kingfisher — news

Nvidia Earnings Could Get a China Boost

Wed Aug-26 20:40:40regulatory65

Chinese authorities have reportedly permitted ByteDance and Tencent to acquire approximately 10,000 Nvidia processors each, potentially boosting Nvidia's revenue despite export controls.

NVDA ▲ REPRICINGAMD · FRESHQCOM · REPRICINGAVGO · FRESHfinance.yahoo.com ↗

Musk Says Nvidia Data Centers Hit Orbit in 2027. SpaceX's Own IPO Filing Said 2028 at the Earliest

Wed Aug-26 20:31:04product65

Elon Musk announced a partnership with Nvidia to launch space-optimized Vera Rubin data centers in orbit by 2027, contradicting SpaceX's earlier SEC filing which projected deployment no earlier than 2028.

NVDA ▲ REPRICINGTSLA · REPRICING247wallst.com ↗

Meta Knew Teens Ignored Its Safety Tool. It Kept the Switch Off Anyway

Wed Aug-26 20:30:41regulatory65

Former Meta employee testified that leadership deliberately kept Instagram's teen safety 'Take a Break' feature as opt-in rather than default to avoid reducing engagement metrics.

META ▼ REPRICINGwww.webpronews.com ↗

Factbox-From Australia to Europe, countries move to curb children's social media access

Wed Aug-26 20:30:33regulatory65

Global regulatory efforts to restrict children's social media access are intensifying in Australia and the UK, compounding legal and compliance pressures on Meta and Alphabet.

META ▼ REPRICINGGOOGL ▼ REPRICINGAAPL · REPRICINGmalaysia.news.yahoo.com ↗

Samsung Moves AI Compute Into DRAM: Drop-In Memory Chip Triples Inference Speed

Wed Aug-26 20:20:33product65

Samsung demonstrated its LPDDR5X-PIM memory chip which integrates AI compute into DRAM to triple inference speed and reduce costs, signaling a competitive shift in the AI memory market relevant to Micron.

MU ▲ FRESHNVDA · FRESHAMD · FRESHQCOM ▲ REPRICINGAVGO · FRESHTSM · FRESHwww.techtimes.com ↗

Alphabet's $84.75 Billion Raise Carries a $40 Billion Asterisk

Wed Aug-26 20:20:26other65

Alphabet priced an $84.75 billion capital package including stock and convertible securities, causing shares to drop as investors weighed dilution risks against AI growth prospects.

GOOGL ▼ REPRICINGMSFT · FRESHMETA · REPRICINGAMZN · FRESHca.finance.yahoo.com ↗

A $6 Billion Reason to Buy Nvidia Stock Now

Wed Aug-26 20:20:11partnership65

Nvidia announced a $6 billion licensing deal and $1 billion equity investment in AI startup Poolside to enhance its Nemotron software ecosystem and compete with Chinese AI models.

NVDA ▲ FRESHAMD ▼ FRESHGOOGL ▼ REPRICINGMSFT ▼ FRESHMETA ▼ REPRICINGwww.barchart.com ↗

TSMC's July Surge Raises the Bar for Nvidia's Foundry

Wed Aug-26 20:10:58earnings65

TSMC reported a 44.7% year-over-year increase in July revenue and raised third-quarter revenue guidance, signaling continued strong demand for advanced-node AI chips.

TSM ▲ FRESHNVDA · FRESHAMD ▲ FRESHAVGO ▲ FRESHQCOM ▲ REPRICINGca.finance.yahoo.com ↗

Amazon's 37% AWS Boom Still Burns Through Free Cash Flow

Wed Aug-26 20:10:46earnings65

Amazon reported strong 37% AWS revenue growth but saw free cash flow turn negative due to massive capital expenditures, causing the stock to slip.

AMZN ▼ FRESHMSFT · FRESHGOOGL · REPRICINGca.finance.yahoo.com ↗

Nvidia's AI Servers Are About to Get Pricier -- What a 15%+ Hike Means for the Whole Stack

Wed Aug-26 20:10:32other75

Nvidia is reportedly raising prices for AI servers containing Vera Rubin and Grace Blackwell chips by over 15% due to soaring memory costs ahead of its earnings report.

NVDA ▲ FRESHMSFT ▼ FRESHGOOGL ▼ REPRICINGMU ▲ FRESHAMD · FRESHAVGO · FRESHSMCI · PRICEDfinance.yahoo.com ↗

The $4 trillion question: Can the hyperscalers' enormous bet on data centers pay off

Wed Aug-26 20:00:57analyst65

Scotiabank research analyzes the economics of hyperscaler AI data center investments, finding that current rental rates support a 15% IRR despite massive capital expenditures primarily benefiting Nvidia.

GOOGL · REPRICINGAMZN · FRESHMETA · REPRICINGMSFT · FRESHNVDA ▲ REPRICINGinvestinglive.com ↗

Nvidia Earnings Live: Stock Moves Lower Ahead of Q2 Results

Wed Aug-26 19:30:10earnings95

Nvidia shares dipped slightly ahead of its highly anticipated Q2 earnings report, where analysts project record revenue of $92.37 billion, while partner stocks like Arista Networks and Lumentum rose in anticipation.

NVDA · REPRICINGAMD ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ REPRICINGTSM ▲ FRESHMU ▲ FRESHASML ▲ FRESHSMCI ▲ PRICEDwww.investopedia.com ↗

Apple announces 'Surprise and shine' iPhone event for September 9

Wed Aug-26 19:20:23product65

Apple officially announced a September 9 event to unveil the iPhone 18 Pro lineup and its first foldable iPhone.

AAPL ▲ REPRICINGwww.macobserver.com ↗

SSI could be set to unveil revolutionary language model

Wed Aug-26 19:01:01partnership65

Nvidia is reported to have invested approximately $5 billion in Ilya Sutskever's AI startup Safe Superintelligence (SSI).

NVDA ▲ REPRICINGMSFT · FRESHGOOGL · REPRICINGMETA · REPRICINGAMZN · FRESHen.globes.co.il ↗

Amazon Plans Drone Delivery Expansion to 500 U.S. Cities by 2026

Wed Aug-26 19:00:49product65

Amazon announced plans to expand its Prime Air drone delivery service to nearly 500 U.S. cities by the end of 2026.

AMZN ▲ FRESHwww.aviationpros.com ↗

NVIDIA Corporation (NVDA) & Blackstone (BX): Nvidia Wants Wall Street to Lend Against AI Chips Like They're Mortgages

Wed Aug-26 19:00:23partnership85

Nvidia announced partnerships with six major financial firms to launch compute financing platforms aimed at raising over $500 billion for AI infrastructure.

NVDA ▲ REPRICINGAMD · FRESHAVGO · REPRICINGMSFT · FRESHGOOGL · REPRICINGAMZN · FRESHMETA · REPRICINGfinance.yahoo.com ↗

Top BofA Analyst: Nvidia Could Generate $1 Billion in Free Cash Flow Every Weekday By This Time Next Year

Wed Aug-26 18:40:45analyst65

Bank of America analyst Vivek Arya previews Nvidia's upcoming earnings, suggesting that while fundamentals are strong, the stock may not rally on a beat due to already high expectations and a focus on balance sheet disclosures.

NVDA · REPRICINGAMD · FRESHAVGO · REPRICINGQCOM · FRESHTSM · FRESHMU · FRESHASML · FRESHSMCI · REPRICING247wallst.com ↗

ASML Slips Before Nvidia Tests a 23% Sales Ramp

Wed Aug-26 18:30:46earnings65

ASML raised its full-year revenue guidance to €43-45 billion and reported strong Q2 results, positioning itself as a key beneficiary of potential AI spending growth ahead of Nvidia's upcoming earnings report.

ASML ▲ FRESHNVDA · REPRICINGTSM ▲ FRESHAMD ▲ FRESHAVGO ▲ REPRICINGMU ▲ FRESHca.finance.yahoo.com ↗

'Nscale Will Use NVIDIA's Vera Rubin Chips, Which Will Start To Come Online Late Next Year, To Meet Anthropic’s Needs' - Bloomberg News

Wed Aug-26 18:22:36partnership65

Nscale has confirmed it will utilize Nvidia's upcoming Vera Rubin chips to fulfill its infrastructure commitments to Anthropic.

NVDA ▲ REPRICINGAMD ▼ FRESHAVGO ▼ REPRICINGQCOM ▼ FRESHwww.benzinga.com ↗

Advanced Micro Devices (AMD) and Intel (INTC) Both Just Raised Billions for AI. Here's How Their Strategies Differ

Wed Aug-26 18:21:01other65

Advanced Micro Devices launched a $4-5 billion bond offering to fund AI data center expansion, contrasting with Intel's recent equity raise.

AMD ▲ FRESHNVDA · REPRICINGca.finance.yahoo.com ↗

Anthropic to Get 460 Megawatts of Power From Nscale Data Center in $45 Billion Lease Deal, Bloomberg Reports

Wed Aug-26 18:10:13partnership85

Anthropic has secured a $45 billion lease deal for 460 megawatts of power from Nscale data centers, with Amazon identified as a key stakeholder and infrastructure partner.

AMZN ▲ FRESHGOOGL · REPRICINGMSFT · FRESHMETA · REPRICINGwww.marketscreener.com ↗

Microsoft Earns 31% More Than It Did a Year Ago and Is Worth Less

Wed Aug-26 18:10:04earnings85

Microsoft reported fiscal 2026 full-year revenue of $331.8 billion and net income of $133.7 billion, representing an 18% and 31% increase respectively, despite a decline in its market capitalization over the same period.

MSFT ▲ FRESHGOOGL · REPRICINGAMZN · FRESHNVDA · REPRICINGfinance.yahoo.com ↗

The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale

Wed Aug-26 18:00:33partnership65

Nvidia and Cisco announced an expanded partnership to integrate Cisco's networking and software expertise with Nvidia's accelerated computing architecture for liquid-cooled AI factory racks.

NVDA ▲ REPRICINGAVGO · REPRICINGSMCI · REPRICINGAMD · FRESHsiliconangle.com ↗

Apple to Ship 10 Million Foldable iPhones in Year One, IDC Says

Wed Aug-26 17:51:06product65

IDC forecasts that Apple will ship over 10 million units of its first foldable iPhone in the first year following its expected September debut.

AAPL ▲ FRESHMSFT · FRESHGOOGL · REPRICINGMETA · FRESHTSLA · REPRICINGwww.bloomberg.com ↗

Applied Materials' China Problem Is Getting Worse

Wed Aug-26 17:50:50regulatory65

China has mandated that semiconductor manufacturers use at least 50% domestically produced equipment for new capacity, a policy that directly threatens ASML's market share as domestic competitors develop immersion DUV lithography systems.

ASML ▼ FRESH247wallst.com ↗

'We'll see them at trial:' Florida rejects Meta billion-dollar settlement over teen social media addiction

Wed Aug-26 17:41:50regulatory65

Florida rejected Meta's $17 billion settlement regarding teen social media addiction, opting to proceed to trial instead.

META ▼ REPRICINGwww.clickorlando.com ↗

India Lands Its First Vera Rubin Cluster: 9,000 GPUs, Green Power, US Export Risk

Wed Aug-26 17:41:38product65

India-based AM Intelligence placed a binding order for 9,000 Nvidia Vera Rubin GPUs to build a frontier-class AI cluster powered by renewable energy.

NVDA ▲ REPRICINGGOOGL · REPRICINGMSFT · FRESHAMZN · REPRICINGwww.techtimes.com ↗

Why Wall Street Keeps Missing Alphabet's AI Payoff

Wed Aug-26 17:41:25earnings65

Alphabet's Google Cloud revenue surged 82% in Q2 2026 with operating income tripling and margins reaching 35.6%, challenging investor skepticism regarding AI capital expenditure returns.

GOOGL ▲ REPRICINGMSFT · FRESHAMZN · REPRICINGMETA · REPRICINGwww.webpronews.com ↗

Goldman Sachs analyst highlights notable tech de-risking ahead of Nvidia earnings

Wed Aug-26 17:40:56analyst65

Goldman Sachs reports that mutual funds are significantly underweight Nvidia and other major AI stocks ahead of earnings, creating potential for a positive squeeze if results are strong.

NVDA ▲ REPRICINGAMD · FRESHGOOGL · REPRICINGMSFT · FRESHcryptobriefing.com ↗

Smartphone Shipments Set for Record 16.7% Drop in 2026, as the Memory Crisis Hits Full Force

Wed Aug-26 17:40:50other65

IDC forecasts a record 16.7% drop in 2026 smartphone shipments and a 27.6% rise in ASPs driven by a severe memory shortage that has increased NAND and DRAM costs by over 300% year-over-year.

MU ▲ FRESHAAPL ▼ FRESHGOOGL ▼ REPRICINGMSFT ▼ FRESHMETA ▼ REPRICINGAMZN ▼ REPRICINGwww.idc.com ↗

Prediction: SMCI Stock Will Hit $60 on This Date

Wed Aug-26 17:40:36guidance85

Super Micro Computer reported $60 billion in new quarterly orders and guided fiscal 2027 revenue to $65-72 billion, despite ongoing export-control inquiries.

SMCI ▲ REPRICINGNVDA · REPRICINGAMD · FRESHfinance.yahoo.com ↗

Meta to Pay Texas $1 Billon in Child Safety Case

Wed Aug-26 17:31:31regulatory65

Meta Platforms agreed to pay over $1 billion to Texas and implement strict child safety measures as part of a settlement with the state's Attorney General.

META ▼ REPRICINGwww.insurancejournal.com ↗

Super Micro Computer stock jumps 9% as Cisco adds its AI server racks to portfolio

Wed Aug-26 17:30:40partnership75

Cisco announced a partnership to integrate Super Micro Computer's liquid-cooled AI server racks into its Secure AI Factory platform, driving a significant surge in SMCI's stock price.

SMCI ▲ REPRICINGNVDA ▲ REPRICINGcryptobriefing.com ↗

Nvidia forecasts first $100B quarter amid AI demand

Wed Aug-26 17:21:06guidance90

Nvidia is projected to become the first semiconductor company to exceed $100 billion in quarterly revenue, with consensus estimates for fiscal Q3 2027 reaching approximately $104 billion driven by hyperscaler demand.

NVDA ▲ REPRICINGMSFT · FRESHGOOGL · REPRICINGAMZN · FRESHMETA · REPRICINGAMD ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ FRESHTSM ▲ FRESHcryptobriefing.com ↗

Kevin Warsh Just Got Another Reason to Raise Rates in September

Wed Aug-26 17:10:12other65

Rising July PCE inflation data has increased the market-implied probability of a September interest rate hike to 44%, creating potential headwinds for equity valuations.

AAPL ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ REPRICINGMETA ▼ REPRICINGTSLA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ FRESHQCOM ▼ REPRICINGMU ▼ FRESHTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ REPRICINGfinance.yahoo.com ↗

Tim Cook Farewell Party as CEO Hosted by Apple

Wed Aug-26 17:00:58other85

Apple CEO Tim Cook stepped down and was replaced by John Ternus, with Cook transitioning to the role of executive chairman.

AAPL · FRESHwww.ilounge.com ↗

Anthropic's Bold $30 Trillion Market Claim Sets Stage for Massive IPO

Wed Aug-26 16:41:25other65

Anthropic plans to file for an IPO with a $2 trillion valuation target and claims a $30 trillion total addressable market, positioning major stakeholders Amazon and Alphabet for significant gains.

AMZN ▲ FRESHGOOGL ▲ REPRICINGMSFT · FRESHMETA · REPRICINGAAPL · FRESHNVDA · FRESHblockonomi.com ↗

EXCLUSIVE: Nvidia's $2 Billion Synopsys Bet Signals AI's Next Frontier

Wed Aug-26 16:35:50partnership65

Nvidia has made a $2 billion investment in Synopsys to deepen their partnership in AI-powered electronic design automation and autonomous engineering workflows.

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

Elon Musk's Million-Satellite AI Vision Could Require 9 Starship Launches a Day

Wed Aug-26 16:32:43other65

Elon Musk outlined a vision for a million-satellite AI network that would necessitate nine Starship launches per day.

TSLA ▲ REPRICINGwww.benzinga.com ↗

Huawei bid to build Egypt's AI data centres, US counters

Wed Aug-26 16:21:25partnership65

The US State Department is assembling a counter-bid involving Nvidia, AMD, and Microsoft to compete against Huawei's proposal to build AI data centers for the Egyptian government.

NVDA ▲ REPRICINGAMD ▲ FRESHMSFT ▲ FRESHthenextweb.com ↗

Broadcom's Next $100 Billion AI Business Is Taking Shape. Here's What It Means for AVGO Stock

Wed Aug-26 16:20:48guidance85

Broadcom management forecasts its AI semiconductor revenue will exceed $100 billion in fiscal 2027, a significant increase from the $56 billion expected in fiscal 2026.

AVGO ▲ REPRICINGNVDA · REPRICINGAMD · FRESHQCOM · REPRICINGTSM ▲ FRESHwww.barchart.com ↗

SpaceX Bets on NVIDIA Chips for Starmind Orbit AI - Technology Org

Wed Aug-26 16:10:20partnership65

SpaceX has selected NVIDIA's Vera Rubin NVL72 chips to power its Starmind orbital data center satellites, with launches scheduled to begin in 2027.

NVDA ▲ FRESHTSM ▲ FRESHAMD · REPRICINGAVGO · REPRICINGwww.technology.org ↗

Intel, AMD, Micron surge on report of government cash support

Wed Aug-26 15:51:01regulatory75

Reports indicate accelerated CHIPS Act funding with the US government taking an equity stake in Intel and finalizing awards for Micron and AMD, causing shares of all three to surge.

AMD ▲ REPRICINGMU ▲ REPRICINGcryptobriefing.com ↗

Mac Studio M5 Ultra Ships With 512GB to Run Frontier AI Models Locally

Wed Aug-26 15:50:46product65

Apple unveiled the M6 chip built on TSMC's 2nm process for the Mac mini and the M5 Ultra with 512GB memory for the Mac Studio to enable local AI model execution.

AAPL ▲ FRESHTSM ▲ FRESHNVDA ▼ FRESHAMD · REPRICINGMSFT · FRESHGOOGL · REPRICINGwww.techtimes.com ↗

Alibaba Targets Coding and Office Tasks With Low-Cost AI Model | PYMNTS.com

Wed Aug-26 15:50:42partnership65

Apple is collaborating with Alibaba to develop and train AI models for the Chinese market, enabling the upcoming launch of Apple Intelligence features in the region.

AAPL ▲ FRESHGOOGL ▼ REPRICINGMETA ▼ REPRICINGwww.pymnts.com ↗

OpenAI's Jalapeño chip turns up the heat on Nvidia in inference

Wed Aug-26 15:40:43product65

OpenAI unveiled performance results for its custom Jalapeño inference chip developed with Broadcom, signaling a potential reduction in reliance on Nvidia GPUs.

NVDA ▼ REPRICINGAVGO ▲ REPRICINGAMD · REPRICINGQCOM · FRESHGOOGL · REPRICINGAMZN · REPRICINGMETA · FRESHMSFT · FRESHwww.marketscreener.com ↗

Taiwan Indicts Nvidia And Supermicro Employees For Smuggling 74 Blackwell AI Servers To China - CDM - Human Reporters * Not Machines

Wed Aug-26 15:31:12regulatory65

Taiwanese prosecutors have indicted employees of Nvidia and Super Micro Computer for smuggling restricted AI servers into China in violation of U.S. export controls.

NVDA ▼ REPRICINGSMCI ▼ REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGTSM · FRESHcdm.press ↗

"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.

NVDA ▼ FRESHAMZN · REPRICINGMU · FRESHAMD · FRESHAVGO · REPRICINGQCOM · FRESHTSM · FRESHASML · REPRICINGSMCI · REPRICINGAAPL · REPRICINGMSFT · REPRICINGGOOGL · REPRICINGMETA · REPRICINGwww.zerohedge.com ↗

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.

NVDA · FRESHAMD · FRESHAVGO · REPRICINGQCOM · FRESHTSM · FRESHMU · FRESHfinance.yahoo.com ↗

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.

MU ▲ REPRICINGNVDA · FRESHAMD · REPRICINGAVGO · REPRICINGQCOM · FRESHTSM · FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGwww.benzinga.com ↗

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