kingfisher — news

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Apple launches legal challenge to UK demand for access to encrypted user data

Mon Aug-03 21:10:43regulatory65

Apple has filed a legal challenge against a UK government order requiring it to create a backdoor for encrypted user data, opting to withdraw the feature rather than compromise security.

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Palantir Reports Q2 2026 U.S. Comm Revenue Growth of 149% Y/Y and Revenue Growth of 93% Y/Y; Raises FY 2026 Revenue Guidance to 82% Y/Y Growth and U.S. Comm Revenue Guidance to 134% Y/Y, Crushing Consensus Expectations

Mon Aug-03 21:10:29earnings90

Palantir reported Q2 2026 earnings with U.S. commercial revenue up 149% year-over-year and raised full-year revenue guidance significantly above consensus expectations.

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The $1 trillion market rally | FXStreet

Mon Aug-03 20:40:42other65

US tech stocks including Meta, Microsoft, Alphabet, and Amazon surged on Monday, adding $1 trillion to the S&P 500 market capitalization as investors bought the dip.

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$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry For The Merger--MOBX, DSGR, GSAT, and PAYO

Mon Aug-03 20:30:27m&a85

A class action law firm has launched a legal inquiry into Amazon's proposed acquisition of Globalstar, citing the merger agreement terms.

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Market analyst hails Chevron-Microsoft deal as a 'tremendous breakthrough' | Fox Business Video

Mon Aug-03 20:20:47partnership65

Microsoft has entered into a landmark 20-year power supply agreement with Chevron to support the energy demands of its AI data centers.

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Apple's Record Quarter Could Not Outrun Its Guidance Problem

Mon Aug-03 20:20:37earnings85

Apple reported record quarterly revenue and earnings but shares fell due to forward guidance missing Wall Street expectations and cited supply constraints from rising memory costs.

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AMD's 14-Gigawatt Pipeline Exposes the Scale of Execution Risk

Mon Aug-03 20:20:37earnings85

Advanced Micro Devices is set to report its second-quarter earnings amid heightened execution risks and a volatile semiconductor market characterized by mixed performance in AI infrastructure and memory sectors.

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China Is Not the Solution to the US Chipflation Problem

Mon Aug-03 20:20:33other65

Global semiconductor spending is projected to reach 1.25% of world GDP driven by AI demand, enabling Nvidia, TSMC, and ASML to raise prices due to supply constraints.

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Amazon Stock Jumps Nearly 5% as Valuation Breaks $3 Trillion

Mon Aug-03 20:20:23other85

Amazon shares rose nearly 5% to push its market capitalization above $3 trillion for the first time, driven by strong AWS growth and increased AI infrastructure spending.

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Micron Stock Falls -- Apple Tests Chinese Memory Chips From Rising Rival

Mon Aug-03 20:10:03other65

Micron shares fell as reports emerged that Apple is testing memory chips from Chinese rival CXMT, raising concerns about increased competition and pricing pressure in the DRAM market.

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White House to meet with OpenAI, Anthropic and other top AI companies in first big regulation push

Mon Aug-03 20:00:47regulatory65

The White House is meeting with Google, Meta, OpenAI, and Anthropic to discuss a voluntary framework for reviewing frontier AI models before public release.

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Apple's iPhone 18 pro could jump to $1,399 as memory costs soar, analysts warn

Mon Aug-03 20:00:26product65

Analysts project Apple's iPhone 18 Pro starting price could rise to $1,399 due to a severe memory cost crisis driven by AI data center demand.

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Can Palantir pull off a Microsoft-style comeback? Here's what options say

Mon Aug-03 19:50:31earnings65

Options market data indicates high bullish sentiment and an implied 10.5% move for Palantir ahead of its upcoming earnings report, drawing comparisons to Microsoft's previous post-earnings rally.

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Palantir earnings will test the real shape of enterprise AI

Mon Aug-03 19:50:25earnings65

Palantir's upcoming earnings report is positioned as a critical test for enterprise AI adoption, highlighting strong growth and advocacy for open-weight models alongside partners like Nvidia, Microsoft, and Meta.

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Google Exec Teases Bigger Plan Behind AI Spending

Mon Aug-03 19:50:22guidance65

Alphabet raised its 2026 capital expenditure forecast to $195-205 billion to support AI infrastructure and recursive self-improvement capabilities despite current revenue not justifying the scale of investment.

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Meta Stock Surges 6.6% as AI Spending Fears Suddenly Ease

Mon Aug-03 19:40:18other75

Meta Platforms shares rose 6.6% as investor sentiment improved regarding AI capital expenditure efficiency, supported by Amazon's strong cloud performance.

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You Hit Micron's Bear Thesis Every Time ChatGPT Says 'Start a New Chat.' Burry's MU Short Might Be Onto the Same Thing.

Mon Aug-03 19:40:14analyst65

Michael Burry disclosed new short positions in Micron and Nvidia, citing a bear thesis that technological improvements in AI KV cache efficiency could reduce long-term memory demand.

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Samsung warns RAM-pocalypse could last until 2028 -- as its profits continue to rise

Mon Aug-03 19:31:01earnings65

Samsung reported record quarterly profits and warned that the global memory supply shortage will persist and worsen through 2028 due to AI-driven demand.

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The AI spending boom is hitting a key Wall Street metric: Chart of the Day

Mon Aug-03 19:20:37analyst65

Bank of America analysts project hyperscaler capital spending will reach $1.2 trillion by 2027, noting that surging AI infrastructure costs have driven free cash flow negative for Alphabet and Amazon.

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Big Tech's cloud backlog just hit $2.3 trillion -- and it's feeding AI capex plans

Mon Aug-03 19:20:29analyst65

Bank of America analyst Vivek Arya reports that cloud computing backlogs for the top four providers have reached $2.3 trillion, supporting continued high AI capital expenditure plans.

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Apple Just Crossed $5 Trillion: It's Also Killing Its Own iPhone Plan

Mon Aug-03 19:01:04product65

Apple reached a $5 trillion market capitalization while transitioning its US iPhone upgrade program to a leasing model and confirming upcoming Siri-based smart home hardware.

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What GPU Depreciation? NVIDIA A100, H100, And H200 GPU Rental Rates Continue To Price Upwards, As B200s Hover At Just Shy Of $6/Hour

Mon Aug-03 19:00:49other65

Rental rates for NVIDIA's A100, H100, and B200 GPUs have increased since early 2026, suggesting longer asset useful lives and improved economics for AI hyperscalers.

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The Dow Adds 560 Points as Oil Prices Fall Off a Cliff

Mon Aug-03 18:50:53earnings65

Alphabet shares rose 5.3% following strong Google Cloud growth reported in earnings, contributing to a broader market rally driven by falling oil prices and reduced AI spending concerns.

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Market News: Amazon +15% on 37% Cloud Growth Validates AI Thesis -- Apple -9%, Reddit -22% in the Biggest Earnings Night of 2026

Mon Aug-03 18:50:33earnings85

Amazon shares surged 15% on strong AWS growth while Apple dropped 9% due to supply concerns despite beating revenue estimates in their respective earnings reports.

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Senators Press Apple to Reject Chinese Memory Chips From CXMT and YMTC

Mon Aug-03 18:40:35regulatory65

A bipartisan group of US senators has urged Apple to reject memory chips from Chinese manufacturers CXMT and YMTC due to national security concerns, potentially disrupting Apple's supply chain diversification efforts.

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Careful MSFT, AMZN, ORCL Bulls: Trouble at OpenAI, Anthropic Could Trigger 'Sustained' AI Selloff, 'Big S

Mon Aug-03 18:40:27analyst65

Investor Steve Eisman warned that potential instability at OpenAI and Anthropic could trigger a sustained selloff in AI stocks due to their significant contribution to hyperscaler backlogs.

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Microsoft's Data Center Leases Crossed $100 Billion In Q4. What This Means for MSFT Stock Here.

Mon Aug-03 18:30:30earnings65

Microsoft disclosed $130 billion in new data center leases for Q4 2026, bringing total non-committed lease obligations to $329.1 billion as part of its AI infrastructure expansion.

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PJM to curtail data centers from 2027; Meta, Blackrock to build $14bn Texas data center; Demand for small gas turbines soars

Mon Aug-03 18:01:22regulatory65

PJM grid operator announced that new large data centers will face mandatory power curtailments starting in June 2027 to address capacity shortages and ensure system reliability.

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An 'AI tax' is driving up the price of gaming computers and other electronics

Mon Aug-03 18:01:19other65

Surging AI data center demand has caused RAM and SSD prices to quadruple since late 2025, significantly increasing costs for consumer electronics while boosting memory chip pricing power.

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