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Wed Sep-02 06:42:57

times in Europe/Lisbon

🗞️ News

What is Pax Silica? The US-Led Alliance Securing the AI Supply Chain

Fri Jul-31 19:11:27regulatory65

The US Department of State launched the Pax Silica initiative to secure the AI and semiconductor supply chain against foreign disruption by aligning trusted international partners.

NVDA ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHMU ▲ PRICEDAMD ▲ FRESHAVGO ▲ FRESHQCOM ▲ PRICEDSMCI ▲ PRICEDAAPL · PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDwww.nasdaq.com ↗

1 AI Stock I'd Buy Before It Hits Another All-Time High

Fri Jul-31 19:10:55earnings65

Taiwan Semiconductor reported a 77% jump in Q2 net income and debuted its 2nm node, but shares remain below all-time highs due to margin compression concerns from the 2nm ramp.

TSM ▲ FRESHNVDA · PRICEDAMD · FRESHAVGO · FRESHMU · PRICEDASML · FRESHSMCI · PRICEDfinance.yahoo.com ↗

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

Fri Jul-31 18:51:30regulatory65

The Indian government has summoned Meta's global team to address concerns regarding algorithmic bias and content moderation following the restriction of Prime Minister Modi's post.

META ▼ PRICEDtheprint.in ↗

iPhone 18 Pro Might Cost Up To $300 More Due To Part Shortages

Fri Jul-31 18:32:12analyst65

Analyst Jeff Pu predicts iPhone 18 Pro prices could rise by up to $300 due to component shortages driven by AI demand, leading to a stock rating downgrade for Apple.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDTSM ▲ PRICEDMU ▲ PRICEDwww.macobserver.com ↗

Apple Plans To Launch An AI-Powered Siri. But Some People Might Have To Pay For It.

Fri Jul-31 18:31:57product65

Apple is preparing to launch an AI-powered Siri this fall and is considering a paid upgrade tier via iCloud+ to offset computing costs.

AAPL ▲ PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDMSFT · PRICEDwww.ibtimes.com ↗

OpenAI Resets Prices as AI Rivalry Intensifies

Fri Jul-31 18:14:53product65

OpenAI cut prices on two GPT-5.6 models by up to 80% to intensify AI industry competition and accelerate adoption, with Microsoft, Amazon, and Nvidia serving as key public market proxies.

MSFT ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ PRICEDGOOGL · PRICEDMETA · REPRICINGAMD · FRESHfinance.yahoo.com ↗

After a nearly 1,000% surge, the AI debt orgy can't last forever, while hidden borrowing has exploded to $1.65 trillion | Fortune

Fri Jul-31 18:03:24other65

S&P Global reports that AI hyperscalers and related entities like Nvidia have issued $225 billion in bonds so far in 2026, raising concerns about market fatigue and hidden debt levels.

AMZN ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ REPRICINGNVDA ▼ PRICEDfortune.com ↗

Palantir Reports Earnings Soon; This Options Trade Capitalizes On The High Volatility

Fri Jul-31 18:02:47earnings60

Palantir Technologies is scheduled to report earnings next week, with options markets pricing in significant volatility.

PLTR · FRESHwww.investors.com ↗

Microsoft: Azure Growth Finally Turns AI Spending Into a Bullish Story

Fri Jul-31 18:00:42earnings90

Microsoft reported strong Q4 FY2026 earnings with 43% Azure revenue growth, validating its AI infrastructure spending and driving a significant stock price increase.

MSFT ▲ PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDNVDA ▲ PRICEDAMD ▲ REPRICINGwww.investing.com ↗

Top 2 Earnings Surprises Wall Street Never Saw Coming -- Time to Buy or Sell?

Fri Jul-31 17:52:29earnings85

Tesla reported a year-over-year decline in Q2 earnings and negative free cash flow despite revenue growth, while issuing high capital expenditure guidance that raises concerns about margins and debt.

TSLA ▼ REPRICINGfinance.yahoo.com ↗

3 big market moves sparked by Citadel's deal with Leopold Aschenbrenner's Situational Awareness

Fri Jul-31 17:52:17other65

Citadel's acquisition of Leopold Aschenbrenner's hedge fund positions triggered a sharp rally in AI and semiconductor stocks including Nvidia, AMD, and Broadcom as investors bought the dip.

NVDA ▲ REPRICINGAMD ▲ FRESHAVGO ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHSMCI ▲ REPRICINGPLTR ▲ FRESHQCOM ▲ PRICEDMU ▲ PRICEDAAPL ▲ PRICEDTSLA ▲ REPRICINGwww.businessinsider.com ↗

The Tech‑heavy NASDAQ Index jumped by more than 3.3%. The offshore yuan is trading at its highest level since 2023

Fri Jul-31 17:41:54earnings85

The NASDAQ rose 3.36% driven by Microsoft's strong cloud revenue growth and a broad rally in semiconductor stocks including Micron and AMD.

MSFT ▲ PRICEDMU ▲ PRICEDAMD ▲ REPRICINGGOOGL ▲ PRICEDAAPL ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ REPRICINGMETA ▲ PRICEDTSLA ▲ REPRICINGAVGO ▲ REPRICINGQCOM ▲ PRICEDTSM ▲ REPRICINGASML ▲ FRESHSMCI ▲ REPRICINGPLTR ▲ FRESHinvestmacro.com ↗

Micron's stock falls after Apple's Tim Cook expresses a desire for more memory suppliers

Fri Jul-31 17:33:46other65

Micron shares fell after Apple CEO Tim Cook highlighted rising memory costs and a lack of suppliers, signaling continued pricing pressure for both companies.

AAPL ▼ PRICEDMU ▼ PRICEDAMZN ▼ PRICEDwww.morningstar.com ↗

Microsoft holds steady on data center spending as peers face cash flow issues

Fri Jul-31 17:30:46other65

Microsoft is maintaining disciplined data center spending while peers Amazon, Alphabet, and Meta face increasing cash flow strain from aggressive AI infrastructure capital expenditures projected to reach $630 billion in 2026.

MSFT ▲ PRICEDAMZN · PRICEDGOOGL · PRICEDMETA ▼ REPRICINGNVDA ▲ REPRICINGAVGO ▲ REPRICINGTSM ▲ FRESHAMD ▲ REPRICINGcryptobriefing.com ↗

Should You Buy AMD Stock Ahead of Q2 Earnings? Here's What to Know

Fri Jul-31 17:30:11earnings65

Advanced Micro Devices is scheduled to report its second-quarter 2026 earnings on August 4, with consensus estimates projecting $11.32 billion in revenue and $1.61 per share in earnings.

AMD · REPRICINGNVDA · REPRICINGQCOM · PRICEDfinance.yahoo.com ↗

Alphabet Jumps 6%, Reddit Craters 23% in Social Media Stock Divergence?

Fri Jul-31 17:23:00earnings65

Alphabet shares rose 6% while Reddit shares fell 23% after Reddit reported strong Q2 earnings but warned of volatile traffic from Google search referrals.

GOOGL ▲ PRICEDMETA · PRICED247wallst.com ↗

Apple Shares Sink Nearly 10% Despite a Record Quarter as China and Services Revenue Disappoint Wall Street

Fri Jul-31 17:20:43earnings85

Apple shares fell nearly 10% after reporting record Q3 earnings that missed expectations in the Services division and China region, disappointing investors despite beating most other headline numbers.

AAPL ▼ PRICEDNVDA · FRESHMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDwww.ibtimes.com.au ↗

Amazon Shares Soar Nearly 15% After Record AWS Growth Calms Investor Fears Over Massive AI Investments

Fri Jul-31 17:20:38earnings90

Amazon shares surged nearly 15% after reporting Q2 earnings with AWS revenue accelerating 37% and EPS significantly beating estimates, alleviating concerns over AI infrastructure spending.

AMZN ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDMETA ▲ PRICEDNVDA ▲ FRESHAVGO ▲ FRESHAMD ▲ FRESHTSM ▲ FRESHwww.ibtimes.com.au ↗

3 Wall Street Analysts Have Oracle Going to $400: An Alphabet Partnership Just Jump Started That 200% Upside

Fri Jul-31 17:04:19partnership65

Oracle announced an expanded partnership with Alphabet to integrate Google's Gemini models across Oracle Cloud Infrastructure and Fusion Applications, driving a surge in Oracle shares.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · FRESH247wallst.com ↗

AMD is Down 10% Over a Month: Did Microsoft's Catalyst Just Spark the 155% Upside Expected By Wall Street Pro?

Fri Jul-31 17:04:11analyst65

Baird analysts raised AMD's price target to $1,250 citing strong data center growth and a new agentic-AI collaboration with Microsoft and Synopsys.

AMD ▲ FRESHMSFT ▲ PRICEDNVDA · FRESH247wallst.com ↗

Amazon's AI infrastructure bill just got $20B bigger

Fri Jul-31 17:01:53guidance85

Amazon increased its 2026 capital expenditure guidance by $20 billion to $220 billion to support AI infrastructure growth and indicated it may sell its Trainium chips externally.

AMZN ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · REPRICINGwww.fierce-network.com ↗

Microsoft Confirms Copilot 'Super App' Combining Chat, Coding and AI Agents

Fri Jul-31 17:01:43product65

Microsoft announced plans to consolidate its various AI tools into a single Copilot 'super app' featuring chat, coding, and autonomous agent capabilities.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · REPRICINGAMZN · PRICEDAAPL · PRICEDwww.eweek.com ↗

NHTSA probes 1.2M Tesla Model 3, Model Y over suspension failures

Fri Jul-31 17:01:21regulatory65

The NHTSA has opened a preliminary investigation into approximately 1.2 million Tesla Model 3 and Model Y vehicles due to reports of front suspension components detaching.

TSLA ▼ REPRICINGelectrek.co ↗

Amazon Investment Signals OpenAI IPO Or Meeting Milestones

Fri Jul-31 17:01:06partnership85

Amazon completed a $50 billion investment in OpenAI by fulfilling a $35 billion equity commitment after the AI firm met specified milestones.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · REPRICINGfinance.yahoo.com ↗

Meta's Earnings Show Why Wall Street Is Losing Patience With AI Spending

Fri Jul-31 16:55:07earnings85

Meta Platforms reported Q2 revenue of $60.8 billion but missed EPS estimates due to significant legal and severance charges, causing shares to drop approximately 6% in after-hours trading.

META ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDAMZN · PRICEDNVDA · FRESHwww.investing.com ↗

Tesla 'considers quitting China'

Fri Jul-31 16:52:32m&a85

Reports suggest Tesla is considering selling or shutting down its China business to facilitate a potential merger with SpaceX, though Elon Musk has dismissed the report as fake news.

TSLA · FRESHfinance.yahoo.com ↗

Apple May Turn to Chinese RAM Suppliers, and Washington Is Already Pushing Back

Fri Jul-31 16:52:00regulatory65

Apple is evaluating Chinese memory suppliers CXMT and YMTC to mitigate rising costs, prompting opposition from US Senators citing national security concerns.

AAPL ▼ PRICEDMU ▲ PRICEDwww.androidheadlines.com ↗

Apple has five products launching this fall that we've waited a long time for

Fri Jul-31 16:45:02product65

Apple is reportedly preparing to launch five major new products this fall, including its first foldable iPhone Ultra and a touchscreen MacBook Ultra.

AAPL ▲ PRICED9to5mac.com ↗

Smartphone revenue hits $109B as Apple claims record share

Fri Jul-31 16:44:28other65

Apple achieved a record 49% share of global smartphone revenue in Q2 2026, driven by strong iPhone 17 demand and pricing discipline despite industry-wide memory cost increases.

AAPL ▲ PRICEDGOOGL · PRICEDMSFT · REPRICINGMETA · PRICEDAMZN · PRICEDTSLA · FRESHQCOM ▼ PRICEDMU · PRICEDNVDA · REPRICINGAMD · REPRICINGwww.mobileworldlive.com ↗

Stocks Waver As Fed Hawks Push Yields Higher

Fri Jul-31 16:42:31other65

Stocks declined as hawkish Federal Reserve comments pushed Treasury yields to multi-year highs, dampening the recent AI-led market rally.

AMZN ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ PRICEDMETA ▼ REPRICINGAAPL ▼ PRICEDNVDA ▼ FRESHTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ REPRICINGfinimize.com ↗

Tesla's Model Y Just Got a Real Third Row. We Get an In-Depth Look at the New, 6-Passenger Model Y L.

Fri Jul-31 16:42:19product65

Tesla has introduced the Model Y L, a long-wheelbase variant featuring a genuine three-row, six-passenger seating configuration to replace the capacity lost with the discontinuation of the Model X.

TSLA ▲ FRESHwww.motortrend.com ↗

Some robotaxis approved to operate without steering wheels and losing the brake pedal could be next

Fri Jul-31 16:41:20regulatory65

Federal regulators approved Amazon's Zoox to charge customers for fully autonomous robotaxi rides without manual controls, marking a significant regulatory milestone for the service.

AMZN ▲ PRICEDGOOGL · PRICEDTSLA · FRESHwww.pbs.org ↗

Global markets trade higher as AI stocks rebound post

Fri Jul-31 16:40:46earnings85

Global markets and AI stocks rebounded sharply after Microsoft reported stronger-than-expected quarterly profits, validating heavy AI infrastructure spending.

MSFT ▲ REPRICINGNVDA ▲ FRESHAMD ▲ REPRICINGMU ▲ PRICEDTSM ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ PRICEDAAPL ▲ PRICEDwww.bizzbuzz.news ↗

Qualcomm's Own Comments Hint at Bigger Changes for iPhone 18 Pro's Modem

Fri Jul-31 16:34:34product75

Qualcomm CEO indicated that Apple's share of components in the upcoming iPhone launch will be significantly lower than expected due to the accelerated adoption of Apple's in-house C2 modem.

AAPL ▲ PRICEDQCOM ▼ PRICEDwww.androidheadlines.com ↗

Apple set to lose almost $500 billion in value as shares hit by AI boom

Fri Jul-31 16:34:06other85

Apple shares fell nearly 10% as the company warned of significant component shortages driven by AI data center demand, potentially erasing $500 billion in market value.

AAPL ▼ PRICEDNVDA ▲ REPRICINGMU ▲ PRICEDTSM ▲ REPRICINGMSFT · REPRICINGGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGwww.independent.co.uk ↗

Amazon.com Up Over 13%, on Pace for Largest Percent Increase Since February 2022 -- Data Talk

Fri Jul-31 16:30:55other65

Amazon shares are surging over 13% on heavy volume, marking the stock's largest single-day percentage gain since February 2022.

AMZN ▲ PRICEDwww.morningstar.com ↗

Qualcomm Confirms Chip Price Hikes From September 1

Fri Jul-31 16:22:09earnings65

Qualcomm confirmed it will raise Snapdragon processor prices starting September 1 to offset rising manufacturing costs and protect margins.

QCOM ▲ PRICEDNVDA · REPRICINGAMD · PRICEDTSM · FRESHMU · PRICEDwww.techrepublic.com ↗

The Chips Are Down, and Qualcomm Reports Earnings July 29. Trade the Volatility With Leveraged and Inverse ETFs

Fri Jul-31 16:10:51earnings65

Qualcomm is scheduled to report fiscal Q3 2026 earnings on July 29 amid declining handset revenue and early-stage AI data center growth.

QCOM · PRICEDNVDA · PRICEDAMD · PRICEDAVGO · FRESHTSM · FRESHMU · PRICEDwww.barchart.com ↗

Trump's Illegal Tariffs Delivered 85% of Apple's Earnings Beat - Apple (NASDAQ:AAPL)

Fri Jul-31 16:02:22earnings65

Apple reported a Q3 earnings beat of $0.13 per share, with tariff refunds accounting for approximately 85% of the surplus.

AAPL ▲ PRICEDwww.benzinga.com ↗

GeForce RTX 50 Prices Surge in China and the US as GPU Supply Tightens

Fri Jul-31 15:52:42product65

Retail prices for Nvidia's GeForce RTX 50-series GPUs have surged significantly in China and the US due to tightened supply and distributor shipment halts.

NVDA ▲ REPRICINGAMD · REPRICINGwww.guru3d.com ↗

TSMC Reportedly Develops Quasi-EMIB Chip Packaging as CoWoS Capacity Tightens

Fri Jul-31 15:52:37product65

TSMC is reportedly developing a new 'quasi-EMIB' advanced packaging technology with Kinsus Interconnect Technology to alleviate CoWoS capacity constraints for AI accelerators.

TSM ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGwww.guru3d.com ↗

Tim Cook Achieves 'Amazing' Feat in His Final Months as Apple's CEO

Fri Jul-31 15:52:34earnings65

Apple reported Q2 2026 revenue of $109 billion, surpassing its entire fiscal 2011 revenue, as Tim Cook concluded his tenure as CEO before transitioning to executive chairman.

AAPL ▲ PRICEDwww.macrumors.com ↗

Intel seizes opportunity as TSMC faces AI chip packaging constraints

Fri Jul-31 15:52:26product75

TSMC faces advanced packaging capacity constraints through 2027, prompting Google to commit to Intel's EMIB technology for future TPUs while Nvidia evaluates it as an alternative.

TSM ▼ REPRICINGNVDA ▲ REPRICINGGOOGL ▲ PRICEDAMD · REPRICINGcryptobriefing.com ↗

Amazon Says AWS Could Become a $1 Trillion Business - Amazon.com (NASDAQ:AMZN)

Fri Jul-31 15:42:21guidance65

Amazon CEO Andy Jassy stated that AWS has the long-term potential to become a $1 trillion annual revenue business driven by AI demand.

AMZN ▲ PRICEDMSFT · REPRICINGGOOGL · PRICEDMETA · PRICEDwww.benzinga.com ↗

Tesla Cybertruck Production Is Now Officially A Hostage Situation

Fri Jul-31 15:40:38regulatory65

Tesla filed an emergency federal lawsuit against supplier Angstrom Automotive Group to recover proprietary tooling and components, warning that Cybertruck production could halt within days.

TSLA ▼ REPRICINGwww.thetruthaboutcars.com ↗

AI Infrastructure's Trillion-Dollar Off-Balance Sheet Bet - Environment+Energy Leader

Fri Jul-31 15:34:25other65

Moody's reports that Amazon, Alphabet, Meta, Microsoft, Oracle, and CoreWeave have collectively committed to $1.2 trillion in off-balance-sheet data center lease obligations, raising concerns about hidden leverage in AI infrastructure spending.

AMZN ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ REPRICINGMSFT ▼ REPRICINGAAPL · PRICEDNVDA · PRICEDAVGO · PRICEDAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · FRESHASML · REPRICINGSMCI · REPRICINGPLTR · REPRICINGwww.environmentenergyleader.com ↗

FTSE 100 Live: London stocks go hard in reverse, oil volatility continues

Fri Jul-31 15:34:06other65

Apple shares dropped 8.6%, dragging down major US indices, while the article contextualizes recent volatility in semiconductor and mega-cap tech stocks.

AAPL ▼ PRICEDMSFT · REPRICINGGOOGL · PRICEDAMZN · PRICEDNVDA · PRICEDMETA · REPRICINGwww.proactiveinvestors.co.uk ↗

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 ↗