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🗞️ News

Apple vs. Alphabet: The $5 Trillion AI Bet That's Renting, Not Building

Tue Aug-04 18:10:20earnings85

Apple reported Q3 earnings with record revenue but weak guidance and confirmed a $1 billion annual deal to use Google's Gemini for Siri, contrasting its low-capex AI strategy with rivals.

AAPL ▼ PRICEDGOOGL ▲ PRICEDAMZN · PRICEDMSFT · PRICEDMETA · REPRICINGfinance.yahoo.com ↗

Apple Is Down 10%. Should Investors Buy the Dip?

Tue Aug-04 17:50:41earnings85

Apple stock dropped 10% after reporting Q3 2026 earnings that missed services revenue expectations and issued weak guidance due to DRAM and NAND memory supply constraints.

AAPL ▼ REPRICINGMU ▲ PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Will Mark Zuckerberg apologise? Meta faces heat over PM's deleted post

Tue Aug-04 17:40:57regulatory65

The Indian government has summoned Meta executives to explain the temporary removal of a video posted by Prime Minister Narendra Modi and demands algorithmic transparency.

META ▼ PRICEDwww.newsdrum.in ↗

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 ↗