kingfisher — news

Thu Sep-03 05:06:00

times in Europe/Lisbon

🗞️ News

AI's Memory Hunger Keeps DRAM Prices Sky High. Relief? Not Until 2028

Mon Jul-20 19:20:07other65

DRAM prices remain elevated through 2028 as AI demand for HBM constrains standard memory supply, benefiting Micron while potentially increasing costs for other semiconductor users.

MU ▲ PRICEDNVDA · FRESHAMD ▼ PRICEDAVGO ▼ PRICEDTSM · PRICEDwww.webpronews.com ↗

Fed's AI Inflation Alarm: Why Surging Data Centers May Force Rate Hikes

Mon Jul-20 19:20:07regulatory65

Federal Reserve officials warn that massive AI infrastructure spending is driving inflation, leading to expectations of higher interest rates and causing companies like Apple and Microsoft to raise consumer product prices.

AAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ FRESHNVDA ▼ FRESHAMD ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDwww.webpronews.com ↗

Microsoft adopts Kimi K3 to cut AI inference costs by $600M

Mon Jul-20 19:10:29product65

Microsoft is evaluating Moonshot AI's Kimi K3 model for its Copilot service, a move that could theoretically reduce inference costs by $600 million.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · FRESHAMZN · PRICEDNVDA · FRESHAMD · PRICEDcryptobriefing.com ↗

Jensen Huang's staggering $4 trillion bet shifts Nvidia

Mon Jul-20 19:10:29guidance65

Nvidia CEO Jensen Huang projected global annual data-center capital expenditure could reach $3 trillion to $4 trillion by the end of the decade, significantly exceeding Wall Street consensus estimates.

NVDA ▲ FRESHAMD ▲ PRICEDAVGO ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · FRESHTSM ▲ PRICEDMU ▲ PRICEDwww.thestreet.com ↗

Here's How Much Google Parent Alphabet's Stock Is Seen Moving After Earnings Wednesday

Mon Jul-20 19:10:29earnings65

Options pricing indicates Alphabet stock could swing up to 5% following its Q2 earnings report, with analysts focusing on AI spending efficiency and revenue growth.

GOOGL · PRICEDMSFT · PRICEDMETA · FRESHAMZN · PRICEDAAPL · PRICEDwww.investopedia.com ↗

Options Traders Bet $550M Against Tesla Ahead of Earnings

Mon Jul-20 19:10:29earnings65

Options traders are positioning for a decline in Tesla stock ahead of its Q2 earnings report amid concerns over weakening fundamentals and the unwinding of its proxy trade for SpaceX.

TSLA ▼ REPRICINGNVDA · FRESH247wallst.com ↗

Could Nvidia's Newest Partnership Unlock a Huge AI Growth Market?

Mon Jul-20 18:50:03partnership65

Nvidia and Palantir have formed a partnership to help government agencies build secure, sovereign AI systems.

NVDA ▲ FRESHPLTR ▲ PRICEDAMD · PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · FRESHAVGO · PRICEDwww.fool.com ↗

AMD's Big AI Moment: Why Wall Street Keeps Raising Price Targets - Advanced Micro Devices (NASDAQ:AMD)

Mon Jul-20 18:30:11analyst65

Six Wall Street analysts raised price targets for AMD ahead of its AI event, citing an expanded $1.5 trillion AI infrastructure market opportunity and the strategic shift to rack-scale systems.

AMD ▲ PRICEDNVDA · FRESHMSFT ▲ PRICEDAVGO ▲ PRICEDMU ▲ PRICEDwww.benzinga.com ↗

Iran: A Perfect Storm

Mon Jul-20 18:30:11other60

Escalating geopolitical tensions and potential mining of strategic straits by Iran pose significant supply chain and macroeconomic risks to the global technology sector.

TSM ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ FRESHMU ▼ PRICEDASML ▼ FRESHSMCI ▼ FRESHAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ REPRICINGMETA ▼ FRESHPLTR ▼ PRICEDwww.greanvillepost.com ↗

Apple Stock Price Prediction: Can July Earnings Push AAPL Past $5 Trillion?

Mon Jul-20 18:30:11earnings65

Apple is approaching a $5 trillion market capitalization ahead of its July 30 earnings report, with investors focused on whether fundamentals can support the valuation amid high expectations for iPhone 17 demand and Services growth.

AAPL · PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · REPRICINGNVDA · FRESHMETA · FRESHfinance.yahoo.com ↗

The bar for Tesla earnings is sky-high. Here's why and how options traders can capitalize

Mon Jul-20 18:20:06earnings65

Analysts warn that Tesla faces high expectations and competitive margin pressure from Rivian ahead of its Q2 earnings report, suggesting downside risk despite strong delivery numbers.

TSLA ▼ PRICEDwww.cnbc.com ↗

Big Tech Is Minting Cash -- But Amazon's Is Vanishing - Meta Platforms (NASDAQ:META), Amazon.com (NASDAQ:A

Mon Jul-20 18:00:18other65

Amazon's free cash flow has turned negative due to accelerated AI infrastructure spending, contrasting with the strong free cash flow generation of peers Microsoft, Alphabet, and Meta.

AMZN ▼ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDMETA ▲ FRESHwww.benzinga.com ↗

Market Indexes Play Favorites: Tech Wins, Industrials Sulk on Monday

Mon Jul-20 18:00:18product65

Alphabet shares rose 3% on reports of a new efficient AI chip called Frozen v2, triggering a broad rally in semiconductor and tech stocks.

GOOGL ▲ PRICEDMU ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDTSM ▲ REPRICINGAVGO ▲ PRICEDQCOM ▲ FRESHASML ▲ FRESHSMCI ▲ FRESHPLTR ▲ REPRICINGAAPL ▲ PRICEDMSFT ▲ PRICEDAMZN ▲ PRICEDMETA ▲ FRESHTSLA ▲ PRICEDwww.nasdaq.com ↗

AMD Stock Rises Overnight: Is Anthropic A New Customer? What A GitHub Code File Reportedly Reveals

Mon Jul-20 17:50:10partnership65

Reports indicate AMD is in the testing phase with Anthropic as a potential new customer, with code references suggesting a partnership announcement may occur at the upcoming Advancing AI conference.

AMD ▲ PRICEDMETA ▲ REPRICINGNVDA ▼ FRESHMSFT · PRICEDGOOGL · PRICEDnewsable.asianetnews.com ↗

Apple Reclaims World's Most Valuable Company Title at $4.9 Trillion

Mon Jul-20 17:50:10other85

Apple has overtaken NVIDIA to become the world's most valuable company as investors rotate away from AI infrastructure spending amid concerns about peak AI investment and competition from Chinese AI models.

AAPL ▲ PRICEDNVDA ▼ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGTSLA · PRICEDAVGO · PRICEDAMD · PRICEDQCOM · FRESHMU · PRICEDTSM · PRICEDASML · FRESHSMCI · FRESHPLTR · PRICEDfinance.yahoo.com ↗

Will Anthropic Boost Alphabet's Earnings to the Stratosphere?

Mon Jul-20 17:40:16earnings85

Analysts forecast Alphabet's Q2 earnings will show a massive EPS beat driven by an $80 billion unrealized gain from its stake in Anthropic, though investors are advised to focus on underlying Google Cloud performance.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · REPRICING247wallst.com ↗

Anthropic Wants Some of Meta's AI Computing Power and Offers $10 Billion for It

Mon Jul-20 17:30:23partnership75

Meta Platforms is in preliminary talks to lease $10 billion worth of AI computing power to Anthropic, marking a potential entry into the commercial cloud services market.

META ▲ REPRICINGMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA · PRICEDwww.androidheadlines.com ↗

Americans' $800 Laptop Budgets Are Colliding With a $1,600 Reality, PCMag Survey Finds

Mon Jul-20 17:30:23other65

Apple raised prices across its product lines due to unsustainable increases in memory and storage costs driven by AI infrastructure demand, creating a significant gap between consumer budgets and actual laptop prices.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGau.pcmag.com ↗

NVIDIA's Jensen Huang Brought A Distinctive Panache To His Charm Offensive In Japan: Ate Just About Everything While Saying "Delicious!"

Mon Jul-20 17:30:23partnership75

NVIDIA signed a multi-billion-dollar deal to supply Vera CPUs and Rubin GPUs for Japan's first national AI factory and partnered with METI on robotics initiatives.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO · PRICEDTSM ▲ PRICEDwccftech.com ↗

Amazon's AI Spending Is About to Face Its Most Important AWS Test Yet

Mon Jul-20 17:10:04earnings65

Analysts forecast Amazon's AWS revenue growth to accelerate to 35.5% in Q2, signaling that AI infrastructure investments are converting to revenue ahead of the July 30 earnings report.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHwww.marketbeat.com ↗

Apple's Fight With OpenAI Reveals a Risk Every Leader Should Take Seriously

Mon Jul-20 17:10:04regulatory65

Apple filed a lawsuit against OpenAI alleging a coordinated campaign of corporate espionage and trade secret theft involving the recruitment of engineers.

AAPL ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHNVDA · PRICEDAMD · PRICEDwww.inc.com ↗

EU Digital Markets Act Forces Google to Open AI on Android - Memeburn

Mon Jul-20 17:00:22regulatory65

The European Commission has ordered Alphabet to share search data with competitors and open core Android features to rival AI assistants under the Digital Markets Act.

GOOGL ▼ PRICEDAAPL ▼ PRICEDMETA · FRESHMSFT · PRICEDmemeburn.com ↗

China's Coast Guard Rehearses Blockade Tools as Taiwan Plans Counter-Drills

Mon Jul-20 17:00:22regulatory85

China's coast guard significantly increased maritime pressure and vessel queries around Taiwan, escalating geopolitical tensions that threaten the semiconductor supply chain centered on TSMC.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDASML ▼ FRESHSMCI ▼ FRESHAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ FRESHwww.techtimes.com ↗

Meta and SpaceX Release New AI Models Cheaper Than Claude

Mon Jul-20 16:50:17product65

Meta released a new cost-efficient AI model, Muse Spark, which undercuts competitors on price despite slightly lower performance scores, potentially pressuring rivals like Google and Microsoft.

META ▲ FRESHGOOGL ▼ PRICEDMSFT ▼ PRICEDNVDA · PRICEDAMD · PRICEDtech.co ↗

AMD Stock Alert: What to Know Ahead of Advanced Micro Devices' AI Event This Week

Mon Jul-20 16:50:17analyst65

Jefferies analyst Blayne Curtis maintains a Buy rating on AMD with a $615 price target ahead of its AI event, anticipating major customer announcements including potential deals with Anthropic, Meta, and Microsoft.

AMD ▲ PRICEDMETA · FRESHMSFT · PRICEDNVDA ▼ PRICEDGOOGL · PRICEDwww.barchart.com ↗

South Korea's Kospi drops nearly 5%

Mon Jul-20 16:40:12other65

South Korea's Kospi index dropped nearly 5% due to AI stock sell-offs and geopolitical tensions in the Strait of Hormuz, while TSMC shares rose 2% in Taiwan despite broader regional weakness.

TSM ▲ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDMU ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ FRESHSMCI ▼ FRESHASML ▼ REPRICINGwww.bizzbuzz.news ↗

AMD's Helios puts 72 GPUs and 31 terabytes of HBM4 in one rack. It is AMD's answer to Nvidia's NVL72.

Mon Jul-20 16:40:12product65

AMD unveiled its Helios rack-scale AI system featuring 72 MI455X GPUs and HBM4 memory, positioning it as a direct competitor to Nvidia's NVL72 with a mass production target of Q2 2027.

AMD ▲ PRICEDNVDA ▼ PRICEDMU ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAVGO · PRICEDQCOM · FRESHTSM · PRICEDASML · REPRICINGSMCI · FRESHthenextweb.com ↗

BlackRock Leads $12 Billion Financing for New Meta Data Centers in Texas

Mon Jul-20 16:40:12other65

BlackRock is leading a $12 billion debt financing deal to support Meta Platforms' new data center project in El Paso, Texas.

META ▲ FRESHwww.wsj.com ↗

Google Broke a 20-Year Funding Habit. How Will Its Stock React?

Mon Jul-20 16:40:12earnings75

Alphabet faces investor skepticism and a stock sell-off ahead of its Q2 earnings due to a reported delay in its Gemini 3.5 Pro model and a massive increase in AI capital expenditure guidance to $190 billion.

GOOGL ▼ PRICEDMSFT · PRICEDMETA · FRESHAMZN · PRICEDNVDA · PRICEDAMD · PRICEDbeincrypto.com ↗

Kimi K3 Wipes $3.3T From Chip Stocks: Moonshot Moves Toward Hong Kong IPO

Mon Jul-20 16:30:24other85

The release of China's Kimi K3 AI model triggered a $3.3 trillion selloff in global semiconductor stocks, pushing the Philadelphia Semiconductor Index into bear market territory.

NVDA ▼ REPRICINGAMD ▼ PRICEDTSM ▼ REPRICINGAVGO ▼ PRICEDMU ▼ PRICEDASML ▼ REPRICINGSMCI ▼ REPRICINGQCOM ▼ REPRICINGAAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ PRICEDMETA ▼ REPRICINGAMZN ▼ REPRICINGwww.techtimes.com ↗

Apple Sidesteps AI Spend Bubble So I Keep Buying

Mon Jul-20 16:30:24earnings65

Apple reported its eighth consecutive quarter of beating EPS estimates and authorized a new $100 billion share buyback while maintaining low capital expenditure compared to AI-focused peers.

AAPL ▲ PRICEDMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ REPRICINGNVDA ▼ REPRICINGMETA ▼ REPRICINGfinance.yahoo.com ↗

Security and AI news from the week beginning 13 July 2026

Mon Jul-20 16:20:12earnings85

TSMC reported strong Q2 2026 earnings with raised full-year guidance, while Apple briefly surpassed NVIDIA in market capitalization amid shifting investor sentiment.

TSM ▲ PRICEDNVDA ▼ PRICEDAAPL ▲ PRICEDMETA · REPRICINGMSFT · REPRICINGGOOGL · PRICEDAMZN · PRICEDAVGO · PRICEDAMD · PRICEDQCOM · FRESHMU · PRICEDASML · FRESHSMCI · FRESHPLTR · FRESHwww.enterprisetimes.co.uk ↗

AMD Stock Fans Get Ready for the July 22 AI Event

Mon Jul-20 16:20:12product65

AMD is expected to unveil new AI products and customer partnerships, including potential updates on the MI500 accelerator and Microsoft integration, at its July 22 Advancing AI event.

AMD ▲ PRICEDMSFT ▲ REPRICINGNVDA ▼ PRICEDAVGO · PRICEDGOOGL · PRICEDMETA · REPRICINGTSM ▲ PRICEDca.finance.yahoo.com ↗

3 stats that explain SpaceX's $1 trillion stock wipeout

Mon Jul-20 16:20:12other60

SpaceX shares have fallen below their IPO price following a rocket launch abort, erasing significant market value and negatively impacting sentiment for associated entities like Tesla.

TSLA ▼ PRICEDfinance.yahoo.com ↗

Intel's comeback bet: Apple, Nvidia and Washington are in, and Thursday's earnings decide if it worked

Mon Jul-20 16:20:12earnings85

Intel is set to report Q2 earnings following significant strategic developments including a manufacturing deal with Apple, a $5 billion investment from Nvidia, and partnerships with Microsoft, Amazon, and Google.

AAPL ▲ PRICEDNVDA ▲ PRICEDMSFT ▲ REPRICINGAMZN ▲ PRICEDGOOGL ▲ PRICEDTSM ▼ PRICEDAMD · PRICEDAVGO · PRICEDQCOM · FRESHMU · PRICEDASML · FRESHSMCI · FRESHPLTR · FRESHMETA · REPRICINGwww.winvestacrisps.in ↗

The App Store Freedom Act Is Worse Than A Price Control

Mon Jul-20 16:10:00regulatory65

The proposed App Store Freedom Act faces criticism for mandating third-party app stores and sideloading, which critics argue undermines platform property rights and could harm consumers.

AAPL ▼ PRICEDGOOGL ▼ PRICEDwww.forbes.com ↗

Tesla earnings review: 2 key things to watch

Mon Jul-20 16:00:11earnings65

Analysts preview Tesla's upcoming earnings report, highlighting Optimus robotics and self-driving technology as key investor focus areas alongside potential SpaceX merger speculation.

TSLA · PRICEDfinance.yahoo.com ↗

Meta Platforms Turns AI Power Scarcity Into a $10 Billion Cloud Bet

Mon Jul-20 16:00:11product65

Meta Platforms is pivoting to lease AI compute capacity to Anthropic, leveraging its infrastructure and power advantages to challenge established cloud hyperscalers.

META ▲ FRESHMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA · REPRICINGwww.marketbeat.com ↗

The AI Trade Faces Its Cash Flow Moment | FXCM UK

Mon Jul-20 15:50:18earnings60

Analysts emphasize that upcoming Big Tech earnings will serve as a critical test of whether AI infrastructure investments are generating durable cash flows and economic returns rather than just extending the spending cycle.

NVDA · PRICEDAMD · PRICEDAVGO · PRICEDTSM · FRESHASML · FRESHMU · PRICEDSMCI · FRESHMSFT · FRESHGOOGL · PRICEDMETA · FRESHAMZN · PRICEDAAPL · PRICEDQCOM · FRESHPLTR · FRESHTSLA · PRICEDwww.fxcm.com ↗

NVIDIA Vera Rubin targets post-training efficiency with one-quarter the GPUs of Blackwell

Mon Jul-20 15:50:18product65

NVIDIA published technical details on its Vera Rubin platform, emphasizing post-training efficiency and 'intelligence per dollar' as key metrics for next-generation AI infrastructure.

NVDA ▲ PRICEDAMD ▼ PRICEDGOOGL · PRICEDMETA · FRESHMSFT · FRESHAVGO · PRICEDTSM ▲ FRESHSMCI ▲ FRESHgcn.com ↗

Trump Trade: SpaceX in talks to provide Defense Department with AI capacity

Mon Jul-20 15:38:09regulatory65

Apple and the U.S. Department of Justice are in active early discussions to settle the 2024 antitrust lawsuit regarding the iPhone ecosystem.

AAPL ▲ PRICEDwww.tipranks.com ↗

The Real Engine Driving Qualcomm Stock Isn't A Smartphone

Mon Jul-20 15:38:09earnings65

Qualcomm's automotive segment reported record quarterly revenue of $1.3 billion with 38% year-over-year growth and forecasts further acceleration to 50% growth in the upcoming quarter.

QCOM ▲ FRESHwww.trefis.com ↗

Florida AG asks court to erase Tesla's $243M Autopilot crash verdict

Mon Jul-20 15:30:29regulatory65

Florida Attorney General and two other states have filed a brief asking a federal appeals court to overturn or significantly reduce a $243 million verdict against Tesla regarding a fatal Autopilot crash.

TSLA ▲ PRICEDelectrek.co ↗

Xi Jinping orders China to take over Taiwan by 2027

Mon Jul-20 15:30:29regulatory95

Reports indicate Chinese President Xi Jinping has ordered a takeover of Taiwan by 2027, escalating geopolitical tensions and posing severe risks to TSMC's operations and the global semiconductor supply chain.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDASML ▼ FRESHSMCI ▼ FRESHAAPL ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ REPRICINGexbulletin.com ↗

AP News Summary at 10:02 a.m. EDT

Mon Jul-20 15:20:15other65

Escalating US-Iran conflict and attacks on Gulf states have driven oil prices above $90, creating macroeconomic headwinds and supply chain risks for the global technology sector.

AAPL ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ FRESHNVDA ▼ REPRICINGMETA ▼ FRESHTSLA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ REPRICINGwww.kulr8.com ↗