kingfisher — news

"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action

Wed Aug-26 15:11:31regulatory65

FTC Chair Andrew Ferguson expressed concern over soaring chip and memory prices, hinting at potential antitrust action against semiconductor manufacturers like Nvidia.

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Nvidia Earnings Prediction Market Preview: What Will Jensen Huang Say?

Wed Aug-26 15:10:15earnings95

Nvidia is scheduled to report its second-quarter earnings after the closing bell with analysts expecting revenue near $92 billion and significant focus on CEO Jensen Huang's commentary regarding hyperscaler spending and physical AI initiatives.

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68% of AI Hyperscaler CapEx Could Go to Memory in 2027: Why Micron Matters

Wed Aug-26 15:05:57analyst65

TrendForce forecasts that memory chips will account for 68% of AI hyperscaler capital expenditure in 2027, driven by surging DRAM and NAND prices, which highlights a significant growth opportunity for Micron Technology.

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Meta's Agreement With Bipartisan Attorneys General: Calling on TikTok and YouTube to Join Us in Supporting Teens

Wed Aug-26 15:00:49regulatory75

Meta Platforms announced a settlement agreement with 52 US state attorneys general to implement strict teen safety controls on its platforms.

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Internal Meta emails reveal company lawyers scrubbed teen harm stats before Mosseri presentations

Wed Aug-26 14:51:02regulatory65

Internal Meta emails revealed in court show lawyers scrubbed teen harm statistics from executive presentations, contradicting Instagram CEO Adam Mosseri's testimony that he was unaware of such data.

META ▼ REPRICINGme.mashable.com ↗

Verizon Confirms Gemini Handles Most Inbound Calls: Google Cloud Full-Stack AI at Carrier Scale

Wed Aug-26 14:50:52partnership65

Google Cloud and Verizon announced a strategic partnership to deploy Gemini Enterprise across Verizon's customer service, network operations, and other business functions.

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Wall St slips at open after inflation data; Nvidia in focus By Reuters

Wed Aug-26 14:50:36earnings85

Wall Street indexes opened lower following hot inflation data as investors await Nvidia's earnings report later in the day.

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Nvidia Is Expected to Nearly Double Revenue. Its Stock Is Still 11 Percent Below a Record

Wed Aug-26 14:50:35earnings85

Nvidia is poised to report record earnings with revenue expected to nearly double, despite the stock trading 11% below its all-time high amid concerns over rising AI service prices and memory costs.

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Meta reports $10B legal expense for Q3 2026

Wed Aug-26 14:50:04earnings85

Meta Platforms expects to record approximately $10 billion in legal expenses for Q3 2026 amid ongoing multi-state lawsuits alleging addictive platform design for minors.

META ▼ REPRICINGcryptobriefing.com ↗

Meta Platforms Says $5.3B Of Settlement Agreement Also Tied To YouTube, TikTok Each Pays An Amount Matching The Figure

Wed Aug-26 14:47:25regulatory85

Meta Platforms announced a $5.3 billion settlement agreement that also involves YouTube and TikTok paying matching amounts to resolve regulatory allegations.

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There's so much betting against long-term bonds that a turnaround could catch investors off guard, says Citadel Securities

Wed Aug-26 14:40:25earnings85

Citadel Securities strategist Frank Flight predicts a potential bond rally and short squeeze while highlighting Nvidia's upcoming earnings report as a major test for the AI trade.

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Meta agrees to pay $2.2B to settle federal lawsuit over youth safety claims

Wed Aug-26 14:32:15regulatory85

Meta Platforms agreed to pay $2.2 billion to settle a federal lawsuit alleging its platforms were designed to be addictive to minors and violated children's privacy laws.

META ▲ PRICEDcryptobriefing.com ↗

Amazon's New Robotaxi Looks Like a Toaster and Has No Steering Wheel. Riders Say It Feels 'Like Science Fiction.'

Wed Aug-26 14:21:00product65

Amazon's Zoox has begun charging for robotaxi rides in San Francisco and Las Vegas with NHTSA approval for up to 5,000 vehicles, marking a significant commercial milestone in autonomous transportation.

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NVIDIA Raises AI Chip Prices, Forcing Silicon Valley to Rethink AI Strategy

Wed Aug-26 14:20:47other65

NVIDIA is raising prices for its advanced AI chips, prompting major customers like Meta and Microsoft to seek more efficient software solutions to mitigate rising hardware costs.

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Meta agrees to pay $16B to settle claims from states over child harm

Wed Aug-26 14:11:11regulatory90

Meta Platforms agreed to pay up to $16.68 billion to settle claims from US states alleging its platforms caused harm to children.

META ▼ PRICEDcryptobriefing.com ↗

Meta settles with US states over social media harms

Wed Aug-26 14:10:13regulatory85

Meta Platforms reached a settlement with 29 US states to resolve allegations regarding addictive social media design and improper data collection from children, averting a high-profile federal trial.

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Broadcom Fell 12.6% on Its Last Beat — Can It Avoid a Repeat in September?

Wed Aug-26 14:01:46earnings85

Broadcom is scheduled to report its third-quarter fiscal 2026 earnings on September 2, with investors focusing on AI semiconductor revenue guidance and the sustainability of its growth targets.

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I'm betting on September 9 for the iPhone 18 Pro launch - and this could be Apple's biggest event in years

Wed Aug-26 14:00:40product65

Apple is expected to launch the iPhone 18 Pro and its first foldable iPhone, the iPhone Ultra, at an event on September 9, marking the first major product unveiling under new CEO John Ternus.

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Jalapeño Beats Nvidia GB300 on Efficiency: SemiAnalysis Confirms 1.9x Lead

Wed Aug-26 13:50:44product85

SemiAnalysis verified benchmarks showing OpenAI's custom Jalapeño chip significantly outperforms Nvidia's GB300 in efficiency and latency ahead of Nvidia's earnings report.

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The Cost Apple Now Leads With Is Priced By Three Suppliers

Wed Aug-26 13:40:32guidance65

Apple attributes a projected 160 basis point decline in gross margin for the September quarter primarily to rising memory costs from a concentrated supplier base, offsetting previous tariff refund benefits.

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Warren Buffett is 'still in the game': The Omaha Oracle may be making more Berkshire investment decisions than you think

Wed Aug-26 13:30:29other65

Berkshire Hathaway increased its stake in Alphabet by 83% in the second quarter, making it the conglomerate's third-largest U.S. stock holding.

GOOGL ▲ FRESHfinance.yahoo.com ↗

Inside OpenAI's Reboot - AOL

Wed Aug-26 13:13:23product65

OpenAI previewed its new Astra AI model family to key customers, demonstrating advanced agent capabilities for research and desktop automation.

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Social media on trial as $200bn case against Facebook and Instagram begins

Wed Aug-26 13:11:55regulatory85

Meta faces a $200 billion lawsuit from 29 US states alleging it deliberately engineered addictive social media products for minors.

META ▼ REPRICINGrocketnews.com ↗

Instagram chief testifies at Meta trial, says few teens used safety feature

Wed Aug-26 13:11:53regulatory65

Instagram CEO Adam Mosseri testified in a multi-state lawsuit alleging Meta designed addictive platforms for youth, revealing low adoption of safety features and facing potential $200 billion in damages.

META ▼ REPRICINGrocketnews.com ↗

If OpenAI has nothing to hide, it has nothing to fear

Wed Aug-26 13:03:45regulatory65

Apple is engaged in a lawsuit alleging that OpenAI and former Apple employees attempted to exfiltrate proprietary manufacturing trade secrets.

AAPL ▼ FRESHwww.computerworld.com ↗

How Zuckerberg's plan to replace Meta staff with AI unravelled

Wed Aug-26 13:01:52other65

Meta executives developed a plan called Project OT to replace significant portions of its workforce with AI agents, potentially reducing team sizes by up to 60%.

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Nvidias Groq 3 LPX chip pushes Samsung foundry closer to profitability - The Tribune

Wed Aug-26 13:01:41product65

Nvidia has initiated mass production of its Groq 3 LPX inference accelerator manufactured exclusively by Samsung Foundry, signaling a potential turnaround for Samsung's chip unit and expanding Nvidia's AI infrastructure portfolio.

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Global AI investment hits record $430bn in first half of 2026

Wed Aug-26 13:01:04other65

Global AI venture capital investment reached a record $430 billion in the first half of 2026, with hyperscalers Amazon, Alphabet, and Meta projected to spend up to $520 billion on AI infrastructure this year.

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'China's Moonshot In Talks With Microsoft, Amazon, Google Over K3 Revenue Sharing, Sources Say' - Reuters Exclusive

Wed Aug-26 13:00:37partnership65

China's Moonshot is reportedly in discussions with Microsoft, Amazon, and Google regarding revenue sharing agreements for its K3 AI model.

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Nvidia, Zoom Communications and 3 Stocks to Watch Heading Into Wednesday

Wed Aug-26 13:00:32earnings85

Nvidia is scheduled to report its quarterly earnings after the closing bell with Wall Street expecting revenue of $92.01 billion.

NVDA · FRESHwww.benzinga.com ↗

Meta Talking With States to Settle Landmark Lawsuit That Claims Facebook and Instagram Were Designed to Be Addictive to Kids: Report

Wed Aug-26 13:00:21regulatory65

Meta Platforms is reportedly in discussions with state attorneys general to settle a landmark lawsuit alleging its platforms were designed to be addictive to children.

META ▲ REPRICINGwww.benzinga.com ↗

Google May Be Sitting on a $200 Billion AI Opportunity

Tue Aug-25 21:00:11analyst65

Morgan Stanley estimates Alphabet could generate $200 billion in income from its Tensor Processing Units over the next several years as demand for AI computing alternatives to Nvidia grows.

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Micron Rebounds 1.4% as $25 Billion Cash Engine Defies Memory Panic

Tue Aug-25 21:00:10earnings85

Micron Technology reported fiscal third-quarter revenue of $41.46 billion and operating cash flow of $25.39 billion, driving a stock rebound despite valuation concerns.

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TSMC Jumps Before Nvidia Tests Its Capacity Bet

Tue Aug-25 21:00:06earnings85

TSMC shares rose ahead of Nvidia's earnings report as investors anticipate strong AI chip demand will validate TSMC's increased capital spending and revenue growth.

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Nevada Just Raised Tesla's Las Vegas Robotaxi Cap From 10 Vehicles to 5,000

Tue Aug-25 20:50:49regulatory65

The Nevada Transportation Authority unanimously voted to increase Tesla's robotaxi operating cap in Clark County from 10 to 5,000 vehicles over the next 12 months.

TSLA ▲ FRESHwww.fool.com ↗

Microsoft Stalls as $678 Billion Backlog Meets Falling Yields

Tue Aug-25 20:50:41earnings65

Microsoft reported an 18% revenue increase and a $678 billion backlog in its fiscal fourth quarter, though stock performance remained flat amid concerns over AI infrastructure costs.

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SpaceX Will Spend Up To $100 Billion To Build a New Launch Facility

Tue Aug-25 20:50:36partnership65

SpaceX announced a $100 billion Louisiana launch facility and accelerated its partnership with Nvidia to deploy space-optimized Vera Rubin NVL72 AI systems in orbit by Q4 next year.

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Could SoCal Edison, Facing a Damaging Report and Looming Trial, Settle Eaton Fire Claims? | Law.com

Tue Aug-25 20:50:30regulatory65

A New Mexico judge ordered Meta Platforms to pay $567 million into an abatement fund and implement child-safety reforms regarding youth mental health impacts on Facebook and Instagram.

META ▼ REPRICINGwww.law.com ↗

Nvidia Could Swing By $286 Billion After Earnings - NVIDIA (NASDAQ:NVDA), CrowdStrike Holdings (NASDAQ:CR

Tue Aug-25 20:40:47earnings85

Options markets price in a 5.6% implied move for Nvidia ahead of its Q2 2027 earnings report, representing approximately $286 billion in market value at stake.

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