kingfisher — news

Tue Sep-01 04:56:53

times in Europe/Lisbon

🗞️ News

Nvidia Stock Bargain Status Hints at a Buyback Boost as Earnings Loom

Mon Aug-24 13:00:38earnings65

Analysts anticipate Nvidia will report strong earnings and potentially increase its share buyback program as the stock trades at a lower valuation ahead of its August 26 report.

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

Bloomberg Reported Earlier, Nvidia Customers Notified About AI-Related Price Hikes Above 15%

Mon Aug-24 13:00:24product75

Nvidia has notified customers of price increases exceeding 15% for its AI-related products.

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

Trump demands Canada scrap law that led to social media block of news content as condition of new trade deal

Fri Aug-21 21:20:40regulatory65

The Trump administration is pressuring Canada to repeal the Online News Act as a condition for a new trade deal, which would likely end Meta's news block and remove payment obligations for both Meta and Google.

META ▲ FRESHGOOGL ▲ REPRICINGthepostmillennial.com ↗

Microsoft Rises as $678 Billion Backlog Defies Yield Pressure

Fri Aug-21 21:20:25earnings65

Microsoft reported strong fiscal fourth-quarter results with an 18% revenue surge and a record $678 billion backlog, driving shares higher despite pressure from rising Treasury yields.

MSFT ▲ FRESHGOOGL · REPRICINGAMZN · FRESHMETA · FRESHNVDA · FRESHfinance.yahoo.com ↗

Jefferies Drops Hot Take on Nvidia Before Earnings

Fri Aug-21 21:20:14analyst65

Jefferies analyst Blayne Curtis forecasts Nvidia will report a record $95 billion in Q2 revenue, significantly beating consensus estimates ahead of its upcoming earnings report.

NVDA ▲ FRESHAMD · FRESHAVGO · REPRICINGQCOM · REPRICINGTSM · FRESHMU · REPRICINGca.finance.yahoo.com ↗

Trending stocks to watch: NVIDIA, Super Micro, Intel and more By Investing.com

Fri Aug-21 21:00:23analyst65

Analysts issued a strong buy rating for NVIDIA with a significant price target increase, while Super Micro Computer cleared senior management of wrongdoing in an internal review and reported $60 billion in new orders.

NVDA ▲ FRESHSMCI ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGQCOM · FRESHMU · FRESHTSM · FRESHASML · FRESHwww.investing.com ↗

Advanced Micro Devices (AMD) Posts Record Sales, But Musk's NVIDIA (NVDA) Pledge Sinks the Stock

Fri Aug-21 21:00:21other85

AMD stock declined despite record earnings after SpaceX CEO Elon Musk announced an exclusive commitment to NVIDIA chips for future AI data center builds.

AMD ▼ REPRICINGNVDA ▲ FRESHTSM · FRESHAVGO · REPRICINGQCOM · FRESHfinance.yahoo.com ↗

Chip Stocks Didn't Fall on Chip News This Week. They Fell on a 19-Year High in the 30-Year Treasury Yield.

Fri Aug-21 21:00:16other65

Semiconductor stocks including AMD and Nvidia declined significantly due to rising 30-year Treasury yields rather than company-specific negative news.

AMD ▼ REPRICINGNVDA ▼ FRESHAVGO ▼ REPRICINGQCOM ▼ FRESHMU ▼ FRESHTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDwww.nasdaq.com ↗

Alphabet's TPU Chips Generated Revenue for the First Time Last Quarter. Here's Why That Line Item Matters More Than the Headline Cloud Number.

Fri Aug-21 21:00:17earnings65

Alphabet reported that its Tensor Processing Units (TPUs) generated direct external revenue for the first time in Q2, marking its entry into the merchant chip market alongside strong cloud growth.

GOOGL ▲ REPRICINGNVDA ▼ FRESHAVGO · REPRICINGMSFT · FRESHAMZN · FRESHMETA · FRESHwww.fool.com ↗

Former Meta engineer says Instagram took a 'don't ask, don't tell' approach on kids under 13 | Barbara Ortutay | AP Technology Writer

Fri Aug-21 20:50:25regulatory65

A former Meta engineering director testified in federal court that the company prioritized profits over child safety by adopting a 'don't ask, don't tell' approach to users under 13.

META ▼ FRESHbusinessmirror.com.ph ↗

The week of Aug. 17-21: What happened, what matters, what's next

Fri Aug-21 20:20:32partnership85

Nvidia disclosed in an SEC filing that it will provide up to $105 billion in credit support and residual-value guarantees for an OpenAI AI data center project in Ohio.

NVDA ▲ FRESHMSFT · FRESHGOOGL · REPRICINGAMZN · FRESHMETA · FRESHAVGO · FRESHAMD · FRESHwww.informationweek.com ↗

PLTR Price Prediction: Earnings Were "Otherworldly" -- But $178 Is the Wall That Matters Right Now

Fri Aug-21 20:20:29earnings85

Palantir reported Q2 FY2026 revenue of $1.94 billion, beating estimates by a wide margin with 92.8% YoY growth, and raised full-year revenue guidance to approximately $8.15 billion.

PLTR ▲ PRICEDNVDA · FRESHMU · FRESHblockchain.news ↗

Space Exploration Technologies (SPCX) vs. NVIDIA Corporation (NVDA): SpaceX Beats on Revenue, But AI Spending Steals the Show

Fri Aug-21 20:20:17earnings65

SpaceX reported strong Q2 earnings with revenue beating estimates and announced an exclusive agreement to build its AI data centers using Nvidia chips, driving Nvidia shares higher.

NVDA ▲ FRESHca.finance.yahoo.com ↗

The bond market is sending a distress signal. Here's why it matters

Fri Aug-21 20:10:40other65

Rising US Treasury yields driven by inflation concerns and AI infrastructure debt competition are increasing borrowing costs for technology companies.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHMU ▼ FRESHTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ PRICEDkeyt.com ↗

Tesla vs. SpaceX: Which Musk Stock Offers the Better Bet on the Future?

Fri Aug-21 20:10:24earnings85

Tesla reported record vehicle deliveries but missed EPS estimates and saw operating margins collapse to 1.4% amid a heavy investment cycle, contrasting with SpaceX's strong post-IPO performance.

TSLA ▼ PRICED247wallst.com ↗

Did Citadel’s $4 Billion AI Stock Selloff Weigh On MU, SNDK, NBIS?

Fri Aug-21 20:06:59other65

Citadel executed nearly $4 billion in block trades to unwind its Situational Awareness rescue position, creating potential selling pressure on Micron and other AI-related holdings.

MU ▼ FRESHTSM · FRESHwww.benzinga.com ↗

Big week coming up with PCE, Nvidia earnings and then Jackson Hole. Here's what to expect

Fri Aug-21 20:00:39earnings90

Investors are preparing for a volatile week featuring Nvidia's earnings report, the PCE inflation data, and Fed Chair Kevin Warsh's speech at Jackson Hole amidst rising bond yields.

NVDA · FRESHwww.cnbc.com ↗

Amazon's Stake in Anthropic Could Be Worth Over $400 Billion If the AI Start-Up's Reported IPO Valuation Holds. Should Jeff Bezos' Amazon Investors Care?

Fri Aug-21 20:00:34other65

Amazon's investment stake in AI startup Anthropic is estimated to be worth over $400 billion based on recent secondary market valuations anticipating a potential IPO.

AMZN ▲ FRESHMSFT · FRESHGOOGL · REPRICINGMETA · FRESHfinance.yahoo.com ↗

Amazon Stock: Cloud Takes The Spotlight While The Store Pays The Toll

Fri Aug-21 19:50:14earnings65

Amazon's Q2 2026 financial results highlight strong AWS profitability and custom silicon progress despite rising retail logistics costs excluded from key efficiency metrics.

AMZN ▲ FRESHMSFT · FRESHGOOGL · REPRICINGwww.trefis.com ↗

Nvidia to Pay Poolside a $6 Billion License, Tap Startup's Staff

Fri Aug-21 19:30:21partnership75

Nvidia agreed to a $6 billion licensing deal for AI models from startup Poolside and will invest an additional $1 billion while hiring over 100 of its employees.

NVDA ▲ FRESHMSFT · FRESHGOOGL · REPRICINGMETA · FRESHAMD · FRESHwww.bloomberg.com ↗

Tesla and Chinese rivals recall record 4.3-million EVs in China

Fri Aug-21 19:30:20regulatory65

Tesla and other automakers are recalling approximately 4.3 million vehicles in China due to safety concerns regarding emergency door handle accessibility, coinciding with a regulatory ban on concealed handles starting in 2027.

TSLA ▼ PRICEDwww.businessday.co.za ↗

Michael Burry Says the AI Buildout Is Repeating 2008: 'The Shenanigans Are Apparent Today'

Fri Aug-21 19:20:44analyst65

Michael Burry warned that the AI data center boom mirrors 2008 excesses due to circular financing, causing declines in Nvidia and Micron shares while Palantir rose.

NVDA ▼ FRESHMU ▼ FRESHPLTR ▲ PRICED247wallst.com ↗

Tesla Robotaxi, Alphabet's Waymo, Uber's Aviari Approved to Operate in Nevada by State Regulator

Fri Aug-21 19:00:49regulatory65

Nevada state regulators have approved Tesla's Robotaxi, Alphabet's Waymo, and Uber's Aviari to operate autonomous vehicles in the state.

TSLA ▲ PRICEDGOOGL ▲ REPRICINGwww.marketscreener.com ↗

Tesla's $243 million secret: the crash file it swore was gone

Fri Aug-21 18:50:33regulatory75

A federal jury in Florida awarded a $243 million verdict against Tesla regarding a 2019 fatal crash involving its Autopilot system after previously missing data was recovered.

TSLA ▼ PRICEDrollingout.com ↗

Grassroots Backlash Forces Big Tech to Rewrite Data Center Playbook | PYMNTS.com

Fri Aug-21 18:40:57regulatory65

Growing local opposition and new regulatory measures, including a temporary construction ban in New York and higher electricity rates in Tennessee, are increasing costs and delaying data center projects for major technology companies.

MSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAVGO ▼ FRESHTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ PRICEDwww.pymnts.com ↗

Tesla stock jumps as Cybercab launch event builds robotaxi momentum

Fri Aug-21 18:30:42product65

Tesla shares rose 3% as anticipation builds for the upcoming Cybercab launch event in Austin, signaling a potential public rollout of its purpose-built autonomous vehicle by late August or early September.

TSLA ▲ PRICEDcryptobriefing.com ↗

Nvidia in talks with chip startup Rebellions for potential deal

Fri Aug-21 18:20:27m&a65

Nvidia is in early discussions with Korean AI chip startup Rebellions regarding a potential technical partnership, investment, or acquisition to strengthen its position in the AI hardware market.

NVDA ▲ FRESHAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ FRESHwww.siliconvalley.com ↗

TSMC Commits Higher CapEx in 2026 While Raising Dividend Payouts

Fri Aug-21 18:10:36guidance85

TSMC raised its 2026 capital expenditure guidance to $60-64 billion and announced a significant dividend increase, signaling strong confidence in sustained demand for advanced semiconductor manufacturing.

TSM ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHQCOM ▲ FRESHMU ▲ REPRICINGASML ▲ FRESHAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ FRESHMETA ▲ REPRICINGfinance.yahoo.com ↗

Duquesne Management Opens New Position in Alphabet Stock as Google Posts Blowout Q2 Results

Fri Aug-21 17:50:55earnings85

Alphabet reported strong Q2 2026 earnings with 24% revenue growth and surging cloud profitability, coinciding with Duquesne Family Office opening a new position in the stock.

GOOGL ▲ REPRICINGMSFT · FRESHMETA · REPRICINGAMZN · FRESHwww.barchart.com ↗

Alphabet's Waymo Unveils Custom Silicon to Power Its Next-Gen Robotaxis

Fri Aug-21 17:50:31product65

Alphabet's Waymo unveiled custom 5nm AI chips manufactured by TSMC to process sensor data for its next-generation robotaxi fleet.

GOOGL ▲ REPRICINGTSM ▲ FRESHTSLA ▼ PRICEDNVDA ▼ FRESHwww.techrepublic.com ↗

IREN Clears Its Biggest AI Test With Microsoft

Fri Aug-21 17:30:33partnership65

Microsoft approved IREN's Horizon 1 data center for a $9.7 billion deal utilizing Nvidia GB300 GPUs, validating IREN's AI infrastructure execution.

MSFT ▲ FRESHNVDA ▲ FRESHGOOGL · REPRICINGAMZN · FRESHMETA · FRESHAVGO · FRESHAMD · FRESHca.finance.yahoo.com ↗

Nvidia scales back financing guarantee for OpenAI data center

Fri Aug-21 17:20:13partnership75

Nvidia is reducing its financial guarantee for a major OpenAI data center project in Ohio from up to $250 billion to under $120 billion, scaling back its direct financing role.

NVDA ▼ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHAVGO · FRESHAMD · FRESHwww.networkworld.com ↗

We have more details on Apple's camera-equipped AirPods and they are pretty dang weird - Engadget

Fri Aug-21 17:10:40product65

Code leaks reveal Apple is developing camera-equipped AirPods that capture synchronized still images for its Visual Intelligence software.

AAPL ▲ FRESHwww.engadget.com ↗

Walmart sales growth slowdown tests consumer resilience | Jefferson City News-Tribune

Fri Aug-21 17:10:35earnings65

Walmart reported its slowest quarterly comparable sales growth in six years and warned of mounting pressure on U.S. consumers due to high gasoline prices, signaling potential weakness in broader consumer spending.

AMZN ▼ FRESHAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ REPRICINGMETA ▼ FRESHTSLA ▼ PRICEDwww.newstribune.com ↗

Broadcom debt deal expected to reach upwards of $70 billion, sources say

Fri Aug-21 17:10:34other85

Broadcom is in advanced talks to raise between $70 billion and $80 billion in debt financing to support AI infrastructure buildouts for customers including Anthropic.

AVGO ▲ FRESHNVDA · FRESHMSFT · FRESHGOOGL · REPRICINGAMZN · FRESHMETA · FRESHwww.cnbc.com ↗

Nvidia denies report it is rolling out China AI chip by year-end

Fri Aug-21 17:10:15regulatory65

Nvidia denied reports that it plans to ship a China-specific AI chip by year-end, stating it has no such product on its roadmap.

NVDA · FRESHAMD ▲ FRESHQCOM ▲ FRESHAVGO ▲ FRESHwww.manilatimes.net ↗

Samsung Electronics Unveils 110 Trillion Won Shareholder Return Plan

Fri Aug-21 17:00:52other65

Samsung Electronics announced a record 110 trillion won shareholder return plan driven by surging profits from the AI semiconductor boom.

MU ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHTSM ▲ FRESHAVGO ▲ REPRICINGQCOM ▲ FRESHSMCI ▲ REPRICINGwww.chosun.com ↗

CFTC Chairman Selig calls compute the most important commodity of our day, opens door to GPU futures

Fri Aug-21 17:00:24regulatory65

The CFTC has issued a request for comments on compute derivatives and CME Group plans to launch futures contracts for Nvidia H100 and Blackwell B200 chips, formally treating GPU compute power as a regulated commodity.

NVDA ▲ FRESHAMD · FRESHAVGO · REPRICINGMSFT · FRESHGOOGL · REPRICINGMETA · FRESHAMZN · FRESHTSM · FRESHSMCI · REPRICINGcryptobriefing.com ↗

Google Lost About $186 Billion After 4 of Its Top AI Researchers Left, but Sundar Pichai Says Google Will Be 'A Founding Investor' Anyway

Fri Aug-21 17:00:24other65

Alphabet shares declined following the departure of four top AI researchers, including Jeff Dean, who are launching a new startup with Google as a founding investor and cloud partner.

GOOGL ▼ REPRICINGMSFT · FRESHMETA · FRESHAMZN · FRESHNVDA · FRESHwww.barchart.com ↗

Big Tech's AI Spending Commitments Total $3 Trillion

Fri Aug-21 17:00:10other65

A Wall Street Journal analysis estimates that nine major technology companies have committed approximately $3 trillion in future leases and purchase obligations primarily for AI infrastructure.

GOOGL · REPRICINGAMZN · FRESHMETA · FRESHMSFT · FRESHNVDA ▲ FRESHAVGO ▲ REPRICINGAMD ▲ FRESHAAPL · FRESHTSLA · PRICEDQCOM · FRESHMU · FRESHTSM · FRESHASML · FRESHSMCI · REPRICINGPLTR · PRICEDwinbuzzer.com ↗