kingfisher — news

Tue Sep-01 09:14:23

times in Europe/Lisbon

🗞️ News

Elon Musk made flying even worse so Palantir could profit

Tue Aug-18 13:03:58other65

Palantir is positioned to take over aspects of the U.S. air traffic control system following operational failures and lack of upgrades under Elon Musk's Department of Government Efficiency initiative.

PLTR ▲ FRESHwww.theverge.com ↗

DeepSeek Releases V4 Pro At 14x The Price Of Its Cheapest Model

Tue Aug-18 13:02:24product65

DeepSeek's launch of its premium V4 Pro model at significantly higher prices than its budget offerings validates the high cost of frontier AI infrastructure, countering previous narratives that threatened Nvidia's investment thesis.

NVDA ▲ REPRICINGAMD · PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGwww.forbes.com ↗

Meta Faces Landmark 29-State Trial Over Facebook and Instagram's Impact on Young Users

Tue Aug-18 13:01:57regulatory85

Meta faces a landmark trial with opening statements from a coalition of 29 U.S. states alleging its platforms harmed children's mental health and violated federal data laws.

META ▼ REPRICINGfinance.yahoo.com ↗

Apple's US App Store Commission Revenue Down 18% This Year

Tue Aug-18 13:01:26regulatory65

Apple's U.S. App Store commission revenue has declined 18% in 2026 due to regulatory changes and the Epic Games injunction allowing external payment links.

AAPL ▼ FRESHGOOGL · FRESHMETA · REPRICINGwww.macrumors.com ↗

Apple to launch iPhone 18 Pro, Pro Max in September: Know expected date, models of first foldable iPhone; check details here

Tue Aug-18 13:01:22product65

Apple is expected to launch the iPhone 18 Pro, Pro Max, and its first foldable iPhone in September 2026.

AAPL ▲ FRESHwww.dnaindia.com ↗

JPMorgan's Bill Eigen Warns the AI Boom Is Starting to Resemble the 2008 Housing Crash: 'What I'm Terrified of Is…'

Tue Aug-18 13:00:37analyst65

JPMorgan's Bill Eigen warns that the AI boom resembles a real estate cycle with dangerous duration mismatches in data center debt and decelerating growth acceleration.

NVDA ▼ REPRICINGMSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.benzinga.com ↗

China's Chip Revenue Hits Record $245 Billion As SMIC and CXMT Lead the Pack: ETFs to Watch

Tue Aug-18 13:00:30other65

China's semiconductor industry revenue reached a record $245 billion in 2025, driven by domestic leaders SMIC and CXMT, signaling increased competition for global chipmakers.

TSM ▼ PRICEDASML ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDMU ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDwww.benzinga.com ↗

Tesla Cybercab Launch Could Begin In This City Soon as Elon Musk-Led Company Prepares Driverless Vehicles for Public Roads: Report

Tue Aug-18 13:00:28product65

Tesla is reportedly preparing to launch its driverless Cybercab robotaxi service in Austin, Texas, potentially starting with employee rides on public roads as soon as this month.

TSLA ▲ REPRICINGwww.benzinga.com ↗

Michael Tsai - Blog - Apple Proposes 15% External Purchase Fee

Mon Aug-17 19:20:32regulatory65

The U.S. Supreme Court granted Apple a brief one-day stay in its legal dispute with Epic Games regarding App Store fee structures while it considers whether to hear the appeal.

AAPL ▼ FRESHmjtsai.com ↗

Nvidia Turned an AI Startup Bet Into a $21B Stake in SpaceX

Mon Aug-17 19:10:32other65

Nvidia's $10 billion investment in xAI has converted into a roughly $21 billion equity stake in SpaceX following an all-stock acquisition, highlighting Nvidia's strategy of linking hardware supply with strategic equity investments.

NVDA ▲ FRESHAMD · REPRICINGTSM · REPRICINGAVGO · REPRICINGwww.gadgetreview.com ↗

Microsoft's Maia 300 Chip Targets Nvidia's AI Dominance

Mon Aug-17 19:00:32product75

Microsoft is preparing to launch its Maia 300 AI accelerator in September and has initiated talks with TSMC to secure manufacturing capacity for over 300,000 units by 2027, aiming to reduce reliance on Nvidia.

MSFT ▲ PRICEDNVDA ▼ FRESHTSM ▲ REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · PRICEDAMD · FRESHwww.investing.com ↗

Stanley Druckenmiller, David Tepper, and Peter Thiel Just Made the Same AI Bet -- On One Stock

Mon Aug-17 19:00:21analyst65

Prominent investors Stanley Druckenmiller, David Tepper, and Peter Thiel significantly increased their Amazon holdings in Q2, citing strong AWS backlog growth and revenue acceleration.

AMZN ▲ REPRICINGMSFT · PRICEDGOOGL · FRESHca.finance.yahoo.com ↗

Super Micro's $72 Billion Bombshell Fuels Fresh Surge in AI Hardware Bets

Mon Aug-17 19:00:19guidance85

Super Micro Computer raised its fiscal 2027 revenue guidance to $65-72 billion and reported improved gross margins, signaling sustained demand for AI infrastructure.

SMCI ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHTSM ▲ REPRICINGMU ▲ PRICEDwww.webpronews.com ↗

Historic data indicates AI market correction is likely: ECB blog

Mon Aug-17 18:50:45analyst65

The European Central Bank warned that a market correction in U.S. technology stocks is likely due to excessive valuations driven by AI optimism.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ REPRICINGNVDA ▼ FRESHMETA ▼ PRICEDTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.dailysabah.com ↗

Apple Wins Major Relief in Antitrust Battle

Mon Aug-17 18:50:30regulatory65

Apple agreed to modify its App Tracking Transparency framework in Germany to resolve an antitrust investigation, requiring more comparable consent prompts for its own services and third-party apps across the EU.

AAPL ▼ FRESHGOOGL ▲ FRESHMETA ▲ PRICEDca.finance.yahoo.com ↗

S&P 500 options signal increased volatility ahead of Nvidia earnings and Jackson Hole symposium

Mon Aug-17 18:40:51earnings85

Options markets are pricing in significant volatility ahead of Nvidia's Q2 FY2027 earnings report and the Federal Reserve's Jackson Hole symposium.

NVDA · FRESHAMD · FRESHAVGO · REPRICINGTSM · REPRICINGMSFT · PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · PRICEDcryptobriefing.com ↗

Tesla asked for 5,000 Vegas robotaxis. Nevada approved 10

Mon Aug-17 18:40:52regulatory65

Nevada regulators approved only 10 robotaxis for Tesla's requested fleet of 5,000, significantly restricting the scale of its autonomous ride-hailing launch in Las Vegas.

TSLA ▼ FRESHwww.reviewjournal.com ↗

Wolfspeed, STMicro, and On Semiconductor rally as Nvidia's Vera Rubin ramp fuels power chip demand

Mon Aug-17 18:40:37product65

Nvidia's Vera Rubin AI platform has entered full production, driving increased demand for power semiconductors and confirming TSMC's role in manufacturing the GPUs.

NVDA ▲ FRESHTSM ▲ REPRICINGcryptobriefing.com ↗

White House confirms AI summit date for September 24

Mon Aug-17 18:31:01regulatory65

The White House confirmed a September 24 summit between President Trump and President Xi Jinping focused on artificial intelligence diplomacy.

NVDA · FRESHAMD · REPRICINGGOOGL · FRESHMSFT · PRICEDMETA · PRICEDAMZN · REPRICINGAVGO · FRESHQCOM · PRICEDTSM · REPRICINGASML · REPRICINGMU · PRICEDPLTR · FRESHSMCI · PRICEDcryptobriefing.com ↗

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

Mon Aug-17 18:30:47partnership65

AMD is partnering with Cerebras to combine Helios racks with CS systems for a throughput boost, while Nvidia's large Intel stake was disclosed.

AMD ▲ REPRICINGNVDA ▼ FRESHfinance.yahoo.com ↗

The AI Builders Are Real. But Many Who Created the Foundations Are Walking Out the Door

Mon Aug-17 18:20:41other65

Microsoft, Amazon, and Google reported strong cloud revenue growth and expanding backlogs despite the departure of key AI researchers from Alphabet and OpenAI.

MSFT ▲ PRICEDAMZN ▲ REPRICINGGOOGL · FRESHMETA · PRICEDNVDA · FRESHwww.webpronews.com ↗

Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

Mon Aug-17 18:20:20analyst65

Mizuho research indicates a stronger and faster ramp for Nvidia's Vera Rubin AI chips than expected, driving gains in power semiconductor stocks and highlighting benefits for Broadcom and Meta.

NVDA ▲ FRESHAVGO ▲ FRESHMETA ▲ PRICED247wallst.com ↗

Microsoft's Cloud Pitch Moved From Migrations To Meters

Mon Aug-17 17:50:30earnings65

Microsoft reported fiscal 2026 revenue surpassing $331 billion with cloud growth accelerating to 27%, driven by a strategic shift from migration-based sales to usage-based AI agent consumption.

MSFT ▲ PRICEDGOOGL · FRESHAMZN · REPRICINGNVDA · FRESHfinance.yahoo.com ↗

Bargain Hunting, AI Bets, and Bold CEOs: Reading the Final Wave of Q2 Earnings

Mon Aug-17 17:50:24earnings85

The article highlights Nvidia as a key focus for the final wave of Q2 earnings releases amidst a backdrop of selective consumer spending in the retail sector.

NVDA · FRESHwww.investing.com ↗

Jeff Gundlach says making AI chips an asset class looks like a market top

Mon Aug-17 17:50:21analyst65

DoubleLine Capital CEO Jeff Gundlach criticized Nvidia's $500 billion AI infrastructure financing initiative as a sign of a market top due to duration mismatch risks.

NVDA ▼ FRESHAMD · FRESHAVGO · REPRICINGTSM · REPRICINGMSFT · PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · PRICEDthenextweb.com ↗

Billionaires Stanley Druckenmiller, Seth Klarman, and David Tepper All Are Loading into Alphabet Stock. Buffett's Berkshire Is Also Buying.

Mon Aug-17 17:50:18analyst65

Major institutional investors including Berkshire Hathaway, Stanley Druckenmiller, Seth Klarman, David Tepper, and Dan Loeb significantly increased their positions in Alphabet stock in Q2 2026.

GOOGL ▲ FRESH247wallst.com ↗

Snap Drops 3% After Ninth Circuit Strips Away Its Immunity Shield, Reddit Eases

Mon Aug-17 17:40:48regulatory65

A Ninth Circuit Court of Appeals ruling stripping Section 230 immunity from social media platforms has caused shares of Meta and other sector peers to decline due to increased legal liability risks.

META ▼ PRICED247wallst.com ↗

Micron Technology (MU) Watches As A Major Customer Weighs Chinese Memory Chips

Mon Aug-17 17:40:41other65

Micron Technology faces potential competitive risk as Apple reportedly considers sourcing memory chips from Chinese suppliers despite US government pressure to avoid them.

MU ▼ PRICEDAAPL · FRESHfinance.yahoo.com ↗

2027 Could Be Memory's Worst Supply Year Yet, SK Hynix CEO Warns

Mon Aug-17 17:30:13other65

SK Hynix and Micron executives warn of a structural memory shortage through 2027 as AI demand for HBM displaces commodity DRAM supply, potentially raising costs for consumer electronics and hyperscalers.

MU ▲ PRICEDNVDA ▲ FRESHAMD · FRESHGOOGL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ FRESHMETA ▼ PRICEDwww.gadgetreview.com ↗

Morgan Stanley Drops Stark Stock Market Warning

Mon Aug-17 17:20:39analyst65

Morgan Stanley warns that hyperscalers face a widening financing gap for AI infrastructure despite strong projected returns, citing falling free cash flow estimates and widening credit spreads.

MSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ PRICEDNVDA · FRESHAVGO · REPRICINGfinance.yahoo.com ↗

Micron stock roars past $1,000 as investors pile in fast

Mon Aug-17 17:20:32other65

Micron shares surged past $1,000 in premarket trading, driven by strong demand for high-bandwidth memory chips used in AI infrastructure.

MU ▲ PRICEDNVDA · FRESHAMD · FRESHrollingout.com ↗

SpaceX Stock Is Everywhere: Google, Nvidia, AMD, Harvard Disclose Stakes

Mon Aug-17 17:16:23other65

Alphabet, Nvidia, and AMD disclosed significant equity stakes in SpaceX in their recent 13F filings, revealing major strategic investments in the aerospace company.

GOOGL ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHwww.benzinga.com ↗

Cursor Is Now Part Of SpaceX: Born At MIT

Mon Aug-17 17:10:32m&a85

SpaceX has completed a $60 billion all-stock acquisition of AI coding firm Cursor to integrate its technology with xAI and expand GPU infrastructure capacity.

TSLA ▲ FRESHNVDA ▲ REPRICINGMSFT · PRICEDGOOGL · FRESHMETA · PRICEDAMZN · FRESHwww.forbes.com ↗

Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers

Mon Aug-17 17:10:17earnings65

Microsoft and Alphabet reported strong cloud revenue growth and AI infrastructure investments that outpaced other hyperscalers in their latest quarters.

MSFT ▲ PRICEDGOOGL ▲ FRESHAMZN · FRESHMETA · PRICED247wallst.com ↗

Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments

Mon Aug-17 16:40:29regulatory65

SEC staff guidance confirming looser restrictions for data center securitizations supports Nvidia's $500 billion financing initiative by allowing deal sponsors to avoid certain risk retention rules.

NVDA ▲ FRESHAVGO · FRESHAMD · FRESHMSFT · PRICEDGOOGL · FRESHMETA · PRICEDAMZN · FRESHwww.cnbc.com ↗

Super Micro Computer Pulls Back 4%, Dell Falls 3% as DDR5 Patent Fight Hits AI Server Makers

Mon Aug-17 16:40:21regulatory65

Netlist filed an ITC complaint and federal lawsuit against Super Micro Computer and Micron alleging infringement of DDR5 memory module patents, causing shares of both companies to fall.

SMCI ▼ PRICEDMU ▼ PRICED247wallst.com ↗

AI Infrastructure Boom: Who Should Buy Vertiv and Who Should Buy Super Micro Computer

Mon Aug-17 16:30:50earnings65

Super Micro Computer reported Q4 revenue of $11.12 billion with a miss on consensus but strong year-over-year growth, while highlighting margin expansion despite cash burn concerns.

SMCI · PRICEDfinance.yahoo.com ↗

Micron's AI Boom Is a Utility Story Too. Here's the Power Angle Wall Street Isn't Pricing In.

Mon Aug-17 16:20:37earnings85

Micron reported record Q3 fiscal 2026 revenue of $41.5 billion, driven by AI demand for power-efficient HBM3E memory used in Nvidia and AMD accelerators.

MU ▲ PRICEDNVDA · REPRICINGAMD · REPRICINGwww.fool.com ↗

As Apple Builds Custom AI Models for China, Here's How to Play AAPL Stock

Mon Aug-17 16:20:33product65

Apple is reportedly developing a custom large language model for the Chinese market in collaboration with Alibaba to restore AI functionality on iPhones sold in China.

AAPL ▲ FRESHGOOGL · FRESHMSFT · PRICEDMETA · PRICEDwww.barchart.com ↗

Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?

Mon Aug-17 16:10:31analyst65

Tiger Global reduced holdings in Nvidia, Microsoft, and Alphabet while increasing its position in AMD, citing AMD's strong data center growth and strategic partnerships with Anthropic and Microsoft.

AMD ▲ REPRICINGMSFT ▼ PRICEDGOOGL ▼ FRESHNVDA ▼ FRESH247wallst.com ↗

Meta's Balance Sheet Hides $420B in Off-Balance-Sheet AI Debt: EY Flagged Largest Structure

Mon Aug-17 16:10:26other65

A Wall Street Journal analysis reveals Meta has approximately $420 billion in off-balance-sheet AI infrastructure commitments, significantly exceeding its reported debt, with auditors flagging the structure as a critical audit matter.

META ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · FRESHNVDA · FRESHwww.techtimes.com ↗

SanDisk Surges: Lutnick Bars Apple From Chinese Memory, NBM Locks $93.9B Floor

Mon Aug-17 16:10:24regulatory85

The US Commerce Secretary explicitly directed Apple to avoid purchasing memory chips from Chinese suppliers CXMT and YMTC, driving gains in Western memory stocks like Micron.

AAPL ▼ FRESHMU ▲ PRICEDNVDA ▲ FRESHAMD ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ REPRICINGTSM ▲ REPRICINGwww.techtimes.com ↗

Amazon AWS Q2 Results Silence AI Bubble Fears After 15% Share Surge

Mon Aug-17 16:10:20earnings85

Amazon reported strong Q2 earnings with AWS revenue up 36.7% and operating income rising 43%, driving a 15% surge in its stock price.

AMZN ▲ FRESHMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDNVDA ▲ FRESHwww.abcmoney.co.uk ↗

CXMT's Art of War Strategy in DRAM Market

Mon Aug-17 16:00:32other65

Chinese DRAM manufacturer CXMT is gaining market share and testing its memory chips for Apple devices in China, posing a competitive threat to incumbent suppliers like Micron.

AAPL ▼ FRESHMU ▼ PRICEDAMD · FRESHNVDA · FRESHQCOM · REPRICINGwww.chosun.com ↗

OpenAI's CFO says business revenue now beats its consumer side

Mon Aug-17 15:51:10other65

OpenAI reported that its enterprise revenue has surpassed consumer revenue, signaling strong B2B adoption and sustained infrastructure spending by hyperscaler partners.

MSFT ▲ PRICEDGOOGL ▲ REPRICINGAMZN ▲ FRESHMETA ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ REPRICINGTSM ▲ REPRICINGMU ▲ PRICEDwww.kentucky.com ↗

Meta Takes a Major New Approach to AI. What It Means for Investors.

Mon Aug-17 15:51:02product65

Meta is shifting its AI strategy by releasing open-weight models like Muse Spark 1.2 and introducing on-device AI capabilities to attract developers and expand its ecosystem.

META ▲ PRICEDGOOGL · REPRICINGMSFT · PRICEDAMZN · FRESHNVDA ▲ FRESHwww.barchart.com ↗

Google rumored to have partnered with AMD on TPU v10, as shipments of current generations revised down - report

Mon Aug-17 15:50:58partnership65

Reports indicate Google is partnering with AMD to develop its tenth-generation TPU chips while revising down near-term TPU shipment expectations due to advanced packaging constraints.

GOOGL ▲ REPRICINGAMD ▲ FRESHAVGO ▼ REPRICINGNVDA · FRESHTSM · REPRICINGwww.datacenterdynamics.com ↗

Nvidia Blackwell Demand Uptrend to Drive a Q2 Beat and Raise, Morgan Stanley Says

Mon Aug-17 15:50:44analyst65

Morgan Stanley predicts Nvidia will beat Q2 earnings expectations and raise guidance due to strong Blackwell demand.

NVDA ▲ FRESHAMD · FRESHAVGO · REPRICINGQCOM · REPRICINGwww.marketscreener.com ↗

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

Mon Aug-17 15:50:39partnership65

TSMC and Sony have finalized a $4.7 billion joint venture in Japan to manufacture next-generation CMOS image sensors, aiming to diversify supply chains and secure component access for mobile devices.

TSM ▲ REPRICINGAAPL · FRESHNVDA · FRESHAMD · FRESHQCOM · REPRICINGwww.investing.com ↗

Nvidia's $105bn Ohio guarantee covers buildings, not OpenAI

Mon Aug-17 15:40:39partnership85

Nvidia finalized a $105 billion residual value guarantee for data center infrastructure in Ohio to support OpenAI's expansion, securing exclusive chip supply rights and an equity stake in the project operator SB Energy.

NVDA ▲ REPRICINGAMD ▼ FRESHAVGO ▼ FRESHSMCI · PRICEDthenextweb.com ↗