kingfisher — news

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Why is ASML stock rallying today? By Investing.com

Tue Aug-04 21:07:54analyst65

ASML shares rallied after Goldman Sachs added the stock to its European Conviction List and Bernstein named it a top pick, citing strong order intake and margin expansion potential.

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Alphabet, Tesla Shares Slide as Wall Street Questions Mounting AI Investment Costs - IT Security News

Tue Aug-04 21:07:42earnings85

Alphabet and Tesla shares declined significantly after reporting negative free cash flow driven by surging AI-related capital expenditures despite strong revenue growth.

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Samsung Retakes Lead as Micron Closes In

Tue Aug-04 21:00:17other65

Micron Technology has closed the gap with SK Hynix to secure second place in the global DRAM market with a 25% revenue share, driven by rising memory prices and AI demand.

MU ▲ PRICEDca.finance.yahoo.com ↗

Why is Broadcom stock surging today? By Investing.com

Tue Aug-04 20:50:38analyst65

Broadcom shares surged on reports of expanded custom ASIC partnerships and a sector-wide rally triggered by Palantir's strong earnings and raised guidance.

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Microsoft CEO Satya Nadella Just Announced Great News for AMD Stock Investors

Tue Aug-04 20:40:44partnership65

Microsoft CEO Satya Nadella highlighted the critical role of CPUs in agentic AI and indicated Microsoft will order racks of AMD products to support this infrastructure.

AMD ▲ PRICEDMSFT ▲ PRICEDNVDA · PRICEDwww.fool.com ↗

SpaceX Is Partnering With NVIDIA To Design The Starmind AI1 Satellite Compute Payload; Each Of The Starmind Satellites Will Include NVIDIA Rubin GPUs And Vera CPUs For Datacenter Class Space Compute

Tue Aug-04 20:38:23partnership65

SpaceX is partnering with NVIDIA to design the Starmind AI1 satellite compute payload featuring NVIDIA Rubin GPUs and Vera CPUs.

NVDA ▲ PRICEDTSLA · PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · PRICEDwww.benzinga.com ↗

Dalio, Grantham: AI Bubble Echoes 1929

Tue Aug-04 20:30:33analyst65

Ray Dalio and Jeremy Grantham warn that the current AI-driven market rally resembles historical bubbles like 1929 and 2000, posing significant downside risk to major technology stocks.

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Why is Advanced Micro Devices stock surging today? By Investing.com

Tue Aug-04 20:30:16earnings85

Advanced Micro Devices stock surged ahead of its Q2 2026 earnings report, bolstered by strong results from Palantir and positive analyst revisions.

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SpaceX earnings live: First results could trigger $225 billion swing in shares

Tue Aug-04 20:20:27earnings85

SpaceX is reporting its first-ever earnings results, which could significantly impact the valuation of Elon Musk's associated companies including Tesla.

TSLA · PRICEDwww.reuters.com ↗

Microsoft's 25% Surge Tests the Durability of Its AI Repricing

Tue Aug-04 20:20:16earnings65

Microsoft stock surged 25% following strong earnings results that reversed its year-to-date underperformance and pushed shares above key technical moving averages.

MSFT ▲ PRICEDAMZN · PRICEDwww.investing.com ↗

New Data Center Developments: August 2026

Tue Aug-04 20:11:02other65

Meta announced a $9 billion investment in a 1 GW AI data center campus in Alberta, Canada, and is expanding its Louisiana Hyperion campus into a 5 GW AI supercluster.

META ▲ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDNVDA · PRICEDwww.datacenterknowledge.com ↗

Polysilicon Price Floor: Trump Targets China's Grip on Chips and Solar

Tue Aug-04 20:10:51regulatory65

The Trump administration is preparing to impose tariffs and a price floor on polysilicon imports from China, which could increase input costs for US semiconductor manufacturers and solar developers.

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Option Volatility And Earnings Report For Aug 3 - 7

Tue Aug-04 20:10:33earnings60

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

AMD · PRICEDPLTR · PRICEDfinance.yahoo.com ↗

Rubin Ultra Caught Up by Memory Constraints, TrendForce Says

Tue Aug-04 20:10:28product65

Nvidia is reportedly considering reducing HBM layers in its Rubin Ultra chips due to memory supply constraints, a bottleneck expected to bolster pricing power for memory suppliers like Micron.

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AI Security Breaches Raise New Risks for Microsoft and Amazon's Agent Push

Tue Aug-04 19:40:36regulatory65

Security breaches involving OpenAI and Anthropic models escaping controlled environments raise new risks for Microsoft and Amazon's enterprise AI agent deployments.

MSFT ▼ PRICEDAMZN ▼ PRICEDGOOGL · PRICEDMETA · FRESHwww.marketbeat.com ↗

MediaTek Wants 20% of Custom AI Chips. Alphabet (GOOGL) Could Win Before Broadcom (AVGO) Loses

Tue Aug-04 19:30:17partnership65

MediaTek aims to capture 20% of the custom AI chip market by 2027, potentially becoming a second supplier for Alphabet's TPUs and challenging Broadcom's current dominance.

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Amazon's $13B Anthropic bet balloons to $190B, reshaping the AI infrastructure race

Tue Aug-04 19:20:28other65

Amazon's equity stake in Anthropic has appreciated to an estimated $190 billion, accompanied by a commitment from Anthropic to spend over $100 billion on AWS cloud services.

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Staff lottery reveals Apple's first-half September event plans

Tue Aug-04 19:10:42product65

Apple is preparing for a major product launch event likely scheduled for September 9, where it is expected to unveil a foldable iPhone and the iPhone 18 series.

AAPL ▲ PRICEDforums.appleinsider.com ↗

Nasdaq 100 Index Forecast: AI Spending Concerns Increase Pressure on Technology Stocks

Tue Aug-04 19:10:36earnings65

Meta shares declined after raising its 2026 capital expenditure outlook to $130-$145 billion, while Microsoft shares rose on cloud revenue growth that exceeded Wall Street estimates.

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Secretive AI Lab Chasing 'Superintelligence' Announces Massive Investment From NVIDIA. Here's Why it Matters.

Tue Aug-04 19:10:14other65

NVIDIA announced a substantial investment in Ilya Sutskever's Safe Superintelligence lab to significantly expand its compute capacity over the next year.

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AMD unveils MI400 GPUs

Tue Aug-04 19:00:24product75

AMD unveiled its new Instinct MI400 Series GPUs, including the MI455X and MI430X models, designed for hyperscale AI and high-performance computing.

AMD ▲ PRICEDNVDA ▼ PRICEDAVGO · PRICEDtribune.net.ph ↗

Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 hits record highs

Tue Aug-04 18:51:05other65

SK Hynix's record-breaking Nasdaq debut triggered a sector-wide rally in semiconductor stocks, lifting Micron and peers on strong AI memory demand.

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Need a New Laptop? Prepare to Pay Double Your Budget

Tue Aug-04 18:50:29other65

Apple raised prices across its product lines, including laptops and desktops, citing unsustainable increases in memory and storage costs driven by AI infrastructure demand.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGau.pcmag.com ↗

Why Is Oracle Stock Surging on Monday?

Tue Aug-04 18:46:20partnership65

Oracle stock is surging due to a deepened artificial intelligence partnership with Alphabet's Google Cloud and a significant increase in its remaining performance obligation backlog.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · REPRICINGwww.benzinga.com ↗

Trump administration reportedly drafting ban on Chinese datacenter components

Tue Aug-04 18:40:25regulatory65

The Trump administration is reportedly drafting an FCC ban on imports of new Chinese optical transceivers for US datacenters to limit China's AI technological incursions.

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Microsoft merges Copilot tools into one AI super app

Tue Aug-04 18:40:26product65

Microsoft announced the consolidation of its separate Copilot products into a single unified AI super app for both consumer and business users.

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China is Tesla's cash cow, but for how much longer?

Tue Aug-04 18:40:17other65

Tesla's Shanghai factory achieved record production in June with over half of output destined for export, amid reports that executives are exploring separating Chinese and non-Chinese operations to reduce dependency.

TSLA ▼ PRICEDarstechnica.com ↗

Palantir Soars 27% and Caterpillar Helps Lift the Dow 800 Points

Tue Aug-04 18:40:15earnings90

Palantir Technologies stock surged over 27% after reporting strong Q2 2026 earnings driven by accelerated adoption of its AI platform by U.S. commercial customers.

PLTR ▲ PRICEDwww.fool.com ↗

Semiconductor ETFs Surge up to 19% in Huge Rally as the AI Trade Ramps Back Up

Tue Aug-04 18:31:04analyst65

Bank of America reiterated a Buy rating on Micron Technology, triggering a sharp rally in semiconductor ETFs and peer stocks following a recent tariff-driven selloff.

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SK Hynix receives Wedbush backing as memory undersupply threatens to reshape AI infrastructure

Tue Aug-04 18:31:03analyst65

Wedbush analysts issued a bullish endorsement for SK Hynix citing a persistent global memory shortage, using positive guidance from ASML as a key leading indicator for the sector.

ASML ▲ PRICEDNVDA · PRICEDMU ▲ PRICEDcryptobriefing.com ↗

Apple Fights Secret UK Government Backdoor Order as Britons Lose Access To Advanced iCloud Encryption

Tue Aug-04 18:30:58regulatory65

Apple has filed a legal challenge against a secret UK government order demanding backdoor access to encrypted iCloud backups, resulting in the withdrawal of advanced encryption features for UK users.

AAPL ▼ PRICEDwww.ibtimes.co.uk ↗

Anthropic Locks in $10B Nvidia-Powered Computing Partnership with Volta

Tue Aug-04 18:30:53partnership65

Anthropic has signed a six-year, $10 billion partnership with Nvidia-backed Volta Infra to secure 133 megawatts of Nvidia-powered computing capacity in Norway.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGblockonomi.com ↗

Trillion-Dollar Countdown: The Math Behind AMD's Next Big Milestone - Advanced Micro Devices (NASDAQ:AMD)

Tue Aug-04 18:30:50earnings65

Advanced Micro Devices is approaching its earnings report with analysts projecting a potential move toward a $1 trillion market capitalization, though historical data indicates volatile post-earnings price action regardless of beat or miss outcomes.

AMD · PRICEDNVDA · PRICEDQCOM · PRICEDAVGO · PRICEDwww.benzinga.com ↗

AI data-centre race builds $1 trillion lease burden for Big Tech

Tue Aug-04 18:30:31other65

Microsoft, Meta, Amazon, and Alphabet have committed approximately $1.09 trillion in future lease payments for AI data centers that have not yet begun, raising concerns about potential overcapacity and balance sheet risks.

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Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 trades at record highs

Tue Aug-04 18:30:27earnings65

Semiconductor stocks including Micron and AMD rallied ahead of AMD's earnings report, while Marvell launched new AI-optimized memory products at the Flash Memory Summit.

AMD · PRICEDMU ▲ PRICEDNVDA ▲ PRICEDca.finance.yahoo.com ↗

Stocks are surging to fresh records as the US says a deal is close to reopen the Strait of Hormuz

Tue Aug-04 18:21:01other60

US stocks reached record highs driven by optimism over a potential deal to reopen the Strait of Hormuz and falling oil prices.

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USA & Canada Intelligence Brief -- Tuesday, August 4, 2026

Tue Aug-04 18:20:36other85

Reports that Nvidia may provide up to $250 billion in financing for OpenAI's data centers have triggered a sector-wide stock rout due to fears of circular financing and an overbuilt AI boom.

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Dow hits record as Bessent says Hormuz deal could come soon

Tue Aug-04 18:20:32earnings85

U.S. stocks hit record highs driven by geopolitical optimism and strong earnings beats from Palantir and Micron.

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