kingfisher — news

Thu Sep-03 09:45:04

times in Europe/Lisbon

🗞️ News

Nvidia and AMD Investors Must Be Prepared for Aug. 4

Fri Jul-17 13:00:10earnings85

AMD is scheduled to report its second-quarter earnings on August 4, with high market expectations for revenue growth that could significantly impact both AMD and peer Nvidia stock prices.

AMD · PRICEDNVDA · PRICEDwww.nasdaq.com ↗

Chipmakers trigger global market rout amid AI rally concerns

Fri Jul-17 13:00:10other85

Reports of slowing AI memory chip production at SK Hynix triggered a broad sector-wide selloff in semiconductor and AI-related stocks, including Nvidia and Micron, amid concerns over sustained hyperscaler demand.

NVDA ▼ PRICEDMU ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ REPRICINGAAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDcryptobriefing.com ↗

Alphabet could crush estimates on Cloud strength, Anthropic windfall: BofA

Thu Jul-16 20:40:14analyst62

Bank of America reiterated a Buy rating on Alphabet and raised its earnings estimates, citing strong Cloud growth and a sharp revaluation gain on its Anthropic stake ahead of Q2 earnings.

GOOGL ▲ PRICEDwww.proactiveinvestors.com ↗

Nasdaq 100 Slides as TSMC Results Revives AI Spending Concerns

Thu Jul-16 19:50:25earnings65

TSMC raised its 2026 sales and spending guidance but chip and AI-related stocks sold off broadly amid renewed AI-spending concerns and Middle East tensions, with the Philadelphia Semiconductor Index falling 4.2%.

TSM · PRICEDMU ▼ PRICEDAVGO ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDAAPL ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ PRICEDTSLA ▼ FRESHASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHfinancialpost.com ↗

Apple Slashes iPhone 17 Production as Component Costs Spike

Thu Jul-16 19:40:05guidance60

Apple has reportedly cut standard iPhone 17 production by about one-third due to rising component costs amid AI-driven chip demand pressures.

AAPL ▼ PRICEDTSM · PRICEDQCOM · PRICEDAVGO · PRICEDinews.zoombangla.com ↗

Micron named 'most important stock in the market' amid AI demand

Thu Jul-16 19:30:13analyst72

Mizuho analyst ranked Micron as the third most important stock globally after strong fiscal Q3 2026 earnings, sold-out 2026 HBM capacity, and $22 billion in customer supply agreements.

MU ▲ PRICEDNVDA · PRICEDGOOGL · PRICEDTSM · PRICEDASML · PRICEDcryptobriefing.com ↗

Nvidia Plans to Resume AI Chip Deliveries to China

Thu Jul-16 19:00:28regulatory65

Nvidia is reportedly preparing to resume shipments of export-compliant H200 AI chips to China as early as mid-February, signaling renewed access to a key market amid US export controls.

NVDA ▲ PRICEDAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDAVGO · PRICEDmeobserver.news ↗

Meta's Costly Push for AI Independence Faces Wall Street Doubts and Open-Source Tensions

Thu Jul-16 18:30:19guidance72

Meta raised its 2026 AI infrastructure spending guidance to $145 billion while advancing its custom Iris chip (built with Broadcom and TSMC) to reduce Nvidia dependence, sending shares down 3.5% on cost concerns.

META ▼ PRICEDAVGO ▲ PRICEDTSM ▲ PRICEDNVDA ▼ PRICEDAMD · PRICEDMU · PRICEDwww.webpronews.com ↗

The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'

Thu Jul-16 14:30:26guidance65

ASML raised its 2026 guidance, citing strong demand from both DRAM and advanced logic chipmakers driven by the AI boom, with EUV system sales expected to grow over 45% year-over-year.

ASML ▲ REPRICINGTSM ▲ PRICEDMU ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDSMCI ▲ REPRICINGwww.pcgamer.com ↗

Taiwan Semiconductor Manufacturing Company Limited Provides Earnings Guidance for the Third Quarter 2026

Thu Jul-16 14:20:17guidance65

TSMC issued Q3 2026 guidance projecting revenue of USD 44.6-45.8 billion with gross margin of 65-67% and operating margin of 56-58%.

TSM ▲ PRICEDASML · FRESHNVDA · FRESHAMD · PRICEDAVGO · FRESHQCOM · REPRICINGMU · PRICEDSMCI · PRICEDwww.marketscreener.com ↗

Micron (MU) Stock Plunges 12% as Multiple Headwinds Converge

Thu Jul-16 14:10:00other60

Micron shares fell about 12% over two sessions amid concerns over ASML's more efficient EUV memory lithography aiding rivals SK Hynix and Samsung, hedging speculation, and leveraged ETF-driven selling pressure.

MU ▼ PRICEDASML · FRESHTSM · PRICEDSMCI · PRICEDblockonomi.com ↗

China Greenlights Apple's AI Features, Boosting Alibaba (BABA) and Baidu (BIDU) Stock

Thu Jul-16 13:00:13regulatory60

China's Cyberspace Administration approved Apple's generative AI features for mobile devices, clearing a key regulatory hurdle for Apple Intelligence to launch in China using Alibaba's Qwen and Baidu's AI models.

AAPL ▲ PRICEDblockonomi.com ↗

A rally for Apple leads Wall Street higher

Thu Jul-16 13:00:13other72

Apple shares surged nearly 6% ahead of a White House announcement of an additional $100 billion U.S. investment pledge, lifting the S&P 500, while Super Micro Computer fell after missing earnings and revenue expectations.

AAPL ▲ PRICEDSMCI ▼ PRICEDwww.daytondailynews.com ↗

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity

Thu Jul-16 13:00:13guidance75

TSMC announced an additional $100 billion investment in US chipmaking capacity, bringing total US pledges to $265 billion, while raising its 2026 capex and revenue outlook amid strong AI-driven demand.

TSM ▲ PRICEDNVDA ▲ PRICEDAAPL · PRICEDASML ▲ FRESHAVGO ▲ FRESHAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDSMCI ▲ PRICEDwww.ktbs.com ↗

Meta commits $50B to Louisiana data center and surrounding area

Wed Jul-15 19:00:09other65

Meta announced it will invest more than $50 billion in its Louisiana data center and surrounding infrastructure, making it one of the largest AI data centers globally.

META ▲ PRICEDNVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ PRICEDMU ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHSMCI ▲ REPRICINGwww.constructiondive.com ↗

Micron extends losses to 10%, erasing $110B in market cap as memory selloff spreads to tokenized stocks

Wed Jul-15 18:20:28other75

Micron shares fell 10%, erasing $110 billion in market cap, as a broader memory and chip sector selloff spread amid concerns over AI capex sustainability and macro tensions.

MU ▼ REPRICINGMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ REPRICINGNVDA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ REPRICINGcryptobriefing.com ↗

TSMC's Record Revenue Streak Signals AI's Unstoppable Pull on Chip Supply

Wed Jul-15 18:20:28earnings72

TSMC reported record June and Q2 revenue driven by strong AI chip demand, with Q3 net profit and revenue also beating estimates and CEO C.C. Wei affirming AI demand remains stronger than expected.

TSM ▲ FRESHNVDA ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ REPRICINGASML ▲ REPRICINGQCOM ▲ REPRICINGMU ▲ REPRICINGAAPL · PRICEDwww.webpronews.com ↗

Dell, Micron, SanDisk tumble as AI hardware rally hits reversal

Wed Jul-15 17:42:30regulatory72

AI hardware and chip stocks including Dell, Micron and SanDisk sold off sharply as concerns grew over potential US export restrictions on high-bandwidth memory, hyperscaler data center overbuild, and stretched valuations.

MU ▼ REPRICINGSMCI ▼ REPRICINGAVGO ▼ FRESHAMD ▼ REPRICINGTSM ▼ REPRICINGwww.proactiveinvestors.com ↗

Micron Drops 8% on China Competition Fears, Dragging Intel, AMD, and Marvell

Wed Jul-15 17:10:16other65

Micron shares fell 8% amid a broader semiconductor selloff after reports that Chinese memory maker CXMT is rapidly gaining DRAM market share, with Apple reportedly testing CXMT chips and Nio investing in the company.

MU ▼ REPRICINGAAPL · PRICEDAMD ▼ REPRICINGTSM · REPRICINGQCOM · REPRICING247wallst.com ↗

Micron (MU) To Boost US Investment, Here's What You Should Know

Wed Jul-15 16:22:41other65

Micron announced it will increase U.S. investment to over $250 billion by 2035 driven by AI memory chip demand, with an additional $3 billion for domestic supply chain strengthening including a 10-year wafer supply agreement with GlobalWafers, and marked first concrete pour at its Clay, New York fab ahead of schedule.

MU ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGTSM · REPRICINGfinance.yahoo.com ↗

AP News Summary at 6:08 a.m. EDT

Wed Jul-15 16:22:41other65

U.S. reimposed naval blockade on Iran and intensified airstrikes after Iranian attacks on ships in the Strait of Hormuz, with Iran threatening to halt all Mideast energy exports, causing oil prices to climb near $85 per barrel and mixed global equity markets amid war escalation concerns.

AAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ REPRICINGNVDA ▼ REPRICINGMETA ▼ REPRICINGTSLA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ REPRICINGTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ FRESHwww.mykxlg.com ↗

Big AI acquisitions are not off the table under new CEO John Ternus

Wed Jul-15 16:10:02m&a65

Apple under new CEO John Ternus is shifting acquisition strategy toward billion-dollar deals for AI capabilities, having acquired Q.Ai for $2 billion in January 2026 and signaling willingness to spend cash reserves on larger acquisitions to address AI server chip needs.

AAPL ▲ PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGMSFT · PRICEDforums.appleinsider.com ↗

Apple Stock Jumps Over 3% On Report Of iPhone Maker Eyeing AI Chip Acquisitions

Wed Jul-15 16:10:02m&a65

Apple shares rose over 3% on reports that the company is exploring acquisitions of AI chip startups and has held discussions with bankers about potential deals to strengthen its AI capabilities.

AAPL ▲ PRICEDNVDA · FRESHAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGwww.ndtvprofit.com ↗

Alphabet (GOOGL) Aims to Raise $80 Billion in Equity Offerings - Reuters

Wed Jul-15 16:10:02other85

Alphabet plans to raise over $80 billion through equity offerings including a $10 billion private placement to Berkshire Hathaway to fund AI infrastructure buildout, with Berkshire purchasing $5 billion each in Class A and Class C shares.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · REPRICINGfinance.yahoo.com ↗

Apple Plans to Spend $30 Billion in a Deal With Broadcom (AVGO) - Reuters

Wed Jul-15 16:10:02partnership75

Apple plans to spend over $30 billion under a multi-year chip supply deal with Broadcom running through 2031, covering FBAR filters and radio-frequency chips for wireless connectivity, with Broadcom investing $1.5 billion to expand its Fort Collins factory to produce at least 15 billion chips.

AVGO ▲ REPRICINGAAPL ▲ PRICEDQCOM · REPRICINGfinance.yahoo.com ↗

Amazon CEO Andy Jassy projects $50B business potential for custom silicon division

Wed Jul-15 16:00:21product72

Amazon CEO Andy Jassy disclosed that the company's custom silicon division has reached a $20 billion annual run rate with nearly 40% quarter-over-quarter growth in Q1 2026, projecting potential for $50 billion if sold externally, with Trainium3 AI accelerators already nearly fully subscribed and external sales channels being explored.

AMZN ▲ PRICEDNVDA ▼ FRESHAMD ▼ REPRICINGAVGO ▼ FRESHcryptobriefing.com ↗

AMD's 5C Deal Positions It as a Direct Nvidia Rival

Wed Jul-15 15:40:07partnership65

AMD's partnership with 5C to collaborate on next-generation data center construction positions the company as a full-stack operator and direct competitor to NVIDIA in hyperscale data center markets, with projects underway in Ohio and Memphis.

AMD ▲ REPRICINGNVDA ▼ REPRICINGwww.investing.com ↗

AI Boom Outgrows Every Tech Bubble in History, BIS Systemic Risk Study Finds

Wed Jul-15 15:30:24regulatory75

Bank for International Settlements study warns that AI infrastructure spending by major hyperscalers (Amazon, Alphabet, Microsoft, Meta, Oracle) targeting $725 billion in 2026 capex has exceeded all historical tech bubbles and that debt and circular financing structures increase systemic risk of a sector-wide reversal.

MSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ REPRICINGMETA ▼ REPRICINGNVDA ▼ FRESHAAPL ▼ REPRICINGTSLA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ REPRICINGTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ FRESHwww.techtimes.com ↗