kingfisher — news

Tue Sep-01 23:33:50

times in Europe/Lisbon

🗞️ News

Micron (MU) Has More to Gain Than Nvidia (NVDA) Has to Lose From Samsung's 2028 Warning

Wed Aug-05 18:20:12other65

Samsung's warning that memory shortages will persist through 2028 boosts Micron's pricing outlook while posing supply risks for Nvidia's AI systems.

MU ▲ PRICEDNVDA ▼ PRICEDAMD · PRICEDAVGO · FRESHTSM · REPRICINGca.finance.yahoo.com ↗

Dow Surges 900 Points, S&P 500 Closes Above 7,700 as Oil Falls on Iran Deal Hopes - NaturalNews.com

Wed Aug-05 18:20:09earnings85

Palantir Technologies shares surged 29% following stronger-than-expected earnings, contributing to a broad market rally where the S&P 500 closed above 7,700.

PLTR ▲ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ PRICEDMETA ▲ FRESHTSLA ▲ PRICEDAVGO ▲ FRESHAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ REPRICINGASML ▲ FRESHSMCI ▲ PRICEDwww.naturalnews.com ↗

Zuckerberg apologises as Parl panel gives Meta 3 days over PM video

Wed Aug-05 18:11:17regulatory65

Meta faces potential loss of legal safe-harbor protections in India after a parliamentary panel demanded an unqualified apology for content moderation failures involving Prime Minister Modi's video and CSAM.

META ▼ FRESHwww.bizzbuzz.news ↗

Meta's Earnings Drop Shows Wall Street Wants More Than Ad Growth

Wed Aug-05 18:10:56earnings85

Meta reported a Q2 earnings-per-share miss driven by legal and severance costs, while revenue guidance came in below expectations despite beating sales estimates.

META ▼ FRESHGOOGL · PRICEDAMZN · PRICEDMSFT · FRESHAAPL · FRESHNVDA · PRICEDwww.marketbeat.com ↗

U.S. investigates 1 million-plus Teslas for suspension failure

Wed Aug-05 18:10:54regulatory65

U.S. regulators are investigating over one million Tesla vehicles for potential suspension failures.

TSLA ▼ PRICEDdriving.ca ↗

Apple Seeks Injunction as OpenAI Cites Security Lapses

Wed Aug-05 18:10:45regulatory65

Apple is seeking a federal injunction against OpenAI and former employees over alleged theft of confidential hardware designs and trade secrets.

AAPL ▼ FRESHwww.techrepublic.com ↗

Alphabet Shares Plunge 5% As Google's Chief Scientist, Key AI Leader Departs

Wed Aug-05 17:50:37other65

Alphabet shares fell over 5% after announcing the departure of Google Chief Scientist Jeff Dean, who is leaving to start an independent AI research organization.

GOOGL ▼ PRICEDMSFT · FRESHMETA · FRESHAMZN · PRICEDwww.ndtvprofit.com ↗

Meta Ran Ads That Contained AI-Generated Child Sexual Abuse Imagery

Wed Aug-05 17:41:03regulatory65

Meta is facing renewed regulatory and reputational scrutiny after researchers discovered dozens of paid ads containing AI-generated child sexual abuse material running on its platforms.

META ▼ FRESHwww.wired.com ↗

Anthropic Linked to $10B Norway Deal for 121MW NVIDIA Compute

Wed Aug-05 17:40:44partnership65

Anthropic has secured a deal for 121MW of NVIDIA Vera Rubin compute capacity in Norway, with Dell Technologies providing the hardware infrastructure.

NVDA ▲ PRICEDMSFT · FRESHGOOGL · PRICEDAMD ▼ PRICEDwww.analyticsinsight.net ↗

Elon Musk Just Explained Why Memory Could Be the Next AI Winner.

Wed Aug-05 17:40:19other65

Elon Musk stated on SpaceX's earnings call that memory chip demand is outpacing supply by a significant margin, highlighting a critical bottleneck in AI infrastructure build-out.

TSLA ▲ PRICEDMU ▲ PRICEDNVDA · PRICEDAMD · PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ FRESHwww.fool.com ↗

White House readies AI framework to review security risks

Wed Aug-05 17:30:51regulatory65

The Trump administration plans to implement a security review framework for closed-source AI models while excluding open-source models, potentially benefiting Meta's open-source strategy.

META ▲ FRESHGOOGL ▲ PRICEDMSFT · FRESHAMZN · PRICEDwww.seattletimes.com ↗

Ban on data center transceiver imports would be 'terrible,' analysts say

Wed Aug-05 17:30:12regulatory65

Analysts warn that a proposed U.S. ban on Chinese data center transceiver imports would create supply bottlenecks and increase infrastructure costs for major cloud providers.

AMZN ▼ PRICEDMSFT ▼ FRESHMETA ▼ FRESHGOOGL ▼ PRICEDNVDA · PRICEDAVGO · REPRICINGwww.fierce-network.com ↗

What Is Going on with Taiwan Semiconductor Stock on Wednesday?

Wed Aug-05 17:22:26other65

TSMC is accelerating its 3nm wafer production target to potentially meet it by Q4 due to strong AI-driven demand from key customers including NVIDIA, AMD, and Broadcom.

TSM ▲ FRESHNVDA · PRICEDAMD · PRICEDAVGO · FRESHwww.benzinga.com ↗

S&P 500, Dow at record highs on Mideast deal hopes; SpaceX, AMD drag

Wed Aug-05 17:20:08earnings65

AMD and Tesla shares declined following SpaceX's first public earnings report which highlighted heavy AI spending, while Nvidia shares rose on news of its exclusive chip supply deal with SpaceX.

AMD ▼ PRICEDTSLA ▼ PRICEDNVDA ▲ PRICEDwww.marketscreener.com ↗

Tesla v InterDigital and Avanci: UK Supreme Court extends FRAND scrutiny to SEP licensing platforms

Wed Aug-05 17:10:30regulatory65

The U.K. Supreme Court ruled in favor of Tesla, allowing its challenge to Avanci's 5G licensing terms to proceed in English courts.

TSLA ▲ PRICEDwww.ashurstperkinscoie.com ↗

Google DeepMind Chief Demis Hassabis Relinquishes CEO Role; Hassabis Will Become Alphabet Chief Scientist, Chair Of Google DeepMind; Jeff Dean And Three Veteran AI Staffers Depart Google To Found Startup; Google DeepMind CTO Koray Kavukcuoglu To Become New Division Head

Wed Aug-05 17:09:19other65

Google DeepMind CEO Demis Hassabis transitions to Chief Scientist role while CTO Koray Kavukcuoglu takes over as division head and Jeff Dean departs to found a startup.

GOOGL ▼ PRICEDMSFT · FRESHMETA · REPRICINGAMZN · REPRICINGwww.benzinga.com ↗

Kids Online Safety Act social media safety bill advances in Senate

Wed Aug-05 17:01:04regulatory65

The Senate committee advanced the Kids Online Safety Act, which imposes a duty of care on social media platforms like Meta to prevent harm to children.

META ▼ REPRICINGGOOGL ▼ REPRICINGAMZN · REPRICINGMSFT · REPRICINGwww.cnbc.com ↗

Mark Zuckerberg Apologizes For Failures To Curb Child Sex Abuse And Deepfake Content On Meta

Wed Aug-05 17:00:55regulatory65

Meta CEO Mark Zuckerberg reportedly apologized to the Indian government for failures in curbing deepfakes and child sexual abuse material, risking the loss of legal intermediary protections.

META ▼ REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMSFT · REPRICINGsouthasiandaily.com ↗

The End of the GPU Arms Race: Why Context Is King

Wed Aug-05 17:00:32analyst65

An analyst article argues the AI GPU arms race is ending as compute becomes a utility, citing recent massive market value losses for Nvidia and memory suppliers despite continued high capex from major tech firms.

NVDA ▼ PRICEDMU ▼ PRICEDAMZN · REPRICINGGOOGL · REPRICINGMETA · REPRICINGMSFT · REPRICINGAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ PRICEDwww.livetradingnews.com ↗

White House Reportedly Plans To Keep Trump's AI Framework Secret |

Wed Aug-05 17:00:18regulatory65

The Trump administration reportedly plans to keep its AI safety testing framework secret and exclude open-source models, a move that aligns with Nvidia's advocacy for open-source AI.

NVDA ▲ PRICEDPLTR · PRICEDGOOGL · REPRICINGMETA · REPRICINGMSFT · REPRICINGAMZN · REPRICINGdailycallernewsfoundation.org ↗

Amazon CEO Andy Jassy's AI Spending Pitch Won Wall Street Over, Jim Cramer Says -- While Meta and Alphabet Are Still Struggling to Explain Theirs: 'The Same Numbers...'

Wed Aug-05 16:50:48earnings65

CNBC's Jim Cramer highlighted that Amazon CEO Andy Jassy's clear explanation of AI spending ROI during earnings convinced Wall Street, contrasting with investor skepticism toward Meta and Alphabet.

AMZN ▲ REPRICINGMETA ▼ REPRICINGGOOGL ▼ REPRICINGfinance.yahoo.com ↗

Tech Giants' $280 Trillion AI Bonds Spark Financial Risk Fears

Wed Aug-05 16:50:20other65

Major tech companies including Amazon, Google, and Meta have issued $194 billion in corporate bonds to fund AI infrastructure, raising concerns about financial risks from potential delayed monetization and rapid GPU depreciation.

AMZN ▼ REPRICINGGOOGL ▼ REPRICINGMETA ▼ REPRICINGMSFT ▼ FRESHNVDA · PRICEDwww.chosun.com ↗

Microsoft Azure Fiscal 2026 Sales Exceed $100B: Hold the Stock Now?

Wed Aug-05 16:50:20earnings85

Microsoft reported fiscal 2026 earnings with Azure annual revenue surpassing $100 billion and raised guidance for continued cloud growth.

MSFT ▲ FRESHAMZN · REPRICINGGOOGL · REPRICINGMETA · REPRICINGfinance.yahoo.com ↗

Dell Hits Record High: Super Micro's $60B Quarter Reframes AI Server Race

Wed Aug-05 16:41:28earnings85

Super Micro Computer reported $60 billion in quarterly orders and significantly raised gross margin guidance to 15-17%, establishing a new profitability benchmark for the AI server market ahead of Dell's upcoming earnings.

SMCI ▲ PRICEDwww.techtimes.com ↗

Amazon's Zoox to Start Paid Robotaxi Rides in Vegas Next Week

Wed Aug-05 16:30:53product65

Amazon's Zoox received NHTSA approval to begin paid commercial robotaxi rides in Las Vegas, intensifying competition with Alphabet's Waymo and Tesla.

AMZN ▲ REPRICINGGOOGL ▼ REPRICINGTSLA ▼ PRICEDwww.usnews.com ↗

Elon Musk's 5 most noteworthy comments during SpaceX's first earnings call

Wed Aug-05 16:30:42other65

SpaceX CEO Elon Musk predicted the company could reach $1 trillion in annual revenue by 2030 during its first earnings call, highlighting strong growth and AI ambitions.

TSLA ▲ PRICEDfinance.yahoo.com ↗

Google Loses Bid to Block UK Class Action Over Search Ads

Wed Aug-05 16:20:51regulatory65

A UK antitrust tribunal rejected Google's bid to block a class action lawsuit alleging abuse of dominance in search advertising, allowing the claim for up to £5 billion in damages to proceed.

GOOGL ▼ REPRICINGMETA · REPRICINGAMZN · REPRICINGMSFT · FRESHwww.claimsjournal.com ↗

AMD Q2 Earnings Call Points to Faster Data Center Growth

Wed Aug-05 16:20:49earnings85

AMD raised its data center growth guidance during its Q2 2026 earnings call, projecting revenues to more than double in 2027 driven by strong demand for its Helios AI chips from major customers including Microsoft and Meta.

AMD ▲ PRICEDMSFT ▲ FRESHMETA ▲ REPRICINGNVDA ▼ PRICEDAVGO · FRESHQCOM · PRICEDfinance.yahoo.com ↗

The Ultimate Bull Case for NVIDIA Is Here: Their Powerful B200 Systems Are Sold Out

Wed Aug-05 16:20:44earnings85

NVIDIA reported $81.6 billion in quarterly revenue, an 85% year-over-year increase, with sold-out B200 systems driving bullish sentiment for the broader semiconductor sector.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHMU ▲ PRICEDfinance.yahoo.com ↗

Futures climb as Palantir and onsemi earnings signal unstoppable AI spending

Wed Aug-05 16:20:42earnings85

Palantir reported strong Q2 2026 earnings with 93% revenue growth and raised full-year guidance, while ON Semiconductor also beat expectations, driving Nasdaq futures higher on renewed AI spending confidence.

PLTR ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ PRICEDcryptobriefing.com ↗

SpaceX and NVIDIA Partner on Starmind AI1 Space Supercomputer

Wed Aug-05 16:20:18partnership85

SpaceX has partnered with NVIDIA to launch Starmind AI1, an orbital AI supercomputer powered by NVIDIA's Vera Rubin NVL72 architecture featuring 72 Rubin GPUs per satellite.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO · FRESHQCOM · PRICEDtechiexpert.com ↗

Stocks rise on Wall Street and add to their records as oil prices hold steady

Wed Aug-05 16:20:14partnership85

SpaceX announced it will exclusively use Nvidia chips for its artificial intelligence technology, boosting Nvidia shares.

NVDA ▲ PRICEDwww.sfchronicle.com ↗

Meta, Google Online Child Safety Rules Advance in US Senate

Wed Aug-05 16:10:37regulatory65

A US Senate committee advanced bills that could hold Meta and Google liable for harms to minors on their platforms.

META ▼ FRESHGOOGL ▼ FRESHwww.bloomberg.com ↗

NVIDIA Rubin Ultra AI Chip May Deliver Less HBM Than Rubin, Forcing Procurement Replanning

Wed Aug-05 16:10:22product65

Reports indicate NVIDIA may reduce HBM capacity in its upcoming Rubin Ultra chip due to DRAM scarcity, potentially impacting performance relative to predecessors.

NVDA ▼ PRICEDAMD ▲ PRICEDAVGO · FRESHQCOM · PRICEDwww.techtimes.com ↗

Lisa Su Says Customers Want 'A Lot More Compute' -- Sees 'Tremendous Momentum' In AMD's Data Center Business

Wed Aug-05 16:10:18analyst65

AMD CEO Lisa Su stated that AI demand has reached an inflection point with data center revenue expected to more than double by 2027, despite shares trading lower.

AMD ▲ PRICEDNVDA · PRICEDQCOM · PRICEDstocktwits.com ↗

AMD Shares Fall Over 7% Despite Record Revenue and Data Center Boom as Investors Seek Bigger AI Payoff

Wed Aug-05 16:10:15earnings85

AMD shares fell over 7% after reporting record Q2 revenue and earnings that beat estimates but provided a cautious outlook that disappointed investors seeking stronger AI growth signals.

AMD ▼ PRICEDNVDA · PRICEDQCOM · PRICEDAVGO · FRESHwww.ibtimes.com.au ↗

QUICK SPARK: Michael Burry Pegs Palantir, Nvidia as 'Future Ghost Towns'

Wed Aug-05 16:07:30analyst65

Investor Michael Burry warned that Palantir and Nvidia face unsustainable boom conditions that could lead to significant future declines.

PLTR ▼ REPRICINGNVDA ▼ PRICEDwww.benzinga.com ↗

Micron Stock Jumps 6% as DRAM Market Share Expands

Wed Aug-05 15:50:28other65

Micron Technology shares rose 6% after reporting an increase in global DRAM market share to 25% driven by strong AI-related demand.

MU ▲ PRICEDNVDA · PRICEDAMD · PRICEDTSM · REPRICINGca.finance.yahoo.com ↗

AI Memory Bottleneck Could Persist Until 2028 - SAMSUNG ELECT LTD by Samsung Electronics Co., Ltd. (OTC:S

Wed Aug-05 15:40:57other65

Counterpoint Research forecasts that the AI-driven memory supply shortage will persist until at least 2028, driving higher DRAM prices and benefiting suppliers like Micron while increasing costs for tech hardware manufacturers.

MU ▲ REPRICINGAAPL ▼ FRESHMSFT · FRESHGOOGL · REPRICINGAMZN · FRESHNVDA · PRICEDMETA · FRESHAMD · PRICEDQCOM · PRICEDTSM · REPRICINGAVGO · REPRICINGwww.benzinga.com ↗