kingfisher — news

The bond market is going to burst the stock-market bubble

Thu Aug-20 20:30:37other65

An opinion piece argues that rising long-term interest rates and overextended valuations in the AI sector signal an imminent stock market bubble burst.

NVDA ▼ FRESHGOOGL ▼ REPRICINGMETA ▼ FRESHMSFT ▼ FRESHAMZN ▼ REPRICINGAAPL ▼ REPRICINGAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ FRESHTSLA ▼ PRICEDwww.morningstar.com ↗

Google Is Reportedly Working with AMD for Its New TPU. What This Means for AMD Stock.

Thu Aug-20 20:20:10partnership65

Reports indicate Google is collaborating with AMD to develop its next-generation TPU, potentially shifting custom AI chip development away from Broadcom and Intel.

AMD ▲ REPRICINGGOOGL · REPRICINGNVDA ▼ FRESHAVGO ▼ FRESHwww.barchart.com ↗

AI Server Boom Drives NAND Flash Revenue Up 77% to $68.87 Billion as Enterprise SSD Demand Surges

Thu Aug-20 20:10:47other65

NAND Flash revenue surged 77% quarter-over-quarter to $68.87 billion in Q2 2026 driven by AI server demand and tight supply, benefiting memory manufacturers like Micron.

MU ▲ PRICEDNVDA · FRESHAMD · REPRICINGGOOGL · REPRICINGMSFT · FRESHAMZN · REPRICINGMETA · FRESHTSM · FRESHinfotechlead.com ↗

NVIDIA Is Plotting Its China Comeback Via A New LPU-Based Inference Chip, As SMIC Rides US Export Controls To A Virtual China Monopoly

Thu Aug-20 20:10:42product65

NVIDIA is reportedly designing a new China-specific AI inference chip leveraging Groq's LPU technology to navigate US export restrictions and regain market share.

NVDA ▲ FRESHAMD · REPRICINGQCOM · FRESHTSM · FRESHwccftech.com ↗

ASML Gains as TSMC's Spending Forecast Hits $85 Billion

Thu Aug-20 20:10:16guidance75

TSMC's projected 2027 capital expenditure of up to $85 billion signals sustained demand for advanced semiconductor manufacturing equipment, directly benefiting supplier ASML and the broader chip sector.

ASML ▲ FRESHTSM ▲ FRESHNVDA ▲ FRESHAMD ▲ REPRICINGMU ▲ PRICEDAVGO ▲ FRESHQCOM ▲ FRESHca.finance.yahoo.com ↗

Nvidia might go Hulk mode, as Jefferies expects Q2 revenue to smash estimate by $3B | Seeking Alpha

Thu Aug-20 19:40:33analyst65

Jefferies forecasts Nvidia will report a record $95 billion in Q2 revenue, significantly beating consensus estimates, while warning of potential circular financing concerns.

NVDA ▲ FRESHAMD · REPRICINGAVGO · FRESHQCOM · FRESHTSM · FRESHMU · REPRICINGseekingalpha.com ↗

Waymo Opens Generation 6 Self-Driving Vehicles to All App Users in 3 Cities

Thu Aug-20 19:20:39product65

Waymo has expanded access to its cost-reduced Generation 6 self-driving vehicles to all app users in Phoenix, San Francisco, and Austin, marking a significant scaling milestone for Alphabet's autonomous ride-hailing service.

GOOGL ▲ REPRICINGTSLA ▼ PRICEDwww.webpronews.com ↗

Super Micro Computer (NASDAQ: SMCI) Nearly Doubles Revenue To $39 Billion In Fiscal 2026, Targets Full Data Center Dominance

Thu Aug-20 19:20:37earnings85

Super Micro Computer reported fiscal 2026 revenue of $39.1 billion, nearly doubling year-over-year, with Q4 non-GAAP EPS of $1.70 and a record backlog exceeding $60 billion.

SMCI ▲ FRESHNVDA · FRESHAMD · FRESHAVGO · FRESHwww.foreignpolicyjournal.com ↗

Amazon Falls as $53.4 Billion AI Gain Faces Scrutiny

Thu Aug-20 19:10:30earnings65

Amazon shares declined as investors scrutinized a $53.4 billion non-operating gain from its Anthropic investment despite strong underlying AWS revenue growth.

AMZN ▼ PRICEDGOOGL · REPRICINGMSFT · FRESHMETA · REPRICINGfinance.yahoo.com ↗

2 AI Stocks, 1 Winner: Which Has More Upside?

Thu Aug-20 19:10:15earnings65

Broadcom reported record quarterly revenue driven by a 143% surge in AI silicon sales and secured major gigawatt-scale XPU deals with Google, OpenAI, and Meta.

AVGO ▲ FRESHGOOGL · REPRICINGMETA · REPRICINGfinance.yahoo.com ↗

A Day Of Reckoning Arrives For U.S. Treasuries Just As The U.S. National Debt Reaches $40,000,000,000,000

Thu Aug-20 19:00:49other65

The U.S. national debt has surpassed $40 trillion for the first time, causing Treasury yields to spike and raising concerns about borrowing costs.

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Everyone Hates Data Centers | Worth

Thu Aug-20 18:50:52regulatory65

Rising political opposition and regulatory moratoriums on AI data center construction in multiple US states threaten to delay or block billions in infrastructure spending.

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Alphabet Just Made a $200 Billion Infrastructure Move: Here Is What It Means for Investors

Thu Aug-20 18:50:19guidance65

Alphabet raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion, primarily to fund data center infrastructure for AI development.

GOOGL ▲ REPRICINGMSFT · FRESHAMZN · REPRICINGMETA · FRESHfinance.yahoo.com ↗

Alphabet's Waymo Has Built A Custom Chip For Its Robotaxis

Thu Aug-20 18:40:36product65

Alphabet's Waymo has developed and is producing a custom ASIC chip for its robotaxi fleet to improve performance and reduce reliance on third-party suppliers like Nvidia and AMD.

GOOGL ▲ REPRICINGNVDA ▼ FRESHAMD ▼ FRESHTSLA · PRICEDAMZN · REPRICINGwww.ndtvprofit.com ↗

Amazon's AWS backlog reaches $496B as cloud giant eyes trillion-dollar revenue milestone

Thu Aug-20 18:20:06earnings85

Amazon reported a massive $132 billion sequential increase in AWS backlog to $496 billion and raised full-year capital expenditure guidance to $220 billion to support AI infrastructure demand.

AMZN ▲ REPRICINGMSFT · FRESHGOOGL · REPRICINGMETA · FRESHcryptobriefing.com ↗

'Nvidia Plots China Comeback With New AI Chip' - The Information

Thu Aug-20 18:05:29product75

Nvidia is developing a new AI chip specifically designed to comply with US export restrictions and regain market share in China.

NVDA ▲ FRESHAMD · FRESHQCOM · REPRICINGAVGO · FRESHwww.benzinga.com ↗

DDR5 Prices Now 486% of 2025 Base as AI Squeezes DRAM

Thu Aug-20 18:00:48other65

DDR5 memory prices have surged to nearly 500% of 2025 baselines due to AI-driven manufacturing capacity shifts toward HBM and server DRAM, creating a supply shortage that supports memory manufacturer earnings.

MU ▲ PRICEDNVDA · FRESHAMD · FRESHTSM · FRESHfinancefeeds.com ↗

Traders: It's Time to Examine These Nvidia ETFs

Thu Aug-20 17:40:46earnings85

Nvidia is scheduled to report its fiscal second-quarter earnings on August 26, with analysts anticipating a beat-and-raise scenario driven by strong hyperscaler capital expenditure trends.

NVDA · FRESHAMD · FRESHAVGO · FRESHQCOM · REPRICINGTSM · FRESHMU · PRICEDASML · FRESHSMCI · REPRICINGwww.etftrends.com ↗

Warren Buffett and Greg Abel have a $175B warning for Wall Street

Thu Aug-20 17:40:17other65

Berkshire Hathaway's Q2 2026 filing reveals a $17 billion purchase of Alphabet shares by Greg Abel, marking a significant shift after fourteen consecutive quarters of net equity sales.

GOOGL ▲ FRESHwww.thestreet.com ↗

Qualcomm Q3 Results Put Auto Growth and Handset Weakness in Focus

Thu Aug-20 17:20:24earnings65

Qualcomm reported mixed Q3 fiscal 2026 results with revenue beating estimates but earnings missing due to handset weakness, while automotive revenue surged 61% to a record high.

QCOM · FRESHNVDA ▲ FRESHAMD ▲ FRESHTSM ▲ FRESHfinance.yahoo.com ↗

Super Micro completes investigation, finds no management knowledge of Nvidia chip diversion scheme

Thu Aug-20 17:10:25regulatory85

Super Micro Computer's independent investigation cleared current senior management of knowledge regarding an alleged Nvidia chip diversion scheme to China and affirmed the reliability of prior financial statements.

SMCI ▲ PRICEDNVDA · FRESHcryptobriefing.com ↗

Samsung lifts foundry prices up to 15% on new 4/5nm orders

Thu Aug-20 17:10:21other65

Samsung has raised prices by approximately 15% for new orders on its 4nm and 5nm foundry services due to tight supply and strong demand for advanced-node silicon.

TSM ▲ FRESHNVDA · FRESHAMD · REPRICINGQCOM · REPRICINGAVGO · FRESHAAPL · FRESHcryptodaily.co.uk ↗

Broadcom’s AI Competition Fears Look Overblown: Analyst

Thu Aug-20 17:10:11analyst65

JPMorgan reiterated an Overweight rating on Broadcom, projecting fiscal 2026 AI revenue to exceed $56 billion and confirming the stability of its multi-generation TPU partnership with Google.

AVGO ▲ FRESHGOOGL · REPRICINGwww.benzinga.com ↗

AI chats trigger targeted ads across tech giants

Thu Aug-20 17:01:18product65

Google and Meta are integrating targeted advertisements into their generative AI services, expanding monetization strategies similar to OpenAI's recent ad rollout.

GOOGL ▲ REPRICINGMETA ▲ FRESHwww.chosun.com ↗

Meta Stock Sinks 32%, but Analysts See a 38% Rebound

Thu Aug-20 17:00:39guidance85

Meta Platforms stock declined significantly after issuing Q3 revenue guidance below Wall Street estimates due to heavy AI infrastructure spending concerns.

META ▼ FRESHGOOGL · REPRICINGAMZN · REPRICINGMSFT · FRESHAAPL · FRESHNVDA · FRESHwww.barchart.com ↗

The Future Is Here: Driverless Cars & Robots the Cost of a Used Car

Thu Aug-20 17:00:33product65

Elon Musk announced pricing and timeline details for Tesla's fully autonomous vehicles and Optimus humanoid robots, targeting mass market adoption by 2026.

TSLA ▲ REPRICINGNVDA · FRESHGOOGL · REPRICINGwww.independentsentinel.com ↗

Amazon's 60-Minute Drone Delivery Is Coming To 500 Cities

Thu Aug-20 17:00:20product65

Amazon announced a major expansion of its Prime Air drone delivery program to nearly 500 US cities by the end of the year.

AMZN ▲ REPRICINGwww.ubergizmo.com ↗

Palantir Is Growing Faster Than Almost Anyone Expected. Can the Stock Keep Up?

Thu Aug-20 17:00:11earnings85

Palantir reported Q2 FY26 earnings with EPS beating estimates by 46% and U.S. commercial revenue surging 149%, leading to a raised full-year revenue guidance.

PLTR ▲ FRESHNVDA · FRESHMSFT · FRESHGOOGL · REPRICINGMETA · FRESHAMZN · REPRICINGfinance.yahoo.com ↗

Amazon's AI Agents Take Over the Office: From Shopping Conversations to Autonomous Security Fixes

Thu Aug-20 17:00:03product65

Amazon reported that its AI shopping assistant Rufus drove $12 billion in annualized sales and highlighted the growth of its advertising business to nearly $20 billion.

AMZN ▲ REPRICINGGOOGL · REPRICINGMETA · FRESHMSFT · FRESHwww.webpronews.com ↗

Breakingviews - Google deal gets Marvell only so far to $1 trln

Thu Aug-20 16:59:53partnership65

Alphabet's Google has struck a multi-billion dollar partnership with Marvell Technology to supply networking and memory components for its custom AI chips, including warrants worth up to $12.2 billion.

GOOGL ▲ REPRICINGNVDA · FRESHAVGO ▼ FRESHwww.reuters.com ↗

Meta stock reels as trillion-dollar child addiction trial collides with its huge AI spending

Thu Aug-20 16:59:30regulatory85

Meta Platforms faces a multi-state lawsuit alleging social media addiction harms to children with potential penalties up to $1.4 trillion, causing significant stock pressure.

META ▼ FRESHGOOGL · REPRICINGMSFT · FRESHAMZN · REPRICINGAAPL · FRESHwww.latimes.com ↗

Micron's Biggest Risk Is Written In Its Construction Budget

Thu Aug-20 16:58:50other65

Micron Technology is committing approximately $27 billion to capital expenditures in fiscal 2026 for new fabrication facilities, raising concerns about free cash flow sustainability despite strong current performance.

MU ▼ PRICEDNVDA · FRESHAMD · FRESHQCOM · REPRICINGTSM · FRESHfinance.yahoo.com ↗

QCOM Falls 30.6% in 3 Months as Handset Risks Challenge Auto Growth

Thu Aug-20 16:58:43earnings75

Qualcomm reported a 20% decline in handset revenues and reduced iPhone share assumptions due to Apple's internal modem adoption, offset partially by strong automotive growth.

QCOM ▼ REPRICINGAAPL ▲ FRESHfinance.yahoo.com ↗

Global Humanoid Hardware, U.S.-Controlled Brains

Thu Aug-20 16:58:17product65

NVIDIA demonstrated that its platform powers the AI systems for over 20 global humanoid robot manufacturers, reinforcing its dominance in robotics infrastructure.

NVDA ▲ FRESHTSM · FRESHAMD ▼ FRESHGOOGL · REPRICINGMSFT · FRESHMETA · FRESHAMZN · REPRICINGAVGO · FRESHQCOM · REPRICINGwww.chosun.com ↗

Tesla's Robotaxi fleet might finally be driving around Austin unsupervised - Engadget

Thu Aug-20 16:58:07product65

Reports indicate Tesla's Robotaxi fleet in Austin is now operating fully unsupervised, marking a significant milestone ahead of the Cybercab launch.

TSLA ▲ REPRICINGwww.engadget.com ↗

Waymo Launches 5nm ASIC Chip

Thu Aug-20 15:25:25product65

Waymo has launched a new 5nm ASIC chip for its autonomous driving systems.

GOOGL ▲ FRESHNVDA ▼ FRESHAMD · REPRICINGwww.benzinga.com ↗

Micron Unveils $10 Billion Research Labs To Advance Memory and AI

Thu Aug-20 15:05:17product65

Micron Technology announced a $10 billion investment in new research laboratories dedicated to advancing memory and AI technologies.

MU ▲ FRESHNVDA · REPRICINGAMD · REPRICINGTSM · FRESHwww.benzinga.com ↗

Super Micro Compute Completes Independent Internal Investigation Of March 2026 Indictment Of Three Former Associates; Will Continue To Combat Diversion And Uphold Standards Of Compliance

Thu Aug-20 14:15:02regulatory65

Super Micro Computer completed an independent internal investigation regarding a March 2026 indictment of three former associates and affirmed its commitment to compliance standards.

SMCI ▲ REPRICINGwww.benzinga.com ↗

Meta has Become One of Microsoft's Biggest AI Customers

Thu Aug-20 13:09:23partnership65

Meta Platforms has emerged as one of Microsoft's largest AI customers, signaling a significant expansion of their strategic partnership in artificial intelligence infrastructure.

META ▲ FRESHMSFT ▲ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA · FRESHwww.marketscreener.com ↗

Meta has quietly become one of Microsoft's largest AI customers - CNBC TV18

Thu Aug-20 13:09:23partnership65

Meta has become one of Microsoft's largest AI customers, spending hundreds of millions annually on Azure access for AI model consumption.

MSFT ▲ FRESHMETA · FRESHGOOGL ▼ FRESHAMZN ▼ FRESHwww.cnbctv18.com ↗

Qualcomm Confirms 2 Snapdragon 8 Elite Chips For 22 September

Thu Aug-20 13:08:09product65

Qualcomm confirmed the launch of two Snapdragon 8 Elite chips on September 22, citing double-digit price increases driven by higher TSMC wafer costs.

QCOM ▲ REPRICINGTSM ▲ REPRICINGNVDA · FRESHAMD · REPRICINGgadgetsnow.indiatimes.com ↗

'China Eases Limits On NVIDIA H200 Chips As AI Race Escalates; Beijing Permits Small Shipments To Help Leading Tech Groups In Drive To Catch Up With U.S. Rivals' - Financial Times

Thu Aug-20 13:03:15regulatory85

China has eased restrictions on NVIDIA H200 chip shipments, permitting small volumes to aid leading Chinese tech firms in the AI race.

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

UPDATE: 'China Eases Limits On NVIDIA H200 Chips As AI Race Escalates' Was Reported Late Night August 18, 2026

Thu Aug-20 13:03:15regulatory85

Reports indicate China has eased restrictions on NVIDIA H200 chips, potentially reopening a significant market for the company's AI hardware.

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

US Lead in the AI Race With China Is Rapidly Narrowing

Wed Aug-19 22:45:58other65

Reports indicate China is rapidly narrowing the US lead in AI technology, raising competitive concerns for major American tech firms.

NVDA ▼ FRESHAMD ▼ PRICEDGOOGL ▼ FRESHMSFT ▼ FRESHMETA ▼ FRESHAVGO ▼ PRICEDQCOM ▼ REPRICINGTSM ▼ FRESHASML ▼ PRICEDMU ▼ FRESHAMZN ▼ PRICEDAAPL ▼ PRICEDwww.bloomberg.com ↗

Tech Giant Doesn't Want Your Kids Dating Its Chatbot

Wed Aug-19 22:45:16regulatory65

OpenAI launched a teen-focused ChatGPT mode with strict safety guidelines on the same day Meta's multi-state social media addiction trial began in California.

META ▼ FRESHdailycaller.com ↗

Trump Says AI Could Be 'Bigger Than the Internet' as He Pushes Light-Touch Regulation

Wed Aug-19 22:45:11regulatory65

President Trump advocated for light-touch AI regulation and accelerated data center infrastructure development to maintain U.S. competitiveness against China.

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NVIDIA Raises Over $500 Billion From Top U.S. Financial Firms

Wed Aug-19 22:43:35partnership85

Nvidia announced strategic partnerships with six major financial firms to mobilize over $500 billion in third-party capital for AI infrastructure buildout.

NVDA ▲ FRESHAMD · PRICEDAVGO · PRICEDMSFT · FRESHGOOGL · FRESHAMZN · PRICEDMETA · FRESHsvdaily.com ↗

OpenAI is serving its quickest GPT-5.6 Sol mode on Cerebras wafer-scale chips, not GPUs

Wed Aug-19 22:43:17product65

OpenAI launched a preview of its fastest GPT-5.6 Sol mode running on Cerebras wafer-scale chips instead of Nvidia GPUs, signaling a competitive alternative to traditional GPU infrastructure.

NVDA ▼ FRESHAMD · PRICEDGOOGL · FRESHMSFT · FRESHMETA · FRESHAMZN · PRICEDwww.wionews.com ↗

US banned its best chips from China. Renting them is still legal

Wed Aug-19 21:20:09regulatory65

The US government is moving to close a regulatory loophole that allows Chinese firms to access banned Nvidia chips via remote rental from third-country data centers, following accusations against Moonshot AI.

NVDA ▼ FRESHAMD · PRICEDQCOM · REPRICINGAVGO · PRICEDTSM · FRESHwww.wionews.com ↗

OpenAI Slams the Brakes as Meta Floors the Gas | PYMNTS.com

Wed Aug-19 21:10:45other65

Meta CEO Mark Zuckerberg published an essay advocating for the broad distribution of superintelligent AI, contrasting with OpenAI's decision to pause training on its next-generation models due to cybersecurity concerns.

META ▲ FRESHGOOGL · FRESHMSFT · FRESHAMZN · PRICEDNVDA · REPRICINGwww.pymnts.com ↗

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