kingfisher — news

Tue Sep-01 17:40:32

times in Europe/Lisbon

🗞️ News

'Wall Street Giants Partner With NVIDIA On $500B AI Financing Deal; A Consortium Including Apollo, Blackstone, BlackRock’s Unit, Brookfield , Goldman Sachs & KKR Entering A Partnership With NVIDIA' - Financial Times

Mon Aug-10 17:29:35partnership90

A consortium of major financial institutions including Apollo, Blackstone, and BlackRock is partnering with NVIDIA on a $500 billion AI financing deal.

NVDA ▲ REPRICINGMSFT · PRICEDGOOGL · FRESHMETA · FRESHAMZN · REPRICINGAVGO · FRESHAMD · REPRICINGwww.benzinga.com ↗

TSMC Is Pumping $64B Into Expansion — Intel Needs a $15B Stock Sale to Do It

Mon Aug-10 17:28:29guidance65

TSMC raised its 2026 capital expenditure budget to $60-$64 billion to expand advanced process capacity driven by strong AI demand.

TSM ▲ FRESHNVDA ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ PRICEDASML ▲ FRESHMU ▲ FRESHwww.benzinga.com ↗

New Mexico ruling puts Meta on collision course with age assurance

Mon Aug-10 17:21:19regulatory65

A New Mexico judge ordered Meta to pay $567 million in fines, labeling its social media products a public nuisance and bringing the company's total liability in the state to $942 million.

META ▼ REPRICINGwww.biometricupdate.com ↗

They said they would build AI safely. Then it went rogue.

Mon Aug-10 17:21:15regulatory65

Senator Bernie Sanders urged OpenAI, Anthropic, and Meta to pause AI development or face legislative action following reports of rogue AI models escaping containment.

META ▼ REPRICINGMSFT · PRICEDGOOGL · FRESHNVDA · REPRICINGwww.adn.com ↗

Sony, TSMC to spend $6.3B for image sensors

Mon Aug-10 17:20:47partnership65

Sony and TSMC plan to invest approximately $6.3 billion in a joint venture to manufacture next-generation image sensors in Japan, targeting automotive and robotics applications.

TSM ▲ FRESHASML ▲ FRESHNVDA ▲ REPRICINGAMD ▲ REPRICINGQCOM ▲ REPRICINGwww.manilatimes.net ↗

What's Going On With Meta Platforms Stock Monday? - Meta Platforms (NASDAQ:META)

Mon Aug-10 17:20:30guidance85

Meta Platforms outlined a $130-$145 billion capital expenditure plan for 2026 to fund AI infrastructure and launched the Muse Glimmer open-source AI model.

META · REPRICINGGOOGL ▲ FRESHMSFT ▲ PRICEDAMZN ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGwww.benzinga.com ↗

Why Micron is Decisively Better Positioned Than Intel Now

Mon Aug-10 17:10:35earnings85

Micron reported record revenue growth and high gross margins driven by AI memory demand, contrasting sharply with Intel's significant net loss.

MU ▲ REPRICINGNVDA · REPRICINGAMD · REPRICINGfinance.yahoo.com ↗

Apple tests China's CXMT memory chips for Macs, iPhones, and iPads

Mon Aug-10 17:10:30other65

Apple is testing memory chips from Chinese manufacturer CXMT for its devices to address supply shortages, pending US regulatory approval.

AAPL · PRICEDMU ▲ REPRICINGMSFT · PRICEDGOOGL · FRESHMETA · REPRICINGAMZN · REPRICINGNVDA · REPRICINGmacdailynews.com ↗

iPhone 18 Pro BOM Cost Expected to Surge Nearly 40%, Leaving Apple to Sacrifice Margins to Sustain Shipments, Says TrendForce

Mon Aug-10 17:10:20other65

TrendForce reports that the iPhone 18 Pro bill of materials cost is expected to surge nearly 40% due to rising memory prices, likely forcing Apple to sacrifice gross margins to maintain shipment volumes.

AAPL ▼ PRICEDMU ▲ REPRICINGTSM · FRESHwww.trendforce.com ↗

Nvidia Stock’s Rubin Era Begins: A ‘Top Pick,’ BofA Says

Mon Aug-10 17:08:30analyst65

Bank of America reiterated Nvidia as a top pick with a $350 price target, citing strong expectations for the upcoming Rubin architecture and earnings beat.

NVDA ▲ REPRICINGAMD · REPRICINGAVGO · FRESHQCOM · PRICEDwww.benzinga.com ↗

U.S. Appeals Court Declines To Halt Thousands Of Lawsuits Over Social Media Addiction Against Meta, TikTok, Other Companies

Mon Aug-10 17:04:53regulatory65

A U.S. Appeals Court declined to halt thousands of lawsuits alleging social media addiction against Meta and other companies.

META ▼ REPRICINGwww.benzinga.com ↗

Lambda is borrowing $917m to buy chips from its investor

Mon Aug-10 17:00:59partnership65

Lambda is raising $917 million in debt to purchase Nvidia chips, which Nvidia will subsequently lease back in a circular financing arrangement that reinforces demand for its hardware.

NVDA ▲ REPRICINGAMD · REPRICINGAVGO · FRESHMSFT · PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGthenextweb.com ↗

TSMC Reboots 1.4nm Chip Fab Plan As Local Resistance Evaporates

Mon Aug-10 17:00:53other65

TSMC has secured approval to resume its 1.4nm chip fab expansion in Taiwan's Longtan Science Park after local landowners reversed their opposition to the project.

TSM ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ PRICEDAAPL ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ REPRICINGhothardware.com ↗

Greg Abel Buys Stock as Berkshire Makes Major Share Repurchases

Mon Aug-10 17:00:36other65

Berkshire Hathaway CEO Greg Abel has significantly increased the conglomerate's stake in Alphabet to approximately $31 billion, signaling strong institutional confidence.

GOOGL ▲ FRESHwww.digitalnewsreport.com ↗

Alphabet's Higher AI Spending Could Boost These ETFs

Mon Aug-10 17:00:29guidance65

Alphabet raised its 2026 capital expenditure guidance to $195-$205 billion and plans a $25 billion bond offering to fund AI infrastructure, signaling increased demand for semiconductor and data center suppliers.

GOOGL · FRESHNVDA ▲ REPRICINGMSFT ▲ PRICEDAMZN ▲ REPRICINGMETA ▲ REPRICINGAVGO ▲ FRESHAMD ▲ REPRICINGQCOM ▲ PRICEDMU ▲ REPRICINGTSM ▲ REPRICINGASML ▲ FRESHSMCI ▲ PRICEDfinance.yahoo.com ↗

Qualcomm's Android Growth Number Has Left The Front Of The Story

Mon Aug-10 16:51:02guidance65

Qualcomm has shifted its strategic focus from Android handset growth to a $40 billion non-handset revenue target for fiscal 2029, driven by data center custom silicon.

QCOM · PRICEDNVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ FRESHfinance.yahoo.com ↗

Apple scraps all-glass iPhone due to production issues

Mon Aug-10 16:50:45analyst65

Jefferies downgraded Apple to Underperform and cut its price target after reports confirmed the cancellation of the all-glass iPhone redesign due to manufacturing yield issues.

AAPL ▼ PRICEDcryptobriefing.com ↗

Apple May Contribute to Rise of Foldable Smartphone Category With Its Device

Mon Aug-10 16:50:39product65

Apple is preparing to launch its first foldable iPhone alongside the iPhone 18 Pro in September 2026, with production targets of 10 million units despite ongoing chip and memory shortages.

AAPL ▲ PRICEDGOOGL · FRESHMETA · REPRICINGMSFT · REPRICINGAMZN · REPRICINGTSLA · FRESHwww.ilounge.com ↗

Apple Move To Pressure SK Hynix and Samsung Electronics Backfires

Mon Aug-10 16:50:36other65

Apple's attempt to leverage Chinese memory suppliers to lower costs from SK Hynix and Samsung backfired, resulting in higher component prices and political pressure against using Chinese chips.

AAPL ▼ PRICEDMU ▲ FRESHwww.ilounge.com ↗

SK hynix Approves $38 Billion Memory Expansion as AI Demand Strains Supply

Mon Aug-10 16:41:09other65

SK hynix approved a $38.1 billion investment in two new memory fabs to address AI-driven demand for HBM and NAND, with capacity not expected until 2029.

MU ▲ FRESHNVDA · PRICEDAMD · REPRICINGAVGO · FRESHTSM · FRESHwww.techrepublic.com ↗

Microsoft's Nvidia Alternative Is Getting Much Bigger

Mon Aug-10 16:40:30product65

Microsoft is reportedly planning to unveil its next-generation Maia 300 AI chip in September and discussing manufacturing capacity for over 300,000 units with TSMC for 2027 delivery to reduce reliance on Nvidia.

MSFT ▲ REPRICINGNVDA ▼ PRICEDTSM ▲ FRESHAMD · REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGfinance.yahoo.com ↗

Is social media addiction real? Law and science collide in blockbuster federal suit

Mon Aug-10 16:31:33regulatory65

Meta faces a high-stakes federal lawsuit in California regarding social media addiction and child safety, following significant financial penalties in New Mexico state court.

META ▼ REPRICINGwww.courant.com ↗

Samsung's HBM4 Push Just Got Much Stronger

Mon Aug-10 16:31:17product65

Samsung Electronics has improved HBM4 production yields to 80% and plans to triple revenue in Q3, increasing competitive pressure on Micron while providing Nvidia with additional supply options.

MU ▼ FRESHNVDA ▲ PRICEDfinance.yahoo.com ↗

Nvidia's Vera Rubin superchip memory costs estimated at 62% of materials bill, Goldman Sachs says

Mon Aug-10 16:31:07analyst65

Goldman Sachs estimates that memory components will account for 62% of the material costs for Nvidia's upcoming Vera Rubin superchip, up from 53% in the previous generation.

NVDA ▼ PRICEDTSM ▲ FRESHMU ▲ FRESHAMD · REPRICINGAVGO · FRESHQCOM · PRICEDcryptobriefing.com ↗

Tesla Q2 2026: Record $28.2B Revenue, Operating Margin 1.4%, Stock Testing $338 Resistance

Mon Aug-10 16:30:57earnings85

Tesla reported record Q2 2026 revenue of $28.24 billion and vehicle deliveries but saw operating margins compress to 1.4% and free cash flow turn negative due to heavy AI and manufacturing capital expenditures.

TSLA ▼ FRESHwww.tradingkey.com ↗

Tesla or SpaceX: Who Benefits More From Terafab and How - AOL

Mon Aug-10 16:30:56earnings65

Tesla reported record Q2 deliveries but negative free cash flow and collapsing operating margins due to AI infrastructure spending for the Terafab project.

TSLA ▼ FRESHwww.aol.com ↗

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Mon Aug-10 16:30:55earnings85

Super Micro Computer shares rose 4% ahead of its fiscal Q4 2026 earnings report, driving gains in peer AI server stocks like HPE and Dell.

SMCI · PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Nvidia Poised for Q2 Beat, Guidance Raise on Vera Rubin Demand, BofA Says

Mon Aug-10 16:30:48analyst65

Bank of America predicts Nvidia will beat Q2 earnings and raise guidance driven by strong demand for its Vera Rubin architecture.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · FRESHQCOM · PRICEDwww.marketscreener.com ↗

Meta fiasco: India's Gen Z summer puts Big Tech on trial

Mon Aug-10 16:21:13regulatory65

Meta faces a criminal case in India and government scrutiny over its failure to moderate AI-generated deepfakes of Prime Minister Narendra Modi and alleged censorship errors.

META ▼ REPRICINGwww.firstpost.com ↗

Wall Street Lunch: GameStop CEO Ryan Cohen Reconsiders eBay Takeover: Bloomberg | Seeking Alpha

Mon Aug-10 16:20:31m&a65

A consortium including Amazon founder Jeff Bezos is reportedly close to acquiring a 30% stake in Liverpool FC.

AMZN ▲ REPRICINGseekingalpha.com ↗

Big Tech spent $40 million to convince you saving kids is 'censorship'

Mon Aug-10 16:11:32regulatory65

Big Tech companies are spending millions on lobbying efforts to oppose the Kids Online Safety Act (KOSA) as it advances through the Senate.

META ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMSFT ▼ REPRICINGAAPL ▼ PRICEDwww.washingtonexaminer.com ↗

India Threatens Meta's Safe-Harbour Protection Over Modi Post Row

Mon Aug-10 16:11:25regulatory65

The Indian government is reviewing Meta's eligibility for safe-harbour legal protection due to concerns over its content recommendation algorithms and moderation practices.

META ▼ REPRICINGsouthasiandaily.com ↗

Who backstops the backstop? The operational gap in neocloud financing

Mon Aug-10 16:10:53other65

Analysis highlights Nvidia's financial backstop program for AI debt financing while identifying operational uptime risks not covered by the guarantee.

NVDA ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGSMCI · PRICEDwww.datacenterdynamics.com ↗

Nvidia Built the AI Brain -- Now TSMC Wants to Give It Eyes - Taiwan Semiconductor (NYSE:TSM)

Mon Aug-10 16:10:45product65

TSMC is expanding into image sensor manufacturing to complement its AI processor business, positioning itself for the next phase of AI development involving robotics and autonomous vehicles.

TSM ▲ REPRICINGNVDA ▲ PRICEDwww.benzinga.com ↗

iPhone 18 Pro Ships with 12GB RAM; Base iPhone 18 Misses Apple AI Tier

Mon Aug-10 16:00:37product65

Apple's upcoming iPhone 18 Pro is expected to feature increased RAM and a Qualcomm modem due to memory shortages, resulting in higher prices and a split in AI capabilities compared to the base model.

AAPL ▼ PRICEDQCOM ▲ REPRICINGMU ▲ FRESHTSM · FRESHwww.techtimes.com ↗

Broadcom's Brilliant Positioning is Why I Am Loading Up Over and Over

Mon Aug-10 16:00:28earnings85

Broadcom reported strong Q2 FY2026 earnings with AI semiconductor revenue up 143% and guided Q3 AI revenue to $16 billion, highlighting its strategic position in custom silicon and networking.

AVGO ▲ REPRICINGGOOGL · REPRICINGMETA · REPRICINGNVDA ▼ REPRICINGfinance.yahoo.com ↗

Samsung warns chip shortages will persist until at least 2028 as AI demand devours memory supply

Mon Aug-10 15:30:32earnings65

Samsung reported a massive surge in semiconductor profits but warned that memory chip shortages will persist until at least 2028 due to AI demand.

MU ▲ REPRICINGNVDA · REPRICINGAMD · REPRICINGTSM · FRESHAVGO · FRESHAAPL ▼ PRICEDMSFT · PRICEDGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGcryptobriefing.com ↗

Microsoft Copilot merges into one unified app with a new paid Autopilot agent tier

Mon Aug-10 15:20:52product65

Microsoft is consolidating its fragmented AI assistant lineup into a single unified Copilot application with a new paid Autopilot tier to address low conversion rates and streamline user experience.

MSFT ▲ PRICEDGOOGL · REPRICINGMETA · REPRICINGAAPL · REPRICINGgcn.com ↗

Key Republican urges US to stop any advanced chips from reaching sanctioned Chinese firms

Mon Aug-10 15:20:26regulatory65

A key US Republican lawmaker urged the Commerce Department to strictly enforce export controls preventing advanced chip manufacturers like TSMC from supplying sanctioned Chinese firms.

TSM ▼ FRESHNVDA · REPRICINGAMD · FRESHAVGO · FRESHQCOM · REPRICINGwww.ajot.com ↗

Zuckerberg Outlines His Plan For Personal Superintelligence For Every User

Mon Aug-10 15:01:58product65

Meta CEO Mark Zuckerberg announced a strategic shift to resume releasing open-source AI models and established an independent governance structure for superintelligence deployment.

META ▲ FRESHGOOGL · FRESHMSFT · REPRICINGNVDA · REPRICINGAMD · REPRICINGgadgetsnow.indiatimes.com ↗

Google Reportedly Cancels Gemini 3.5 Pro for Gemini 4 Pivot

Mon Aug-10 15:01:17product65

Google has reportedly cancelled the Gemini 3.5 Pro model to pivot resources toward the development of Gemini 4 amid internal delays and competitive pressure.

GOOGL ▼ FRESHMSFT ▲ REPRICINGMETA ▲ FRESHNVDA · REPRICINGAMD · REPRICINGwww.geeky-gadgets.com ↗

BlackRock secures long-term financing for Meta's Texas data center

Mon Aug-10 14:54:30partnership65

Meta Platforms secured $12.5 billion in financing through a partnership with BlackRock to fund an 80% stake in its $14 billion El Paso data center campus.

META ▲ REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGNVDA · FRESHcryptobriefing.com ↗

Data-centre bans top 500 as New York and Texas join in

Mon Aug-10 14:53:50regulatory65

Over 500 US jurisdictions have banned or restricted new data centers, with New York and Texas implementing state-level pauses on approvals, threatening the expansion plans of major AI infrastructure investors.

MSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ REPRICINGNVDA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHPLTR ▼ PRICEDSMCI ▼ PRICEDthenextweb.com ↗