kingfisher — news

Thu Sep-03 06:07:57

times in Europe/Lisbon

🗞️ News

BYD Delivered 557,090 Battery-Electric Vehicles in Q2 2026. Here Is What That Means for Tesla's Global Dominance.

Mon Jul-20 15:00:08other65

BYD reported Q2 2026 battery-electric vehicle deliveries of 557,090 units, surpassing Tesla's 480,126 units and reclaiming the global sales lead.

TSLA ▼ REPRICINGwww.fool.com ↗

Alphabet Earnings This Week May Determine the Fate of the AI Trade

Mon Jul-20 14:52:03earnings85

Alphabet's upcoming earnings report is positioned as a critical test for the sustainability of the AI trade, with potential implications for semiconductor suppliers and broader tech sentiment.

GOOGL · PRICEDTSM · PRICEDMU · PRICEDTSLA · REPRICINGNVDA · PRICEDAMD · PRICEDMSFT · REPRICINGMETA · FRESHAVGO · PRICEDQCOM · REPRICINGASML · REPRICINGSMCI · REPRICINGPLTR · REPRICINGAAPL · REPRICINGwww.investing.com ↗

TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment | Jefferson City News-Tribune

Mon Jul-20 14:52:03other85

TSMC announced a significant increase in its Arizona investment to $265 billion, citing strong multi-year structural demand for AI chips and confirming operational success at its first US fab.

TSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDASML ▲ REPRICINGMU ▲ PRICEDSMCI ▲ REPRICINGwww.newstribune.com ↗

AMD Launches Helios AI, Adds Microsoft as Buyer

Mon Jul-20 14:50:00product75

AMD launched its Helios rack-scale AI system with Microsoft as a confirmed early customer for Azure deployment, positioning the product to compete directly with Nvidia's AI hardware.

AMD ▲ PRICEDMSFT ▲ REPRICINGMETA ▲ FRESHNVDA ▼ PRICEDfinance.yahoo.com ↗

Worse Coming? Musk Loses Tens Of Billions As Spacex Shares Plunge

Mon Jul-20 14:50:00other65

Tesla shares fell 6.6% alongside declines in major semiconductor stocks including Nvidia, Broadcom, Micron, and AMD amid broader market weakness and SpaceX valuation drops.

TSLA ▼ REPRICINGNVDA ▼ PRICEDAVGO ▼ PRICEDMU ▼ PRICEDAMD ▼ PRICEDwww.nationalmemo.com ↗

Micron could repurchase over 40% of shares by 2028, UBS says

Mon Jul-20 14:50:00analyst65

UBS projects Micron will generate over $400 billion in free cash flow by 2029, enabling a massive share buyback program and raising its price target significantly.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDcryptobriefing.com ↗

AMD, Micron, SK Hynix lead chip stock recovery

Mon Jul-20 14:40:12analyst65

Semiconductor stocks including AMD and Micron rallied in premarket trading driven by analyst upgrades and a sector-wide recovery from recent losses.

AMD ▲ PRICEDMU ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ REPRICINGASML ▲ PRICEDfinance.yahoo.com ↗

Anthropic Faces Historic $1 Trillion AI Copyright

Mon Jul-20 14:40:12regulatory65

Anthropic faces a certified class-action copyright lawsuit with potential liabilities up to $1 trillion, raising regulatory and cost risks for major AI developers including Google and Meta.

GOOGL ▼ PRICEDMETA ▼ REPRICINGMSFT ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ PRICEDmeobserver.news ↗

Apple to roll out 14 devices: MacBook Ultra, iPhone 18 Pro, iPad 12 and more

Mon Jul-20 14:40:12product65

Apple plans to launch a wide array of new devices including the iPhone 18 Pro, a foldable iPhone Ultra, and updated Macs featuring an enhanced AI-driven Siri experience.

AAPL ▲ FRESHMSFT · REPRICINGGOOGL · PRICEDMETA · REPRICINGNVDA · PRICEDwww.thehansindia.com ↗

Apple Just Retook the Most-Valuable Company Crown from Nvidia, and Playing It Safe on AI Is Why

Mon Jul-20 14:30:23other65

Apple briefly surpassed Nvidia in market capitalization during intraday trading as investors rotated away from high AI spending concerns.

AAPL ▲ FRESHNVDA ▼ PRICEDwww.gearlive.com ↗

Microsoft deploys next-gen AMD Instinct and EPYC processors in major AI infrastructure push

Mon Jul-20 14:20:13partnership65

Microsoft is expanding its strategic partnership with AMD by deploying next-generation Instinct MI455X GPUs and EPYC Venice processors across its Azure cloud infrastructure.

MSFT ▲ PRICEDAMD ▲ PRICEDNVDA ▼ FRESHGOOGL · PRICEDMETA · PRICEDAVGO · FRESHcryptobriefing.com ↗

Google taps Samsung to help build its next-generation AI chip

Mon Jul-20 14:20:13partnership65

Google plans to split manufacturing of its next-generation Icefish TPU between TSMC for the compute die and Samsung for the interconnect module using 2nm technology.

GOOGL ▲ PRICEDTSM ▲ FRESHNVDA ▼ FRESHAMD · PRICEDAVGO · FRESHcryptobriefing.com ↗

The One Deal That Could End Micron Stock's Old Boom-and-Bust Cycle | Trefis

Mon Jul-20 14:20:13other65

Micron Technology is implementing Strategic Customer Agreements with binding multi-year commitments totaling approximately $100 billion to stabilize its cyclical business model.

MU ▲ PRICEDNVDA · FRESHAMD · PRICEDAVGO · FRESHQCOM · PRICEDTSM · FRESHwww.trefis.com ↗

Tesla Stock And The Price Of Its Ambition

Mon Jul-20 14:20:13guidance75

Tesla management forecasts 2026 capital expenditures to exceed $25 billion, a significant increase from prior guidance, which is expected to result in negative free cash flow.

TSLA ▼ PRICEDwww.trefis.com ↗

Google plans to deploy Frozen V2 chips by 2028, escalating the AI hardware arms race

Mon Jul-20 14:20:13product65

Google plans to deploy its custom Frozen V2 AI chips by 2028, promising significant efficiency gains over current TPUs for Gemini workloads.

GOOGL ▲ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHMSFT · PRICEDMETA · PRICEDAMZN · FRESHcryptobriefing.com ↗

American A.I. Giants Like Alphabet Face Fresh Tests

Mon Jul-20 14:10:10earnings65

Alphabet is scheduled to report Q2 earnings amid growing investor scrutiny of AI spending and competitive pressure from Chinese open-source AI models.

GOOGL · REPRICINGMSFT · PRICEDMETA · PRICEDAMZN · FRESHNVDA · REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDMU · PRICEDTSM · FRESHASML · FRESHSMCI · FRESHPLTR · PRICEDwww.nytimes.com ↗

Microsoft to Deploy Next-Gen AMD Instinct and AMD EPYC Processors as the Companies Expand Their Long-Term Strategic Partnership

Mon Jul-20 14:10:10partnership75

Microsoft and AMD announced an expanded strategic partnership to deploy AMD Helios rackscale solutions and new EPYC processors on Azure for AI inference and cloud services.

AMD ▲ PRICEDMSFT ▲ PRICEDNVDA ▼ REPRICINGGOOGL · REPRICINGAVGO · REPRICINGwww.wallstreet-online.de ↗

TSMC adds $100 billion to Arizona investment amid AI chip demand

Mon Jul-20 14:10:10product85

TSMC is expanding its Arizona investment by $100 billion to build additional fabrication and advanced packaging facilities to meet surging AI chip demand.

TSM ▲ FRESHNVDA ▲ REPRICINGASML ▲ FRESHAVGO ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDSMCI ▲ FRESHqz.com ↗

Wall Street's Patience Runs Thin

Mon Jul-20 14:00:04other65

Investor sentiment has turned negative toward semiconductor stocks despite strong earnings from ASML and TSMC, while capital rotates toward Apple.

ASML ▼ FRESHTSM ▼ FRESHNVDA ▼ FRESHAAPL ▲ FRESHAMD ▼ PRICEDAVGO ▼ FRESHMU ▼ PRICEDQCOM ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ PRICEDMETA ▼ PRICEDGOOGL ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ FRESHwww.marketscreener.com ↗

The Cost Pressure Apple Stock Stopped Flagging, And The New One That Should Worry You

Mon Jul-20 14:00:04other65

Apple management warned of significantly higher memory costs replacing previous tariff concerns as a primary risk to profitability.

AAPL ▼ FRESHMU ▲ PRICEDfinance.yahoo.com ↗

Could AI chip boom make ASML Europe's first trillion-dollar firm? - CNBC TV18

Mon Jul-20 14:00:04analyst65

Analysts project ASML could become Europe's first trillion-dollar company following strong Q2 earnings and raised price targets, citing sustained AI-driven demand for chipmaking equipment.

ASML ▲ FRESHTSM · FRESHGOOGL · PRICEDAMZN · FRESHNVDA ▲ FRESHAVGO ▲ FRESHwww.cnbctv18.com ↗

Tech Stocks Tumble, Oil Spikes Past $90 Amid Market Rout

Mon Jul-20 13:50:19other65

Global tech stocks are tumbling and oil prices are spiking past $90 due to Middle East conflict and inflation fears ahead of Q2 earnings from Alphabet and Tesla.

GOOGL ▼ PRICEDTSLA ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ PRICEDwww.stl.news ↗

Meta faces Tennessee trial: Did Instagram's design make teens addicted?

Mon Jul-20 13:50:19regulatory65

Meta Platforms is facing a trial in Tennessee over allegations that Instagram's design intentionally fosters addiction among teenagers and violates consumer protection laws.

META ▼ PRICEDwww.hindustantimes.com ↗

Micron (MU) Stock Surges 4% on Tight Memory Supply Forecasts Through 2027

Mon Jul-20 13:50:19analyst65

Micron shares rose 4.2% on forecasts of tight memory supply through 2027 and a KeyBanc price target increase to $1,750, despite warnings from SK Hynix about abnormal pricing.

MU ▲ PRICEDNVDA ▲ FRESHAMD ▲ PRICEDQCOM ▲ PRICEDTSM ▲ FRESHblockonomi.com ↗

SpaceX Stock Outlook Ahead of Tesla Earnings as JPMorgan Calls TSLA-SPCX Merger "Strategically Coherent

Mon Jul-20 13:50:19m&a65

JPMorgan analysts described a potential merger between Tesla and SpaceX as strategically coherent amid rising retail speculation and ARK Invest's purchase of SpaceX stock ahead of Tesla's Q2 earnings.

TSLA · PRICEDcoingape.com ↗

Nvidia Stock Is Struggling in 2026, and This Magnificent Seven Stock Can Make Things Worse for the Artificial Intelligence (AI) Giant. Should Investors Hit the Sell Button?

Mon Jul-20 13:40:12product65

Meta Platforms plans to begin manufacturing in-house AI chips in September to reduce dependence on Nvidia, collaborating with Broadcom on design and TSMC on foundry services.

NVDA ▼ FRESHMETA ▲ PRICEDAVGO ▲ FRESHTSM ▲ FRESHwww.fool.com ↗

Taiwan targets alleged leak of TSMC technology in high-stakes China espionage case

Mon Jul-20 13:40:12regulatory65

Taiwanese prosecutors have charged a former TSMC employee with stealing proprietary chip technology intended for use in China, marking a significant national security and intellectual property breach.

TSM ▼ FRESHNVDA · FRESHAMD · PRICEDAVGO · FRESHQCOM · PRICEDMU · PRICEDASML · FRESHSMCI · FRESHcryptopanic.com ↗

Got $1,000? 2 Stocks to Own Before the Anthropic IPO.

Mon Jul-20 13:30:21analyst65

An analyst article highlights Broadcom as a primary beneficiary of Anthropic's AI infrastructure spending through custom TPU deals facilitated by Google Cloud.

AVGO ▲ FRESHGOOGL ▲ PRICEDNVDA · FRESHfinance.yahoo.com ↗

The Trade Is Not "Sell AI"

Mon Jul-20 13:30:21other65

Despite TSMC reporting strong revenue and guidance, the semiconductor sector faces a bearish repricing due to macroeconomic contradictions involving cooling CPI and surging oil prices.

TSM · FRESHNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ FRESHSMCI ▼ FRESHwww.benzinga.com ↗

Google and Apple are clashing with the EU over the future of AI assistants

Mon Jul-20 13:30:21regulatory65

The European Commission is enforcing Digital Markets Act regulations requiring Google and Apple to open their AI assistant ecosystems to competitors, prompting Apple to delay Siri AI features in the EU due to privacy concerns.

GOOGL ▼ PRICEDAAPL ▼ FRESHMSFT ▲ PRICEDMETA ▲ PRICEDAMZN ▲ FRESHwww.egyptindependent.com ↗

Dow Jones, Nasdaq, S&P 500 weekly preview: All eyes on Q2 megacap earnings By Investing.com

Mon Jul-20 13:20:25earnings60

Investors are preparing for upcoming Q2 earnings reports from major tech companies including Alphabet and Tesla, which are expected to provide insights into AI spending trends.

GOOGL · PRICEDTSLA · PRICEDAAPL · FRESHMSFT · PRICEDAMZN · FRESHNVDA · FRESHMETA · PRICEDAVGO · FRESHAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · FRESHASML · FRESHSMCI · FRESHPLTR · PRICEDwww.investing.com ↗

Apple Trade Secret Lawsuit Hits OpenAI Ahead of ChatGPT 6 Release

Mon Jul-20 13:20:25regulatory65

Apple has filed a lawsuit against OpenAI alleging trade secret theft ahead of the anticipated ChatGPT 6 release.

AAPL ▲ FRESHGOOGL · PRICEDMETA · PRICEDwww.geeky-gadgets.com ↗

Nvidia Posts $81.6 Billion in Record Q1 Revenue, 85% Growth Year-Over-Year

Mon Jul-20 13:20:25earnings95

Nvidia reported record Q1 fiscal 2027 revenue of $81.6 billion, an 85% year-over-year increase driven by Data Center demand, and announced an $80 billion share buyback while excluding China revenue from its outlook.

NVDA ▲ FRESHAMZN · FRESHGOOGL · PRICEDMSFT · PRICEDAMD ▲ PRICEDAVGO ▲ FRESHTSM ▲ FRESHASML ▲ FRESHMU ▲ PRICEDQCOM ▲ PRICEDMETA ▲ PRICEDSMCI ▲ FRESHinews.zoombangla.com ↗

Alphabet stock ahead of Q2 2026 earnings: bull case, bear risks, and valuation By Investing.com

Mon Jul-20 13:00:19earnings65

Alphabet is scheduled to report Q2 2026 earnings after market close on July 22, with analysts highlighting strong cloud backlog growth and consistent EPS beats as key factors ahead of the release.

GOOGL · PRICEDMSFT · PRICEDAMZN · FRESHMETA · PRICEDwww.investing.com ↗

AI boom could make ASML Europe's first trillion-dollar company - Cryptopolitan

Mon Jul-20 13:00:19guidance85

ASML raised its 2026 revenue guidance to €43-45 billion and announced a 30% expansion in manufacturing capacity to meet AI-driven demand for EUV lithography systems.

ASML ▲ REPRICINGTSM ▲ FRESHNVDA ▲ FRESHAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ PRICEDMU ▲ PRICEDSMCI ▲ REPRICINGwww.cryptopolitan.com ↗

China's CXMT targets global DRAM giants with record $8.5 billion IPO

Mon Jul-20 13:00:19other65

Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT) is launching an $8.5 billion IPO to fund capacity expansion and challenge global leaders including Micron Technology.

MU ▼ PRICEDwww.chinanationalnews.com ↗

CIA Didn't Just Spy On UAE, It Helped US Secure A Landmark AI Deal To Counter China

Mon Jul-20 13:00:19regulatory65

Reports indicate the CIA facilitated a landmark AI deal between the US and the UAE to counter China, potentially easing export restrictions for major US AI hardware and cloud providers.

NVDA ▲ FRESHMSFT ▲ PRICEDGOOGL ▲ PRICEDMETA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHwww.news18.com ↗

Meta in talks to lease AI computing power to Anthropic

Mon Jul-20 13:00:19partnership65

Meta Platforms is in discussions to lease up to $10 billion in AI computing capacity to Anthropic over two years, potentially generating new revenue from its infrastructure investments.

META ▲ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHNVDA · FRESHwww.utahindependent.com ↗

ASML Has Terrific News for Intel Investors That Could Send the Stock Soaring After July 23

Mon Jul-20 13:00:19earnings85

ASML reported strong Q2 2026 earnings with raised guidance and confirmed Intel is mass-producing chips using its high-NA EUV machines.

ASML ▲ REPRICINGTSM ▲ FRESHNVDA ▲ FRESHAMD ▲ PRICEDSMCI ▲ REPRICINGwww.nasdaq.com ↗

Billionaire Bill Ackman Just Bet on a $700 Billion Hyperscaler AI Spending Wave

Mon Jul-20 13:00:19analyst65

Billionaire investor Bill Ackman expressed a bullish thesis on the AI sector, projecting hyperscaler AI spending to reach $700 billion in 2026 driven by improving token cost efficiency.

NVDA ▲ FRESHAMZN ▲ FRESHGOOGL ▲ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ REPRICINGAAPL ▲ FRESHwww.fool.com ↗

Moonshot is creating new winners and losers in the AI trade

Mon Jul-20 13:00:19other65

Chinese startup Moonshot AI unveiled the Kimi K3 model, claiming performance rivaling top US offerings at a lower cost, which has triggered a reassessment of AI infrastructure valuations and negatively impacted semiconductor stocks.

NVDA ▼ FRESHAMD ▼ PRICEDTSM ▼ FRESHAVGO ▼ FRESHQCOM ▼ PRICEDMU ▼ PRICEDSMCI ▼ REPRICINGAAPL · FRESHMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · FRESHPLTR · PRICEDeconomictimes.indiatimes.com ↗

Elon Musk Denies $52B SpaceX AI Server Deal; Dell and SMCI Stocks Rise

Mon Jul-20 13:00:19other65

Elon Musk denied a fake report claiming SpaceX signed a $52 billion AI server deal with Foxconn, alleviating fears that Super Micro Computer had lost the contract.

SMCI ▲ REPRICINGNVDA · FRESHwww.ibtimes.co.uk ↗

Futures point higher as Wall Street eyes Big Tech earnings and oil retreats from $90

Mon Jul-20 13:00:19earnings60

US stock futures rose as investors anticipated upcoming earnings reports from major tech companies including Alphabet and Tesla amid easing oil prices.

GOOGL · PRICEDTSLA · PRICEDAAPL ▲ FRESHMSFT ▲ PRICEDAMZN ▲ FRESHNVDA ▲ FRESHMETA ▲ PRICEDAVGO ▲ FRESHAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ REPRICINGPLTR ▲ PRICEDfinance.yahoo.com ↗

Ahead of Alphabet Earnings, Here's What Barchart Data Says Comes Next for GOOGL Stock

Fri Jul-17 22:09:41earnings65

Alphabet is scheduled to report Q2 earnings on July 22 amid mixed signals from a delayed AI model launch and strong cloud revenue expectations.

GOOGL · PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDwww.barchart.com ↗

Tesla's Delivery Surprise Was Big -- Earnings Need to Be Bigger

Fri Jul-17 22:09:41earnings65

Tesla shares are consolidating ahead of its July 22 Q2 earnings report following a record quarterly delivery beat that exceeded consensus estimates by 18%.

TSLA · PRICEDfinance.yahoo.com ↗

Kimi 3.0 Might Be a DeepSeek Moment; We'd Buy Several Cloud Computing Companies

Fri Jul-17 22:09:41analyst65

Analysts maintain fair value estimates for Alphabet, Amazon, and Microsoft, characterizing the recent selloff triggered by the launch of Chinese AI model Kimi K3 as misplaced and viewing continued AI progress as bullish for the ecosystem.

GOOGL ▲ PRICEDAMZN ▲ PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDNVDA ▲ PRICEDwww.morningstar.com ↗

Nvidia Broadens Physical AI Push With Robotics, Edge AI Updates

Fri Jul-17 21:34:41product65

Nvidia unveiled new edge AI hardware, robot foundation models, and software updates to expand its physical AI and robotics portfolio.

NVDA ▲ UNKNOWNAMD · UNKNOWNQCOM · UNKNOWNAVGO · UNKNOWNaibusiness.com ↗

China's Xi Jinping Wants AI to Be Open to the World -- and Out of America's Control

Fri Jul-17 21:34:41regulatory65

Chinese President Xi Jinping advocated for open-source AI and international cooperation at the World Artificial Intelligence Conference, highlighting geopolitical tensions and trade restrictions that negatively impact Nvidia's market access.

NVDA ▼ UNKNOWNAMD · UNKNOWNGOOGL · UNKNOWNMSFT · UNKNOWNMETA · UNKNOWNAMZN · UNKNOWNAVGO · UNKNOWNQCOM · UNKNOWNTSM · UNKNOWNASML · UNKNOWNMU · UNKNOWNgizmodo.com ↗

Jensen Huang Denied Delay Reports for Nvidia's Vera Rubin AI Systems

Fri Jul-17 21:09:53product65

Nvidia CEO Jensen Huang denied reports of delays for the Vera Rubin AI systems, confirming they are already in production and on track for high-volume delivery.

NVDA ▲ PRICEDAMD · PRICEDAVGO · REPRICINGTSM ▲ PRICEDMU ▲ PRICEDSMCI ▲ PRICEDwww.fool.com ↗

U.S. Opens Patent Probe Into Samsung AI Memory Chips, Pulling Nvidia, Google, and Broadcom Into Widening Netlist Dispute

Fri Jul-17 21:09:53regulatory65

The U.S. International Trade Commission has launched a patent infringement investigation into Samsung AI memory chips, naming Nvidia, Google, Broadcom, and Super Micro Computer as respondents in the dispute.

NVDA ▼ PRICEDGOOGL ▼ PRICEDAVGO ▼ REPRICINGSMCI ▼ PRICEDMU · PRICEDAMD · PRICEDTSM · PRICEDASML · PRICEDwww.tekedia.com ↗