kingfisher — news

Meta To SCOTUS: Addiction Suits Barred By First Amendment, Section230

Thu Aug-13 20:10:30regulatory65

Meta Platforms has petitioned the Supreme Court to review a Nevada ruling allowing addiction-related lawsuits to proceed, arguing for protection under the First Amendment and Section 230.

META · PRICEDwww.mediapost.com ↗

Smartphone Makers Squeezed by Soaring Chip Costs - EE Times

Thu Aug-13 20:10:22other65

Apple faces margin pressure from soaring memory costs and expensive TSMC 2nm wafer pricing for the iPhone 18 series.

AAPL ▼ FRESHTSM ▲ FRESHMU ▲ PRICEDNVDA · FRESHAMD · REPRICINGwww.eetimes.com ↗

Why Micron Stock Rallied on Thursday

Thu Aug-13 19:50:52other65

Micron Technology shares rallied on reports that the company plans to resume share repurchases after the CHIPS Act restriction period ends in December.

MU ▲ PRICEDNVDA · FRESHAMD · REPRICINGQCOM · REPRICINGTSM · REPRICINGAVGO · REPRICINGwww.fool.com ↗

Dell Rallies 2% After Lenovo's AI Server Pipeline Hits $54 Billion, Fueling Nvidia Demand Optimism Dell S

Thu Aug-13 19:50:35other65

Lenovo reported a $54 billion AI server pipeline and strong earnings, reinforcing bullish sentiment for Nvidia and the broader AI infrastructure sector alongside Super Micro Computer's recent guidance.

NVDA ▲ FRESHSMCI ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ REPRICINGwww.benzinga.com ↗

Apple opens advanced manufacturing center in Houston, ships AI servers ahead of schedule

Thu Aug-13 19:50:24product65

Apple opened a new manufacturing facility in Houston that is already shipping AI servers for its Private Cloud Compute infrastructure ahead of schedule.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · PRICEDcryptobriefing.com ↗

Apple CEO Tim Cook Picked Anticompetitive Strategy; VP Alex Roman Lied Under Oath

Thu Aug-13 19:50:24regulatory85

The Supreme Court is set to decide whether to allow App Store commission rate proceedings to continue after findings that CEO Tim Cook directed an anticompetitive strategy and executives lied under oath.

AAPL ▼ FRESHwww.techtimes.com ↗

Gemini 3.5 Pro Delay Continues

Thu Aug-13 19:41:05product65

Google's Gemini 3.5 Pro model faces significant delays due to coding issues and structural problems, raising concerns about its competitive position in the AI market.

GOOGL ▼ FRESHMSFT ▲ REPRICINGMETA ▲ REPRICINGNVDA · FRESHAMD · REPRICINGwww.forbes.com ↗

Top AI Reporter: NVIDIA's $500 Billion AI Compute Deal "Isn't Even Enough" According to Some Investors

Thu Aug-13 19:40:33other85

Investors view NVIDIA's $500 billion AI infrastructure financing deal as insufficient to meet projected demand, while concerns about diminishing returns and Google's capex pullback highlight sector risks.

NVDA ▲ FRESHAMD · REPRICINGAVGO · FRESHMSFT · REPRICINGGOOGL ▼ FRESHAMZN · FRESHMETA · REPRICINGfinance.yahoo.com ↗

DRAM Movers: These Memory/Storage ETFs Are Soaring as Sandisk, Micron Rally

Thu Aug-13 19:20:38earnings85

Micron Technology reported Q3 FY2026 revenue of $41.46 billion, beating consensus estimates by 17.6%, driving a rally in memory stocks alongside SanDisk's strong earnings.

MU ▲ PRICED247wallst.com ↗

Nebius Says AI Compute Prices Jumped 15%, Signaling Strong Pricing Power

Thu Aug-13 19:07:54earnings65

Nebius Group reported a 15% increase in AI compute pricing for NVIDIA Blackwell infrastructure during its Q2 earnings capacity auction, signaling strong demand and pricing power.

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

Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains.

Thu Aug-13 18:50:31earnings65

Super Micro Computer's strong fiscal 2027 guidance and AMD's positive momentum contrasted with Cerebras Systems' earnings miss, driving gains in the AI hardware sector.

AMD ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

Elon Musk Claims The Majority of SpaceX Revenue Will Be From AI Next Month

Thu Aug-13 18:31:06other65

Elon Musk stated that the majority of SpaceX's revenue will come from its AI division by September, with projections reaching 99% within four to five years.

TSLA ▲ PRICEDNVDA ▲ FRESHMSFT · FRESHGOOGL ▼ FRESHAMZN · FRESHMETA · REPRICINGAVGO ▲ REPRICINGAMD ▲ PRICEDSMCI ▲ PRICEDwww.fool.com ↗

Musk's Grok 4.6 Jumps to AI Frontier, Matches OpenAI at a Fraction of the Price

Thu Aug-13 18:27:43product65

SpaceX's xAI released Grok 4.6, matching OpenAI's performance at a lower price and surpassing Google in rankings, intensifying competitive pressure on Alphabet.

GOOGL ▼ FRESHMSFT · FRESHMETA · REPRICINGAMZN · FRESHwww.benzinga.com ↗

Meta Remains a Deeply Discounted Giant: Wall Street Expects 30% Gains, One Analyst Expects 100%

Thu Aug-13 18:00:44analyst65

Analysts maintain strong buy ratings and high price targets for Meta despite a recent earnings miss and massive capital expenditure guidance, citing long-term AI monetization potential.

META ▲ REPRICINGGOOGL · FRESHfinance.yahoo.com ↗

Elon Musk's Terafab: How world's new largest building compares to others

Thu Aug-13 18:00:36product85

SpaceX and Tesla have broken ground on Terafab, a massive semiconductor manufacturing facility in Texas designed to produce advanced logic and memory chips for Tesla's robotics and SpaceX's data centers.

TSLA ▲ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDMU · PRICEDQCOM · REPRICINGAVGO · REPRICINGSMCI · PRICEDPLTR · PRICEDAAPL · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGASML · PRICEDTSM ▼ REPRICINGwww.newsweek.com ↗

Nvidia's Rubin Ultra targets 768GB of HBM4E as Kyber platform stays on schedule

Thu Aug-13 17:50:40product65

Nvidia confirmed its Rubin Ultra GPU will launch in late 2027 with 768GB of HBM4E memory, revising down from a 1TB target due to supply constraints while maintaining the Kyber platform schedule.

NVDA ▲ FRESHMU ▲ PRICEDAMD · PRICEDAVGO · REPRICINGSMCI ▲ PRICEDcryptobriefing.com ↗

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Thu Aug-13 17:40:45other65

Super Micro Computer and other AI hardware stocks rallied following Lenovo's strong earnings report and massive AI server pipeline growth, signaling robust sector-wide demand.

SMCI ▲ PRICEDNVDA ▲ FRESHAMD ▲ REPRICING247wallst.com ↗

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Thu Aug-13 17:40:31earnings85

Super Micro Computer stock surged after reporting FY27 revenue guidance of $72 billion, significantly beating estimates, while Lenovo's strong AI server pipeline validated broad market demand.

SMCI ▲ PRICEDNVDA ▲ FRESHAMD ▲ REPRICINGfinance.yahoo.com ↗

Anthropic Eyes $2 Trillion In October IPO, A Record-Breaking Debut

Thu Aug-13 17:31:09other65

Anthropic shareholders are projecting a valuation exceeding $2 trillion for its anticipated October IPO, which would set a new benchmark for the AI industry.

MSFT · FRESHAMZN · FRESHGOOGL · FRESHMETA · REPRICINGNVDA ▲ FRESHAMD ▲ PRICEDwww.forbes.com ↗

Strength in Defense & Propulsion Unit Drives GE Aerospace: Can It Sustain?

Thu Aug-13 17:30:29partnership65

GE Aerospace entered into a multi-year partnership with Palantir Technologies to improve fleet management and operational readiness for the U.S. Air Force.

PLTR ▲ PRICEDfinance.yahoo.com ↗

L&T Deploys India's First 10,000-GPU Unified AI Cluster for Together AI in Chennai

Thu Aug-13 17:30:26partnership65

Larsen & Toubro secured a $1.05 billion to $1.57 billion contract to deploy a unified 10,000-GPU NVIDIA Blackwell Ultra cluster for Together AI in India.

NVDA ▲ FRESHAMD · PRICEDAVGO · REPRICINGSMCI · PRICEDwww.techtimes.com ↗

Samsung Sold Out Every Gigabit of Its 2026 HBM4 Memory Chips - Startup Fortune

Thu Aug-13 17:20:52product65

Samsung has sold out its entire 2026 HBM4 memory supply, creating a potential bottleneck for Nvidia and AMD's next-generation AI accelerators while driving up prices.

NVDA ▼ FRESHAMD ▼ REPRICINGMU ▲ PRICEDstartupfortune.com ↗

Investors recognize Europe's AI advancements, boosting local indices to record highs

Thu Aug-13 17:20:26other65

European semiconductor and AI infrastructure stocks, led by ASML's upward revenue forecast adjustment, have surged over 100% year-to-date, driving European indices to record highs.

ASML ▲ PRICEDNVDA ▲ FRESHAMD ▲ REPRICINGTSM ▲ FRESHMU ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ REPRICINGcryptobriefing.com ↗

Law firm's fee for Meta case in New Mexico could top $67 million

Thu Aug-13 17:10:50regulatory75

A judge ordered Meta to pay $567 million in damages to New Mexico for fostering social media addiction, with total potential recovery exceeding $942 million including civil penalties.

META ▼ REPRICINGmolawyersmedia.com ↗

Cerebras CEO cites enormous demand for AMD joint product

Thu Aug-13 17:10:32partnership65

AMD announced a partnership with Cerebras Systems to combine AMD's Helios rack systems with Cerebras' Wafer-Scale Engine for AI inference workloads.

AMD ▲ PRICEDNVDA ▼ FRESHAVGO · REPRICINGQCOM · REPRICINGcryptobriefing.com ↗

Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar

Thu Aug-13 17:10:16guidance65

SanDisk unveiled an aggressive long-term financial model with high margin targets, driving a surge in SanDisk shares and lifting peer memory stocks like Micron Technology.

MU ▲ PRICEDNVDA ▲ FRESHAMD ▲ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ REPRICINGTSM ▲ REPRICINGAVGO ▲ REPRICINGQCOM ▲ REPRICINGASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDTSLA ▲ REPRICING247wallst.com ↗

Microsoft's AI Sales Mostly Come From OpenAI, Disclosures Show (MSFT) - Bloomberg

Thu Aug-13 17:10:09other65

Disclosures reveal that OpenAI accounted for approximately 70% of Microsoft's AI sales in the last fiscal year, highlighting significant revenue concentration risk.

MSFT ▼ FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGblog.quintarelli.it ↗

AMD to Raise as Much as $5 Billion From Debt Offering

Thu Aug-13 17:00:58other65

AMD plans to raise up to $5 billion through an investment-grade bond offering to fund general corporate purposes and support AI infrastructure spending.

AMD ▲ REPRICINGMSFT ▲ FRESHNVDA · FRESHAVGO · REPRICINGQCOM · FRESHfinance.yahoo.com ↗

Just Keep Following The Money Following CoreWeave's Spike

Thu Aug-13 17:00:40earnings65

CoreWeave reported strong Q2 earnings with a $104 billion backlog and positive operating cash flow, signaling robust demand for NVIDIA GPU infrastructure.

NVDA ▲ FRESHSMCI ▲ PRICEDPLTR · PRICEDfinance.yahoo.com ↗

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here's What Shatters That Illusion

Thu Aug-13 17:00:38analyst65

An analysis highlights the sustained rental value of Nvidia GPUs and the associated financial risks if Amazon's Trainium chips successfully erode Nvidia's market scarcity.

NVDA · FRESHAMZN ▲ FRESHfinance.yahoo.com ↗

Anthropic's $50 Billion Data Center Blitz: From Cloud Tenant to AI Infrastructure Powerhouse

Thu Aug-13 16:50:43partnership65

Anthropic announced a $50 billion commitment to build custom data centers in the US with partner Fluidstack, reducing reliance on major cloud providers.

MSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHNVDA ▲ FRESHMETA · REPRICINGAVGO ▲ REPRICINGAMD ▲ REPRICINGPLTR · PRICEDwww.webpronews.com ↗

Apple's iPhone Prices Have Already Climbed $300. The Next Jump Looms Larger

Thu Aug-13 16:50:17other65

Apple has raised iPhone prices in Japan and faces further margin pressure as memory component costs surge, with the memory share of the iPhone Pro bill of materials expected to exceed 40% in early 2027.

AAPL ▼ FRESHMU ▲ PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGwww.webpronews.com ↗

Nebius Surges to $255, Now What if You Didn't Own It?

Thu Aug-13 16:50:03other65

Nebius Group reports strong Q2 earnings and reveals massive backlog anchored by a $27 billion Meta agreement and a ~$18 billion Microsoft deal.

META ▲ REPRICINGMSFT ▲ FRESHNVDA ▲ FRESHGOOGL · FRESHAMZN · FRESH247wallst.com ↗

Tesla reveals solar plans that could advance Elon Musk's push to outpace US panel capacity

Thu Aug-13 16:40:56product65

Tesla filed a proposal for a $10.1 billion solar factory in Texas as part of a broader plan with SpaceX to reach 100 GW of annual US solar manufacturing capacity.

TSLA ▲ REPRICINGfinance.yahoo.com ↗

Apple Must Now Justify App Store Commission to Judge Who Called It Contemptuous

Thu Aug-13 16:40:51regulatory65

A federal judge denied Apple's request for more time and ordered the company to justify its App Store commission structure based on actual coordination costs, following a finding of contempt.

AAPL ▼ FRESHwww.techtimes.com ↗

AI Cloud Firms See Sales, Orders Surge

Thu Aug-13 16:40:36earnings75

Strong sales and order backlogs from AI infrastructure providers like CoreWeave and Super Micro Computer signal robust demand for NVIDIA GPUs, alleviating concerns about overinvestment in the sector.

SMCI ▲ PRICEDNVDA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ REPRICINGAVGO ▲ REPRICINGAMD ▲ REPRICINGPLTR ▲ PRICEDwww.chosun.com ↗

Meta's AI Cloud Ambitions Face Cost and Trust Pressures

Thu Aug-13 16:31:26earnings65

Meta CEO Mark Zuckerberg indicated the company is considering renting out its AI computing power at a premium during its Q2 earnings call, while guiding 2026 capital expenditure to $130-$145 billion.

META · REPRICINGMSFT ▲ REPRICINGGOOGL ▲ REPRICINGAMZN ▲ REPRICINGNVDA ▲ FRESHwww.adweek.com ↗

Prediction: Alphabet's $200 Billion Bet Will Result in Huge Profit Growth

Thu Aug-13 16:30:49guidance65

Alphabet raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion, signaling a massive bet on AI computing infrastructure to drive future profit growth.

GOOGL ▲ REPRICINGMSFT · REPRICINGAMZN · REPRICINGMETA · REPRICINGwww.fool.com ↗

Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.

Thu Aug-13 16:30:47regulatory65

Sam Altman's support for slowing AI development and new White House regulatory frameworks favor large, compliant tech giants like Microsoft and Alphabet over smaller competitors.

MSFT ▲ REPRICINGGOOGL ▲ REPRICINGNVDA · FRESHMETA · REPRICINGAMZN · REPRICINGAAPL · FRESHwww.fool.com ↗

Iranian military issue statement after hitting major Amazon data center with missiles

Thu Aug-13 16:20:38regulatory85

Iranian military forces reportedly struck two Amazon data centers in Iran with missiles amid escalating geopolitical tensions with the United States.

AMZN ▼ REPRICINGMSFT · FRESHGOOGL · FRESHMETA · REPRICINGwww.uniladtech.com ↗

When Texas cools on data centers, Big Tech has a problem

Thu Aug-13 16:10:33regulatory65

Texas Governor Greg Abbott has ordered a comprehensive audit of data centers that could delay grid connections and hinder AI infrastructure expansion for major tech companies.

GOOGL ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGNVDA ▼ REPRICINGAVGO ▼ REPRICINGTSM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ REPRICINGAAPL · FRESHAMD · PRICEDQCOM · REPRICINGMU · PRICEDwww.newsday.com ↗

According to reports, Microsoft is pulling out of China for good

Thu Aug-13 16:00:22regulatory65

Reports indicate Microsoft is fully withdrawing from China due to geopolitical risks and poor financial performance, while Apple accelerates manufacturing shifts to India and Tesla denies spinning off its China business.

MSFT · REPRICINGAAPL ▲ FRESHTSLA · PRICEDwww.gamereactor.eu ↗

SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check.

Thu Aug-13 15:50:28partnership65

Reports suggest Microsoft may partner with or fund SpaceX's rapidly expanding AI data center infrastructure, which already hosts Anthropic and aims for 10 gigawatts of capacity by next year.

MSFT ▲ REPRICINGNVDA ▲ FRESHGOOGL · REPRICINGAMZN · FRESHMETA · REPRICINGwww.nasdaq.com ↗

Swedish Union to Suspend Nearly Three-year Strike Against Tesla

Thu Aug-13 15:50:26regulatory65

The Swedish union has agreed to suspend its nearly three-year strike against Tesla, resolving a significant labor dispute.

TSLA ▲ REPRICINGwww.marketscreener.com ↗

UBS Expects AMD To Strike A Foundry Deal With Intel, As It Faces Perennial Underdog Status On Data Center Racks

Thu Aug-13 15:40:22analyst65

UBS analysts predict AMD will partner with Intel for foundry services due to TSMC capacity constraints, while Goldman Sachs forecasts AMD will remain significantly behind NVIDIA in data center rack shipments through 2028.

AMD ▼ PRICEDNVDA ▲ REPRICINGTSM ▼ REPRICINGGOOGL · FRESHAAPL · REPRICINGTSLA · REPRICINGwccftech.com ↗

Business | Aug 15th 2026 Edition

Thu Aug-13 15:40:22partnership85

Nvidia has formed partnerships with major financial firms including BlackRock and Goldman Sachs to channel $500 billion in third-party capital toward financing AI infrastructure built on Nvidia chips.

NVDA ▲ REPRICINGGOOGL · FRESHAMZN · FRESHMSFT · REPRICINGAVGO ▲ REPRICINGAMD ▲ PRICEDwww.economist.com ↗

Nvidia bulls may have a small problem on their hands

Thu Aug-13 15:30:29analyst65

Goldman Sachs analysts warn that elevated market expectations and recent price gains for Nvidia ahead of its August 26 earnings report could lead to a sell-the-news event despite strong fundamentals.

NVDA · FRESHAMD · PRICEDAVGO · REPRICINGSMCI · PRICEDTSM · REPRICINGfinance.yahoo.com ↗

Tesla's Robotaxi Reality Check: Time to Deliver

Thu Aug-13 15:30:23earnings85

Tesla reported Q2 2026 earnings with compressed operating margins of 1.4% and missed EPS expectations amid a costly pivot to autonomous mobility and AI.

TSLA ▼ REPRICINGGOOGL · FRESHMETA · REPRICINGNVDA · FRESHwww.nasdaq.com ↗

AI's Next Bottleneck Is Public Consent - EE Times

Thu Aug-13 15:20:54regulatory65

New York and Texas have implemented regulatory pauses and audits on hyperscale data center projects, creating potential bottlenecks for AI infrastructure expansion.

NVDA ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ FRESHMETA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ REPRICINGTSM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.eetimes.com ↗

Super Micro Computer Stock Surges Thursday: What's Driving the Move? - Super Micro Computer (NASDAQ:SMCI)

Thu Aug-13 15:10:53earnings85

Super Micro Computer reported Q4 earnings that significantly beat estimates and issued strong guidance for fiscal 2027, driving a surge in its stock price.

SMCI ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGwww.benzinga.com ↗

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