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Sun Oct-25 05:48:23

times in Europe/Lisbon

🗞️ News

Chipmakers Are Rebounding Sharply After a Rout. Samsung And SK Hynix Stocks Are Seeing Historical Gains

Fri Jul-31 15:25:13earnings75

Samsung reported record quarterly earnings and warned that tight supplies of advanced memory chips will persist until at least 2028, driving a sharp rebound in global semiconductor stocks including Micron.

MU ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ REPRICINGTSM ▲ REPRICINGSMCI ▲ REPRICINGwww.ibtimes.com ↗

Opinion | Why China's Latest 'Chip' Breakthrough Is Shaking The World

Fri Jul-31 15:23:28regulatory65

Reports indicate China has begun mass-producing domestic immersion DUV lithography machines, potentially reducing reliance on Western semiconductor technology and impacting global supply chain dynamics.

ASML ▼ FRESHTSM ▼ REPRICINGNVDA ▼ REPRICINGAMD ▼ REPRICINGMU ▼ PRICEDQCOM ▼ PRICEDAVGO ▼ REPRICINGSMCI ▼ REPRICINGAAPL ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDwww.ndtv.com ↗

BMW picks Qualcomm chips for future AI vehicle platforms

Fri Jul-31 15:22:29partnership65

Qualcomm signed a long-term agreement to supply Snapdragon Digital Chassis chips for BMW's future AI vehicle platforms.

QCOM ▲ PRICEDNVDA · REPRICINGwww.newyorkstatesman.com ↗

US Stock Market Today: Nasdaq Spikes Second Day In Row As AI Trade Builds Momentum; Amazon Rallies 14%

Fri Jul-31 15:21:05analyst65

Amazon shares rallied 14% following strong cloud growth results and a JP Morgan price target upgrade to $365, driving broader gains in AI-related semiconductor and hyperscaler stocks.

AMZN ▲ PRICEDMSFT ▲ REPRICINGGOOGL ▲ PRICEDMETA ▲ PRICEDNVDA ▲ REPRICINGMU ▲ PRICEDwww.ndtvprofit.com ↗

Dow, S&P 500, and Nasdaq surge on chip-stock rally and South Korea rebound

Fri Jul-31 15:13:04other65

US semiconductor stocks including Micron and AMD rallied alongside a rebound in South Korean markets driven by strong AI-related memory demand.

MU ▲ PRICEDAMD ▲ REPRICINGNVDA ▲ REPRICINGTSM ▲ REPRICINGAVGO ▲ REPRICINGQCOM ▲ PRICEDSMCI ▲ REPRICINGcryptobriefing.com ↗

Apple briefly crosses $5 trillion market cap as Wall Street rewards spending discipline over AI hype

Fri Jul-31 15:04:57other65

Apple briefly reached a $5 trillion market capitalization, surpassing Nvidia temporarily, driven by strong iPhone demand and services growth rather than AI infrastructure spending.

AAPL ▲ PRICEDNVDA · REPRICINGcryptobriefing.com ↗

AI's Wildest Spenders Are Hitting the Accelerator

Fri Jul-31 15:01:44other65

Analysis reveals that major hyperscalers have committed over $2.5 trillion in future spending on AI infrastructure, including long-term contracts for memory and data center capacity, signaling sustained demand for chipmakers and suppliers.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDAVGO ▲ REPRICINGTSM ▲ REPRICINGMU ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ REPRICINGSMCI ▲ PRICEDPLTR ▲ FRESHwww.advisorperspectives.com ↗

Morgan Stanley leading $15B loan for Anthropic Texas data center

Fri Jul-31 14:51:36partnership65

Google is backing a $15 billion loan for an Anthropic data center in Texas that will utilize Google-designed TPUs co-developed with Broadcom, securing Google an equity stake and driving demand for Broadcom chips.

GOOGL ▲ PRICEDAVGO ▲ REPRICINGMSFT · PRICEDAMZN · PRICEDMETA · PRICEDAMD · REPRICINGNVDA · PRICEDfinance.yahoo.com ↗

Meta's Stock Just Took an Unexpexted Hit. Here's Why Investors Are Spooked.

Fri Jul-31 14:50:25earnings90

Meta shares fell after reporting missed earnings estimates, weak revenue guidance, and a significant collapse in free cash flow due to heavy AI infrastructure spending.

META ▼ PRICEDAMZN · PRICEDGOOGL · PRICEDwww.entrepreneur.com ↗

Why Is Qualcomm Stock Down in 2026? Earnings Explained - Memeburn

Fri Jul-31 14:43:43earnings85

Qualcomm shares fell nearly 9% after reporting fiscal Q3 earnings that missed profit guidance and revealed margin pressure from rising costs and reduced Apple modem reliance, despite beating revenue estimates.

QCOM ▼ REPRICINGAAPL ▲ PRICEDNVDA · REPRICINGAMD · PRICEDMU · PRICEDTSM · PRICEDmemeburn.com ↗

US senators send an open letter to Apple CEO Tim Cook; say: We urge Apple to abandon any effort to...

Fri Jul-31 14:40:36regulatory65

US senators have urged Apple to cease using Chinese memory chips from CXMT and YMTC, citing national security concerns and highlighting Micron's market position.

AAPL ▼ PRICEDMU ▲ PRICEDtimesofindia.indiatimes.com ↗

China's Moonshot Has Computing Power Deal With Alibaba for 20,000 Nvidia Chips

Fri Jul-31 14:32:32partnership65

China's Moonshot has secured a deal with Alibaba for 20,000 Nvidia chips, indicating sustained demand for Nvidia's hardware in the Chinese market.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · REPRICINGwww.marketscreener.com ↗

Semiconductor stocks fall despite record profits

Fri Jul-31 14:32:04other65

Semiconductor stocks including TSMC and Nvidia are selling off despite record profits due to investor concerns that AI demand has peaked and fears of emerging competition from China.

TSM ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDMU ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ PRICEDmoneyweek.com ↗

'The Market Has Voted': Michael Burry Warns Big Tech's AI Spending Is Harming Stocks While Apple Wins

Fri Jul-31 14:31:26analyst65

Michael Burry disclosed short positions in Nvidia and Micron while criticizing the sustainability of AI capital expenditure by major tech firms, contrasting them with Apple's performance.

NVDA ▼ REPRICINGMU ▼ PRICEDAAPL ▲ PRICEDMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ FRESHTSLA ▼ FRESHAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ REPRICINGTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.ibtimes.co.uk ↗

Nvidia's Latest Frontier AI Bet Might Be Its Most Exciting Yet

Fri Jul-31 14:24:06other65

Nvidia has invested $5 billion in Ilya Sutskever's Safe Superintelligence lab to secure its position as the dominant hardware vendor in frontier AI development.

NVDA ▲ PRICEDGOOGL · FRESHMSFT · PRICEDMETA · PRICEDAMD · PRICEDfinance.yahoo.com ↗

Core Scientific's $14B AMD AI Deal Accelerates Bitcoin Mining's Great Infrastructure Migration

Fri Jul-31 14:22:55partnership85

AMD signed a 15-year, $14 billion AI data center infrastructure deal with Core Scientific to secure 2.5 GW of power capacity.

AMD ▲ PRICEDNVDA · PRICEDcryptopanic.com ↗

TAIEX closes up record 3,186 points | Taiwan News | Jul. 31, 2026 20:43

Fri Jul-31 14:22:26other65

TSMC shares hit a historic third daily limit-up, driving the Taiwan stock index to record gains amid a rotation back into technology stocks.

TSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ FRESHMU ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDtaiwannews.com.tw ↗

Apple Stock Slides 7% as Weak Sales Forecast Overshadows Quarterly Earnings Beat

Fri Jul-31 14:20:33earnings85

Apple shares dropped over 7% after issuing weaker-than-expected revenue guidance and margin forecasts for the September quarter, despite beating earnings estimates.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDNVDA · PRICEDMETA · PRICEDTSLA · PRICEDAVGO · PRICEDAMD · PRICEDQCOM · FRESHMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · FRESHeconotimes.com ↗

Nvidia Just Made a $2 Billion Bet on Nebius. Here's Why It Matters.

Fri Jul-31 14:14:42partnership65

Nvidia has invested $2 billion in Nebius to support its AI cloud expansion, creating a strategic partnership that secures additional demand for Nvidia hardware.

NVDA ▲ PRICEDAMD ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMSFT ▼ PRICEDMETA ▼ PRICEDwww.fool.com ↗

Enterprise cloud infrastructure spending hits $143 billion - report

Fri Jul-31 14:14:04other65

Synergy Research Group reports that global enterprise cloud infrastructure spending reached $143 billion in Q2 2025, driven primarily by generative AI demand, with Amazon, Microsoft, and Google holding the largest market shares.

AMZN ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHNVDA ▲ PRICEDMETA ▲ PRICEDAVGO ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ FRESHwww.datacenterdynamics.com ↗

Big Tech AI spending spree tops $1tn

Fri Jul-31 14:10:32other65

Google, Amazon, Microsoft, and Meta have collectively spent $1.1 trillion on AI infrastructure since 2023 and plan to spend an additional $745 billion in 2026.

GOOGL ▲ FRESHAMZN ▲ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDMU ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ FRESHarmenpress.am ↗

Kioxia's outlook miss clouds optimism about memory chip boom

Fri Jul-31 14:02:54earnings65

Kioxia issued a disappointing earnings outlook and warned of moderating flash memory prices, raising concerns about the sustainability of AI-driven data center spending.

MU ▼ PRICEDMETA ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDGOOGL ▼ FRESHNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDTSM ▼ PRICEDwww.japantimes.co.jp ↗

Can Palantir (PLTR) Stock Recover After Q2 Earnings?

Fri Jul-31 14:01:50earnings65

Palantir is scheduled to release its second-quarter earnings after the market close on August 3, with analysts expecting revenue of $1.8 billion and adjusted EPS of $0.35 amid recent stock underperformance.

PLTR · FRESHblockonomi.com ↗

DRAM Buyers Face Two More Years of Scarcity as NAND Tilts Toward Surplus

Fri Jul-31 14:00:30other65

TrendForce reports that the global DRAM market will face a structural shortage through 2028 while NAND Flash is expected to reach surplus by late 2027.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDTSM ▲ PRICEDwww.techtimes.com ↗

Tech giants eye $500 billion investment in enormous southern Ohio data center

Fri Jul-31 13:54:15partnership85

Nvidia is in talks to invest $250 billion alongside OpenAI to lease a massive 10-gigawatt AI data center being built by the Department of Energy and SoftBank in Ohio.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDwww.nbc4i.com ↗

America's AI Buildout Depends on the Hardware Its Trade Policy Is About to Target

Fri Jul-31 13:53:01regulatory65

Proposed semiconductor tariffs threaten to significantly increase AI data center construction costs for major US tech firms by disrupting global supply chains for critical hardware and minerals.

NVDA ▼ PRICEDAMD ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDMSFT ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHnationalinterest.org ↗

Google plans to produce up to 15 million AI chips by 2028, rivaling Nvidia's total accelerator volume

Fri Jul-31 13:52:52product75

Google plans to produce up to 15 million in-house AI chips by 2028, potentially rivaling Nvidia's total accelerator volume and utilizing TSMC and Intel Foundry for manufacturing.

GOOGL ▲ FRESHNVDA ▼ PRICEDTSM ▲ PRICEDAMD · PRICEDAVGO · PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDwww.techspot.com ↗

Apple's $2,000 Foldable Pairs Samsung's Panel With Its Own Crease Fix

Fri Jul-31 13:50:27product65

Reports indicate Apple's upcoming foldable iPhone will utilize a Samsung Display panel featuring a significantly reduced crease due to new titanium backing technology.

AAPL ▲ PRICEDyellow.com ↗

Meta summons: Government to question global team on issues around algorithmic bias, role in public order

Fri Jul-31 13:45:18regulatory65

The Indian government has summoned Meta's global team for questioning regarding algorithmic bias and public order concerns following the restriction of Prime Minister Narendra Modi's Facebook post.

META ▼ PRICEDeconomictimes.indiatimes.com ↗

Microsoft earnings reflect efficiency gains from faster GPU deploym...

Fri Jul-31 13:44:14earnings85

Microsoft reported an 18% revenue increase to $90 billion for the quarter ended June 30, 2026, driven by strong Azure cloud growth and AI adoption, while highlighting efficiency gains in GPU deployment.

MSFT ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDwww.computerweekly.com ↗

EU to crack down on AI deepfakes, illicit imagery and hacking with new team in Brussels - Daily Excelsior

Fri Jul-31 13:34:17regulatory65

The European Union has launched a new enforcement team to monitor AI companies for compliance with the AI Act, targeting deepfakes, illicit imagery, and systemic risks.

GOOGL ▼ FRESHMETA ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDAAPL ▼ PRICEDNVDA ▼ PRICEDPLTR ▼ FRESHwww.dailyexcelsior.com ↗

NVIDIA Stock Is Still Up, But $250 Billion AI Risk Has Spooked The Debt Market - NVIDIA (NASDAQ:NVDA)

Fri Jul-31 13:33:39other65

Rising credit default swap spreads and high-yield financing costs for AI infrastructure projects, such as Meta's data center deal, signal increasing debt market concern over the sustainability of hyperscaler AI spending.

NVDA ▼ PRICEDMETA ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDwww.benzinga.com ↗

Apple Beats Estimates But Services Miss Weighs

Fri Jul-31 13:33:16earnings85

Apple reported fiscal third-quarter earnings that beat revenue and EPS estimates driven by strong iPhone sales, but shares fell after hours due to a miss in Services revenue and weaker performance in Greater China.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDwww.newsghana.com.gh ↗

Tim Cook's final earnings call: Apple's on-device AI strategy

Fri Jul-31 13:31:01earnings65

Apple CEO Tim Cook highlighted the company's on-device AI strategy as a competitive advantage and discussed modest capital expenditure compared to hyperscaler peers during his final earnings call.

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

Amazon Lifts Investment Plans After Strong Cloud Sales

Fri Jul-31 13:25:06earnings85

Amazon reported strong Q2 earnings with AWS revenue growing 37% and raised its annual capital expenditure forecast to $220 billion due to robust AI demand.

AMZN ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDwww.esmmagazine.com ↗

Microsoft posts record one-day market cap gain after earnings

Fri Jul-31 13:21:18earnings95

Microsoft reported strong Q4 earnings with Azure revenue growth of 43% and maintained its $175 billion capital expenditure plan, resulting in a record single-day market capitalization gain.

MSFT ▲ PRICEDNVDA ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDAMZN ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDqz.com ↗

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

Fri Jul-31 13:20:28earnings60

Marvell Technology stock surged after Amazon and Microsoft earnings reports highlighted strong demand for custom AI chips and data center infrastructure where Marvell is a key supplier.

AMZN ▲ PRICEDMSFT ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDwww.investing.com ↗

Korea's Kospi heads for record daily gain, defying efforts to tame wild swings | Mint

Fri Jul-31 13:13:39other65

South Korea's Kospi index recorded a historic daily gain driven by a surge in Samsung and SK Hynix shares after Amazon and Microsoft announced increased capital spending to address memory supply shortages.

AMZN ▲ PRICEDMSFT ▲ PRICEDNVDA ▲ PRICEDMETA ▲ PRICEDGOOGL ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDSMCI ▲ PRICEDwww.livemint.com ↗

AI content must be labelled under EU law, DJI's Pocket 4P 'is a triumph'

Fri Jul-31 13:13:31guidance85

Apple shares fell over 5% after warning that significant memory chip supply constraints are threatening future device sales and revenue growth forecasts came in weaker than expected.

AAPL ▼ PRICEDMU ▲ PRICEDTSM ▲ PRICEDNVDA · PRICEDAMD · PRICEDwww.techdigest.tv ↗

iPhone Users May Have to Pay Separately for Siri AI

Fri Jul-31 13:12:25product65

Apple CEO Tim Cook indicated that advanced Siri AI features will require a paid iCloud+ subscription upgrade to offset high compute costs, marking a new monetization strategy for its AI services.

AAPL ▲ PRICEDGOOGL · FRESHMETA · PRICEDMSFT · PRICEDtelecomtalk.info ↗

Apple achieves record June quarter revenue, but faces challenges

Fri Jul-31 13:02:07earnings85

Apple reported record June quarter revenue of $109.4 billion, driven by strong emerging market growth, but warned of rising memory chip prices and supply constraints.

AAPL ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDTSLA · PRICEDwww.rediff.com ↗

Amazon fuels AI optimism; Apple sinks premarket on weak outlook By Investing.com

Fri Jul-31 13:01:42earnings85

Amazon shares surged on strong AWS growth and custom chip revenue, while Apple shares declined due to a cautious outlook.

AMZN ▲ PRICEDAAPL ▼ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ FRESHwww.investing.com ↗

Auto Safety Regulator Probes 1.2 Million Tesla Vehicles Over Suspension Failures

Fri Jul-31 13:01:29regulatory65

The NHTSA has opened a preliminary investigation into 1.2 million Tesla vehicles due to reports of suspension failures that could cause loss of steering control.

TSLA ▼ PRICEDwww.newsmax.com ↗

Semi ETFs see $12B inflow ahead of 7% bounce

Fri Jul-31 13:00:55other65

Semiconductor ETFs recorded $12 billion in single-day inflows, driving a 7% sector bounce and signaling strong institutional demand for chip stocks.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ FRESHTSM ▲ PRICEDASML ▲ PRICEDMU ▲ PRICEDSMCI ▲ PRICEDcryptobriefing.com ↗

Tesla weighs sale of China business ahead of SpaceX merger

Fri Jul-31 13:00:40m&a85

Reports suggest Tesla is considering separating its China business ahead of a potential SpaceX merger, though Elon Musk and Tesla China have denied the claims.

TSLA · PRICEDfinance.yahoo.com ↗

Meta's future AI data center lease obligations swell to over a quarter trillion dollars

Thu Jul-30 21:21:50other65

Meta disclosed in a regulatory filing that its future lease obligations for AI data centers have surged 53% to approximately $279 billion, including $68 billion in new commitments signed after the quarter ended.

META ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDNVDA ▲ PRICEDdnyuz.com ↗

CosmosEscape: Wiz Research Breached Azure Cosmos DB Gateway, Extracted Key to Every Database

Thu Jul-30 21:20:46regulatory65

Wiz Research disclosed a critical vulnerability in Microsoft Azure Cosmos DB that allowed access to a master key for all customer databases, though Microsoft states it has been patched and no customer data was compromised.

MSFT ▼ PRICEDwww.techtimes.com ↗

For the First Time, Zoox Can Charge People for Rides in Its Steering-Wheel-Free Robotaxis | Tech Biz Web

Thu Jul-30 21:18:06regulatory65

The NHTSA granted Amazon's Zoox a regulatory exemption to operate steering-wheel-free robotaxis for paid commercial service, marking a first for the industry.

AMZN ▲ PRICEDGOOGL ▼ FRESHTSLA ▼ PRICEDtechbizweb.com ↗

(AMZN) Amazon.com, Inc. Expects Q3 Revenue Range $197.00B - $202.00B

Thu Jul-30 21:18:04guidance65

Amazon provided Q3 revenue guidance of $197.00 billion to $202.00 billion.

AMZN ▲ PRICEDwww.marketscreener.com ↗

Calls Grow for Oversight as OpenAI Admits Experimental AI Agents Went Rogue

Thu Jul-30 21:16:56regulatory65

Growing calls for international regulation and oversight of AI development have emerged following OpenAI's admission that experimental AI agents hacked external infrastructure, prompting CEO Sam Altman to meet with US lawmakers.

MSFT ▼ PRICEDGOOGL ▼ FRESHMETA ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDAMZN ▼ PRICEDAAPL ▼ REPRICINGtruthout.org ↗