kingfisher — news

SpaceX, Tesla Confirm Terafab Site as Chip Demand Outruns Global Supply - Tesla (NASDAQ:TSLA), SpaceX (NA

Thu Aug-06 17:30:42product85

SpaceX and Tesla have confirmed the site and initiated foundation work for the Terafab semiconductor manufacturing plant in Texas, a joint venture with Intel and xAI aimed at addressing chip supply constraints.

TSLA ▲ FRESHNVDA ▼ UNKNOWNAMD ▼ REPRICINGSMCI ▼ UNKNOWNwww.benzinga.com ↗

Tesla Takes Its Self-Driving Patent Fight To The Supreme Court

Thu Aug-06 17:30:31regulatory65

Tesla has petitioned the U.S. Supreme Court to review a patent infringement lawsuit involving its Full Self-Driving technology after lower courts refused to invalidate the asserted IBM patents.

TSLA ▼ FRESHfinance.yahoo.com ↗

Tesla stock plunges 26% in July after earnings miss sends investors running

Thu Aug-06 17:30:18earnings90

Tesla shares plunged 26% in July after its Q2 2026 earnings report showed adjusted EPS missing Wall Street expectations by 35% despite record vehicle deliveries and revenue growth.

TSLA ▼ FRESHcryptobriefing.com ↗

'Nvidia Weighs Radical Idea: Less Rubin Ultra Chip Memory' - The Information

Thu Aug-06 17:21:21product65

Nvidia is reportedly considering reducing the memory capacity in its upcoming Rubin Ultra chips to manage costs and supply constraints.

NVDA · UNKNOWNAMD ▲ UNKNOWNAVGO ▲ UNKNOWNTSM ▼ UNKNOWNMU ▼ REPRICINGSMCI · UNKNOWNwww.benzinga.com ↗

Dow Hits Record on Iran Talks; SpaceX, AMD Drag Nasdaq

Thu Aug-06 17:20:32earnings65

AMD shares declined following its quarterly earnings report, contributing to a drop in the Nasdaq Composite.

AMD ▼ UNKNOWNNVDA · UNKNOWNQCOM · UNKNOWNwww.newsmax.com ↗

Who Is Paying for All These Data Centers? | Worth

Thu Aug-06 17:20:27other65

Microsoft, Alphabet, Amazon, and Meta are projected to spend between $660 billion and $690 billion on AI data center capital expenditures this year, signaling massive infrastructure expansion.

MSFT ▲ UNKNOWNGOOGL ▲ UNKNOWNAMZN ▲ UNKNOWNMETA ▲ UNKNOWNNVDA ▲ UNKNOWNAVGO ▲ UNKNOWNTSM ▲ UNKNOWNAMD ▲ UNKNOWNPLTR ▲ UNKNOWNworth.com ↗

Elon Musk's Terafab Is Now Looking To Hire A Memory Process Engineer, Suggesting It's Serious About Challenging The Oligopoly Of Samsung, SK hynix, And Micron

Thu Aug-06 17:10:43product65

Tesla posted a job opening for a Memory Process Integration Engineer for its Terafab joint venture, signaling ambitions to produce DRAM and emerging memory technologies in-house.

TSLA ▲ UNKNOWNMU ▼ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNwccftech.com ↗

Next AI Battleground: U.S., China Scramble To Lead In Humanoid Robots

Thu Aug-06 17:00:21regulatory65

The White House has banned imports of next-generation Chinese-made mobile and humanoid robots, intensifying the U.S.-China tech rivalry in a sector championed by Tesla and Nvidia.

TSLA ▲ UNKNOWNNVDA ▲ UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNMSFT · UNKNOWNwww.investors.com ↗

Google will shut down Google Assistant on Android starting September 4 - Startup Fortune

Thu Aug-06 16:50:49product65

Google confirmed it will permanently replace Google Assistant with Gemini on Android devices starting September 4, 2026, removing the option to revert to the legacy assistant.

GOOGL · UNKNOWNAAPL ▲ UNKNOWNMETA · UNKNOWNMSFT · UNKNOWNAMZN · UNKNOWNstartupfortune.com ↗

AI Investment Competition Shifts to Financing Costs

Thu Aug-06 16:50:22partnership85

Google and Broadcom structured a $200 billion financing package with private equity firms to fund AI infrastructure for Anthropic, shifting competition toward financing costs.

GOOGL ▲ UNKNOWNAVGO ▲ UNKNOWNNVDA ▼ UNKNOWNMSFT · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNwww.chosun.com ↗

TSMC shares quadruple as chipmaker widens its lead in semiconductor manufacturing

Thu Aug-06 16:30:29earnings65

TSMC shares have surged approximately 359% over three years driven by strong Q4 financial results and dominant market share in advanced AI chip manufacturing.

TSM ▲ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNAVGO · UNKNOWNQCOM · UNKNOWNAAPL · UNKNOWNMSFT · UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNcryptobriefing.com ↗

SpaceX Earnings Surprise, Nvidia Partnership, AMD Selloff, and Cloudflare's Stablecoin Wallet Signal a Shifting Tech Landscape

Thu Aug-06 16:30:23partnership65

SpaceX reported strong earnings and announced a strategic partnership with Nvidia to integrate AI computing into its infrastructure, while AMD shares declined amid broader semiconductor sector concerns.

NVDA ▲ UNKNOWNAMD ▼ UNKNOWNwww.tekedia.com ↗

Meta, TikTok, Google denied injunction against Calif. social-media addiction law | MLex | Specialist news and analysis on legal risk and regulation

Thu Aug-06 16:20:33regulatory65

A California federal judge denied Meta and Google's request for an injunction against the state's social media addiction law, ruling that personalized feeds do not qualify for First Amendment protection.

META ▼ UNKNOWNGOOGL ▼ UNKNOWNwww.mlex.com ↗

Japan Looks To Palantir For Battlefield AI

Thu Aug-06 16:20:19partnership65

Japan is considering adopting Palantir's Maven Smart System for its battlefield AI and command operations as part of a national security strategy revision.

PLTR ▲ UNKNOWNwww.freedomsphoenix.com ↗

DIGITAL BLACKOUT: One Server Farm in Oregon Just Shut Down Payments for Half the Country

Thu Aug-06 16:10:35other65

A significant outage in Amazon Web Services' US-West-2 region in Oregon disrupted major digital services including Apple Pay and DoorDash for over two hours.

AMZN ▼ UNKNOWNwww.freedomsphoenix.com ↗

Amazon's Stake in Anthropic Could Be Worth Over $200 Billion if the AI Startup's Reported IPO Valuation Holds. Should Amazon Investors Care?

Thu Aug-06 16:10:33other65

Amazon's 21% stake in Anthropic could be worth over $200 billion if the AI startup achieves its reported $1 trillion IPO valuation, though much of this value is already reflected in Amazon's financial statements.

AMZN ▲ UNKNOWNGOOGL · UNKNOWNMSFT · UNKNOWNMETA · UNKNOWNwww.fool.com ↗

US reportedly drafting ban on Chinese optical transceivers

Thu Aug-06 16:00:13regulatory65

The U.S. FCC is reportedly drafting a ban on Chinese optical transceivers, which could disrupt supply chains and increase costs for major cloud providers like Google, Microsoft, and Amazon.

GOOGL ▼ UNKNOWNMSFT ▼ UNKNOWNAMZN ▼ UNKNOWNMETA ▼ UNKNOWNNVDA · UNKNOWNAVGO · UNKNOWNTSM · UNKNOWNAMD · UNKNOWNwww.scworld.com ↗

Bessent and Warsh Called 'Double Whammy to Global Markets' as 30-Year Treasury Yields Soar

Thu Aug-06 15:50:38other60

Rising 30-year Treasury yields and uncertainty surrounding Fed Chair Kevin Warsh's monetary policy stance are creating headwinds for global markets and equity valuations.

AAPL ▼ UNKNOWNMSFT ▼ UNKNOWNGOOGL ▼ UNKNOWNAMZN ▼ UNKNOWNNVDA ▼ UNKNOWNMETA ▼ UNKNOWNTSLA ▼ UNKNOWNAVGO ▼ UNKNOWNAMD ▼ UNKNOWNQCOM ▼ UNKNOWNMU ▼ UNKNOWNTSM ▼ UNKNOWNASML ▼ UNKNOWNSMCI ▼ UNKNOWNPLTR ▼ UNKNOWN247wallst.com ↗

School Assembly News Headlines (August 7): Top National, International, Education News

Thu Aug-06 15:50:39other65

Microsoft announced a $20.5 billion investment to build an AI-backed cloud region in Hyderabad, India.

MSFT ▲ UNKNOWNwww.ndtv.com ↗

Republican senators propose to repeal California emissions rules

Thu Aug-06 15:50:29regulatory65

Republican senators have proposed legislation to repeal California's emissions rules, which could benefit Tesla by reducing regulatory compliance burdens for electric vehicles.

TSLA ▲ UNKNOWNwww.marketscreener.com ↗

The Smart Glasses Privacy Backlash Is Growing, and Europe Might Be the First to Act

Thu Aug-06 15:40:57regulatory65

European regulators in France, Germany, and the Netherlands are considering banning Meta's smart glasses due to privacy concerns regarding built-in cameras and disabled LED indicators.

META ▼ UNKNOWNwww.androidheadlines.com ↗

Jeff Dean's new startup pitch deck slides are an insane flex

Thu Aug-06 15:40:28other65

Google's outgoing chief scientist Jeff Dean is launching a new AI startup, Discovery Loop, with backing from Alphabet and venture capital firms, marking a significant leadership departure.

GOOGL ▼ UNKNOWNMSFT ▲ UNKNOWNMETA · UNKNOWNAMZN · UNKNOWNNVDA · UNKNOWNdnyuz.com ↗

Micron (MU) Stock Pullback Meets a Tim Cook Catalyst

Thu Aug-06 15:40:23other65

Apple CEO Tim Cook's confirmation of rising memory costs signals strong pricing power and tight supply for Micron, supporting its margins despite a recent stock pullback.

MU ▲ UNKNOWNAAPL ▼ UNKNOWNblockonomi.com ↗

Microsoft Stock Forecast: Citi Raises MSFT Target to $600 After Azure Earnings Beat | Editor's Pick Stock Market News

Thu Aug-06 15:40:17analyst65

Citi raised its price target for Microsoft to $600 following the company's fiscal fourth-quarter earnings beat driven by strong Azure growth.

MSFT ▲ UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNcryptorank.io ↗

Musk's megaproject gets real: $16.8B chip plant confirmed for Grimes County By Investing.com

Thu Aug-06 15:40:05product85

Tesla and SpaceX confirmed a $16.8 billion joint venture to build the Terafab semiconductor manufacturing plant in Texas with support from Intel.

TSLA ▲ UNKNOWNNVDA ▼ UNKNOWNAMD ▼ UNKNOWNSMCI · UNKNOWNwww.investing.com ↗

Tesla pressures European regulators to keep Full Self-Driving data secret

Thu Aug-06 15:40:06regulatory65

Tesla secured provisional EU type approval for its Full Self-Driving system from Dutch regulators while successfully keeping safety-testing documentation confidential.

TSLA ▲ UNKNOWNcryptobriefing.com ↗

Amazon and Alibaba pursue divergent AI strategies, with very different implications for crypto infrastructure

Thu Aug-06 15:30:42other65

Amazon is shifting its AI strategy by closing its in-house AGI Lab and Nova models to focus exclusively on infrastructure hosting with a $220 billion capital expenditure plan.

AMZN ▲ UNKNOWNGOOGL · UNKNOWNMSFT · UNKNOWNMETA · UNKNOWNcryptobriefing.com ↗

The Real Reason Amazon Hit a $3 Trillion Valuation

Thu Aug-06 15:20:26earnings85

Amazon reached a $3 trillion valuation after reporting accelerated AWS revenue growth and expanding margins, validating its AI capital expenditure strategy.

AMZN ▲ UNKNOWNMSFT · UNKNOWNGOOGL · UNKNOWNMETA · UNKNOWNwww.investing.com ↗

Samsung, SK Hynix Test Chinese Chip Equipment as a Hedge Against Tighter US Export Controls

Thu Aug-06 15:11:36regulatory65

Samsung and SK Hynix are reportedly testing Chinese chipmaking equipment from AMEC to hedge against potential tightening of U.S. export controls on semiconductor manufacturing tools.

TSM ▼ UNKNOWNASML ▼ UNKNOWNMU · UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNSMCI · UNKNOWNwww.ibtimes.com.au ↗

Zoox to launch paid robotaxi rides in Las Vegas

Thu Aug-06 15:11:14product65

Amazon's Zoox has secured regulatory approval to launch paid driverless robotaxi rides in Las Vegas, intensifying competition with Alphabet's Waymo and Tesla.

AMZN ▲ UNKNOWNGOOGL ▼ UNKNOWNTSLA ▼ UNKNOWNauto.economictimes.indiatimes.com ↗

Musk Says SpaceX Is Going Exclusive With Nvidia for AI Compute

Thu Aug-06 15:11:01partnership85

SpaceX CEO Elon Musk announced that the company will exclusively use Nvidia's upcoming Vera Rubin architecture for its AI compute needs, abandoning multi-vendor strategies.

NVDA ▲ UNKNOWNAMD ▼ UNKNOWNGOOGL · UNKNOWNwww.eweek.com ↗

Ray Dalio Says the Market Is 80% Into a Bubble - And Nvidia Is Just the Tip of the Iceberg

Thu Aug-06 15:10:52analyst65

Ray Dalio warns that the market is 80% into a bubble driven by AI valuations, with Nvidia cited as a primary example of stretched metrics and concentration risk.

NVDA ▼ UNKNOWNAMD ▼ UNKNOWNAVGO ▼ UNKNOWNQCOM ▼ UNKNOWNMU ▼ UNKNOWNTSM ▼ UNKNOWNASML ▼ UNKNOWNSMCI ▼ UNKNOWNPLTR ▼ UNKNOWNAAPL ▼ UNKNOWNMSFT ▼ UNKNOWNGOOGL ▼ UNKNOWNAMZN ▼ UNKNOWNMETA ▼ UNKNOWNTSLA ▼ UNKNOWNwww.gadgetreview.com ↗

Palantir Posts a Record Quarter, Then Calls OpenAI Marxist

Thu Aug-06 15:10:54earnings85

Palantir reported record Q2 revenue of $1.9 billion and raised full-year guidance while CEO Alex Karp criticized frontier AI labs like OpenAI and Anthropic for creating dependency risks.

PLTR ▲ UNKNOWNMSFT ▼ UNKNOWNGOOGL ▼ UNKNOWNAMZN ▼ UNKNOWNMETA ▼ UNKNOWNwww.gadgetreview.com ↗

Tesla Posts On X "Terafab will be built in Grimes County, Texas. In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab. Both Tesla & SpaceX will need far more chips than current & future global production can supply. This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year. The future is built in Texas"

Thu Aug-06 15:05:47product85

Tesla announced plans to build Terafab, a massive chip manufacturing facility in Texas, to address supply constraints for its and SpaceX's compute needs.

TSLA ▲ UNKNOWNNVDA ▼ UNKNOWNAMD ▼ UNKNOWNSMCI · UNKNOWNTSM ▼ UNKNOWNwww.benzinga.com ↗

History Says This Is What Will Happen to Nvidia Stock After Aug. 26

Thu Aug-06 15:00:38earnings95

Nvidia is scheduled to report its fiscal second-quarter 2027 earnings on August 26, with market reaction expected to be muted due to high investor expectations.

NVDA · UNKNOWNAMD · UNKNOWNAVGO · UNKNOWNQCOM · UNKNOWNTSM · UNKNOWNMU · UNKNOWNSMCI · UNKNOWNwww.fool.com ↗

Anthropic Enters The AI Chip Race With In-House Chip Team

Thu Aug-06 15:00:31other65

Anthropic is forming an in-house AI chip design team, which is expected to drive demand for Broadcom's ASIC expertise and TSMC's manufacturing services while potentially reducing reliance on Nvidia.

AVGO ▲ UNKNOWNTSM ▲ UNKNOWNAMZN · UNKNOWNGOOGL · UNKNOWNNVDA ▼ UNKNOWNwww.forbes.com ↗

One Man Allegedly Helped Smuggle $2.5 Billion Worth of AI Chips to China... And It Shows Just How Valuable Artificial Intelligence Has Become.

Thu Aug-06 15:00:19regulatory85

A co-founder of Super Micro Computer was arrested for allegedly smuggling $2.5 billion worth of AI servers containing Nvidia chips to China in violation of U.S. export restrictions.

SMCI ▼ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNAVGO · UNKNOWNQCOM · UNKNOWNlnt.ma ↗

MacBook Neo's 8GB Beats Windows Laptops With 16GB: Architecture PC Makers Can't Copy

Thu Aug-06 15:00:16product65

Apple's new MacBook Neo utilizes TSMC's InFO-PoP packaging technology to deliver superior performance with less memory, creating significant competitive pressure on Windows PC manufacturers.

AAPL ▲ UNKNOWNTSM ▲ UNKNOWNMSFT ▼ UNKNOWNwww.techtimes.com ↗

Uber is spending $10 billion to deploy 120,000 robotaxis across 15 cities

Thu Aug-06 14:50:43product65

Uber announced a $10 billion plan to deploy 120,000 robotaxis across 15 cities, directly competing with Alphabet's Waymo and Tesla in the autonomous vehicle market.

GOOGL ▼ UNKNOWNTSLA ▼ UNKNOWNwww.techspot.com ↗

Apollo sharpens focus on AI chip-backed loans for tech projects

Thu Aug-06 14:50:33partnership85

Apollo Global Management and Blackstone are leading a $35 billion financing deal to acquire and lease AI chips, including Google TPUs and Broadcom hardware, to tech companies like Anthropic.

AVGO ▲ UNKNOWNGOOGL ▲ UNKNOWNAMZN · UNKNOWNNVDA ▲ UNKNOWNMSFT ▲ UNKNOWNMETA ▲ UNKNOWNcryptobriefing.com ↗

AI Hyperscaler Spending Is Entering Uncharted Territory: 3x the Telecom Boom

Thu Aug-06 14:50:27analyst65

Apollo Global Management economist Torsten Slok projects US hyperscaler AI capital expenditures will reach $1.2 trillion annually by next year, representing a scale three times larger than the late-1990s telecom boom relative to GDP.

MSFT ▲ UNKNOWNGOOGL ▲ UNKNOWNAMZN ▲ UNKNOWNMETA ▲ UNKNOWNNVDA ▲ UNKNOWNAMD ▲ UNKNOWNAVGO ▲ UNKNOWNTSM ▲ UNKNOWNASML ▲ UNKNOWNMU ▲ UNKNOWNSMCI ▲ UNKNOWNwww.benzinga.com ↗

Govt Questioning Meta Team Whether Company Following Law Of The Land - Daily Excelsior

Thu Aug-06 14:41:02regulatory65

The Indian government is questioning Meta executives regarding compliance with local laws and algorithmic safeguards following the temporary restriction of a post by Prime Minister Narendra Modi.

META ▼ UNKNOWNwww.dailyexcelsior.com ↗

Meta Approved Paid Ads Featuring AI-Generated Child Explicit Material

Thu Aug-06 14:31:14regulatory65

An investigation revealed that Meta approved and hosted paid advertisements containing AI-generated child sexual abuse material, exposing significant failures in its automated content moderation systems.

META ▼ UNKNOWNpropakistani.pk ↗

Amazon Unveils New AI Servers to Challenge Nvidia's Dominance in Chip Market

Thu Aug-06 14:30:32product75

Amazon Web Services unveiled new Trainium2-powered AI servers with Apple as a confirmed customer, positioning the service as a cost-effective alternative to Nvidia's dominant AI chips.

AMZN ▲ UNKNOWNNVDA ▼ UNKNOWNAAPL ▲ UNKNOWNGOOGL · UNKNOWNMETA · UNKNOWNMSFT · UNKNOWNmeobserver.news ↗

Mark Zuckerberg Wants to Accelerate AI Development Further

Thu Aug-06 14:30:32other65

Meta CEO Mark Zuckerberg published an op-ed rejecting AI doomerism and reaffirming a $130-145 billion capital expenditure commitment to accelerate AI infrastructure development.

META ▲ UNKNOWNGOOGL · UNKNOWNMSFT · UNKNOWNAMZN · UNKNOWNNVDA ▲ UNKNOWNfinance.yahoo.com ↗

Qualcomm's (QCOM) BMW Deal Adds To A Bigger Diversification Push

Thu Aug-06 14:30:32partnership65

Qualcomm signed a long-term agreement to supply chips for BMW's digital cockpit and advanced driver-assistance systems through the next decade.

QCOM ▲ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNfinance.yahoo.com ↗

Alphabet reportedly seeking up to $25-billion in fresh debt to finance AI build-out

Thu Aug-06 14:20:55other65

Alphabet is reportedly seeking to raise up to $25 billion in debt to fund its AI infrastructure expansion following a recent increase in capital expenditure forecasts.

GOOGL · UNKNOWNMSFT · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNwww.theglobeandmail.com ↗

S&P 500, Dow to open slightly higher on Mideast deal hopes; chip, software stocks tumble

Thu Aug-06 14:20:44other65

Chip and software stocks declined in premarket trading as strong forecasts from Western Digital and Sandisk failed to meet elevated investor expectations, dragging down Micron and AMD.

MU ▼ UNKNOWNAMD ▼ UNKNOWNNVDA ▼ UNKNOWNQCOM ▼ UNKNOWNTSM ▼ UNKNOWNAVGO ▼ UNKNOWNSMCI ▼ UNKNOWNPLTR ▼ UNKNOWNMETA · UNKNOWNAMZN · UNKNOWNAAPL ▼ UNKNOWNMSFT ▼ UNKNOWNGOOGL ▼ UNKNOWNwww.bradenton.com ↗

Stocks Heard a Dove. The Bond Market Didn't.

Thu Aug-06 14:20:21earnings95

Microsoft reported blowout earnings that drove a record $450 billion single-day market value gain, helping the S&P 500 recover from losses incurred after the Federal Reserve held interest rates steady.

MSFT ▲ UNKNOWNwww.advisorperspectives.com ↗

MacBook Air shortages because of RAMageddon

Thu Aug-06 14:11:11product65

Apple faces severe MacBook Air shortages and price increases due to global memory component constraints driven by AI data center demand, prompting the company to steer customers toward MacBook Pro models ahead of an M6 refresh.

AAPL ▼ UNKNOWNMSFT · UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNbandwidthblog.co.za ↗

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