kingfisher — news

Fri Oct-23 20:50:21

times in Europe/Lisbon

🗞️ News

SpaceX plans to launch AI satellites powered by Nvidia chips as Starmind program takes shape

Mon Aug-24 20:10:13partnership85

SpaceX announced an exclusive partnership with Nvidia to power its Starmind AI satellite network with Vera Rubin architecture GPUs, aiming for up to 10 GW of orbital compute capacity by 2027.

NVDA ▲ PRICEDTSLA · PRICEDMSFT · FRESHGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGcryptobriefing.com ↗

Worried About Broadcom's Debt? Bet on These Semiconductor ETFs Instead

Mon Aug-24 20:00:38other65

Broadcom is reportedly negotiating a massive $70 billion to $100 billion debt package to finance custom AI chip infrastructure for clients like Anthropic, prompting analysis of the associated financial risks and investment alternatives.

AVGO · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDQCOM ▲ REPRICINGMU ▲ PRICEDTSM ▲ REPRICINGASML ▲ FRESHSMCI ▲ PRICEDca.finance.yahoo.com ↗

GBP/USD Holds Above 1.3660 as the 1.3817 High Comes Into View

Mon Aug-24 19:50:36earnings65

Alphabet reported strong quarterly results with significant Google Cloud growth and a large unrealized gain from investments, though the stock remains below its 52-week high due to AI spending concerns.

GOOGL ▲ FRESHMSFT · REPRICINGAMZN · REPRICINGMETA · REPRICINGwww.investing.com ↗

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 ↗

Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy?

Mon Aug-24 16:40:50earnings65

Amazon reported strong Q2 2026 earnings with AWS revenue accelerating to 37% growth and operating income surging 43%, highlighting the success of its custom AI chip businesses.

AMZN ▲ REPRICINGMSFT · REPRICINGGOOGL · REPRICINGMETA · REPRICINGca.finance.yahoo.com ↗

Nvidia says Groq racks will be online this year following $20 billion purchase

Mon Aug-24 16:10:29m&a95

Nvidia announced that its Groq 3 LPX rack is in full production following a $20 billion acquisition of Groq assets, marking its largest-ever deal.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ PRICEDwww.cnbc.com ↗

SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive Scale

Mon Aug-24 16:10:19product65

SpaceXAI announced it will deploy NVIDIA's new Vera CPUs and Vera Rubin platform to accelerate its agentic AI workloads and satellite-based AI infrastructure.

NVDA ▲ PRICEDAMD ▼ PRICEDGOOGL · REPRICINGMETA · REPRICINGMSFT · REPRICINGAMZN · REPRICINGnvidianews.nvidia.com ↗