16:36guidance65

Microsoft's projected $190 billion capital expenditure plan, including $25 billion for memory and storage, is driving significant gains in Micron and SanDisk shares despite broader sector volatility from Chinese competition.

MSFT ▲ PRICEDMU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

Google To Guarantee Billions For Anthropic's Lease Of Data Centers

Thu Jul-30 21:12:45partnership65

Google is providing financial guarantees for Anthropic's lease of a new Texas data center facility that will utilize Google-designed TPUs co-developed with Broadcom.

GOOGL ▲ FRESHAVGO ▲ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDwww.mediapost.com ↗

Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast

Thu Jul-30 21:12:12guidance65

Lam Research issued quarterly revenue and earnings guidance significantly above analyst expectations, driven by strong demand for AI-related semiconductor manufacturing equipment.

TSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDAVGO ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

SpaceX Tesla Merger Odds and the Prediction Market Trap

Thu Jul-30 21:11:51m&a65

Prediction markets are pricing a 74% probability of a merger between Tesla and SpaceX by May 2027 following Elon Musk's comments on operational overlap.

TSLA · PRICEDrollingout.com ↗

Palantir Holds the Edge Ahead of Earnings

Thu Jul-30 21:10:31earnings65

Analysts favor Palantir's upcoming earnings outlook over Super Micro Computer's due to stronger momentum and execution risks for the latter.

PLTR ▲ FRESHSMCI · PRICEDfinance.yahoo.com ↗

Earnings Flash (AMZN) Amazon.com, Inc. Reports Q2 Revenue $200.61B, vs. FactSet Est of $197.03B

Thu Jul-30 21:09:44earnings85

Amazon reported Q2 revenue of $200.61 billion, beating the FactSet estimate of $197.03 billion.

AMZN ▲ PRICEDwww.marketscreener.com ↗

Amazon beats estimates for quarterly cloud revenue growth

Thu Jul-30 21:09:39earnings85

Amazon reported Q2 earnings with AWS revenue growth of 37%, beating estimates and signaling strong enterprise AI demand.

AMZN ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDwww.marketscreener.com ↗

Amazon Stock Faces AI Spending Reality Check

Thu Jul-30 21:09:11earnings85

Amazon is scheduled to report Q2 earnings with a focus on AWS growth and AI capital expenditure guidance, prompting significant options market positioning for a volatile price move.

AMZN · PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHNVDA ▲ PRICEDMETA ▲ PRICEDfinance.yahoo.com ↗

Qualcomm's automotive segment is the highlight of Q3: CFO

Thu Jul-30 21:04:32earnings65

Qualcomm's CFO highlighted 61% year-over-year growth in its automotive segment and cited Meta's AI glasses as a key driver for future IoT demand during a post-earnings interview.

QCOM ▲ PRICEDMETA ▲ PRICEDfinance.yahoo.com ↗

Microsoft is merging its Copilots into one AI super app

Thu Jul-30 21:04:25product65

Microsoft CEO Satya Nadella confirmed the company is merging its various Copilot tools into a single AI super app launching this year.

MSFT ▲ PRICEDGOOGL · FRESHMETA · PRICEDAAPL · PRICEDAMZN · PRICEDthenextweb.com ↗

Nvidia Graphics Cards Are About to Get Even More Expensive, As the Company Reportedly Gets Ready to Raise Prices By as Much as 30%

Thu Jul-30 21:04:07product65

Reports indicate Nvidia plans to raise GPU prices by up to 30% across its Blackwell lineup in response to a 20% increase in DRAM costs from suppliers like Samsung.

NVDA ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDTSM · PRICEDwww.ign.com ↗

TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade

Thu Jul-30 21:03:23earnings85

TSMC shares rose 7% after reporting strong Q2 earnings with revenue and margins exceeding guidance, supported by renewed investor confidence in AI demand following Microsoft's results.

TSM ▲ PRICEDMSFT ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDfinance.yahoo.com ↗

Micron Stock Gets Validation From Unexpected Source

Thu Jul-30 21:02:45other65

Micron Technology shares surged 15% after Samsung Electronics reported record quarterly results and warned of persistent AI-driven memory shortages through 2027.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDca.finance.yahoo.com ↗

Apple Stock Falls Nearly 2% Before Earnings as Upgrade Program Launches

Thu Jul-30 21:02:23earnings65

Apple shares declined ahead of its scheduled earnings report as the company launched a new iPhone leasing program with Klarna while analysts forecast strong revenue growth but margin compression.

AAPL · PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDTSLA · PRICEDfinance.yahoo.com ↗

Amazon Stock Jumps 5.2% as $200 Billion AI Test Nears

Thu Jul-30 21:02:12earnings85

Amazon shares rose ahead of its Q2 earnings report as investors anticipate strong AWS growth driven by a $200 billion AI infrastructure investment plan.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL ▲ FRESHNVDA ▲ PRICEDMETA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

Microsoft set for record one-day market cap gain after upbeat Azure forecast By Reuters

Thu Jul-30 21:01:58earnings95

Microsoft shares surged over 16% toward a record market cap gain after reporting strong earnings and forecasting Azure cloud growth above Wall Street expectations.

MSFT ▲ PRICEDNVDA ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDAMZN ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDwww.investing.com ↗

Qualcomm Stock Falls 3.1% as Nine Analysts Cut Targets

Thu Jul-30 21:01:18guidance75

Qualcomm shares fell after issuing a weaker-than-expected profit forecast and confirming a material reduction in its modem supply share for Apple's upcoming iPhone models.

QCOM ▼ PRICEDAAPL ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDca.finance.yahoo.com ↗

NVIDIA Stock Rises as Microsoft Sustains Massive AI Spending

Thu Jul-30 21:00:41guidance65

NVIDIA shares rose as Microsoft and Meta reaffirmed massive 2026 capital expenditure forecasts for AI infrastructure, signaling sustained demand for data center chips.

NVDA ▲ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDfinance.yahoo.com ↗

Meta Q2 ad revenue jumps 27 per cent as AI drives advertiser demand

Thu Jul-30 20:51:31earnings85

Meta reported a 28% year-over-year revenue increase to $60.8 billion in Q2 2026, driven by a 27% rise in advertising revenue fueled by AI-powered tools.

META ▲ PRICEDGOOGL · FRESHAMZN · PRICEDMSFT · PRICEDindiantelevision.com ↗

ASML Stock Rebounds 6.8% as China Threat Looks Less Immediate

Thu Jul-30 20:42:15other65

ASML shares rebounded 6.8% as investor concerns eased regarding the immediate competitive threat from China's new domestic deep-ultraviolet lithography systems.

ASML ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDMU ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

NVDA, AMD, ORCL, MU And Other Stocks In Focus -- Situational Awareness Reportedly Sells Bulk Of Public Portfolio To Citadel

Thu Jul-30 20:42:06other65

Hedge fund Situational Awareness reportedly sold the bulk of its public portfolio, heavily concentrated in AI and semiconductor stocks like Nvidia and AMD, to Citadel following significant losses.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDMU ▼ PRICEDstocktwits.com ↗

Landmark AI Power Agreement Sends Huge Signal for AMD Stock

Thu Jul-30 20:40:53partnership65

AMD has partnered with Core Scientific to secure significant data-center power and capacity in the US to support its AI accelerator growth.

AMD ▲ PRICEDNVDA · PRICEDwww.barchart.com ↗

Meta's big focus for AI? Keep you scrolling for as long as possible

Thu Jul-30 20:33:39earnings65

Meta executives highlighted the integration of AI into recommendation systems to boost engagement during an earnings call that also acknowledged significant legal risks and potential material losses from youth-related lawsuits.

META ▼ PRICEDtech.yahoo.com ↗

China threatens retaliation over the US robot ban

Thu Jul-30 20:33:31regulatory65

China has threatened retaliatory measures targeting Tesla and Nvidia's market access and rare earth supplies in response to a new US ban on imports of Chinese humanoid robots.

TSLA ▼ PRICEDNVDA ▼ PRICEDthenextweb.com ↗

Qualcomm's Apple Revenue Shrinks Faster Than Planned as Supply Limits Bite

Thu Jul-30 20:32:03guidance85

Qualcomm warned that supply constraints are accelerating the decline of its modem revenue from Apple, reducing its share in the next iPhone to well below the previously forecasted 20 percent.

QCOM ▼ PRICEDAAPL ▲ PRICEDwww.webpronews.com ↗

BMW Hands Its Cars' Brains to Qualcomm While Axing 8,000 Jobs

Thu Jul-30 20:31:52partnership65

BMW is outsourcing the core computing power for its next-generation vehicles to Qualcomm while simultaneously cutting 8,000 jobs to reduce costs amid weak demand.

QCOM ▲ PRICEDNVDA · PRICEDAMD · PRICEDwww.webpronews.com ↗

Meta's AI Spending Spree Tests Wall Street Patience as Microsoft Charts a Tighter Path

Thu Jul-30 20:31:10earnings85

Meta Platforms shares fell after missing earnings expectations and raising its 2026 capital expenditure forecast to $135-$145 billion, while Microsoft shares remained stable after reporting solid earnings and Azure growth despite high spending.

META ▼ PRICEDMSFT ▲ PRICEDGOOGL · FRESHAMZN · PRICEDNVDA · PRICEDAMD · PRICEDwww.webpronews.com ↗

Microsoft's Bold AI Pivot: Building Its Own Models While Betting on Rivals

Thu Jul-30 20:30:54earnings85

Microsoft reported strong fiscal year earnings with $331.8 billion in revenue and CEO Satya Nadella outlined a strategic shift toward proprietary AI models to reduce reliance on partners like OpenAI.

MSFT ▲ PRICEDGOOGL · FRESHMETA · PRICEDAMZN · PRICEDNVDA · PRICEDwww.webpronews.com ↗

Senators Sound Alarm as Apple Courts Blacklisted Chinese Chipmakers Amid Soaring Memory Costs

Thu Jul-30 20:30:32regulatory65

US senators have sent a letter to Apple CEO Tim Cook demanding the company commit to avoiding memory chips from blacklisted Chinese firms CXMT and YMTC due to national security concerns.

AAPL ▼ PRICEDNVDA · PRICEDMU ▲ PRICEDTSM · PRICEDwww.webpronews.com ↗

Bezos Bets Amazon's Custom Silicon Will Anchor Its AI Future

Thu Jul-30 20:30:21product65

Amazon CEO Andy Jassy and founder Jeff Bezos highlighted the rapid growth of Amazon's custom silicon business, including the upcoming Trainium4 chip, as a strategic pillar to reduce reliance on third-party suppliers and support massive AI infrastructure spending.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDwww.webpronews.com ↗

AI stocks rebound, and why J&J's earnings guidance cut is not cause for concern

Thu Jul-30 20:23:10analyst65

AI semiconductor stocks including Micron, AMD, Nvidia, and Broadcom rebounded sharply as the forced liquidation of a leveraged hedge fund's positions was resolved, alleviating selling pressure on the sector.

MU ▲ PRICEDAMD ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAAPL ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDMETA ▲ PRICEDTSLA ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ FRESHwww.cnbc.com ↗

Trump Should Buy The KOSPI Crash

Thu Jul-30 20:22:52other65

Chinese memory maker CXMT's stock market debut triggered a sharp sell-off in South Korean memory stocks Samsung and SK Hynix, raising concerns about competition and supply chain dynamics for the global semiconductor sector.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDwww.zerohedge.com ↗

META Drops 9% as Free Cash Flow Collapses 91%, AI Agent Pitch Falls Flat - Meta Platforms (NASDAQ:META)

Thu Jul-30 20:22:14earnings85

Meta Platforms shares fell 9% after reporting a 91% collapse in free cash flow due to heavy AI capital expenditures and issuing third-quarter revenue guidance below Wall Street expectations.

META ▼ PRICEDGOOGL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDwww.benzinga.com ↗

iPhone 18 Pro could introduce new Apple solution for cellular, hints report

Thu Jul-30 20:21:55product85

Reports indicate Apple's iPhone 18 Pro will largely replace Qualcomm modems with its in-house C2 chip, significantly reducing Qualcomm's revenue share from Apple products.

AAPL ▲ PRICEDQCOM ▼ PRICED9to5mac.com ↗

Oracle gains over 8% after expanding partnership with Google Cloud

Thu Jul-30 20:21:51partnership65

Google Cloud expanded its partnership with Oracle to integrate Gemini AI models into Oracle Fusion and NetSuite enterprise applications.

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

AI Accelerators and Networking Fuel Broadcom's Growth: What's Ahead?

Thu Jul-30 20:20:45earnings85

Broadcom reported record Q2 fiscal 2026 semiconductor revenues driven by AI accelerators and networking, with strong guidance and bookings indicating sustained hyperscaler demand.

AVGO ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDAMZN ▲ PRICEDfinance.yahoo.com ↗

Moody's upgrades Micron rating on customer agreements, AI demand By Investing.com

Thu Jul-30 20:12:07analyst65

Moody's upgraded Micron Technology's credit rating to Baa1 citing strong AI-driven demand and strategic customer agreements with take-or-pay commitments.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDwww.investing.com ↗

Live: Apple Reports Q3 Earnings Tonight - Will Their New $5 Trillion Market Cap Hold?

Thu Jul-30 20:11:49earnings85

Apple is scheduled to report its fiscal third-quarter 2026 earnings after market close, with investors focused on iPhone 17 demand, Services growth, and margin stability following its recent milestone of surpassing a $5 trillion market capitalization.

AAPL · PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDNVDA · PRICED247wallst.com ↗

Report Agrees With Nextbigfuture On 8 Gigawatts SpaceX AI Data Centers by 2027-2028

Thu Jul-30 20:11:23other65

Reports indicate SpaceX is planning 8 gigawatts of AI data center capacity by 2027-2028, driven by significant orders for Nvidia GB300 and Rubin GPU clusters.

NVDA ▲ PRICEDSMCI ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDAMZN ▲ PRICEDTSM ▲ PRICEDwww.nextbigfuture.com ↗

Nasdaq 100's Best Day Since May 2025: 10 Stocks Driving the Move

Thu Jul-30 20:10:51earnings85

Microsoft's strong earnings report confirming AI monetization and cloud growth triggered a broad rally in the Nasdaq-100, lifting major tech and semiconductor stocks including Broadcom.

MSFT ▲ PRICEDAVGO ▲ PRICEDAAPL ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDNVDA ▲ PRICEDMETA ▲ PRICEDTSLA ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ FRESHfinance.yahoo.com ↗

Amazon wants to launch over 5,000 satellites to build new mobile networks

Thu Jul-30 20:10:26product65

Amazon filed an FCC application to deploy 5,105 satellites for its Leo Direct-to-Device network following its acquisition of Globalstar.

AMZN ▲ PRICEDTSLA ▼ PRICEDwww.techradar.com ↗

Michael Burry Warns Nvidia's 'Overreaching' Is Pushing Circular Spending to 'Biblical Proportions' Amid Surge in Credit Default Swaps

Thu Jul-30 20:02:55analyst65

Investor Michael Burry warned that Nvidia's financial strategies involve circular spending and highlighted a sharp rise in the company's credit default swaps as a sign of increasing risk.

NVDA ▼ PRICEDfinance.yahoo.com ↗

China's open-weight model lead exposes America's AI blind spot

Thu Jul-30 20:02:17regulatory65

A coalition led by Nvidia and supported by Microsoft, Meta, Google, and OpenAI is urging US policymakers to prioritize open-source AI models to maintain competitiveness against China and enhance security.

NVDA ▲ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDGOOGL ▲ REPRICINGAAPL · PRICEDAMZN · PRICEDwww.cnbc.com ↗

Apple's $5 Trillion Milestone Signals a New Era for Big Tech and AI

Thu Jul-30 20:01:11other65

Apple has become the world's most valuable publicly traded company, surpassing a $5 trillion market capitalization milestone.

AAPL ▲ PRICEDNVDA · PRICEDMSFT · PRICEDGOOGL · REPRICINGAMZN · PRICEDMETA · PRICEDwww.tekedia.com ↗

Tesla's Elon Musk is having a generational melting down

Thu Jul-30 19:53:08other65

Tesla CEO Elon Musk's escalating controversial political posts and admitted brand damage are raising governance and reputational risks for the company.

TSLA ▼ PRICEDelectrek.co ↗

Microsoft's $678B Backlog Suggests Massive OpenAI Exposure - Microsoft (NASDAQ:MSFT)

Thu Jul-30 19:50:27analyst65

Analysis estimates that approximately 32% of Microsoft's $678 billion commercial backlog is tied to OpenAI, highlighting significant customer concentration risk.

MSFT ▼ PRICEDGOOGL · REPRICINGAMZN · PRICEDMETA · PRICEDNVDA · PRICEDwww.benzinga.com ↗

China's CXMT emerges as potential US chip supplier, raising national security alarms

Thu Jul-30 19:42:05regulatory65

US lawmakers are calling for a national security review of Chinese DRAM maker CXMT following its massive IPO, raising geopolitical risks for the global memory chip supply chain.

MU ▼ PRICEDAAPL · PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDNVDA · PRICEDMETA · PRICEDTSLA · PRICEDAVGO · PRICEDAMD · PRICEDQCOM · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · FRESHcryptobriefing.com ↗

GPUs could explode to multiple TB with new storage-inspired memory tech

Thu Jul-30 19:41:25product65

Sandisk and SK Hynix are developing high-bandwidth flash (HBF) technology that could significantly increase GPU memory capacity for AI accelerators from Nvidia and AMD.

NVDA ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDwww.theregister.com ↗

OpenAI Meets Its Regulators: Altman Faces Officials Who Can Make Voluntary Mandatory

Thu Jul-30 19:40:41regulatory65

OpenAI CEO Sam Altman is meeting with senior US officials to discuss potential mandatory AI safety regulations following security breaches, signaling increased regulatory scrutiny for the AI sector.

MSFT · PRICEDGOOGL · FRESHMETA · PRICEDAMZN · PRICEDNVDA · PRICEDAMD · PRICEDwww.techtimes.com ↗

OpenAI Goes After The Jugular Of China's Open-Weight AI Models, Cuts Token Prices By Up To 80%

Thu Jul-30 19:32:17product65

OpenAI has cut token prices for its GPT-5.6 Luna model by up to 80% to compete with Chinese AI labs, leveraging its significant NVIDIA GPU infrastructure.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDAMD · PRICEDwccftech.com ↗