kingfisher — news

Wed Sep-02 05:52:44

times in Europe/Lisbon

🗞️ News

DeepSeek's AI price war is changing the business case for AI

Mon Aug-03 13:14:45other85

Chinese AI firm DeepSeek's release of low-cost models has triggered a significant sell-off in Nvidia shares due to concerns over reduced AI infrastructure spending.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDTSM ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDsabusinessintegrator.co.za ↗

Apple finally brings real AI to Siri, directly benchmarks itself against ChatGPT

Mon Aug-03 13:14:21product75

Apple unveiled a major overhaul of Siri integrating OpenAI's ChatGPT and Google's Gemini, marking its most significant AI update since 2011.

AAPL ▲ PRICEDGOOGL ▲ PRICEDcryptobriefing.com ↗

Tech stock investors have a $1 trillion problem that won't improve until at least 2028

Mon Aug-03 13:14:01earnings65

Goldman Sachs reports that hyperscaler AI capital expenditure estimates for 2027 have surged to over $1 trillion, with Meta raising its 2026 spending target while Alphabet's Q2 capex slightly exceeded expectations.

META ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDAMZN · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ FRESHfinance.yahoo.com ↗

Nikkei 225 Falls as Stronger Yen From Rare Joint US-Japan Currency Intervention Hits Exporter Shares

Mon Aug-03 13:04:59regulatory65

A rare joint US-Japan currency intervention strengthened the yen, causing the Nikkei 225 to fall and negatively impacting Japanese export-dependent manufacturers including major semiconductor firms.

TSM ▼ REPRICINGASML ▼ PRICEDNVDA · REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDMU · PRICEDSMCI · REPRICINGwww.ibtimes.com.au ↗

Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it

Mon Aug-03 13:04:49other65

Samsung forecasts worsening memory component shortages through 2027 due to surging AI-driven HBM demand, implying sustained high pricing and supply constraints for the sector.

MU ▲ PRICEDNVDA · REPRICINGAMD · PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDAMZN ▼ PRICEDwww.eurogamer.net ↗

KOSPI Sinks 4% As Investors Rush For Exits in Broad Market Selloff

Mon Aug-03 13:04:28other60

South Korea's KOSPI index dropped nearly 5% in a broad market selloff led by semiconductor stocks like Samsung and SK Hynix amid profit-taking and concerns over overvalued AI equities.

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Microsoft joins, Broadcom exits Goldman's top-stocks list By Investing.com

Mon Aug-03 13:04:06analyst65

Goldman Sachs added Microsoft to and removed Broadcom from its U.S. Conviction List, citing AI monetization progress for Microsoft and shifting market dynamics.

MSFT ▲ PRICEDAVGO ▼ REPRICINGwww.investing.com ↗

Apple Shed $426 Billion in Market Cap in 2 Days. Here's What Wall Street Is Getting Wrong.

Mon Aug-03 13:03:57earnings85

Apple reported strong Q3 fiscal 2026 earnings with significant product sales growth but saw its stock drop 7.4% and lose $426 billion in market cap due to negative Wall Street reaction.

AAPL ▼ PRICEDNVDA · REPRICINGMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDwww.nasdaq.com ↗

Option Volatility And Earnings Report For Aug 3 - 7

Mon Aug-03 13:03:10earnings60

Advanced Micro Devices and Palantir Technologies are scheduled to report earnings this week, with high implied volatility indicating significant market uncertainty.

AMD · PRICEDPLTR · PRICEDwww.barchart.com ↗

Amazon's Q2 Earnings Expose the Hidden AI Cost Crisis Crippling Enterprise CX

Mon Aug-03 13:03:02earnings75

Amazon reported strong Q2 2026 earnings with AWS revenue growing 36.7% and AI revenue run rate exceeding $25 billion, driven by enterprise adoption of production AI agents.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDwww.cxtoday.com ↗

Air cargo traffic 'defying gravity' as AI sell-off leaves project forwarders unfazed

Mon Aug-03 13:02:48other65

A significant market sell-off in AI-related stocks, led by Nvidia losing $238bn in market cap, has impacted the semiconductor sector despite continued strong air cargo demand for hardware.

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TSMC Kumamoto Fab Profitable for First Time; Earthquake Clouds 3nm Expansion

Mon Aug-03 13:02:28earnings65

TSMC's Kumamoto joint venture reported its first quarterly profit, though a recent earthquake has introduced uncertainty regarding the timeline for its advanced 3nm facility.

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Buy the SOXX Down 23% From Its Highs? Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle Just Gave Investors 830 Billion Reasons to Do So.

Mon Aug-03 13:02:14earnings65

Recent earnings from major cloud hyperscalers Amazon, Microsoft, Alphabet, and Meta confirm continued strong AI infrastructure spending, supporting the semiconductor sector despite recent price declines.

AMZN ▲ PRICEDGOOGL ▲ PRICEDMETA ▲ PRICEDMSFT ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ REPRICINGPLTR ▲ PRICEDAAPL · PRICEDTSLA · PRICEDwww.nasdaq.com ↗

Why is Palantir Technologies stock climbing today? By Investing.com

Mon Aug-03 13:02:14earnings65

Palantir Technologies stock rose in pre-market trading ahead of its Q2 2026 earnings release, supported by analyst upgrades and positive revenue forecasts.

PLTR ▲ PRICEDwww.investing.com ↗

Bernstein forecasts $1T server market by 2028, boosts shipment estimates as AI infrastructure spending surges

Mon Aug-03 13:01:59analyst65

Bernstein forecasts the global server market will exceed $1 trillion by 2028 driven by surging AI infrastructure spending and raises GPU shipment estimates.

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Apple warns of supply constraints before iPhone 18 launch

Mon Aug-03 13:02:01earnings75

Apple warned that supply constraints for advanced semiconductors could negatively impact revenue and product availability for the upcoming iPhone 18 launch despite strong consumer demand.

AAPL ▼ PRICEDvietnamnet.vn ↗

Here's What Magnificent 7 Earnings Tell Us About the AI Trade in 2026

Mon Aug-03 13:01:43earnings65

Analysis of Magnificent 7 earnings reveals divergent market reactions, with Microsoft and Amazon surging on beats while Alphabet, Meta, and Tesla declined due to misses or weak guidance.

MSFT ▲ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDAMZN ▲ PRICEDTSLA ▼ PRICEDNVDA · REPRICINGAAPL · PRICEDwww.barchart.com ↗

Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish again

Mon Aug-03 13:01:43earnings85

Microsoft shares rallied to reclaim the title of world's most valuable company after reporting strong earnings driven by Azure cloud growth and AI demand.

MSFT ▲ PRICEDNVDA · REPRICINGGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDcio.economictimes.indiatimes.com ↗

India proposes extending contract manufacturing tax breaks until 2041 in boost for Apple

Mon Aug-03 13:01:41regulatory65

India has proposed extending tax exemptions for foreign companies supplying machinery to contract manufacturers until 2041, a move expected to support Apple's expanding iPhone production in the country.

AAPL ▲ PRICEDwww.firstpost.com ↗

Stock market turmoil sheds stark light on the opaque AI economy

Mon Aug-03 13:01:23other75

Reports of China's advancements in domestic lithography tools and the listing of memory chipmaker CXMT triggered a global tech selloff, negatively impacting ASML and Nvidia.

NVDA ▼ REPRICINGASML ▼ PRICEDAAPL · PRICEDAMD · PRICEDMU ▼ PRICEDTSM · PRICEDAVGO · REPRICINGQCOM · PRICEDSMCI · REPRICINGPLTR · PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDTSLA · PRICEDrocketnews.com ↗

Buoyant BYD has Tesla in it's rear view mirror. Musk needs to put his foot down

Mon Aug-03 13:01:19other65

BYD's July sales data reveals a 124.3% surge in overseas exports, intensifying competitive pressure on Tesla in European and international markets where Tesla is losing market share.

TSLA ▼ PRICEDfinance.yahoo.com ↗

Apple Struggles to Keep M5 MacBook Air in Stock After Price Hikes

Mon Aug-03 13:01:08product65

Apple is facing significant supply constraints and rising component costs for the M5 MacBook Air, leading to price hikes and extended delivery times.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDwww.macobserver.com ↗

Can Oil, ISM and AMD keep the tech rebound alive? | FXStreet

Mon Aug-03 13:00:48earnings65

Market commentary highlights AMD's upcoming earnings report as a key test for the technology sector rebound and AI spending viability.

AMD · PRICEDNVDA · REPRICINGAVGO · REPRICINGAAPL · PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDTSLA · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · REPRICINGPLTR · PRICEDwww.fxstreet.com ↗

Apple slides as supply shortages cloud growth outlook

Mon Aug-03 13:00:45guidance85

Apple shares dropped nearly 10% after CEO Tim Cook warned that significant component shortages are limiting growth and depleting inventory reserves.

AAPL ▼ PRICEDNVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · PRICEDMU · PRICEDwww.californiatelegraph.com ↗

TSMC Approaching A New Milestone With Its 2nm Process By The End Of 2026 With 100,000 Monthly Wafers; NVIDIA, AMD, & Others Force Manufacturing Acceleration

Mon Aug-03 13:00:35product65

Reports indicate TSMC is accelerating its 2nm and 3nm wafer production targets ahead of schedule due to strong demand from key customers including NVIDIA, AMD, and Broadcom.

TSM ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGwccftech.com ↗

Big Tech holds nearly $2.4 trillion in spending commitments for AI

Fri Jul-31 21:21:34other65

Alphabet, Amazon, Meta, and Microsoft have collectively locked in nearly $2.4 trillion in long-term AI infrastructure spending commitments, with Alphabet and Amazon already reporting negative free cash flow.

GOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDMSFT · PRICEDNVDA ▲ PRICEDAVGO ▲ FRESHAMD ▲ REPRICINGTSM ▲ FRESHASML ▲ REPRICINGMU ▲ PRICEDQCOM · PRICEDAAPL · PRICEDPLTR · FRESHSMCI ▲ PRICEDthenextweb.com ↗

Microsoft, Amazon, and Google add $1.5T in market cap in a single week

Fri Jul-31 21:20:40other65

Microsoft, Amazon, and Alphabet collectively added nearly $1.5 trillion in market capitalization over a single week, driven by renewed investor confidence in AI infrastructure spending.

MSFT ▲ PRICEDAMZN ▲ PRICEDGOOGL ▲ PRICEDMETA · PRICEDcryptobriefing.com ↗

How Amazon became one of the world's top chip companies in a decade

Fri Jul-31 21:12:09product65

Amazon's Trainium chips are gaining significant adoption among AI startups and large enterprises for inference workloads, positioning Amazon as a major player in the custom silicon market.

AMZN ▲ PRICEDNVDA ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · PRICEDwww.aboutamazon.com ↗

Iran Appears to Be Blasting Amazon Data Centers Off the Map

Fri Jul-31 21:03:42other85

Iranian military forces reportedly attacked and damaged two Amazon data centers in Bahrain using cruise missiles and drones.

AMZN ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDfuturism.com ↗

Palantir Stock Faces Crucial AI Growth Test

Fri Jul-31 21:03:19earnings85

Palantir Technologies is approaching its second-quarter earnings report with high Wall Street expectations for revenue growth and AI demand validation.

PLTR · FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Research Firm Says Big Tech Earnings Just Flipped Valuation Risk

Fri Jul-31 21:01:58analyst65

Finom Group reports that hyperscale tech companies have reached their most favorable relative valuation since 2011 as earnings growth outpaces market-cap weight.

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Meta Stock Rebounds as Amazon Revives AI Confidence

Fri Jul-31 21:01:35other65

Meta Platforms shares rebounded as Amazon's strong cloud results alleviated investor concerns regarding the sustainability of high AI infrastructure spending across the sector.

META ▲ PRICEDAMZN ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDfinance.yahoo.com ↗

Chip Stocks Erase $1.3 Trillion: Why AI Optimism Suddenly Cracked

Fri Jul-31 21:00:28other85

Semiconductor stocks including Nvidia, TSMC, Micron, AMD, Broadcom, and ASML suffered a collective $1.3 trillion market value loss amid growing investor doubts about AI spending sustainability.

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Why Your Next Graphics Card Will Cost Hundreds More

Fri Jul-31 21:00:24product65

Nvidia and AMD are raising graphics card prices significantly due to memory shortages driven by AI data center demand, with AMD planning a further 10% increase.

NVDA ▲ PRICEDAMD ▲ REPRICINGMU ▲ PRICEDwww.webpronews.com ↗

Apple's Record $11.73 Billion R&D Outlay Signals Urgent AI Push Amid Hardware Bets

Fri Jul-31 20:53:33earnings65

Apple reported a record $11.73 billion in R&D spending for Q3 2026, representing a 32% year-over-year increase driven primarily by artificial intelligence investments.

AAPL ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDwww.webpronews.com ↗

Amazon's Quiet AI Retreat: Nova Models Fade as Frontier Bet Rises

Fri Jul-31 20:52:44product65

Amazon is deprecating most of its Nova AI model lineup to consolidate resources and talent toward a single high-priority Frontier Model Research project led by Pieter Abbeel.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDNVDA · PRICEDwww.webpronews.com ↗

Apple's Services Slowdown Signals Deeper Cost of App Store Overhaul

Fri Jul-31 20:52:36earnings65

Apple reported record Services revenue but highlighted slowing growth and margin pressure due to global regulatory changes affecting the App Store business model.

AAPL ▼ PRICEDwww.webpronews.com ↗

Alphabet's $200 Billion AI Gamble: Infrastructure, Models and the Race for Dominance

Fri Jul-31 20:52:27earnings85

Alphabet reported strong Q2 2026 earnings with 24% revenue growth and massive AI infrastructure spending guidance, despite recording its first quarterly negative free cash flow.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDAMD · FRESHwww.webpronews.com ↗

Stocks Climb Before the Open as Microsoft Provides a Boost, U.S. PCE Inflation Data and More Big Tech Earnings on Tap

Fri Jul-31 20:50:41earnings85

Microsoft shares surged on strong cloud growth and disciplined spending guidance, while Meta dropped sharply due to a disappointing Q3 revenue forecast.

MSFT ▲ PRICEDMETA ▼ PRICEDNVDA ▲ PRICEDAMD ▲ FRESHMU ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDfinance.yahoo.com ↗

Microsoft's Copilot Just Crossed 30 Million Paid Seats as CEO Satya Nadella Unveiled Unified App: 'Major Step Forward'

Fri Jul-31 20:50:19earnings65

Microsoft reported over 30 million paid Copilot seats with doubling quarterly growth and announced a unified Copilot app during its Q4 earnings call.

MSFT ▲ PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Google AI Mode Hits 1B Users as Blue Links Fade [2026]

Fri Jul-31 20:12:50product65

Google has made Gemini 3.5 Flash the default model for its AI Mode search feature, which has surpassed 1 billion monthly users, fundamentally altering the traditional search interface.

GOOGL ▲ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDtech-insider.org ↗

《TAIPEI TIMES》 TAIEX jumps nearly 8 percent in largest-ever points gain

Fri Jul-31 20:11:58other65

Taiwan's TAIEX index surged nearly 8% in its largest-ever points gain, driven by a global technology rally and renewed confidence in AI demand that lifted heavyweight electronics shares including TSMC.

TSM ▲ FRESHNVDA ▲ PRICEDAMD ▲ FRESHMU ▲ PRICEDAVGO ▲ FRESHQCOM ▲ PRICEDASML ▲ FRESHSMCI ▲ PRICEDnews.ltn.com.tw ↗

Apple slides after supply shortages hurt sales forecast

Fri Jul-31 20:11:34guidance85

Apple shares fell approximately 8% in after-hours trading after the company issued a sales forecast for the September quarter that missed analyst estimates due to component shortages and weaker performance in China and Services.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDNVDA · PRICEDMETA · PRICEDTSLA · FRESHAVGO · FRESHAMD · FRESHQCOM · PRICEDMU · PRICEDTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · FRESHmacdailynews.com ↗

Apple won't be able to meet demand in Q3

Fri Jul-31 20:10:54guidance65

Apple CEO Tim Cook indicated that strong customer demand for iPhones, iPads, and Macs will outpace supply chain capacity in the upcoming September quarter.

AAPL ▲ PRICEDwww.gsmarena.com ↗

How Alphabet and Amazon Each Built The 'Best' Nvidia Chip Alternatives

Fri Jul-31 20:01:17earnings85

Alphabet and Amazon reported strong Q2 earnings driven by the successful deployment of their custom TPU and Trainium chips as cost-effective alternatives to Nvidia hardware.

GOOGL ▲ PRICEDAMZN ▲ PRICEDNVDA ▼ PRICED247wallst.com ↗

Did Apple just signal a bottom in momentum-driven memory chip stocks?

Fri Jul-31 19:52:10other65

Apple CEO Tim Cook highlighted severe memory chip shortages and price increases, leading analysts to suggest a potential market bottom for memory stocks like Micron.

AAPL · PRICEDMU ▲ PRICEDNVDA ▲ PRICEDMSFT ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDca.finance.yahoo.com ↗

Chinese AI shakes up global markets

Fri Jul-31 19:51:07other65

Growing competition from cost-efficient Chinese AI models like Kimi K3 is rattling global markets and raising concerns about the return on investment for US tech giants' AI infrastructure spending.

NVDA ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ FRESHwww.abc.net.au ↗

Apple Advances Advertising Gains

Fri Jul-31 19:31:41earnings65

Apple reported stronger-than-expected Q2 calendar 2026 earnings driven by a 22% increase in iPhone sales and record advertising revenue, despite the Services division slightly missing estimates.

AAPL ▲ PRICEDfinance.yahoo.com ↗

Wonder Boy Blowup Sparks Massive Semiconductor Rally, Korea Up 18%; Amazon Helps, Apple Disappoints - iSh

Fri Jul-31 19:20:38other65

Semiconductor stocks rallied significantly following the exhaustion of forced liquidations in leveraged ETFs, while Apple shares disappointed investors amidst broader market movements.

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NVIDIA, Industry Giants Form Open Secure AI Alliance

Fri Jul-31 19:11:33partnership65

Nvidia and Microsoft joined a coalition of technology companies to form the Open Secure AI Alliance, aiming to create an open-source framework for securing autonomous AI agents.

NVDA ▲ PRICEDMSFT ▲ PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDAVGO · FRESHAMD · FRESHQCOM · PRICEDTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · FRESHwww.nasdaq.com ↗