kingfisher — news

GOOGL ▼ FRESHAMZN ▼ REPRICINGMSFT ▼ FRESHMETA ▼ FRESHAAPL ▼ FRESHNVDA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ FRESHwww.benzinga.com ↗

Berkshire Hathaway Raises Share Stake In Alphabet To 27.2M Class C Capital Stock

Mon Aug-17 13:00:30other65

Berkshire Hathaway has increased its stake in Alphabet to 27.2 million Class C shares.

GOOGL ▲ FRESHwww.benzinga.com ↗

AI Data Center Backlash Hits $130 Billion in Q1 Alone as Locals Block Hyperscaler Plans

Fri Aug-14 21:10:43regulatory65

Local opposition stalled or killed approximately $130 billion in AI data center projects in Q1 2026, creating a significant consent crisis for hyperscalers.

MSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAVGO ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ PRICEDwww.webpronews.com ↗

Tesla's 'Flying Roadster' May Debut This Month Alongside A Street Legal Version

Fri Aug-14 21:10:23product65

Tesla is reportedly preparing to showcase a second-generation Roadster featuring SpaceX-developed flying technology as early as this month.

TSLA ▲ FRESHwww.freedomsphoenix.com ↗

Micron Stock Upgraded to Buy as New Street Sees $2 Trillion Valuation Potential

Fri Aug-14 21:10:19analyst65

New Street Research upgraded Micron Technology to Buy with a $1,250 price target, citing a structural shift in the memory cycle driven by AI demand and projecting significant long-term cash flow growth.

MU ▲ PRICEDNVDA · FRESHAMD · PRICEDTSM · FRESHeconotimes.com ↗

Tesla (NASDAQ: TSLA) And SpaceX Merger Could Hand Elon Musk An $824 Billion Windfall, Ross Gerber Reacts

Fri Aug-14 21:00:31m&a65

Investor Ross Gerber highlighted that a potential merger between Tesla and SpaceX could trigger an $824 billion payout for Elon Musk under his compensation package.

TSLA · FRESHwww.foreignpolicyjournal.com ↗

U.S. Supreme Court clears path for App Store commission showdown as Apple must defend its rates in lower court

Fri Aug-14 20:40:29regulatory65

The U.S. Supreme Court denied Apple's request to pause proceedings in its antitrust dispute with Epic Games, allowing a lower court to determine permissible commission rates for external App Store transactions.

AAPL ▼ FRESHmacdailynews.com ↗

Micron Stock Jumps 2.1% as Memory Pricing Tightens Again

Fri Aug-14 20:20:42analyst65

KeyBanc forecasts significant DRAM and NAND price increases for the coming quarters, reinforcing a bullish outlook for Micron Technology amid tight supply and strong AI demand.

MU ▲ REPRICINGNVDA · FRESHAMD · PRICEDTSM · FRESHca.finance.yahoo.com ↗

CXMT Overtakes Tencent as AI Memory Demand Drives Chip Rally

Fri Aug-14 20:10:42other65

Chinese memory chipmaker CXMT has surpassed Tencent in market value amid surging AI memory demand, highlighting sector strength and geopolitical supply chain shifts relevant to global peers like Micron.

MU ▲ REPRICINGNVDA · FRESHAMD · PRICEDTSM · FRESHQCOM · FRESHwww.techrepublic.com ↗

Apple wants to charge up to a 15% commission on purchases outside the App Store in the U.S. | Game World Observer

Fri Aug-14 20:10:31regulatory65

Apple filed a court request to reinstate a commission of up to 15% on in-app purchases made outside the App Store, challenging a previous judicial prohibition.

AAPL ▼ FRESHGOOGL · FRESHMSFT · FRESHMETA · FRESHgameworldobserver.com ↗

Apple Proposes 15% App Store Fees for External US Purchases in Epic Games Case: how 14 outlets framed it | NewsCord

Fri Aug-14 20:10:30regulatory65

Apple proposed a tiered commission structure for external US App Store purchases in response to the Epic Games antitrust injunction, offering rates between 5% and 15% depending on developer program status.

AAPL ▼ FRESHGOOGL · FRESHMETA · FRESHnewscord.org ↗

Alphabet's SpaceX stake grew 100x to $94 billion

Fri Aug-14 20:10:24other65

Alphabet's stake in SpaceX has grown to approximately $94 billion following the aerospace company's recent IPO, making Alphabet its largest institutional holder.

GOOGL ▲ FRESHwww.billionaires.africa ↗

Investing.com's stocks of the week

Fri Aug-14 20:10:16earnings65

Super Micro Computer shares rallied following fourth-quarter results that beat earnings estimates and provided fiscal 2027 revenue guidance significantly above Wall Street expectations.

SMCI ▲ REPRICINGNVDA ▲ FRESHAMD ▲ PRICEDMU ▲ REPRICINGPLTR ▲ PRICEDfinance.yahoo.com ↗

What's next for Apple after Q3 earnings? (AAPL:NASDAQ) | Seeking Alpha

Fri Aug-14 19:50:40earnings85

Apple shares declined following a record Q3 2026 earnings beat due to cautious forward guidance and margin pressure concerns.

AAPL ▼ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHNVDA · FRESHseekingalpha.com ↗

What's next for Meta Platforms after this quarter's AI-driven selloff? (META:NASDAQ) | Seeking Alpha

Fri Aug-14 19:50:28earnings85

Meta Platforms shares fell following a mixed Q2 2026 earnings report characterized by surging AI infrastructure costs and a significant decline in free cash flow.

META ▼ FRESHGOOGL · FRESHAMZN · FRESHMSFT · FRESHAAPL · FRESHseekingalpha.com ↗

US Judge says Google Play Store isn't doing enough to help users find rival app stores

Fri Aug-14 19:41:05regulatory65

A US judge ordered Google to improve search functionality for rival app stores within the Play Store, citing ongoing non-compliance with antitrust remedies in the Epic Games case.

GOOGL ▼ FRESHAAPL · FRESHMSFT · FRESHAMZN · FRESHMETA · FRESHwww.androidcentral.com ↗

California opposes pausing enforcement of addictive-feed law | MLex | Specialist news and analysis on legal risk and regulation

Fri Aug-14 19:41:00regulatory65

The California attorney general opposed an injunction sought by Google and Meta to pause enforcement of the state's personalized-feed restrictions law.

GOOGL ▼ FRESHMETA ▼ FRESHwww.mlex.com ↗

Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird's $1,250 Call

Fri Aug-14 19:40:50analyst65

Broadcom shares fell after Bank of America highlighted $370 billion in potential AI infrastructure debt, while AMD rose on a Baird price target upgrade to $1,250.

AVGO ▼ PRICEDAMD ▲ PRICEDNVDA · FRESHfinance.yahoo.com ↗

How Serious Are Thousands of Addiction Lawsuits for Meta (META) and Snap (SNAP)?

Fri Aug-14 19:40:41regulatory65

A federal appeals court ruled that Section 230 does not grant immunity from being sued, allowing thousands of addiction-related lawsuits against Meta to proceed.

META ▼ FRESHfinance.yahoo.com ↗

Tesla sought permit for 5,000 robotaxis in Las Vegas. It got 10.

Fri Aug-14 19:20:39regulatory65

The Nevada Transportation Authority granted Tesla a robotaxi permit limited to only 10 vehicles with significant operational restrictions, far below the 5,000 requested.

TSLA ▼ FRESHwww.axios.com ↗

Meta's $27 Billion AI Risk Hides Off Balance Sheet

Fri Aug-14 19:20:32other65

Meta Platforms is utilizing off-balance-sheet joint ventures with Blue Owl Capital and BlackRock to fund approximately $41 billion in AI data center infrastructure, raising concerns about hidden financial liabilities.

META ▼ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHca.finance.yahoo.com ↗

Meta's $567 Million 'Public Nuisance' Ruling Could Spell Trouble For AI Chatbots

Fri Aug-14 19:00:42regulatory65

A New Mexico court ruled Meta's social media platforms constitute a public nuisance and ordered a $567 million abatement fund, setting a legal precedent that could extend to AI chatbot providers.

META ▼ FRESHwww.forbes.com ↗

NVIDIA Feynman GPU Rumored to Use TSMC A16, 3D Chiplets, Custom HBM and Co-Packaged Optics

Fri Aug-14 18:40:50product65

Reports indicate NVIDIA's future Feynman GPU architecture will utilize TSMC's A16 process node with advanced 3D chiplet integration and co-packaged optics.

NVDA ▲ FRESHTSM ▲ REPRICINGAMD · PRICEDAVGO · PRICEDASML ▲ REPRICINGwww.guru3d.com ↗

Apple Makes Crucial Move in China AI Race

Fri Aug-14 18:40:36product65

Apple is developing a China-specific AI model with assistance from Alibaba to overcome regulatory hurdles and compete with local rivals like Huawei in the Chinese market.

AAPL ▲ FRESHGOOGL · FRESHMSFT · FRESHMETA · FRESHfinance.yahoo.com ↗

Broadcom Plunges 5% as Its AI Boom Faces a $370 Billion Financing Question

Fri Aug-14 18:09:32analyst65

Broadcom shares dropped 5% amid analyst concerns regarding the sustainability of AI infrastructure financing.

AVGO ▼ PRICEDNVDA · FRESHAMD · PRICEDQCOM · FRESHTSM · REPRICINGwww.benzinga.com ↗

Nvidia Q2 Revenue Seen $3 Billion to $4 Billion Above Expectations, UBS Says

Fri Aug-14 18:00:21analyst65

UBS analysts project Nvidia's Q2 revenue will exceed consensus expectations by $3 billion to $4 billion.

NVDA ▲ FRESHAMD · PRICEDAVGO · PRICEDQCOM · FRESHTSM · REPRICINGMU · REPRICINGwww.marketscreener.com ↗

Anthropic IPO could exceed $2T, rival OpenAI with Cami Clark advising

Fri Aug-14 17:50:36other65

Anthropic has confidentially filed for an IPO with a potential valuation exceeding $2 trillion, backed by strategic investors Amazon and Google.

AMZN ▲ FRESHGOOGL ▲ FRESHMSFT · FRESHMETA · FRESHNVDA ▲ FRESHcryptobriefing.com ↗

Sony and TSMC's $4.7 Billion Venture Is About More Than Camera Sensors

Fri Aug-14 17:50:27partnership65

TSMC and Sony have executed a binding agreement to establish a $4.7 billion joint venture for semiconductor manufacturing in Japan, targeting commercial production by 2029.

TSM ▲ REPRICINGwww.marketbeat.com ↗

AI Memory Boom Is Causing 'Chipflation' -- And Your Next iPhone Could Cost More

Fri Aug-14 17:40:52analyst65

J.P. Morgan analysts project DRAM prices could rise over 400% through 2026 due to AI data center demand, potentially increasing costs for consumer devices like the iPhone.

MU ▲ REPRICINGAAPL ▼ FRESHfinance.yahoo.com ↗

The chip loophole | The weekly recap

Fri Aug-14 17:40:26regulatory65

US officials are investigating a loophole allowing Chinese AI firms to legally access Nvidia chips via overseas cloud rentals, raising the risk of stricter export controls on digital services.

NVDA ▼ FRESHAMD · PRICEDAVGO · PRICEDTSM · FRESHASML · FRESHQCOM · FRESHMU · REPRICINGSMCI · REPRICINGtriviumchina.com ↗

Anthropic backers eye $2 trillion valuation. Its projected Q2 revenue was $10.9B

Fri Aug-14 17:30:44other65

Anthropic's projected $2 trillion valuation is underpinned by massive multi-billion dollar compute commitments to AWS, Microsoft Azure, and Google/Broadcom infrastructure.

AMZN ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAVGO ▲ PRICEDNVDA ▲ FRESHMETA · FRESHwww.rdworldonline.com ↗

AMD (AMD) Stock Gains Momentum With Record $5B Bond Offering for AI Infrastructure

Fri Aug-14 17:00:36other65

AMD announced a record $5 billion bond offering to fund AI infrastructure expansion, citing strong demand commitments from major tech firms and projecting significant server revenue growth.

AMD ▲ PRICEDNVDA · FRESHAVGO · PRICEDQCOM · FRESHblockonomi.com ↗

Meta asks Supreme Court to reverse Nevada ruling letting addictive algorithms suit proceed | MLex | Specialist news and analysis on legal risk and regulation

Fri Aug-14 16:51:11regulatory65

Meta has petitioned the Supreme Court to reverse a Nevada ruling that allows a lawsuit regarding addictive social media algorithms to proceed.

META ▼ FRESHwww.mlex.com ↗

Enterprise SSDs now consume 48% of global NAND flash supply

Fri Aug-14 16:51:07other65

Enterprise SSDs now consume 48% of global NAND flash supply due to surging AI data center demand, signaling strong market conditions for memory manufacturers like Micron.

MU ▲ REPRICINGNVDA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHwww.techspot.com ↗

Nebius Auction-Goers Howl For Blackwell, Throwing Cash

Fri Aug-14 16:40:36other65

Auction data from Nebius indicates surging demand and record-high pricing for Nvidia Blackwell and legacy GPUs, signaling persistent strength in AI infrastructure spending.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · PRICEDSMCI · REPRICINGTSM · REPRICINGwww.forbes.com ↗

Berkshire CEO Greg Abel Closed a $6.8 Billion Acquisition of Homebuilder Taylor Morrison. Here's What It Signals About His Capital Allocation Style.

Fri Aug-14 16:30:16m&a65

Berkshire Hathaway CEO Greg Abel executed a $10 billion private placement investment in Alphabet stock alongside a $6.8 billion acquisition of homebuilder Taylor Morrison.

GOOGL ▲ FRESHwww.nasdaq.com ↗

Elon Musk's SpaceX gears up to take on rivals OpenAI, Anthropic with $60 billion acquisition of AI startup Cursor | Company Business News

Fri Aug-14 16:10:59m&a85

SpaceX has completed a $60 billion acquisition of AI coding startup Cursor to bolster its artificial intelligence capabilities against rivals OpenAI and Anthropic.

TSLA ▲ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHNVDA · FRESHwww.livemint.com ↗

Hard Left Turn - Nuclear Proliferation - Fraud & Waste - Conservative News & Right Wing News | Gun Laws & Rights News Site

Fri Aug-14 16:10:43product85

Tesla and SpaceX confirmed plans to build a $16.8 billion semiconductor megafactory in Texas, which will be the largest building in the world.

TSLA ▲ REPRICINGrightedition.com ↗

BofA Names 16 AI Stocks To Buy After Selloff, Micron Tops List - Micron Technology (NASDAQ:MU)

Fri Aug-14 16:10:21analyst65

Bank of America named Micron Technology as its top AI infrastructure pick with a $1,550 price target, citing an attractive risk-reward profile after the stock fell more than 20% from its highs.

MU ▲ PRICEDNVDA · FRESHAMD · PRICEDAVGO · PRICEDQCOM · REPRICINGTSM · FRESHASML · FRESHSMCI · REPRICINGPLTR · REPRICINGwww.benzinga.com ↗

Nvidia Market Cap Is Now $1 Trillion Above Apple as AI GPU Prices Surge

Fri Aug-14 16:10:10other65

Nvidia's market capitalization has surpassed Apple's by $1 trillion amid surging AI GPU demand and pricing, while Apple shares have declined.

NVDA ▲ FRESHAAPL ▼ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHAMD · PRICEDAVGO · PRICEDwww.tekedia.com ↗

Micron and 15 Other Stocks To Play The AI Buildout Race: They Are Still 20% Below Highs

Fri Aug-14 16:03:26analyst65

Bank of America upgraded its outlook for Micron Technology and identified it as a top pick among AI infrastructure stocks trading significantly below their highs.

MU ▲ REPRICINGNVDA · FRESHAMD · PRICEDAVGO · PRICEDSMCI · REPRICINGTSM · REPRICINGwww.benzinga.com ↗

OpenAI Annualized Revenue Tops $40 Billion Ahead of $1 Trillion IPO Push

Fri Aug-14 16:03:26other65

OpenAI's annualized revenue has surpassed $40 billion, driven by strong enterprise and consumer demand, despite falling AI model prices and increasing competition from Chinese rivals.

MSFT ▲ FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHNVDA ▲ FRESHAMD · PRICEDwww.benzinga.com ↗

We'd be the last ones to know whether an invasion of Taiwan is imminent: Michael Pillsbury | Fox Business Video

Fri Aug-14 16:00:26regulatory65

Rising geopolitical tensions and Chinese missile tests near Taiwan are causing market volatility for semiconductor stocks due to supply chain risks.

TSM ▼ REPRICINGNVDA ▼ FRESHAMD ▼ PRICEDQCOM ▼ FRESHAVGO ▼ PRICEDASML ▼ FRESHMU ▼ REPRICINGAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHSMCI ▼ FRESHPLTR ▼ REPRICINGwww.foxbusiness.com ↗

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 ↗

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