kingfisher — news

Wed Sep-02 02:26:43

times in Europe/Lisbon

🗞️ News

The FCC Mulls Banning China-Sourced Optical Transceivers, Threatening Innolight's 27% Global Market Share As Coherent And Lumentum Prepare To Pounce

Tue Aug-04 17:40:43regulatory65

The FCC is considering a ban on China-sourced optical transceivers, which could disrupt supply chains for major tech companies like NVIDIA and Google that rely on Chinese manufacturer Innolight.

NVDA ▼ PRICEDGOOGL ▼ FRESHMSFT · PRICEDMETA · PRICEDAMZN · PRICEDAVGO ▲ PRICEDQCOM · PRICEDwccftech.com ↗

Amazon Could Soon Surpass Nvidia and Become The World's Most Profitable Company. 2030 Profits Could Exceed $500 Billion.

Tue Aug-04 17:40:30analyst65

UBS analysts project Amazon's 2030 net income will reach $509 billion, surpassing Nvidia's projected $450 billion to become the world's most profitable company.

AMZN ▲ PRICEDNVDA ▼ PRICED247wallst.com ↗

Amazon accused of 'grueling working conditions' and wage suppression in groundbreaking N.J. lawsuit

Tue Aug-04 17:30:24regulatory65

New Jersey filed a first-of-its-kind antitrust lawsuit against Amazon alleging monopsony practices that suppressed driver wages and enforced harsh working conditions.

AMZN ▼ PRICEDwww.nj.com ↗

Apple Photos lawsuit over facial recognition data can move forward

Tue Aug-04 17:20:25regulatory65

A federal judge allowed a $32.5 billion class-action lawsuit against Apple regarding alleged unauthorized biometric data collection in its Photos app to proceed.

AAPL ▼ FRESHwww.cultofmac.com ↗

Apple to Face $32.5 Billion Lawsuit Over Facial Recognition in Photos App

Tue Aug-04 17:20:24regulatory65

A US appeals court denied Apple's request to dismiss a $32.5 billion class-action lawsuit alleging violations of Illinois' Biometric Information Privacy Act regarding its Photos app facial recognition feature.

AAPL ▼ FRESHMETA · PRICEDwww.pcmag.com ↗

iPhone 18 Pro Max Price Hike Expected to Reach USD 300 This Year: Report

Tue Aug-04 17:20:12product65

Reports indicate Apple plans to raise the iPhone 18 Pro Max price by $200-$300 due to increased costs for 2nm chips from TSMC and memory components from suppliers like Micron.

AAPL ▼ FRESHTSM ▲ PRICEDMU ▲ PRICEDwww.latestly.com ↗

Analysts That Selling Its China Business Could Be a Big Negative for Tesla Stock. Here's Why.

Tue Aug-04 17:10:59analyst65

RBC Capital Markets analyst Tom Narayan warns that a potential sale of Tesla's China business would be detrimental to the company's valuation and strategic upside.

TSLA ▼ PRICEDwww.barchart.com ↗

Jeff Bezos just named Amazon's next big pillar

Tue Aug-04 17:10:50product65

Jeff Bezos identified Amazon's custom silicon business as a future core pillar and announced the Trainium4 chip launch for 2027.

AMZN ▲ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDQCOM · PRICEDAMD · PRICEDfinance.yahoo.com ↗

NVIDIA Alpamayo 2 Super Released for Commercial Autonomous Driving; Check Key Features

Tue Aug-04 17:10:44product65

NVIDIA commercially released Alpamayo 2 Super, an open-weight vision-language-action model for autonomous driving built on its Cosmos architecture.

NVDA ▲ PRICEDTSLA · PRICEDGOOGL · FRESHMETA · PRICEDMSFT · PRICEDAMZN · PRICEDwww.latestly.com ↗

Why Direxion Daily Semiconductor Bull 3X ETF Jumped Today

Tue Aug-04 17:00:42analyst65

Morgan Stanley analysts issued a positive outlook on semiconductor stocks, citing sufficient hyperscaler revenue growth to support $1.2 trillion in industry capital investment.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

Nvidia-backed, AI infrastructure startup Volta emerges from stealth mode with $10B partnership | Seeking Alpha

Tue Aug-04 17:00:31partnership65

Nvidia-backed AI infrastructure startup Volta emerged from stealth with a $10 billion partnership to build AI factories in Europe and the US.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDAVGO · PRICEDAMD · PRICEDSMCI · PRICEDseekingalpha.com ↗

Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.

Tue Aug-04 17:00:23other85

Apple appoints hardware engineering chief John Ternus as its new CEO effective September 1, signaling a strategic pivot toward product innovation.

AAPL ▲ FRESHwww.barchart.com ↗

Stoxx 600 Hits Record as Bessent Eyes Hormuz Deal and AI Earnings Surge

Tue Aug-04 17:00:22earnings65

Palantir reported blowout quarterly earnings driven by an AI spending surge, contributing to a record high for the Stoxx 600 alongside geopolitical developments.

PLTR ▲ PRICEDwww.techtimes.com ↗

OpenAI, Anthropic Face Growing Pressure as Kimi K3 Sparks Open AI Debate; IDC Sees AI Infrastructure Spending Reaching $497 bn in 2026

Tue Aug-04 16:40:49regulatory65

IDC projects global AI infrastructure spending will reach $497 billion in 2026 as a tech coalition including NVIDIA, Microsoft, Meta, and Palantir opposes broad restrictions on open AI models.

NVDA ▲ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDPLTR ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDinfotechlead.com ↗

Purpose-built robotaxis get official nod for paid operation in the US

Tue Aug-04 16:40:36regulatory65

The NHTSA granted Amazon's Zoox a historic commercial exemption to operate purpose-built robotaxis without steering wheels or pedals in the US.

AMZN ▲ PRICEDGOOGL ▼ FRESHTSLA · FRESHnewatlas.com ↗

'Apple is getting this wrong': OpenAI publishes receipts to rebut trade-secrets lawsuit

Tue Aug-04 16:40:31regulatory65

OpenAI published internal communications refuting Apple's trade secret lawsuit allegations by revealing that Apple's counsel mistakenly contacted the wrong individual due to a surname confusion.

AAPL ▼ FRESHme.mashable.com ↗

Elon Musk's Tesla earnings calls are now AI and robotics presentations with a side of cars

Tue Aug-04 16:40:26earnings75

Tesla's Q2 2026 earnings call highlighted a strategic pivot toward AI and robotics with a $25 billion capital expenditure plan and the repurposing of factories for Optimus robot production.

TSLA · FRESHNVDA ▲ PRICEDMETA ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ PRICEDMSFT ▲ PRICEDcryptobriefing.com ↗

Goldman Sachs Just Added Microsoft to Its Closely Watched 'Conviction List.' Broadcom and ServiceNow Were Removed.

Tue Aug-04 16:40:24analyst65

Goldman Sachs added Microsoft to its U.S. Conviction List with a $640 price target while removing Broadcom and ServiceNow.

MSFT ▲ PRICEDAVGO ▼ PRICED247wallst.com ↗

Microsoft's $100B Azure Year Shows Enterprise AI Is Moving Beyond One Model

Tue Aug-04 16:40:19earnings85

Microsoft reported fiscal 2026 Q4 revenue of $90.0 billion and announced Azure annual revenue surpassed $100 billion for the first time.

MSFT ▲ PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDerp.today ↗

Amazon Joins Three Trillion Dollar Club On Cloud And AI Demand

Tue Aug-04 16:40:16other65

Amazon's market capitalization has reached approximately $3 trillion, driven by strong performance in cloud computing, advertising, and AI demand.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDNVDA · PRICEDwabcradio.com ↗

OpenAI just cut prices by 80%, 3 days after China gave its best model away free

Tue Aug-04 16:31:19product65

OpenAI cut prices for its GPT-5.6 models by up to 80% and granted free access to researchers, responding to competitive pressure from China's Moonshot AI releasing a large open-weight model.

MSFT · PRICEDGOOGL · FRESHMETA ▼ PRICEDAMZN · PRICEDNVDA ▲ PRICEDAMD · PRICEDPLTR · PRICEDwww.wionews.com ↗

White House to meet with top AI companies ahead of first big regulation push

Tue Aug-04 16:31:08regulatory65

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

GOOGL ▼ FRESHMETA ▼ PRICEDMSFT · PRICEDAMZN · PRICEDNVDA · PRICEDAMD · PRICEDPLTR · PRICEDwww.wkbw.com ↗

AMD Pensando Vulcano 800 Challenges NVIDIA ConnectX-8 as AI Networking Race Heats Up; Broadcom, Arista and Marvell Intensify Competition

Tue Aug-04 16:31:03product65

AMD launched the Pensando Vulcano 800 AI NIC to compete directly with NVIDIA's ConnectX-8 and challenge Broadcom in the AI networking market.

AMD ▲ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDinfotechlead.com ↗

Why Sandisk Stock Soared Today

Tue Aug-04 16:30:56partnership65

SanDisk and SK Hynix announced a partnership to establish industry standards for High Bandwidth Flash memory, with Google joining the consortium to address AI memory supply constraints.

MU ▲ PRICEDGOOGL ▲ FRESHfinance.yahoo.com ↗

Snapdragon X laptops killed the last excuse to buy an Intel PC: App compatibility

Tue Aug-04 16:21:07product65

Microsoft data indicates that over 93% of Windows app usage minutes are compatible with Qualcomm's Snapdragon X Series processors, effectively resolving historical ARM compatibility concerns for Windows laptops.

QCOM ▲ PRICEDMSFT ▲ PRICEDwww.fonearena.com ↗

GIGABYTE Hikes GPU Prices By Up To 40%, Japanese Retailer Cancels Pre-Orders It Can No Longer Honor

Tue Aug-04 16:20:48product65

GIGABYTE has increased GPU prices by 20-40% due to rising DRAM costs, confirming similar price hikes by NVIDIA and AMD.

NVDA ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDwccftech.com ↗

Blackstone reportedly mulls second debt package for Anthropic chip deal

Tue Aug-04 16:20:43partnership65

Blackstone is reportedly negotiating a second large debt package to finance Anthropic's purchase of chips from Google, expanding their existing infrastructure partnership.

GOOGL ▲ FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Tech giant Palantir posts 'otherworldly' growth despite criticism over Gaza

Tue Aug-04 16:20:26earnings85

Palantir reported 93% year-over-year revenue growth to $1.94 billion in Q2 and raised its full-year revenue guidance to approximately $8.15-8.16 billion.

PLTR ▲ PRICEDnourished.news ↗

Apple seeks court order to block OpenAI from using alleged trade secrets in hardware ambitions

Tue Aug-04 16:10:22regulatory65

Apple has filed for a preliminary injunction against OpenAI and two former employees to prevent the alleged use of trade secrets in OpenAI's consumer hardware development.

AAPL · FRESHmacdailynews.com ↗

AMD Earnings Prediction Market Preview: What Will Lisa Su Say? - Advanced Micro Devices (NASDAQ:AMD)

Tue Aug-04 16:10:10earnings85

Advanced Micro Devices is scheduled to report its second-quarter earnings after the bell, with prediction markets indicating high probabilities of specific mentions regarding HBM memory, Helios infrastructure, and new chip architectures.

AMD · PRICEDMETA ▲ PRICEDMSFT ▲ PRICEDNVDA ▼ PRICEDAVGO · PRICEDQCOM · PRICEDMU ▲ PRICEDTSM ▲ PRICEDwww.benzinga.com ↗

Apple Might Put Siri AI's Power Features Behind an iCloud+ Paywall

Tue Aug-04 16:01:01product65

Apple CEO Tim Cook indicated that advanced Siri AI features may be restricted to higher iCloud+ subscription tiers, utilizing Google's Gemini model for heavy processing tasks.

AAPL ▲ FRESHGOOGL ▲ FRESHwww.androidheadlines.com ↗

AMD Advancing AI 2026: Top News On AI Chips, CPUs, Robotics - crn.com

Tue Aug-04 16:00:51product65

AMD unveiled its Helios Rackscale AI infrastructure platform and a new Robotics Partner Network during its annual conference to expand its data center and physical AI footprint.

AMD ▲ PRICEDNVDA ▼ PRICEDtop-news.shepherdgazette.com ↗

Tech Companies Are Setting Themselves on Fire to Keep Up in the AI Race

Tue Aug-04 16:00:46other65

S&P Global Market Intelligence data projects that free cash flow for leading AI companies including Google, Meta, and Amazon will drop to negative $125 billion in 2027 due to massive infrastructure spending.

GOOGL ▼ FRESHMETA ▼ PRICEDAMZN ▼ PRICEDMSFT · PRICEDNVDA · PRICEDTSLA · FRESHfuturism.com ↗

ASML (ENXTAM:ASML) Just Raised Its Interim Dividend 17% And Backed 2026 Guidance

Tue Aug-04 16:00:42guidance65

ASML raised its interim dividend by 17% and reaffirmed its 2026 revenue guidance, signaling confidence in cash generation despite geopolitical risks.

ASML ▲ PRICEDTSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDfinance.yahoo.com ↗

Dow Jones and S&P500: Hit Records on Iran Deal Hopes and Palantir, Caterpillar

Tue Aug-04 16:00:38earnings65

Palantir's strong revenue guidance and earnings beat drove record highs for major indices, while Micron gained alongside other chip stocks on positive AI software results.

PLTR ▲ PRICEDMU ▲ PRICEDwww.fxempire.com ↗

Sandisk Jumps 8%, Micron Gains 6%, SK Hynix Climbs 4% as Wall Street Hikes Price Targets on AI Memory Boom

Tue Aug-04 16:00:34analyst65

Micron Technology shares rose 6% alongside SanDisk and SK Hynix following the unveiling of a new High Bandwidth Flash industry standard and positive analyst sentiment regarding AI memory demand.

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

Abbott's data center moratorium stirs mixed reactions in Texas

Tue Aug-04 15:51:02regulatory65

Texas Governor Greg Abbott has imposed a moratorium on new data center approvals pending a grid reliability audit, potentially delaying infrastructure expansion for major tech companies in the state.

MSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ PRICEDMETA ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.washingtonexaminer.com ↗

Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching

Tue Aug-04 15:50:25product65

Reports indicate TSMC is developing a new packaging technology modeled on Intel's EMIB to address capacity constraints, with Google reportedly showing interest in the alternative solution.

TSM ▲ PRICEDGOOGL · REPRICINGwww.barchart.com ↗

India to solidify tech manufacturing with new tax deal

Tue Aug-04 15:50:12regulatory65

India is proposing extended tax exemptions for technology manufacturers through 2041 to strengthen its electronics supply chain, a move expected to significantly benefit Apple's production capabilities.

AAPL ▲ FRESHMSFT · PRICEDGOOGL · REPRICINGAMZN · PRICEDTSLA · FRESHwww.mobileworldlive.com ↗

Super Micro Computer stock may move 12% on earnings report By Investing.com

Tue Aug-04 15:50:09earnings65

Options data indicates Super Micro Computer stock may swing 12% following its upcoming earnings report on August 11.

SMCI · PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDwww.investing.com ↗

Palantir, Alphabet Ride A Double-Sized Earnings Boom Wall Street Barely Saw Coming

Tue Aug-04 15:46:24earnings85

Alphabet reported a massive earnings beat with $9.11 EPS and strong Google Cloud growth, while Palantir shares rose amid a broader market trend of corporate profits significantly exceeding Wall Street expectations.

GOOGL ▲ REPRICINGPLTR ▲ PRICEDMSFT ▲ REPRICINGAMZN ▲ PRICEDMETA ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDwww.benzinga.com ↗

Blackstone Has Pitched Mega Debt Package for Anthropic Chip Deal

Tue Aug-04 15:40:46partnership65

Blackstone is pitching a debt package of at least $36 billion to finance Anthropic's purchase of chips from Google.

GOOGL ▲ FRESHMSFT · REPRICINGAMZN · PRICEDNVDA · PRICEDMETA · PRICEDwww.bloomberg.com ↗

What Amazon's Q2 earnings reveal about consumer needs, expectations

Tue Aug-04 15:40:29earnings85

Amazon reported Q2 revenue of $200.6 billion, beating estimates by a wide margin and driving a significant stock price increase.

AMZN ▲ PRICEDMSFT · REPRICINGGOOGL · FRESHwww.retailcustomerexperience.com ↗

Meta, Anthropic, Google, OpenAI to meet with Trump White House amid rogue AI agent fallout

Tue Aug-04 15:40:25regulatory65

Meta and Google are scheduled to meet with the Trump White House regarding regulatory concerns over rogue AI agents.

META · PRICEDGOOGL · FRESHwww.marketscreener.com ↗

Google's free cash flow went negative for the first time. Does it matter with $242 billion in cash?

Tue Aug-04 15:31:04earnings65

Google reported its first-ever negative quarterly free cash flow of $6 billion despite strong revenue growth and a massive cloud backlog, supported by significant cash reserves.

GOOGL ▲ FRESHMSFT · REPRICINGAMZN · PRICEDMETA · PRICEDwww.categorypirates.news ↗

Tesla China sales are crashing as exports surge

Tue Aug-04 15:30:49other65

Tesla's domestic retail sales in China fell 19% in the first half of 2026 compared to its 2023 peak, despite a surge in exports from its Shanghai factory.

TSLA ▼ REPRICINGelectrek.co ↗

EU seeking to phase out software from US company Palantir -- newspaper

Tue Aug-04 15:20:27regulatory65

The European Union and several member states are seeking to phase out Palantir's AI software from public sectors in favor of European alternatives, though NATO continues to rely on its technology.

PLTR ▼ PRICEDtass.com ↗

Tesla's Build-Out Now Costs More Cash Than The Business Generates | Trefis

Tue Aug-04 15:20:14other65

Analysis highlights Tesla's negative free cash flow driven by a projected $25 billion capital expenditure plan for 2026 focused on long-term projects like Optimus and robotaxis.

TSLA ▼ FRESHwww.trefis.com ↗

S&P 500 climbs to new record high as Palantir and Caterpillar surge

Tue Aug-04 15:10:58other65

Palantir shares surged 20% leading a broad market rally that pushed the S&P 500 to a record high, while semiconductor stocks gained ahead of AMD's earnings report.

PLTR ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDAAPL ▲ REPRICINGMSFT ▲ REPRICINGGOOGL ▲ REPRICINGAMZN ▲ PRICEDMETA ▲ PRICEDTSLA ▲ REPRICINGwww.proactiveinvestors.com ↗

Apple launches legal challenge against the UK government - UKTN

Tue Aug-04 15:10:52regulatory65

Apple has filed a legal complaint against the UK government to challenge demands for backdoor access to encrypted user data.

AAPL ▼ REPRICINGwww.uktech.news ↗