kingfisher — news

Tue Sep-01 03:27:19

times in Europe/Lisbon

🗞️ News

Amazon (NASDAQ: AMZN) Lifts 2026 AI Spending Target To $220 Billion, Signaling A Widening Cloud Moat

Mon Aug-24 19:50:37earnings85

Amazon raised its 2026 capital expenditure target to $220 billion and reported strong Q2 earnings with accelerating AWS growth and surging operating income.

AMZN ▲ REPRICINGMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGwww.foreignpolicyjournal.com ↗

Texas Governor Abbott Reverses Course on AI Data Centers as Power Demands Ignite Voter Fury

Mon Aug-24 19:40:41regulatory65

Texas Governor Greg Abbott has reversed his support for AI data centers, ordering a freeze on new grid connections and audits of pending projects due to power and water concerns, directly impacting Google's planned $40 billion investment.

GOOGL ▼ REPRICINGMSFT ▼ FRESHAMZN ▼ REPRICINGMETA ▼ REPRICINGNVDA ▼ PRICEDwww.webpronews.com ↗

iPhone Ultra Hinge Passes First Human Test; No Telephoto at $2,000-Plus

Mon Aug-24 19:40:26product65

Early human testing of Apple's upcoming foldable iPhone Ultra indicates positive feedback on the hinge mechanism but raises concerns regarding the lack of a telephoto lens at a projected price point exceeding $2,000.

AAPL · FRESHwww.techtimes.com ↗

Micron's Customers Are Putting Up $22 Billion, and Its CEO Says Data Centers Want 50% More Memory Than It Can Ship

Mon Aug-24 19:30:51earnings85

Micron Technology reported a massive surge in quarterly revenue and net income, revealing $22 billion in customer deposits and demand exceeding supply by 50% due to AI data center needs.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ REPRICINGAVGO ▲ REPRICINGQCOM ▲ REPRICINGwww.fool.com ↗

CME Group builds marketplace to hedge AI risks with GPU futures contracts

Mon Aug-24 19:30:38product65

CME Group plans to launch futures contracts tracking the rental costs of Nvidia H100 and Blackwell B200 GPUs to help AI companies hedge against price volatility.

NVDA ▲ PRICEDAMD · PRICEDMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGAVGO · REPRICINGSMCI · PRICEDcryptobriefing.com ↗

George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here's Why You Should Be Buying Too.

Mon Aug-24 19:30:42earnings65

Taiwan Semiconductor reported record quarterly revenue and profit driven by AI demand, while George Soros significantly increased his stake in the company.

TSM ▲ REPRICINGNVDA · PRICEDAMD · PRICEDAVGO · REPRICINGQCOM · REPRICINGwww.barchart.com ↗

Nvidia's Supplier Selloff Exposes Rising Risk Across the AI Hardware Chain

Mon Aug-24 19:30:33other65

Nvidia shares declined slightly while its semiconductor suppliers including Micron, AMD, Broadcom, and TSMC experienced significant sell-offs, signaling rising risk across the AI hardware supply chain.

NVDA ▼ PRICEDMU ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGTSM ▼ REPRICINGwww.investing.com ↗

Apple Rises as Investors Flee the AI Spending Arms Race

Mon Aug-24 19:30:28earnings85

Apple reported strong fiscal third-quarter results with revenue up 16% and earnings up 29%, driving its stock higher as investors rotated away from AI infrastructure spending concerns.

AAPL ▲ FRESHNVDA ▼ PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · REPRICINGAMZN · REPRICINGfinance.yahoo.com ↗

Super Micro Computer (SMCI)'s Guidance Just Crushed Estimates. Can it Outrun its Legal Troubles?

Mon Aug-24 19:30:21guidance85

Super Micro Computer issued fiscal 2027 revenue guidance of $65 billion to $72 billion, significantly exceeding analyst estimates, while facing ongoing legal challenges related to export control violations.

SMCI ▲ PRICEDNVDA · PRICEDfinance.yahoo.com ↗

What to Expect in Markets This Week: Nvidia Earnings; Software Firms, Discount Stores Also Report

Mon Aug-24 19:30:15earnings95

Nvidia is scheduled to report its second-quarter earnings on Wednesday, with market attention focused on whether the AI chipmaker can sustain its parabolic demand growth and avoid the post-earnings sell-offs seen in previous quarters.

NVDA · PRICEDAMD · PRICEDAVGO · REPRICINGQCOM · REPRICINGMU · PRICEDTSM · REPRICINGASML · REPRICINGSMCI · PRICEDPLTR · REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGAAPL · FRESHfinance.yahoo.com ↗

Nvidia Makes Another Big AI Bet

Mon Aug-24 19:10:27other65

Nvidia is reportedly considering a strategic investment in AI search startup Perplexity at a valuation exceeding $30 billion to deepen hardware integration ties.

NVDA ▲ PRICEDAMD · PRICEDGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGMSFT · FRESHca.finance.yahoo.com ↗

Intel's Market Share Of The x86 CPU Market Falls To 1995-Levels, As AMD Now Controls An Adjusted 46.4% Of The Market For Server CPUs Vs. Intel's 53.6% Share, Claims Mercury Research

Mon Aug-24 19:00:22other65

Mercury Research reports that AMD has captured 46.4% of the adjusted server CPU market share, while Intel's overall x86 market share has fallen to 1995 levels.

AMD ▲ PRICEDwccftech.com ↗

Berkshire Hathaway (BRK-B)'s Cash Pile Just Shrank for the First Time in Years. Is Greg Abel Finally Spending?

Mon Aug-24 18:50:05other65

Berkshire Hathaway made a $10 billion investment in Alphabet shares, marking its first net equity buying in over three years.

GOOGL ▲ REPRICINGca.finance.yahoo.com ↗

Broadcom Credit Risk Soars on Mega AI Debt Financing Backstops

Mon Aug-24 18:40:30other65

Broadcom faces rising credit risk metrics as bond yields increase due to its role in backstopping large AI infrastructure financing packages.

AVGO ▼ PRICEDNVDA · PRICEDwww.bloomberg.com ↗

Elon Musk Posts On X "SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028"

Mon Aug-24 18:34:13partnership65

SpaceX and Nvidia announced a partnership to design and launch space-optimized Vera Rubin NVL72 AI systems into orbit starting in Q4 of next year.

NVDA ▲ PRICEDTSLA · REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGAVGO · PRICEDAMD · PRICEDSMCI · PRICEDwww.benzinga.com ↗

U.S. president Donald Trump's 50% tariffs on Canada are here -- here's how to shop Canadian at the grocery store

Mon Aug-24 18:31:05regulatory65

President Trump has implemented sweeping tariffs on Canadian exports and announced a future increase to 50% on auto products, escalating trade tensions that negatively impact Tesla's supply chain.

TSLA ▼ REPRICINGca.style.yahoo.com ↗

Nvidia Informs Hyperscalers About Incoming Price Hikes As Memory Costs Soar

Mon Aug-24 18:30:54other65

Nvidia is planning to raise prices for its Vera Rubin and Grace Blackwell AI systems by approximately 15% next year due to surging memory costs and supply constraints.

NVDA ▲ PRICEDMSFT ▼ REPRICINGGOOGL ▼ REPRICINGTSM · PRICEDAMD · PRICEDAVGO · PRICEDMU ▲ PRICEDAMZN ▼ REPRICINGMETA ▼ REPRICINGwww.zerohedge.com ↗

Abbott Says Data Centers 'Dug Their Own Grave'

Mon Aug-24 18:30:33regulatory65

Texas Governor Greg Abbott imposed a moratorium on new data centers and tightened regulations due to infrastructure concerns, signaling growing political and regulatory headwinds for AI infrastructure expansion.

AMZN ▼ REPRICINGNVDA ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ REPRICINGMETA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.newser.com ↗

AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up?

Mon Aug-24 18:30:33earnings65

Super Micro Computer shares surged over 13% following an upbeat earnings forecast that signaled strong demand for AI computing capacity.

SMCI ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDPLTR ▲ REPRICINGfinance.yahoo.com ↗

NVIDIA BlueField-4 Expands AI Factory Infrastructure

Mon Aug-24 18:20:47product65

NVIDIA unveiled the BlueField-4 data processing unit to accelerate networking and security for its AI factory infrastructure.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGblockchain.news ↗

NVIDIA Vera Rubin Records A Massive 30x Increase In Throughput Per Watt Than Blackwell While Offering a 35x Token Cost Reduction Across Agentic AI Workloads

Mon Aug-24 18:20:42product65

NVIDIA released benchmark data showing its Vera Rubin platform delivers significantly higher throughput per watt and lower token costs for agentic AI workloads compared to its Blackwell architecture.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGTSM ▲ PRICEDASML ▲ FRESHSMCI ▲ PRICEDMU ▲ PRICEDwccftech.com ↗

Tesla confirms Cybercab launch coming next week

Mon Aug-24 18:20:40product65

Tesla confirmed the launch of its two-seat Cybercab robotaxi in Austin for September 3, expanding its existing autonomous ride-hailing service.

TSLA ▲ REPRICINGelectrek.co ↗

Microsoft Receives First Production NVIDIA Vera Rubin Systems for AI Data Centers - Memeburn

Mon Aug-24 18:20:14product85

Microsoft has received the first production NVIDIA Vera Rubin NVL72 AI systems for its data centers, validating the technology ahead of NVIDIA's upcoming earnings report.

NVDA ▲ PRICEDMSFT ▲ REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGmemeburn.com ↗

NVIDIA Vera CPU Targets Agentic AI Efficiency

Mon Aug-24 18:10:33product65

Nvidia introduced the Vera CPU, a data-center processor optimized for agentic AI workloads that it claims outperforms AMD's Venice CPU in key benchmarks.

NVDA ▲ PRICEDAMD ▼ PRICEDblockchain.news ↗

Nevada Lifts Tesla Robotaxi Cap to 5,000 Cars From 10

Mon Aug-24 17:50:32regulatory65

The Nevada Transportation Authority approved Tesla's application to operate up to 5,000 fully autonomous vehicles in Clark County, removing a previous interim cap of 10 cars.

TSLA ▲ PRICEDfinancefeeds.com ↗

Nvidia Pays Poolside $6B To License Its Model Factory And 109 Workers

Mon Aug-24 17:40:50m&a85

Nvidia agreed to pay $6 billion to license Poolside's Model Factory software and invest $1 billion for a stake, while hiring over 100 engineers to integrate the technology into its Nemotron model family.

NVDA ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · FRESHAMD ▼ PRICEDwww.forbes.com ↗

Nvidia Earnings Preview: Stock Has Dropped After 5 of Last 6 Reports, and 'A Simple Beat May Not Be Enoug

Mon Aug-24 17:40:48earnings90

Analysts preview Nvidia's upcoming earnings report, noting that despite a strong history of beating estimates, investors require confirmation of sustained AI infrastructure spending from major customers to drive the stock higher.

NVDA · PRICEDMSFT · REPRICINGAMZN · REPRICINGGOOGL · REPRICINGMETA · FRESHwww.benzinga.com ↗

NVIDIA's Spectrum-X Ethernet Redefines AI Networking

Mon Aug-24 17:40:47product65

Nvidia introduced its Spectrum-X Ethernet platform designed to optimize networking performance for large-scale AI training workloads.

NVDA ▲ PRICEDAMD · PRICEDAVGO ▼ REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · FRESHblockchain.news ↗

Apple's China memory demand of 600M GB exceeds CXMT's capacity through 2027

Mon Aug-24 17:40:44regulatory65

Apple is seeking US regulatory guidance to source DRAM from China's CXMT due to capacity constraints, a move that faces Pentagon scrutiny and could impact its supply chain stability.

AAPL ▼ FRESHMU ▲ PRICEDcryptobriefing.com ↗

Tesla's Hidden Door Handles Defined Its Design. Now They're Driving China's Biggest Auto Recall

Mon Aug-24 17:40:38regulatory65

Tesla is recalling approximately 4.3 million vehicles in China due to safety concerns regarding hidden door handles that may impede emergency exits.

TSLA ▼ PRICEDwww.inc.com ↗

META Rides on Ad Growth: Can It Stay Ahead of RDDT and SNAP?

Mon Aug-24 17:40:33earnings65

Meta Platforms reported strong Q2 2026 ad revenue growth of 27% year-over-year to $59.4 billion, driven by AI-powered advertising tools and increased user engagement.

META ▲ FRESHca.finance.yahoo.com ↗

Anthropic Wants to Beat SpaceX's IPO, and It Could Reprice Every AI Stock You Own

Mon Aug-24 17:30:43other65

Anthropic is preparing for a potential IPO that could exceed SpaceX's $75 billion raise, with the valuation expected to impact the carrying values of investors Microsoft and Amazon.

AMZN ▲ REPRICINGMSFT ▲ REPRICINGGOOGL · REPRICINGMETA · REPRICINGNVDA · REPRICING247wallst.com ↗

NVIDIA NVLink Fusion Pushes XPU AI Factories to New Heights

Mon Aug-24 17:30:39product65

Nvidia unveiled NVLink Fusion, a new solution designed to integrate custom XPUs into its AI infrastructure to accelerate the deployment of semi-custom AI factories.

NVDA ▲ REPRICINGAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ REPRICINGTSM · REPRICINGblockchain.news ↗

NVIDIA Vera Rubin NVL72 Delivers 30x Efficiency Boost for AI

Mon Aug-24 17:30:39product65

Nvidia unveiled performance data for its Vera Rubin NVL72 platform, claiming significant efficiency gains and announcing deployment partnerships with Google Cloud, Microsoft Azure, and Oracle.

NVDA ▲ REPRICINGGOOGL · REPRICINGMSFT · REPRICINGblockchain.news ↗

Apple Reportedly Confirms Rare Mass Layoffs Targeting Its Struggling Vision Pro and Siri Teams

Mon Aug-24 17:20:38other65

Apple confirmed mass layoffs affecting approximately 200 employees in its Siri and Vision Pro teams due to poor product adoption and strategic retrenchment.

AAPL ▼ FRESHMETA · REPRICINGGOOGL · REPRICINGMSFT · REPRICINGAMZN · REPRICINGwww.ibtimes.co.uk ↗

AI Privacy Nightmare: Apple Welcomes ChatGPT into iMessage to Read and Write Text Messages

Mon Aug-24 17:20:27regulatory65

Apple faces privacy scrutiny and legal conflict with OpenAI over a new iMessage integration feature while simultaneously suing the AI firm for alleged intellectual property theft.

AAPL ▼ FRESHMSFT · REPRICINGGOOGL · REPRICINGMETA · REPRICINGwww.breitbart.com ↗

Apple Is Raising iPhone Prices Next Month, and Here's How Much More You Might Pay

Mon Aug-24 17:10:39product65

Apple is reportedly planning to raise iPhone prices by $100 to $300 for the upcoming iPhone 18 series, marking its first significant price hike for the device in years.

AAPL ▲ FRESHwww.androidheadlines.com ↗

NVIDIA AVO Pushes Claude Opus 5 To A Perfect ARC-AGI-3 Benchmark Score

Mon Aug-24 17:10:14product65

Nvidia's new AVO software layer achieved a perfect score on the ARC-AGI-3 benchmark by optimizing Anthropic's Claude Opus 5 model without retraining.

NVDA ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · REPRICINGAMZN · REPRICINGwww.forbes.com ↗

Blackstone's Lancium Announces Partnership With Nvidia To Deploy AI Factory Platform Across 4 GW Of Leased Capacity And 15+ GW Development Pipeline; Nvidia Makes Strategic Investment, Terms Not Disclosed

Mon Aug-24 17:08:59partnership65

Nvidia announced a strategic investment and partnership with Blackstone's Lancium to deploy its AI factory platform across 4 GW of leased capacity and a 15+ GW development pipeline.

NVDA ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGAVGO · REPRICINGAMD · PRICEDTSM · PRICEDASML · REPRICINGSMCI · PRICEDPLTR · REPRICINGwww.benzinga.com ↗

Why Is SMCI Stock Sliding on Monday?

Mon Aug-24 17:06:53earnings65

Super Micro Computer shares declined after reporting Q4 revenue that missed estimates due to data center readiness delays, despite beating earnings expectations and clearing senior management of export-control misconduct allegations.

SMCI ▼ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · REPRICINGwww.benzinga.com ↗

Nvidia buys into a third land and power company this month

Mon Aug-24 17:00:50other65

Nvidia has taken a minority stake in Cloverleaf Infrastructure, marking its third recent investment in land and power companies to secure energy resources for its high-power AI chips.

NVDA ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGAVGO · REPRICINGAMD · PRICEDthenextweb.com ↗

Apple is about to launch five new products that I'm very excited for

Mon Aug-24 16:50:33product65

Apple is preparing to launch five new products, including the foldable iPhone Ultra and the HomePad smart display, signaling a major expansion into new hardware categories.

AAPL ▲ FRESH9to5mac.com ↗

Micron Stock Plunges Over 6% to $906 as Memory Chip Selloff Hits Amid Broader Tech Weakness

Mon Aug-24 16:50:28other65

Micron Technology shares fell over 6% due to broader semiconductor sector weakness, investor caution ahead of Nvidia's earnings, and disappointment regarding a peer's capital-return plans.

MU ▼ PRICEDNVDA · PRICEDAMD · PRICEDQCOM · REPRICINGTSM · PRICEDAVGO · REPRICINGSMCI · PRICEDwww.ibtimes.com.au ↗

JPMorgan sends stark warning on AI stocks, cites dotcom worries

Mon Aug-24 16:41:10analyst65

JPMorgan strategist Jason Hunter warns that the AI trade shows signs of a dot-com era bubble with dangerous divergence between hardware makers and hyperscalers.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDAAPL · FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGTSLA · REPRICINGPLTR · REPRICINGwww.thestreet.com ↗