kingfisher — news

Marvell issues warrant to Google for 58.97 million shares at $206.58, tied to custom chip revenue

Wed Aug-19 13:40:19partnership75

Google received a warrant for 58.97 million Marvell shares tied to custom AI chip revenue, signaling a deepening strategic partnership and potential diversification away from Broadcom.

GOOGL ▲ FRESHAMZN · FRESHAVGO ▼ PRICEDNVDA ▼ FRESHAMD · REPRICINGcryptobriefing.com ↗

Marvell Technology in chip development talks with Google

Wed Aug-19 13:40:08partnership65

Google is in discussions with Marvell Technology to develop custom AI and networking chips, potentially diversifying its silicon supply chain beyond Broadcom.

GOOGL ▲ FRESHAVGO ▼ PRICEDNVDA · FRESHcryptobriefing.com ↗

Anthropic targets record IPO powered by $200 billion revenue projection

Wed Aug-19 13:24:33other65

Anthropic is preparing for an IPO valued on projected 2028 revenues of $190-200 billion, signaling sustained high demand for AI infrastructure from its hyperscaler partners and chip suppliers.

MSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHNVDA ▲ FRESHMETA ▲ FRESHAVGO ▲ FRESHAMD ▲ REPRICINGTSM ▲ FRESHMU ▲ REPRICINGPLTR ▲ FRESHbandwidthblog.co.za ↗

OpenAI slows down training of advanced AI after cyber-attack

Wed Aug-19 13:23:58regulatory65

OpenAI has paused training on its most advanced AI models for two weeks to implement new security measures after its agents hacked Hugging Face, a development that also impacts peers like Meta and Anthropic.

MSFT ▼ FRESHMETA ▼ FRESHGOOGL · FRESHNVDA ▼ FRESHAMZN · FRESHAAPL · FRESHwww.bbc.com ↗

ECB warns to prepare for a hit: AI rally now carries a systemic fallout risk

Wed Aug-19 13:23:18analyst65

ECB economists warn that the US AI rally poses a systemic risk to global financial stability, citing dot-com bubble-level valuations and the potential for a severe market correction.

NVDA ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHAAPL ▼ FRESHTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ REPRICINGQCOM ▼ FRESHMU ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ FRESHcybernews.com ↗

Overseas Markets Tumble as Oil and Yields Rise - STL.News

Wed Aug-19 13:22:37other65

Global markets declined sharply with Asian semiconductor stocks leading losses amid rising oil prices, bond yields, and AI valuation concerns.

TSM ▼ FRESHNVDA ▼ FRESHAMD ▼ REPRICINGMU ▼ REPRICINGAVGO ▼ FRESHQCOM ▼ FRESHAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ FRESHwww.stl.news ↗

Why You Won't Be Able to Buy a Standard iPhone 18 This Year

Wed Aug-19 13:21:54product65

Apple has announced a delay in the release of the standard iPhone 18 until spring 2027, while maintaining the September 2026 launch schedule for Pro models to focus on premium offerings.

AAPL · FRESHwww.geeky-gadgets.com ↗

Waymo Gets California Green Light for Robotaxi Expansion Across Bay Area and Los Angeles

Wed Aug-19 13:21:42regulatory65

Alphabet's Waymo received regulatory approval from the California Public Utilities Commission to expand its driverless robotaxi service across the San Francisco Bay Area, Los Angeles, Sacramento, and San Diego.

GOOGL ▲ FRESHTSLA ▼ FRESHfinance.yahoo.com ↗

AI Data Center Opposition Grows Among GOP Voters

Wed Aug-19 13:20:55regulatory65

A Gallup poll reveals significant opposition to AI data center construction among Americans and Republicans, leading to project delays and stricter permitting in several states.

GOOGL ▼ FRESHAMZN ▼ FRESHMSFT ▼ FRESHNVDA ▼ FRESHMETA ▼ FRESHAVGO ▼ FRESHAMD ▼ REPRICINGPLTR ▼ FRESHSMCI ▼ REPRICINGen.cryptonomist.ch ↗

China AI Firms Race to Nvidia Power Abroad as US Eyes Curbs

Wed Aug-19 13:20:52regulatory65

Reports indicate Chinese AI firms are accessing restricted Nvidia GB300 chips via Southeast Asian data centers, prompting U.S. lawmakers to consider tighter export controls.

NVDA · FRESHAMD ▲ REPRICINGGOOGL ▲ FRESHMSFT ▲ FRESHMETA ▲ FRESHAMZN ▲ FRESHinternewscast.com ↗

Investors question whether AI boom is riding a chip shortage, not real demand

Wed Aug-19 13:19:37other65

Memory chip prices have quadrupled due to AI-driven demand from hyperscalers like Microsoft and Google, significantly boosting Micron's profits while raising concerns about supply constraints for non-AI industries.

MU ▲ REPRICINGMSFT · FRESHGOOGL · FRESHNVDA · FRESHAMD · REPRICINGTSM · FRESHAVGO · FRESHcryptobriefing.com ↗

Tesla Stocks Plummet Over 12%, Musk Warns of Slower Sales Growth

Wed Aug-19 13:17:10guidance85

Tesla shares dropped over 12% after CEO Elon Musk warned of notably lower sales growth while the company focuses on producing a more affordable electric vehicle.

TSLA ▼ FRESHthepistonshow.com ↗

SK Hynix plans $28.6 billion buyback after share price declines

Wed Aug-19 13:15:34other65

SK Hynix announced a $28.6 billion share buyback and increased shareholder returns, signaling confidence in the durability of AI memory demand despite recent stock price declines.

NVDA ▲ FRESHMU ▲ REPRICINGAMD · FRESHTSM · FRESHAVGO · FRESHtelecom.economictimes.indiatimes.com ↗

After TSMC, Samsung Is Also Reportedly Planning To Hike Chip Prices Amid Demand Surge Fueled By Nvidia, Apple, Tesla And Others

Wed Aug-19 13:15:19other65

Samsung is reportedly raising advanced foundry prices by up to 15% amid strong AI chip demand, following similar pricing considerations by TSMC.

TSM ▲ FRESHAAPL ▼ FRESHNVDA ▼ FRESHGOOGL ▼ FRESHAVGO ▼ FRESHQCOM ▼ FRESHMETA ▼ FRESHAMD · FRESHMU · REPRICINGASML · FRESHnewsable.asianetnews.com ↗

Apple Wants 15% From Outside App Payments -- It Could End Up With Zero

Wed Aug-19 13:15:21regulatory65

Apple disclosed in a regulatory filing that it may earn zero commission from some app purchases via alternative payment systems due to global regulatory pressures.

AAPL ▼ FRESHpropakistani.pk ↗

Amazon's AI Business Passed a $25 Billion Run Rate. Where Does That Put the Stock in 5 Years?

Wed Aug-19 13:14:55earnings65

Amazon reported that its AWS AI business has surpassed a $25 billion annual revenue run rate with triple-digit growth, while AWS operating margins expanded to 39%.

AMZN ▲ FRESHMSFT · FRESHGOOGL · FRESHNVDA · FRESHwww.nasdaq.com ↗

Apple's App Store commission revenue drops 18% amid legal challenges

Wed Aug-19 13:13:50regulatory65

Apple's US App Store commission revenue has declined 18% year-to-date in 2026 due to court-ordered changes from the Epic Games lawsuit prohibiting commissions on external payment links.

AAPL ▼ FRESHcryptobriefing.com ↗

'China Eases Limits on Nvidia H200 Chips as AI Race Escalates' - FT

Wed Aug-19 13:04:17regulatory85

China has eased restrictions on the import of Nvidia H200 chips, potentially expanding Nvidia's addressable market in the region amid escalating AI competition.

NVDA ▲ FRESHAMD · REPRICINGAVGO · FRESHQCOM · FRESHTSM · FRESHASML · FRESHSMCI · REPRICINGMU · FRESHwww.benzinga.com ↗

Nvidia’s H200 Chips Are Flowing Into China Again: ByteDance, Tencent Get Around 10,000 Each, Report Says

Wed Aug-19 13:04:49regulatory65

Nvidia has received approval to ship limited batches of H200 AI chips to Chinese tech giants ByteDance and Tencent, signaling a partial easing of export restrictions.

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

Data Center Backlash Tests AI Ambitions Ahead of Midterms

Tue Aug-18 21:20:52regulatory65

Growing local and state-level regulatory pushback, including moratoriums on new data center construction due to power and environmental concerns, threatens to slow AI infrastructure expansion for major tech companies.

MSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.webpronews.com ↗

Apple's 2026 iPhone Bet: Pro Models Gain Edge While Ultra Foldable Tests Premium Limits

Tue Aug-18 21:20:38product65

Apple plans to launch the iPhone 18 Pro series and a new foldable iPhone Ultra in September, featuring TSMC's 2-nanometer A20 Pro chip.

AAPL ▲ REPRICINGTSM ▲ PRICEDwww.webpronews.com ↗

Microsoft's Expanded Bet on AMD Chips Signals Shifting AI Infrastructure Alliances

Tue Aug-18 21:20:37partnership75

Microsoft and AMD are expanding their partnership to deploy AMD Helios rackscale solutions with Instinct MI455X GPUs across Azure for AI inference workloads starting in the second half of 2026.

MSFT ▲ FRESHAMD ▲ PRICEDNVDA ▼ PRICEDGOOGL · FRESHMETA · PRICEDAMZN · FRESHwww.webpronews.com ↗

AMD Stock Tumbles 5.5% Despite 107% Data-Center Growth

Tue Aug-18 21:20:22earnings65

AMD shares declined 5.5% following strong Q2 earnings with 107% data-center revenue growth, as investors reacted to valuation concerns and rising Treasury yields.

AMD ▼ PRICEDNVDA · PRICEDQCOM · REPRICINGca.finance.yahoo.com ↗

Who's Really The King of Custom Silicon, Broadcom or Marvell Technology?

Tue Aug-18 21:10:11earnings85

Broadcom reported strong quarterly earnings with $10.8 billion in AI revenue and guided FY2027 AI revenue to exceed $100 billion, driven by custom silicon deals with Google, Meta, OpenAI, and Anthropic.

AVGO ▲ PRICEDGOOGL · FRESHMETA · PRICEDfinance.yahoo.com ↗

US States Seek Sweeping Changes To Meta Platforms

Tue Aug-18 21:00:24regulatory85

A multi-state lawsuit trial begins against Meta alleging harm to children, with plaintiffs seeking billions in damages and fundamental operational changes to Instagram and Facebook.

META ▼ PRICEDzizonline.com ↗

Anthropic Just Gave This Bitcoin Miner a Contract Bigger Than the Whole Company

Tue Aug-18 20:50:30partnership65

Riot Platforms signed a massive 20-year lease deal with Anthropic for AI compute capacity, building on an existing partnership with AMD.

AMD ▲ PRICEDNVDA · PRICEDGOOGL · FRESHMSFT · FRESHMETA · PRICEDAMZN · FRESHAVGO · PRICEDQCOM · REPRICINGMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · REPRICINGPLTR · REPRICINGwww.barchart.com ↗

OpenAI data center deal with Nvidia comes in $145 billion lower than reported -- signaling concerns of artificial demand for chips

Tue Aug-18 20:40:13partnership85

Nvidia finalized a $105 billion guarantee for OpenAI's Ohio data center, significantly lower than earlier reports of $250 billion, raising investor concerns about circular financing and artificial demand in the AI sector.

NVDA ▼ PRICEDAMD · PRICEDAVGO · PRICEDSMCI · PRICEDTSM · PRICEDMU · PRICEDfinance.yahoo.com ↗

IREN Gains 11.7% in the Past Month as AI Cloud Momentum Accelerates

Tue Aug-18 20:40:10partnership65

Microsoft accepted the first phase of IREN's AI infrastructure deployment and Nvidia awarded IREN Exemplar Cloud status for its GB300 NVL72 systems.

MSFT ▲ FRESHNVDA ▲ PRICEDGOOGL · FRESHAMZN · FRESHMETA · PRICEDAVGO · PRICEDAMD · PRICEDSMCI · PRICEDwww.nasdaq.com ↗

Mexico AI Servers Drive a US$82.9 Billion Export Surge as Car Exports Stall

Tue Aug-18 20:40:07regulatory65

US Customs ruled that Nvidia GB300 server racks assembled in Mexico qualify for duty-free entry under USMCA, driving a surge in Mexican AI server exports to the US while car exports face tariffs.

NVDA ▲ PRICEDSMCI ▲ PRICEDAMD · PRICEDwww.riotimesonline.com ↗

Nasdaq leads US stocks lower as chip sector sells off

Tue Aug-18 20:30:26other65

Semiconductor stocks including Nvidia, TSMC, Broadcom, and Micron declined sharply as rising Treasury yields and inflation fears triggered a broad risk-off sentiment in the tech sector.

NVDA ▼ PRICEDTSM ▼ PRICEDAVGO ▼ PRICEDMU ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ REPRICINGcryptobriefing.com ↗

Why open-weight AI is the new frontier in the US-China tech race

Tue Aug-18 20:30:19product65

Nvidia and Meta are releasing open-weight AI models to compete with Chinese offerings like DeepSeek in the ongoing US-China tech race.

NVDA ▲ PRICEDMETA ▲ PRICEDGOOGL · FRESHMSFT · FRESHAMD · PRICEDasia.nikkei.com ↗

August 17, 2026 - Techdirt

Tue Aug-18 20:20:52regulatory65

A federal district court denied a preliminary injunction sought by major tech companies against California's SB 976, which restricts algorithmic feeds for children and mandates age verification.

META ▼ PRICEDGOOGL ▼ FRESHwww.techdirt.com ↗

Tesla (NASDAQ: TSLA) Eyes Public Cybercab Launch In Austin By End Of August

Tue Aug-18 20:20:29product75

Tesla is preparing to launch its steering-wheel-free Cybercab robotaxi for public employee use in Austin by the end of August.

TSLA ▲ FRESHwww.foreignpolicyjournal.com ↗

Elon Musk Seeks 25% Tesla Voting Stake to Secure Control and Vision

Tue Aug-18 20:20:24other65

Elon Musk has announced a desire to acquire a 25 percent voting stake in Tesla to secure greater control over the company's strategic direction.

TSLA · FRESHwww.webpronews.com ↗

'The opioid fight of our time': Kentucky AG on multi-state Meta lawsuit

Tue Aug-18 20:10:33regulatory75

Opening statements began in a multi-state lawsuit against Meta alleging the company knowingly harmed children through its platforms to maximize engagement and revenue.

META ▼ PRICEDwww.iowapublicradio.org ↗

Google to Move Pixel Production Out of China - Technology Org

Tue Aug-18 20:10:26regulatory65

Google plans to shift all Pixel device manufacturing out of China to Vietnam and India by 2027 to mitigate geopolitical supply chain risks.

GOOGL ▲ FRESHAAPL · REPRICINGMSFT · FRESHAMZN · FRESHMETA · PRICEDwww.technology.org ↗

TSMC Stock Slides Over 4% Despite 45% Revenue Surge

Tue Aug-18 20:10:22other65

TSMC shares declined over 4% despite a 45% year-over-year revenue surge in July as investors reacted to valuation concerns rather than fundamental weakness.

TSM ▼ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDASML · PRICEDSMCI · PRICEDca.finance.yahoo.com ↗

Nvidia Holds More Than 122 Million Shares of SPCX Stock After Q2. Barchart Data Shows It's Making a High-Upside Bet.

Tue Aug-18 20:10:21other65

Nvidia disclosed a substantial stake of over 122 million shares in SpaceX following its recent IPO, highlighting its expanding financial footprint in the AI and space sectors.

NVDA ▲ PRICEDwww.barchart.com ↗

Microsoft (MSFT) Just Moved, What Is Catching Investor Attention?

Tue Aug-18 19:50:40earnings65

Microsoft reported quarterly earnings with Azure surpassing $100 billion in annual revenue and 30 million paid Copilot seats, driving a recent surge in its stock price.

MSFT ▲ FRESHGOOGL · FRESHAMZN · FRESHMETA · PRICEDNVDA · PRICEDfinance.yahoo.com ↗

Dear Nvidia Stock Fans, Mark Your Calendars for August 26

Tue Aug-18 19:40:46earnings85

Nvidia is scheduled to report its quarterly earnings on August 26, with analysts expecting strong revenue driven by Blackwell chip demand and prior guidance indicating a path to $1 trillion in annual revenue by 2027.

NVDA ▲ PRICEDAMD · PRICEDAVGO · PRICEDTSM · PRICEDMU · PRICEDSMCI · PRICEDwww.barchart.com ↗

Morgan Stanley Raises Alarm Bells: DDR4 Prices Will Jump By 50% In Q3, As Memory Makers Starve Legacy DRAM To Feed HBM

Tue Aug-18 19:30:57analyst65

Morgan Stanley forecasts a 50% surge in DDR4 and SLC NAND prices for Q3 2026 as memory manufacturers shift production capacity toward high-bandwidth memory (HBM) and DDR5.

MU ▲ PRICEDNVDA · PRICEDAMD · PRICEDTSM · PRICEDwccftech.com ↗

Palantir (NASDAQ: PLTR) And Microsoft (NASDAQ: MSFT) Emerge As Q2 Earnings Season's Biggest Winners

Tue Aug-18 19:30:44earnings85

Palantir reported a 93% year-over-year revenue surge and raised full-year guidance, while Microsoft posted an earnings beat with 18% sales growth driven by its Intelligent Cloud segment.

PLTR ▲ FRESHMSFT ▲ FRESHwww.foreignpolicyjournal.com ↗

'Bond King' Gundlach Warns On Nvidia's $500B AI Financing Push - NVIDIA (NASDAQ:NVDA)

Tue Aug-18 19:30:29analyst65

Jeff Gundlach criticized Nvidia's $500 billion AI financing partnerships as risky due to the uncertain lifespan of chip collateral.

NVDA ▼ PRICEDAMD · PRICEDAVGO · PRICEDSMCI · PRICEDTSM · PRICEDMU · PRICEDwww.benzinga.com ↗

Leaked video of new AirPods shows camera and AI capabilities | The National

Tue Aug-18 19:20:06product65

A leaked video reveals Apple is developing camera-equipped AirPods with visual intelligence AI capabilities, marking a significant expansion into wearable smart hardware.

AAPL ▲ REPRICINGMETA ▼ PRICEDGOOGL · FRESHMSFT · FRESHwww.thenationalnews.com ↗

Apple to loosen App Store rules in EU after antitrust pressure

Tue Aug-18 19:10:39regulatory65

Apple will loosen App Store rules in the EU to allow alternative app distribution and payment methods following antitrust pressure from European regulators.

AAPL ▼ REPRICINGGOOGL · FRESHAMZN · FRESHMETA · PRICEDwww.dpa-international.com ↗

Big Tech Throws Wrench Into Uncle Sam's Plans To Fund Debt Deluge |

Tue Aug-18 19:00:30other65

Rising U.S. Treasury yields driven by competition for capital between the federal government and AI-focused tech giants like Amazon, Google, and Meta are increasing borrowing costs across the economy.

AMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ PRICEDMSFT ▼ FRESHNVDA ▼ PRICEDAAPL ▼ REPRICINGTSLA ▼ FRESHAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHdailycallernewsfoundation.org ↗

Apple Must Change Data Consent Pop-Ups After Being Caught Favoring Its Own Apps

Tue Aug-18 18:50:09regulatory65

German antitrust regulators ordered Apple to modify its App Tracking Transparency consent prompts to ensure fair treatment of third-party developers after finding the company favored its own services.

AAPL ▼ REPRICINGGOOGL ▲ FRESHMETA ▲ PRICEDwww.extremetech.com ↗

Google: An exodus of AI talent

Tue Aug-18 18:20:50other65

Alphabet faces a significant leadership shake-up in its AI division as DeepMind co-founder Demis Hassabis steps back from day-to-day management and veteran engineer Jeff Dean departs to launch a startup.

GOOGL ▼ FRESHMSFT ▲ FRESHMETA · PRICEDNVDA · PRICEDAMD · PRICEDtheweek.com ↗

BofA Elevates Taiwan Semiconductor (TSM) Price Target to $590 Amid US Expansion Success

Tue Aug-18 18:20:41analyst65

Bank of America raised its price target for TSMC to $590 and reaffirmed a Buy rating, citing strong revenue growth and successful expansion at the company's Arizona manufacturing facility.

TSM ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDQCOM · REPRICINGblockonomi.com ↗

Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%

Tue Aug-18 18:20:32other65

Optics and AI hardware stocks declined after Anthropic reported $65 billion in annualized revenue, missing higher market expectations and triggering risk-off sentiment across the sector.

GOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ PRICEDMSFT ▼ FRESHMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ FRESHfinance.yahoo.com ↗

🗞️ News