kingfisher — news

Sat Oct-24 14:11:14

times in Europe/Lisbon

🗞️ News

Amazon raises AI capital spending to about $220 billion for 2026 as data-center race intensifies

Tue Aug-11 19:50:30guidance65

Amazon raised its 2026 AI capital expenditure forecast to approximately $220 billion, citing intense demand for computing power and rising memory-chip costs.

AMZN ▲ REPRICINGMSFT · FRESHGOOGL · PRICEDMETA · REPRICINGNVDA ▲ FRESHAVGO ▲ REPRICINGTSM ▲ FRESHASML ▲ PRICEDMU ▲ FRESHwww.thecooldown.com ↗

Sundar Pichai Raised Alphabet's 2026 Capex Forecast to as Much as $205 Billion, Sending the Stock Down 7%. Is This an Overreaction Investors Should Buy Into?

Tue Aug-11 19:40:29guidance85

Alphabet raised its 2026 capital expenditure forecast to $195-$205 billion to support AI infrastructure demand, causing its stock to drop approximately 7%.

GOOGL ▼ PRICEDMSFT · FRESHMETA · REPRICINGAMZN · PRICEDNVDA ▲ FRESHwww.fool.com ↗

NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea

Tue Aug-11 19:30:35partnership65

Nvidia announced a $1.01 billion investment in South Korean internet company Naver to finance an AI data center, taking a 4.5% stake and partnering with Brookfield for additional funding.

NVDA ▲ REPRICINGAMD · FRESHGOOGL · PRICEDMETA · REPRICINGMSFT · FRESHca.finance.yahoo.com ↗

SpaceX Plans Grimes County, Texas, Terafab Operations - Area Development

Tue Aug-11 19:20:27product85

SpaceX announced a $16.8 billion investment to build the Terafab semiconductor facility in Texas to manufacture AI, logic, and memory chips for Tesla's robotics and space data centers.

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AI lending rules loosened despite bubble fears

Tue Aug-11 19:20:23regulatory65

The SEC has exempted AI data center owners from strict asset-backed securities lending rules, facilitating easier debt financing for infrastructure expansion.

NVDA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ REPRICINGAVGO ▲ REPRICINGAMD ▲ REPRICINGTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ FRESHPLTR ▲ FRESHca.finance.yahoo.com ↗

AMD projects explosive data center growth driven by AI inference by 2027

Tue Aug-11 19:00:39earnings85

AMD reported a 107% year-over-year increase in data center revenue to $6.7 billion and projected the segment will exceed $13 billion in Q3 2026 driven by AI inference demand.

AMD ▲ REPRICINGNVDA ▼ FRESHAVGO · REPRICINGQCOM · FRESHcryptobriefing.com ↗

A SpaceX-Tesla Deal Could Unlock Musk's $824 Billion Payday

Tue Aug-11 19:00:38m&a65

Speculation regarding a potential SpaceX acquisition of Tesla suggests such a deal could trigger the vesting of Elon Musk's $824 billion compensation package by altering operating milestone requirements.

TSLA · FRESHfinance.yahoo.com ↗

Prediction: Nvidia Stock Is Going to Soar After Aug. 26

Tue Aug-11 19:00:25earnings85

An analyst predicts Nvidia stock will rise following its upcoming fiscal Q2 2027 earnings report on August 26, citing strong demand for Blackwell Ultra and Vera Rubin chips.

NVDA ▲ FRESHAMD · REPRICINGAVGO · REPRICINGTSM · FRESHMSFT · FRESHGOOGL · PRICEDMETA · REPRICINGAMZN · REPRICINGfinance.yahoo.com ↗

TSMC Holds $1 Billion in Apple 2nm Wafers as DRAM Shortage Threatens iPhone 18 Pro Supply

Tue Aug-11 19:00:19other75

TSMC holds $1 billion in idle Apple A20 Pro wafers due to a critical DRAM shortage caused by AI data center demand prioritizing suppliers like Micron over consumer electronics.

AAPL ▼ FRESHTSM · FRESHMU ▲ FRESHwww.webpronews.com ↗

AI's rogue summer: From viral design to digital mind reading, regulators scramble for control - NaturalNews.com

Tue Aug-11 18:51:26regulatory65

Meta confirmed an AI model breach during security testing amid broader industry incidents triggering urgent calls for government regulation and safety controls.

META ▼ REPRICINGGOOGL · PRICEDMSFT · FRESHAMZN · REPRICINGNVDA · FRESHwww.naturalnews.com ↗

The U.S. Needs Missiles Faster Than It Can Build Them

Tue Aug-11 18:50:32earnings85

Palantir Technologies reported exceptional Q2 2026 earnings with 93% year-over-year revenue growth and raised its full-year 2026 revenue guidance to $8.20 billion.

PLTR ▲ FRESHwww.advisorperspectives.com ↗

New Mexico's Court Win Over Meta May Have Changed the Game - St. Louis Riverfront Times

Tue Aug-11 18:41:12regulatory65

A New Mexico judge ordered Meta to implement specific product changes for minors and imposed $567 million in penalties under a public nuisance legal theory.

META ▼ REPRICINGwww.riverfronttimes.com ↗

Apple to Cut Back on Shipments for Hardware This Year

Tue Aug-11 18:40:07product65

Apple is reducing hardware shipment plans and raising prices due to severe DRAM shortages that are prioritizing AI data center customers over consumer electronics.

AAPL ▼ FRESHTSM · FRESHMU ▲ REPRICINGwww.ilounge.com ↗

Pinnacle West Capital (PNW) Q2 2026 Earnings Call Transcript

Tue Aug-11 18:31:03other65

Pinnacle West Capital reported Q2 earnings and highlighted Taiwan Semiconductor Manufacturing Company's increased investment commitment in Arizona to $265 billion.

TSM ▲ FRESHwww.fool.com ↗

Google's Gemini hits 950 million monthly users, closing in on 1 billion

Tue Aug-11 18:30:21earnings85

Alphabet reported Q2 2026 revenue of $119.8 billion and revealed that its Gemini AI assistant has reached nearly one billion monthly active users.

GOOGL ▲ PRICEDMSFT · FRESHMETA · REPRICINGAMZN · PRICEDcryptobriefing.com ↗

SpaceX's Nvidia tie-up signals AI spending is moving beyond hyperscalers, expert says, 'these sectors matter as...' | Company Business News

Tue Aug-11 18:20:36partnership65

SpaceX announced an exclusive partnership with Nvidia to deploy Vera Rubin AI systems and develop Starmind satellite computing payloads, signaling expanded AI demand beyond traditional hyperscalers.

NVDA ▲ FRESHAMD ▼ FRESHMSFT · FRESHGOOGL · PRICEDMETA · REPRICINGAMZN · PRICEDwww.livemint.com ↗

Semiconductors Strength Could Deepen the US Technology Trade Deficit

Tue Aug-11 18:20:23earnings65

TSMC reported July revenue growth of 44.7% year-over-year, exceeding guidance and signaling strong demand for the broader semiconductor industry.

TSM ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHMU ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ FRESHASML ▲ PRICEDwww.investing.com ↗

Elon Musk highlights memory as AI's biggest bottleneck, impacting Micron and SanDisk

Tue Aug-11 18:10:35other65

Elon Musk identified memory supply constraints as the primary bottleneck for AI growth, highlighting Tesla's secured allocation from Micron while noting a significant supply-demand mismatch.

MU ▲ REPRICINGTSLA · FRESHNVDA ▼ REPRICINGAMD ▼ FRESHMSFT ▼ FRESHGOOGL ▼ PRICEDMETA ▼ REPRICINGAMZN ▼ PRICEDAVGO ▼ FRESHQCOM ▼ FRESHSMCI ▼ FRESHPLTR ▼ REPRICINGcryptobriefing.com ↗

Chinese chip giant plays down US curbs

Tue Aug-11 17:40:47regulatory65

Apple is seeking US government approval to source memory chips from Chinese manufacturer CXMT despite national security concerns, highlighting ongoing supply constraints.

AAPL ▼ FRESHMU ▲ FRESHQCOM · FRESHwww.semafor.com ↗

Senate Finance panel's top Dem proposes excise tax on new data centers

Tue Aug-11 17:30:48regulatory65

Senate Finance Committee ranking member Ron Wyden proposed a draft white paper introducing an excise tax on AI-focused data centers and removing existing construction incentives to offset community burdens.

MSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ REPRICINGNVDA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ FRESHPLTR ▼ REPRICINGwww.route-fifty.com ↗

AMD at Technology Leadership Forum 2026: ai demand lifts outlook By Investing.com

Tue Aug-11 17:30:24guidance75

AMD reported strong server business growth exceeding 70% in Q2 2024 and highlighted significant AI rack commitments from major customers including Meta and OpenAI, while noting supply chain constraints.

AMD ▲ FRESHMETA ▲ REPRICINGNVDA ▼ FRESHQCOM · FRESHwww.investing.com ↗

Court rules Meta, other tech firms must face thousands of lawsuits over social media addiction

Tue Aug-11 17:21:01regulatory65

A U.S. appeals court ruled that Meta and Google must face thousands of lawsuits alleging their social media platforms are designed to be addictive to young users, rejecting their early appeal based on Section 230 immunity.

META ▼ REPRICINGGOOGL ▼ PRICEDthedailyrecord.com ↗

Supermicro's $60 Billion Backlog Meets its Audited Truth Test - Super Micro Computer (NASDAQ:SMCI)

Tue Aug-11 17:20:58regulatory85

Super Micro Computer faces heightened investor scrutiny and regulatory risk regarding an ongoing independent review of alleged export-control violations ahead of its earnings report.

SMCI ▼ FRESHNVDA · FRESHAMD · REPRICINGwww.benzinga.com ↗

Tesla files for $10.1B 'Project Crystal Sun' solar factory in Texas

Tue Aug-11 17:20:49product65

Tesla has filed for a $10.1 billion vertically integrated solar cell factory in Texas, marking its largest planned US manufacturing investment with production targeted for 2029.

TSLA ▲ FRESHelectrek.co ↗

Zoox Charges Into Las Vegas: Amazon's Purpose-Built Robotaxi Goes Paid

Tue Aug-11 17:00:28product65

Amazon's Zoox launched its first paid robotaxi service in Las Vegas following a regulatory exemption from the NHTSA for vehicles without manual controls.

AMZN ▲ PRICEDGOOGL · PRICEDTSLA ▼ FRESHwww.webpronews.com ↗

AI startup Manus to resume independent operations as deal with Meta unwinds By Reuters

Tue Aug-11 16:51:03regulatory65

AI startup Manus is resuming independent operations and deleting user data as it separates from Meta following a regulatory order from Beijing to unwind the acquisition.

META ▼ REPRICINGwww.investing.com ↗

Apple Already Increased the Price of iPhones Up to $300. Their Price Hikes Might Be Just Starting.

Tue Aug-11 16:50:48other65

Apple is raising iPhone prices by up to $300 and may compress margins due to a severe surge in memory component costs that are expected to worsen through 2027.

AAPL ▼ FRESHMU ▲ FRESHMSFT · REPRICINGGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGNVDA · FRESH247wallst.com ↗

AI Earnings and Chip Stocks Fuel Rally Toward 8,000 - S&P 500 Forecast

Tue Aug-11 16:50:37guidance65

Palantir Technologies stock surged over 29% after raising its annual revenue guidance, contributing to a broader market rally driven by strong AI-related earnings and semiconductor sector gains.

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ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

Tue Aug-11 16:50:25earnings65

ASML shares rose following TSMC's strong July revenue report and ASML's raised 2026 sales outlook, signaling sustained demand for advanced lithography equipment.

ASML ▲ PRICEDTSM ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHca.finance.yahoo.com ↗

Elon Musk's SpaceX considering a multi-billion-dollar buyout of Israeli AI startup - The Jewish Chronicle

Tue Aug-11 16:40:18m&a65

SpaceX is reportedly the frontrunner to acquire Israeli AI startup Decart in a multi-billion-dollar deal after Nvidia's negotiations with the firm fell through.

TSLA ▲ FRESHNVDA · FRESHwww.thejc.com ↗

Microsoft's AI Data Center Push: Growth Engine or Capex Trap?

Tue Aug-11 16:30:25earnings85

Microsoft reported strong fiscal fourth-quarter results with 18% revenue growth and guided to $175 billion in capital expenditures for fiscal 2027 to support AI infrastructure expansion.

MSFT · FRESHGOOGL ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHfinance.yahoo.com ↗

China pushes local chip purchases to counter US sanctions, says VanEck

Tue Aug-11 16:30:18regulatory65

China has implemented procurement mandates and restricted purchases of Nvidia chips to promote domestic semiconductor localization in response to US sanctions.

NVDA ▼ FRESHAMD · FRESHQCOM · FRESHTSM · FRESHASML · PRICEDcryptobriefing.com ↗

CME Group and Silicon Data to Launch Compute Futures on October 5 to Unlock New Way to Hedge AI Risks

Tue Aug-11 16:10:29product65

CME Group and Silicon Data announced the launch of futures contracts for Nvidia H100 and Blackwell B200 GPU rentals to help hyperscalers hedge AI infrastructure costs.

NVDA ▲ FRESHAMD · FRESHMSFT ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ PRICEDwww.barchart.com ↗

Bombe under AI-giganterne: Kreditmarkedet indpriser nu øget gældsrisiko hos techgiganterne

Tue Aug-11 16:00:34other65

Credit markets are pricing in increased debt risk for major AI tech companies, with a significant surge in credit default swap activity for Nvidia, AMD, and Broadcom.

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Nvidia vs. Apple: The Battle for Tech's Most Valuable Crown

Tue Aug-11 15:40:59earnings85

Nvidia and Apple reported strong quarterly earnings with record revenue in their respective core segments of AI data centers and iPhone/Services.

NVDA ▲ FRESHAAPL ▲ FRESH247wallst.com ↗

Microsoft AI Chip Unveils in September 2026: Key

Tue Aug-11 15:40:27product65

Microsoft plans to unveil its next-generation AI chip in September 2026 to strengthen its cloud and data center infrastructure.

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Tech stocks today: CoreWeave and Supermicro to report results, Intel to upsizes stock sale

Tue Aug-11 15:30:51earnings65

Super Micro Computer is set to report earnings with expectations of better-than-projected margins and $60 billion in new orders, while CoreWeave also prepares to release results.

SMCI ▲ REPRICINGMETA · PRICEDfinance.yahoo.com ↗

The Trillion-Dollar Trio Goes Public: What Advisors Need to Know About SpaceX, Anthropic, and OpenAI

Tue Aug-11 15:21:34other85

SpaceX has completed its roadshow and begun public trading with a $1.75 trillion valuation, marking a major liquidity event for the company closely linked to Tesla.

TSLA ▲ REPRICINGwww.advisorperspectives.com ↗

Dow ticks higher as markets enter CPI waiting game

Tue Aug-11 15:21:18partnership85

Nvidia announced a partnership with six major financial firms, including BlackRock and Goldman Sachs, on a potential $500 billion financing initiative to support AI infrastructure.

NVDA ▲ FRESHwww.proactiveinvestors.com ↗

IBM's CEO Just Did the Math on AI Spending -- and the Numbers Don't Add Up

Tue Aug-11 15:20:44analyst65

IBM CEO Arvind Krishna argues that the projected $1-2 trillion in annual revenue required to justify hyperscalers' massive AI infrastructure spending is unrealistic, suggesting only a few models will survive commoditization.

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Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

Tue Aug-11 15:20:40product65

NVIDIA is launching its Vera CPU for AI workloads with support from major cloud providers and system integrators including Super Micro Computer, challenging AMD's market position.

NVDA ▲ FRESHSMCI ▲ REPRICINGAMD ▼ REPRICINGfinance.yahoo.com ↗

Apple tells EU Commission it can't get iPhone interoperability | MLex | Specialist news and analysis on legal risk and regulation

Tue Aug-11 15:10:12regulatory65

Apple informed the European Commission that it cannot fulfill certain iPhone interoperability requests under the Digital Markets Act, rejecting access attempts by companies including Microsoft and Meta.

AAPL ▼ FRESHMSFT · FRESHMETA · PRICEDwww.mlex.com ↗

Moolenaar presses Trump admin to confirm chip due-diligence rule still stands amid loophole fears

Tue Aug-11 15:00:42regulatory65

A U.S. lawmaker is urging the Trump administration to confirm the enforcement of chip export due-diligence rules to prevent Chinese firms like Huawei from bypassing restrictions through shell companies.

TSM ▼ FRESHNVDA · REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · FRESHwww.washingtontimes.com ↗

Sony, TSMC join forces on $4.7B next-gen sensor project | News.az

Tue Aug-11 14:50:43partnership65

Sony and TSMC signed a definitive agreement to establish a joint venture in Kumamoto, Japan, investing $4.7 billion to mass-produce next-generation image sensors by 2029.

TSM ▲ REPRICINGNVDA · REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · FRESHMU · REPRICINGASML · PRICEDSMCI · REPRICINGnews.az ↗

The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA)

Tue Aug-11 14:50:19earnings85

Apple reported strong fiscal third-quarter earnings with record iPhone sales but its stock fell due to soft revenue guidance and margin compression attributed to memory cost increases and chip shortages.

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Nvidia co-founds Open Secure AI Alliance with Microsoft amid open-source push

Tue Aug-11 14:40:53product65

Nvidia co-founded the Open Secure AI Alliance with Microsoft and released its Alpamayo open-source AI models for autonomous driving to stimulate hardware demand.

NVDA ▲ REPRICINGMSFT ▲ FRESHGOOGL ▼ REPRICINGMETA · FRESHTSLA · FRESHcryptobriefing.com ↗

How Nvidia's Huang and Meta's Zuckerberg are combating the AI backlash | Mint

Tue Aug-11 14:40:15other65

Nvidia and Meta executives outlined strategies to address AI financing bottlenecks and community backlash, including a $500 billion capital facility and a $1 billion community investment fund.

NVDA ▲ REPRICINGMETA ▲ FRESHMSFT · FRESHGOOGL · REPRICINGAMZN · REPRICINGwww.livemint.com ↗

Earnings live updates: Plug Power stock jumps on improved margins, On Holding tanks

Tue Aug-11 14:30:27earnings60

Super Micro Computer is scheduled to report its quarterly earnings this week amidst a broader trend of strong AI-driven earnings growth in the S&P 500.

SMCI · REPRICINGNVDA ▲ REPRICINGAMD ▲ FRESHAVGO ▲ FRESHTSM ▲ FRESHASML ▲ PRICEDMU ▲ REPRICINGfinance.yahoo.com ↗

'NVIDIA Is Developing A New Nemotron 4 Open-Source AI Model; Multiple NVIDIA Employees Working On Nemotron Said They Expect The Biggest Nemotron 4 Model To Have At Least A Trillion Parameters' - The Information

Tue Aug-11 14:25:37product65

Nvidia is developing a new open-source Nemotron 4 AI model with at least one trillion parameters.

NVDA ▲ REPRICINGGOOGL · FRESHMETA · FRESHMSFT · FRESHAMD · FRESHwww.benzinga.com ↗

Jefferies downgrades Apple stock to sell over canceled glass iPhone

Tue Aug-11 14:20:32analyst65

Jefferies downgraded Apple to underperform and cut its price target after reporting the cancellation of the planned all-glass iPhone due to low production yields.

AAPL ▼ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHqz.com ↗