kingfisher — news

Wed Sep-02 00:37:54

times in Europe/Lisbon

🗞️ News

Dear Super Micro Computer Stock Fans, Mark Your Calendars for August 11

Wed Aug-05 15:10:33earnings75

Super Micro Computer is scheduled to report Q4 fiscal 2026 earnings on August 11 with raised gross margin guidance and a record backlog despite potential revenue execution delays.

SMCI ▲ REPRICINGNVDA · PRICEDwww.barchart.com ↗

Trump Administration Wants Chinese Hardware Out Of U.S. Data Centers

Wed Aug-05 15:00:41regulatory65

The Trump administration is reportedly developing rules to ban Chinese-made hardware from U.S. data centers to address national security concerns regarding AI infrastructure.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGTSM · REPRICINGASML · REPRICINGMU · PRICEDQCOM · FRESHPLTR · REPRICINGSMCI · REPRICINGwww.mensjournal.com ↗

Apple boosts iPhone production commitments by 28% to $57B as supply race heats up

Wed Aug-05 14:50:53product75

Apple has increased its component purchase commitments by 28% to $57 billion and confirmed a multi-year agreement with Broadcom valued at over $30 billion to secure supply for upcoming iPhone production.

AAPL ▲ REPRICINGAVGO ▲ REPRICINGcryptobriefing.com ↗

RAM production worldwide is sold out through 2027

Wed Aug-05 14:50:36other65

Global DRAM and NAND flash production capacity is fully sold out through 2027, driving up memory costs for manufacturers like Apple while benefiting suppliers like Micron.

MU ▲ PRICEDAAPL ▼ REPRICINGforums.appleinsider.com ↗

A profit boom for US companies

Wed Aug-05 14:40:25earnings65

S&P 500 companies reported record Q2 earnings growth of 47.4%, driven largely by tech sector AI profits and significant one-off investment gains for Amazon and Alphabet.

AMZN ▲ REPRICINGGOOGL ▲ FRESHAAPL ▲ REPRICINGMSFT ▲ REPRICINGNVDA ▲ PRICEDMETA ▲ REPRICINGTSLA ▲ FRESHAVGO ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ REPRICINGTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ PRICEDPLTR ▲ REPRICINGwww.marketscreener.com ↗

SpaceX doubles AI spending as Musk accelerates trillion dollar ambition

Wed Aug-05 14:31:08earnings65

SpaceX reported a significant increase in AI capital expenditure to $15.8 billion in Q2 2026, doubling its investment as it scales compute capacity toward a 10 GW target.

TSLA ▲ PRICEDNVDA ▲ PRICEDMSFT · FRESHGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDindiantelevision.com ↗

Google surpasses Apple to become second largest company globally

Wed Aug-05 14:30:45other65

Alphabet has surpassed Apple in market capitalization to become the second-largest public company globally, driven by strong AI performance while Apple faces analyst downgrades due to Siri delays.

GOOGL ▲ PRICEDAAPL ▼ FRESHNVDA · PRICEDcryptobriefing.com ↗

What the Perplexity vs Amazon ruling means for AI agents

Wed Aug-05 14:30:38regulatory65

A US appeals court lifted a ban on Perplexity AI's shopping agent on Amazon, ruling that Amazon is unlikely to prove violations of the Computer Fraud and Abuse Act.

AMZN ▼ PRICEDGOOGL · PRICEDMETA · PRICEDMSFT · FRESHwww.medianama.com ↗

Apple's Foldable Is About to Make the Entire Foldable Market Explode

Wed Aug-05 14:20:49product65

Analysts project a 20% growth in foldable smartphone shipments in 2026 driven by Apple's upcoming iPhone Ultra launch and strong Samsung Galaxy Z Fold 8 pre-orders.

AAPL ▲ REPRICINGwww.androidheadlines.com ↗

Semiconductor Rally Powers S&P 500 to Fresh Record High

Wed Aug-05 14:20:26earnings65

Semiconductor stocks including AMD and Micron surged on AI optimism and earnings anticipation, with AMD reporting results after the bell amid mixed investor reaction to its outlook.

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CXMT DRAM Is Now Inside Laptops: China Learns of Chip Flaws Before PC Makers Can Patch Them

Wed Aug-05 14:10:56regulatory65

HP, Asus, and Acer have begun using Chinese DRAM chips from CXMT in laptops due to global supply shortages, raising security concerns as Chinese law mandates vulnerability reporting to Beijing before manufacturers.

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AI Chip Design Era Ends: TSMC Affiliate GUC Posts Record Revenue as Turnkey Surpasses 80%

Wed Aug-05 14:00:29earnings65

TSMC affiliate Global Unichip Corp reported record monthly revenue with a significant shift toward mass-production volume over design fees, signaling scaled deployment of custom AI silicon.

TSM ▲ FRESHNVDA · PRICEDAMD · PRICEDAVGO · FRESHQCOM · PRICEDwww.techtimes.com ↗

Nvidia CEO Jensen Huang meets US officials as scrutiny grows over China chip access

Wed Aug-05 14:00:28regulatory65

Nvidia CEO Jensen Huang is meeting with US officials amid growing scrutiny and investigations into allegations that export-controlled Nvidia chips were used by Chinese AI firms.

NVDA ▼ PRICEDAMD · PRICEDQCOM · PRICEDAVGO · FRESHTSM · FRESHwww.thestar.com.my ↗

AI Ecosystem's 'Circular' Investment: Risk or Advantage?

Wed Aug-05 13:51:08other65

Reports indicate Nvidia is negotiating to provide nearly $250 billion in financial guarantees to OpenAI for a data center project, sparking analyst debate over systemic risks versus the strength of major tech balance sheets.

NVDA · PRICEDMSFT · FRESHAMZN · PRICEDGOOGL · PRICEDen.tempo.co ↗

Anthropic confirms it's building an in-house chip team for Claude

Wed Aug-05 13:50:46product65

Anthropic confirmed it is building an in-house chip design team to create custom silicon for its Claude AI models while maintaining a multi-chip strategy with existing partners.

AMZN ▼ PRICEDGOOGL ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ FRESHTSM ▲ FRESHwww.businessinsider.com ↗

Why Did SpaceX Spend $295 Million on Tesla Batteries? The Latest Filing Offers a Clue as Elon Musk's Comp

Wed Aug-05 13:40:48other65

SpaceX filings reveal $329 million in Tesla Megapack purchases for AI data center power, intensifying merger speculation and highlighting deepening commercial ties between the companies.

TSLA ▲ FRESHwww.benzinga.com ↗

Arista Networks reports first $3B quarter as AI infrastructure demand accelerates

Wed Aug-05 13:40:35earnings65

Arista Networks reported record Q2 2026 revenue of $3.036 billion, beating estimates and raising full-year guidance, with Microsoft and Meta identified as key customers driving AI infrastructure demand.

MSFT ▲ FRESHMETA ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ FRESHcryptobriefing.com ↗

Leases totalling $1 trillion from Microsoft, Meta, Oracle, Amazon and Google that analysts are calling 'liabilities' on balance sheets

Wed Aug-05 13:40:20other65

Microsoft, Meta, Amazon, and Google have collectively committed to approximately $1.09 trillion in future data center lease payments, raising analyst concerns about potential balance sheet liabilities if AI demand slows.

MSFT ▼ FRESHMETA ▼ PRICEDAMZN ▼ PRICEDGOOGL ▼ PRICEDAAPL · FRESHNVDA · PRICEDAVGO · FRESHAMD · PRICEDQCOM · REPRICINGMU · REPRICINGTSM · FRESHASML · REPRICINGSMCI · REPRICINGPLTR · FRESHTSLA · FRESHtimesofindia.indiatimes.com ↗

Trump pushes AI safety framework at G7 Summit as crypto-adjacent tokens watch from the sidelines

Wed Aug-05 13:30:52regulatory65

The Trump administration is implementing voluntary AI safety testing frameworks with participation from Google, Meta, OpenAI, and Anthropic, signaling a deregulation-first approach to AI governance.

GOOGL ▲ PRICEDMETA ▲ PRICEDMSFT ▲ FRESHAMZN ▲ REPRICINGNVDA ▲ PRICEDcryptobriefing.com ↗

Futures Hit New Record High On Strong Earnings Following HIstoric Call Buying Frenzy

Wed Aug-05 13:30:24earnings65

S&P 500 futures hit record highs driven by Palantir's strong earnings, while AMD shares declined after its forecast missed high expectations.

AMD ▼ PRICEDPLTR ▲ REPRICINGNVDA ▲ PRICEDGOOGL ▲ PRICEDwww.zerohedge.com ↗

Nasdaq 100 gains $3.5T in market cap in four days as AI stocks surge

Wed Aug-05 13:20:36other65

The Nasdaq 100 gained $3.5 trillion in market cap over four days driven by strong AI and semiconductor earnings, with NVIDIA at the center of the rally.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHSMCI ▲ REPRICINGAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDPLTR ▲ REPRICINGcryptobriefing.com ↗

White House exempts open-weight AI models from security review

Wed Aug-05 13:20:35regulatory65

The Trump administration exempted open-weight AI models from a new security review framework, focusing regulatory scrutiny on closed proprietary systems like those from Google.

GOOGL ▲ PRICEDNVDA · PRICEDMSFT ▼ FRESHMETA ▲ PRICEDAMZN ▼ PRICEDqz.com ↗

Even before iPhone 18 Pro mass production, AI drives Foxconn to record profits

Wed Aug-05 13:20:26earnings65

Foxconn reported record monthly earnings driven by AI demand and upcoming iPhone 18 Pro production, signaling strong supply chain momentum for Apple and Nvidia.

AAPL ▲ FRESHNVDA ▲ PRICEDMSFT ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDAVGO ▲ FRESHAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHSMCI ▲ REPRICINGforums.appleinsider.com ↗

Tesla vs. Rocket Lab: Which Is the Better Innovation Stock to Own for the Next 10 Years?

Wed Aug-05 13:20:21m&a65

Speculation regarding a potential merger between Tesla and SpaceX has intensified following comments by Elon Musk about operational overlap, though no official deal has been confirmed.

TSLA · FRESHwww.fool.com ↗

Amazon's AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly 'Spoken For' Through 2028.

Wed Aug-05 13:20:16earnings85

Amazon's AWS CEO stated that cloud capacity is largely committed through 2028 following a report of 37% year-over-year revenue growth for the division.

AMZN ▲ PRICEDMSFT · FRESHGOOGL · PRICEDNVDA ▲ PRICEDMETA · PRICEDfinance.yahoo.com ↗

Apologise within 3 days, Parliament panel to Zuckerberg after Facebook briefly removes Modi video

Wed Aug-05 13:11:58regulatory65

An Indian parliamentary panel has ordered Meta CEO Mark Zuckerberg to apologize within three days for removing a video of Prime Minister Narendra Modi, threatening to revoke the company's safe harbour legal protections if he fails to comply.

META ▼ PRICEDscroll.in ↗

A Fed official is asking whether AI is becoming 'too big to fail'

Wed Aug-05 13:11:16regulatory65

Kansas City Fed President Jeff Schmid warned that the massive scale of AI investment poses systemic risks comparable to the 2008 financial crisis, suggesting the sector may be becoming 'too big to fail'.

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Apple Could Owe Some Users up to $5,000 Each in This Class Action Lawsuit

Wed Aug-05 13:10:43regulatory65

Apple faces a $32.5 billion class action lawsuit alleging violations of the Illinois Biometric Information Privacy Act regarding unauthorized facial recognition data collection in its Photos app.

AAPL ▼ REPRICINGfinance.yahoo.com ↗

From partners to adversaries: What's behind Apple taking OpenAI to court over trade secret theft

Wed Aug-05 13:10:36regulatory65

Apple filed a federal lawsuit against OpenAI alleging systematic theft of hardware trade secrets through the hiring of former employees.

AAPL ▼ REPRICINGtimesofindia.indiatimes.com ↗

OpenAI Hardware Roadmap Leaks: Speaker, AI Phone, and Smart Glasses in Development

Wed Aug-05 13:10:34product65

OpenAI is developing a screenless smart speaker and an AI-powered smartphone with former Apple engineers, intensifying a legal dispute with Apple over alleged trade secret theft.

AAPL ▼ REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · PRICEDMSFT · REPRICINGwww.geeky-gadgets.com ↗

A friend tried to save them from a burning Cybertruck in Piedmont. Now electronic doors face federal scrutiny

Wed Aug-05 13:10:06regulatory65

Federal regulators are initiating a rulemaking process to consider new safety standards for vehicle door egress systems following fatal incidents involving Tesla vehicles with electronic latches.

TSLA ▼ FRESHwww.siliconvalley.com ↗

World News | Beijing Blacklists Six US Firms, Curbs Drone Exports After Fresh Tariffs

Wed Aug-05 13:04:28regulatory65

China announced retaliatory economic measures including blacklisting six US firms and tightening drone export controls in response to new US tariffs.

AAPL ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ REPRICINGwww.latestly.com ↗