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🗞️ News

Tech Giants' Profits Reveal Potential Vulnerability in the Stock Market

Fri Aug-14 16:00:15other65

Analysis reveals that a majority of Alphabet and Amazon's recent net income is derived from investment gains in AI startups like SpaceX and Anthropic, highlighting systemic circular dependency risks in the tech sector.

GOOGL ▼ FRESHAMZN ▼ FRESHMSFT ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ PRICEDTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ REPRICINGQCOM ▼ FRESHMU ▼ REPRICINGAAPL ▼ FRESHTSLA · REPRICINGdnyuz.com ↗

Data center audit lacks specifics as Abbott, industry leaders tout it

Fri Aug-14 16:00:16regulatory65

Texas Governor Greg Abbott has ordered a moratorium on new data center grid connections pending an audit, with major tech firms including Meta, Microsoft, and Amazon publicly supporting the review despite uncertainty regarding timelines and impact.

META ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHNVDA ▼ FRESHAVGO ▼ PRICEDSMCI ▼ FRESHPLTR ▼ REPRICINGwww.mysanantonio.com ↗

Google owner Alphabet's cloud division reports strongest quarterly growth yet

Fri Aug-14 15:50:39earnings85

Alphabet reported record Google Cloud growth and beat revenue estimates but shares fell after the company raised its 2026 capital expenditure guidance to $195bn-$205bn amid delays to its flagship AI model.

GOOGL ▼ REPRICINGMSFT · FRESHAMZN · REPRICINGMETA · REPRICINGNVDA ▲ REPRICINGAMD · PRICEDwww.engineersireland.ie ↗

Tesla vs. Alphabet: The Better Investment May Surprise You

Fri Aug-14 15:40:34earnings85

Tesla missed Q2 2026 earnings expectations with collapsing automotive margins while Alphabet significantly beat estimates driven by strong Google Cloud and Gemini growth.

TSLA ▼ REPRICINGGOOGL ▲ FRESH247wallst.com ↗

Tech stocks today: Shares climb higher with AI trade back on

Fri Aug-14 15:40:27earnings65

Super Micro Computer shares rose on strong earnings and guidance confirming AI demand, while Meta faces the start of jury selection in a multi-state social media lawsuit.

SMCI ▲ REPRICINGNVDA ▲ FRESHAMD ▲ PRICEDMETA ▼ FRESHfinance.yahoo.com ↗

Wolfe Research estimates Broadcom could see $200B in AI revenue by 2028

Fri Aug-14 15:31:13analyst65

Wolfe Research projects Broadcom could generate up to $200 billion in AI revenue by 2028 driven by its involvement in the XPV infrastructure financing vehicle.

AVGO ▲ PRICEDNVDA · FRESHAMD · PRICEDQCOM · FRESHcryptobriefing.com ↗

AI Spending Pushes Real Bond Yields Higher, Raising New Risks For Markets

Fri Aug-14 15:11:16other65

AMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHMSFT ▼ FRESHNVDA · FRESHAVGO · PRICEDAMD · PRICEDTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · REPRICINGQCOM · FRESHMU · PRICEDAAPL · FRESHTSLA · PRICEDwww.ibtimes.sg ↗

Elon Musk Says SpaceX Will Generate $1 Trillion in Revenue by 2030. Time to Buy the Stock?

Fri Aug-14 15:10:51guidance65

Elon Musk stated that SpaceX expects to reach $1 trillion in revenue by 2030, accelerating its previous target by one year.

TSLA ▲ PRICEDwww.fool.com ↗

AI Building Boom Needs $2 Trillion In Debt -- And Wall Street May Not Cover Half, Analyst Says

Fri Aug-14 15:10:14analyst65

Apollo's chief economist warns that the AI infrastructure buildout faces a $1 trillion financing gap as traditional bond markets may be unable to absorb the projected $2 trillion in debt required by major tech firms.

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Michael Burry Doubles Down on Oracle, Micron Nebius Shorts After Saying It's Like 'Shooting Fish in a Barrel'

Fri Aug-14 15:03:23analyst65

Investor Michael Burry disclosed increased short positions in Micron Technology and Nebius Group, predicting an AI compute glut by 2028.

MU ▼ REPRICINGNVDA ▼ REPRICINGAMD ▼ PRICEDSMCI ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ FRESHTSM ▼ FRESHASML ▼ FRESHwww.benzinga.com ↗

Q2 earnings wrap-up: Top stocks left to report that should be on your watchlist By Investing.com

Fri Aug-14 15:00:41earnings85

NVIDIA is scheduled to report Q2 earnings on August 26 with consensus expectations of $91.9 billion in revenue, serving as a critical bellwether for the AI infrastructure sector.

NVDA · REPRICINGAMD · PRICEDAVGO · PRICEDQCOM · FRESHMU · REPRICINGTSM · FRESHASML · FRESHSMCI · PRICEDAAPL · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHPLTR · REPRICINGwww.investing.com ↗

AMD and Anthropic Push AI Boundaries With Strategic Collaboration

Fri Aug-14 15:00:21partnership85

AMD announced a strategic partnership with Anthropic involving up to 2 gigawatts of MI450 GPUs and a potential $5 billion equity investment to optimize agentic AI workloads.

AMD ▲ PRICEDNVDA ▼ REPRICINGMSFT · FRESHGOOGL · FRESHMETA · FRESHAVGO · PRICEDQCOM · FRESHTSM ▲ FRESHMU ▲ REPRICINGSMCI ▲ PRICEDblockchain.news ↗

Google Buried Rival App Stores in Play Store Search: Judge Gives Week to Fix

Fri Aug-14 14:41:03regulatory65

A federal judge ordered Google to implement specific interface fixes in the Play Store within a week to stop hiding rival app marketplaces from search results.

GOOGL ▼ REPRICINGAAPL · REPRICINGwww.techtimes.com ↗

Tesla files plans for a $10.1B Texas solar plant | Fox Business Video

Fri Aug-14 14:40:41other65

Tesla has filed plans for a $10.1 billion solar manufacturing plant near Houston, Texas, to support its energy operations and leverage government subsidies.

TSLA ▲ PRICEDwww.foxbusiness.com ↗

AMD's Helios Rack Ships, Challenging Nvidia's Grip On AI Infrastructure That Powers Cloud Gaming - GamerHeadlines

Fri Aug-14 14:40:28product65

AMD has begun shipping its Helios AI server rack featuring MI300X accelerators, positioning it as a direct competitor to Nvidia in the data center market.

AMD ▲ REPRICINGNVDA ▼ FRESHgamerheadlines.com ↗

Goldman Sachs Pitches Nvidia GPU Bonds as Both Sole Structurer and Distributor

Fri Aug-14 14:40:20partnership85

Goldman Sachs has begun actively distributing Nvidia's $500 billion AI infrastructure financing bonds to institutional investors, marking the first confirmed step in executing the previously announced coalition deal.

NVDA ▲ FRESHMSFT · FRESHGOOGL · REPRICINGAMZN · FRESHMETA · REPRICINGwww.techtimes.com ↗

How Gemini 3.7 Flash Defeats GPT-5.6 Terra at Long Context

Fri Aug-14 14:30:57product65

Google DeepMind released Gemini 3.7 Flash, claiming superior performance in long-context tasks and code quality compared to OpenAI's GPT-5.6.

GOOGL ▲ FRESHMSFT ▼ FRESHMETA · FRESHAMZN · FRESHwww.geeky-gadgets.com ↗

Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41% As SK Hynix and Samsung Rally.

Fri Aug-14 14:30:53other65

SanDisk's strong Investor Day guidance on NAND margins and growth has triggered a rally in global memory stocks including SK Hynix and Samsung, creating positive sector sentiment for Micron Technology.

MU ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHTSM ▲ REPRICING247wallst.com ↗

Tim Cook's Final Act: A $60 Billion Bet On Texas. Here's What It Means For Apple Investors

Fri Aug-14 14:30:30other65

Apple announced a $60 billion manufacturing investment in Texas and confirmed Tim Cook will transition to Executive Chairman with John Ternus succeeding him as CEO.

AAPL ▲ FRESHfinance.yahoo.com ↗

CoreWeave Signals Sunny Skies for AI Infrastructure

Fri Aug-14 14:20:19earnings65

CoreWeave reported doubled revenue and raised its annual sales outlook to $13.2 billion, signaling strong demand for AI infrastructure and positively impacting peer Super Micro Computer.

SMCI ▲ FRESHNVDA ▲ FRESHMETA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHfinance.yahoo.com ↗

Meta gives up control of Chinese AI startup Manus after eight months

Fri Aug-14 14:10:58regulatory65

Meta has abandoned its acquisition of Chinese AI startup Manus after regulators in China blocked the deal due to export control concerns.

META ▼ FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHwww.computerworld.com ↗

Tesla ends 3-year strike in Sweden by throwing money at it

Fri Aug-14 14:10:57other65

Tesla ended a nearly three-year strike in Sweden by buying out the striking workers from the IF Metall union.

TSLA ▲ REPRICINGdnyuz.com ↗

'Tesla Nears Unveiling of Radical New ‘Flying’ Roadster' - The Information

Fri Aug-14 14:09:22product65

Tesla is nearing the unveiling of a new 'flying' Roadster model.

TSLA ▲ FRESHwww.benzinga.com ↗

New Street Upgrades Micron Technology to Buy From Neutral, Adjusts PT to $1,250 From $470

Fri Aug-14 14:00:46analyst65

New Street Research upgraded Micron Technology to Buy from Neutral and raised its price target to $1,250 from $470.

MU ▲ PRICEDNVDA · FRESHAMD · FRESHTSM · FRESHwww.marketscreener.com ↗

China Fears Affect Nividia and AMD in Very Different Ways

Fri Aug-14 14:00:44earnings85

NVIDIA and AMD reported strong earnings, but NVIDIA excluded China data center revenue from its outlook due to export bans while AMD showed minimal impact from geopolitical tensions.

NVDA ▼ FRESHAMD ▲ FRESHQCOM · FRESHAVGO · FRESH247wallst.com ↗

Nvidia (NVDA) Stock Climbs on LG Humanoid Robot Partnership Announcement

Fri Aug-14 13:40:28partnership65

Nvidia has signed a memorandum of understanding with LG Group to jointly develop humanoid and wheeled robots using Nvidia's Isaac GR00T model and Jetson Thor platform, targeting a Q1 2027 debut.

NVDA ▲ FRESHTSLA ▼ FRESHAMD · FRESHGOOGL · FRESHMETA · FRESHMSFT · FRESHAMZN · FRESHblockonomi.com ↗

NVIDIA's Optics Partners Crush CPO Delay Rumors, With Coherent's Scale-Out Revenue Starting Late 2026

Fri Aug-14 13:30:33product65

NVIDIA's co-packaged optics partners Lumentum and Coherent confirmed that CPO deployment schedules remain on track, refuting recent rumors of significant delays.

NVDA ▲ FRESHAMD · FRESHAVGO · FRESHQCOM · FRESHwccftech.com ↗

This week in AI: Big money backs the AI buildout

Fri Aug-14 13:30:29partnership85

Nvidia partnered with major financial firms to mobilize $500 billion for AI infrastructure financing, while Meta released the Muse Glimper open-weight model for local AI agent deployment.

NVDA ▲ FRESHMETA ▲ FRESHMSFT · FRESHGOOGL · FRESHAMD · FRESHAVGO · FRESHwww.forbesindia.com ↗

Apple vs Epic Games explained: Six years of legal war ends with a 15% commission offer

Fri Aug-14 13:20:35regulatory65

Apple proposes a 15% commission rate for external app transactions in a court filing to resolve its long-standing antitrust dispute with Epic Games.

AAPL ▼ FRESHwww.digit.in ↗

Here's What Jim Cramer Is Saying About Semis in August

Fri Aug-14 13:11:07earnings65

Jim Cramer highlights strong Q1 FY2027 earnings for NVIDIA and Q2 earnings for AMD, emphasizing their dominance in the AI semiconductor sector.

NVDA ▲ FRESHAMD ▲ FRESHAVGO · FRESHQCOM · FRESHMU · PRICEDTSM · FRESHASML · FRESHSMCI · REPRICINGPLTR · FRESH247wallst.com ↗

Strait of Hormuz shutdown chokes global helium supply threatening AI chip manufacturing

Fri Aug-14 13:04:01other75

Disruption in the Strait of Hormuz has cut off one-third of global helium supply, threatening semiconductor manufacturing processes that rely on helium for cooling lithography equipment.

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Apple may delay iPhone 18 to 2027, with a foldable iPhone reportedly taking the spotlight

Fri Aug-14 13:03:25product65

Reports indicate Apple may delay the standard iPhone 18 launch to early 2027 due to supply chain constraints, prioritizing premium models and a foldable iPhone Ultra for late 2026.

AAPL ▼ FRESHadaderana.lk ↗

3 AI Infrastructure Stocks Powering the Data Center Boom in August

Fri Aug-14 13:02:56earnings65

NVIDIA reported a 92% surge in Data Center revenue and Broadcom guided Q3 AI semiconductor revenue to $16 billion, highlighting strong growth in the AI infrastructure sector.

NVDA ▲ FRESHAVGO ▲ FRESHAMD ▲ FRESHSMCI ▲ REPRICINGTSM ▲ FRESHfinance.yahoo.com ↗

Zuckerberg's $250 Billion Louisiana Data Center Will Create Just 1,000 Jobs. That's $250 Million Spent Per Job

Fri Aug-14 13:01:54other65

Meta Platforms is expanding its AI infrastructure commitment in Louisiana with a confirmed $50 billion investment and potential total spending exceeding $250 billion for the Hyperion data center campus.

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

Why Venture Capital Funds Must Get Bigger To Compete

Fri Aug-14 13:01:25other85

Google's chief AI scientist Jeff Dean announced his departure after 27 years to co-found Discovery Loop, causing a significant drop in Alphabet's market capitalization.

GOOGL ▼ FRESHwww.financialsamurai.com ↗

Meta And Alphabet Offer Incredible Value And No One Cares

Fri Aug-14 13:01:08earnings65

An analysis highlights the attractive valuation of Meta and Alphabet following their Q2 2026 earnings reports, noting strong revenue growth in ads and cloud despite Meta's EPS miss due to legal charges.

META ▲ FRESHGOOGL ▲ FRESHMSFT · FRESHAMZN · FRESH247wallst.com ↗

Two Stocks Are Quietly Beating Nvidia, and Wall Street Wants Them 30% Higher | Editor's Pick Stock Market News

Fri Aug-14 13:01:03analyst65

Analysts highlight TSMC as a preferred stock over Nvidia ahead of Nvidia's earnings due to historical post-earnings volatility and margin concerns for Nvidia.

NVDA ▼ FRESHTSM ▲ FRESHcryptorank.io ↗

Nvidia got Groq's technology and talent. Now it's turning the rest of its former rival into a customer.

Fri Aug-14 13:01:00partnership65

Nvidia has partnered with former rival Groq to integrate Nvidia systems into GroqCloud, effectively turning a competitor into a customer and neutralizing competitive pressure in the AI chip market.

NVDA ▲ FRESHAMD ▼ FRESHGOOGL · FRESHMSFT · FRESHMETA · FRESHAMZN · FRESHdnyuz.com ↗

LiteLLM Supply Chain Hack Hit 2,488 Firms; Stolen Keys Still Work Five Months On

Fri Aug-14 13:01:00regulatory65

A supply chain attack on LiteLLM compromised credentials for 2,488 firms including Nvidia and Microsoft, with researchers confirming stolen keys remain active five months later.

NVDA ▼ FRESHMSFT ▼ FRESHwww.techtimes.com ↗

$900 Million To $94 Billion: Google Parent's Early Bet On SpaceX Results In 100x Windfall

Fri Aug-14 13:00:51other65

Alphabet's early investment in SpaceX has appreciated to approximately $94 billion, making it the largest disclosed institutional holder of the company following its IPO.

GOOGL ▲ FRESHwww.ndtvprofit.com ↗

Nvidia's Next-Gen Feynman AI Platform Is Ramping Up, Forcing TSMC to Race Ahead: Report

Fri Aug-14 13:00:35product65

Nvidia is accelerating development of its next-generation Feynman AI platform, prompting TSMC to fast-track advanced chipmaking and packaging capacity for a potential 2028 launch.

NVDA ▲ FRESHTSM ▲ FRESHAMD · FRESHAVGO · FRESHASML ▲ FRESHwww.benzinga.com ↗

Apple Makes Major AI Strategy Shift in China, Develops Own LLM With Alibaba’s Support in Bid to Counter Huawei: Report

Fri Aug-14 13:00:34partnership65

Apple is reportedly partnering with Alibaba to develop a China-specific AI model for Apple Intelligence to regain market share against Huawei.

AAPL ▲ FRESHGOOGL · FRESHMSFT · FRESHwww.benzinga.com ↗

'Apple Trains Its Own AI Model For China Market With Alibaba's Support, Sources Say' - Reuters Exclusive

Fri Aug-14 13:00:32product65

Apple is training a proprietary AI model for the Chinese market with support from Alibaba to navigate local regulatory requirements.

AAPL ▲ FRESHGOOGL · FRESHMSFT · FRESHMETA · FRESHwww.benzinga.com ↗

Berkshire Bought Alphabet Stock in Q2 -- and Maybe Microsoft Too

Thu Aug-13 21:20:15other65

Reports indicate Berkshire Hathaway acquired Alphabet stock in Q2 and potentially Microsoft shares as well.

GOOGL ▲ FRESHMSFT ▲ FRESHwww.barrons.com ↗

QUICK SPARK: Trump's Tariff Refunds Are Massive — And Hitting Balance Sheets

Thu Aug-13 21:17:55earnings65

Apple disclosed $2.2 billion in tariff refunds that boosted its recent quarterly earnings by 11 cents per share, while Amazon also received significant refunds.

AAPL ▲ FRESHAMZN ▲ FRESHwww.benzinga.com ↗

Why Is CoreWeave Stock Soaring Wednesday?

Thu Aug-13 20:40:18earnings65

CoreWeave raised its revenue guidance and AI compute prices, citing strong demand for NVIDIA infrastructure and significant backlog growth from customers like Meta and Microsoft.

NVDA ▲ FRESHMETA ▲ PRICEDMSFT ▲ REPRICINGGOOGL ▲ FRESHAMZN ▲ FRESHAMD ▲ REPRICINGSMCI ▲ PRICEDfinance.yahoo.com ↗

Anthropic has stacked $71 billion in chip-lease debt in 60 days and kept it off its books

Thu Aug-13 20:30:32partnership85

Anthropic has secured approximately $71 billion in off-balance-sheet financing for Google TPU hardware leases, with Broadcom backing the senior debt tranches.

GOOGL ▲ FRESHAVGO ▲ FRESHMSFT · REPRICINGAMZN · FRESHMETA · PRICEDNVDA · FRESHwww.wionews.com ↗

Big Tech Giant Heads To Trial After Court Says It Can't Hide Behind Controversial Law

Thu Aug-13 20:20:56regulatory65

Jury selection has begun in a multi-state lawsuit against Meta regarding addictive social media design after a court ruled Section 230 does not block the claims.

META ▼ PRICEDdailycaller.com ↗

CMA Scraps 27 Consumer Protection Rules After Government Installed Amazon Executive as Chair

Thu Aug-13 20:20:52regulatory65

The UK Competition and Markets Authority, now chaired by a former Amazon executive, has proposed scrapping over 80% of its consumer protection rules, significantly reducing regulatory burdens.

AMZN ▲ FRESHwww.techtimes.com ↗

Steve Eisman warns AI boom relies heavily on OpenAI and Anthropic

Thu Aug-13 20:20:35analyst65

Investor Steve Eisman warned that Big Tech AI revenue is dangerously concentrated in OpenAI and Anthropic, posing a significant risk to hyperscalers like Microsoft, Amazon, and Alphabet.

MSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHNVDA ▼ FRESHMETA ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDcryptobriefing.com ↗