kingfisher — news

Mon Aug-31 22:08:39

times in Europe/Lisbon

🗞️ News

Wall Street's week ahead: Jobs report, Broadcom results pose next hurdles for stock market rally

Fri Aug-28 13:03:56earnings65

Broadcom's upcoming quarterly earnings report and the U.S. jobs data are highlighted as key events that will test the current stock market rally.

AVGO · FRESHNVDA ▲ FRESHwww.theglobeandmail.com ↗

Taiwan charges 9 over illegal AI server exports to China

Fri Aug-28 13:03:54regulatory65

Taiwanese prosecutors have charged nine individuals, including employees from Nvidia and Super Micro Computer, for illegally exporting banned B300 AI GPUs to China.

NVDA ▼ FRESHSMCI ▼ REPRICINGAMD · FRESHTSM · FRESHevertiq.com ↗

Needham reports strongest global semiconductor sales since 1984

Fri Aug-28 13:02:41analyst65

Needham reports that global semiconductor sales reached record levels in 2025 and 2026, with US companies regaining majority market share driven by AI demand.

NVDA ▲ FRESHAMD ▲ FRESHQCOM ▲ FRESHAVGO ▲ FRESHMU ▲ REPRICINGTSM ▲ FRESHASML ▲ FRESHSMCI ▲ REPRICINGPLTR ▲ FRESHcryptobriefing.com ↗

Nvidia's potential Hugging Face deal shows how far it's moved from its GPU roots

Fri Aug-28 13:02:19m&a85

Nvidia is in advanced talks to acquire open-source AI platform Hugging Face for over $13 billion to strengthen its software ecosystem.

NVDA ▲ FRESHAMD ▼ FRESHQCOM ▼ FRESHAVGO ▼ FRESHwww.businessinsider.com ↗

CEO of world's most valuable company Nvidia becomes world's 6th-richest billionaire

Fri Aug-28 13:02:03earnings85

Nvidia shares surged 8.7% following better-than-expected quarterly results and strong guidance, pushing CEO Jensen Huang to become the world's sixth-richest person.

NVDA ▲ FRESHMETA · FRESHAAPL · FRESHGOOGL · FRESHAMZN · FRESHTSLA · FRESHe.vnexpress.net ↗

Marvell shares slide as concerns over timing of Google AI deal revenue eclipse strong results

Fri Aug-28 13:01:55earnings65

Marvell Technology shares fell despite strong earnings as investors focused on the delayed revenue timeline of its new custom AI chip deal with Google.

GOOGL ▲ FRESHNVDA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHwww.bnnbloomberg.ca ↗

Michael Burry Points to Nvidia's $105B OpenAI Guarantee as 'Circular Financing' Red Flag: 'Whistling Past the Graveyard'

Fri Aug-28 13:00:36other65

Michael Burry criticized Nvidia's $105 billion guarantee for OpenAI data center infrastructure as circular financing, citing risks revealed in the company's recent 10-Q filing.

NVDA ▼ FRESHAMD · FRESHAVGO · FRESHSMCI · REPRICINGwww.benzinga.com ↗

YouTube Faces Potential Lawsuit from FTC As Regulator Probes Whether It Broke Its Own Policies on Suspended Accounts: Report

Fri Aug-28 13:00:28regulatory65

The FTC is reportedly in the final stages of preparing a potential lawsuit against YouTube for allegedly misleading users about content policies and account suspensions.

GOOGL ▼ FRESHMETA · FRESHwww.benzinga.com ↗

'Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies'- WSJ Exclusive

Fri Aug-28 13:00:23other85

Nvidia has reportedly paused revenue-sharing agreements with AI cloud service providers, potentially altering the economic dynamics of AI infrastructure deployment.

NVDA ▼ FRESHAMD ▲ FRESHAVGO ▲ FRESHSMCI · REPRICINGMSFT ▲ FRESHAMZN ▲ FRESHGOOGL ▲ FRESHMETA ▲ FRESHwww.benzinga.com ↗

Hedge funds suffer 40% losses as popular longs get obliterated

Thu Aug-27 21:20:58other65

Hedge funds experienced significant losses in July 2026 as crowded long positions in AI and semiconductor stocks underwent a sharp de-grossing and price correction.

NVDA ▼ PRICEDAMD ▼ REPRICINGMU ▼ REPRICINGAVGO ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ PRICEDAAPL · FRESHMSFT · REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · FRESHTSLA · PRICEDQCOM · FRESHPLTR · PRICEDcryptobriefing.com ↗

Nvidia reports Q2'26-FY'27 earnings

Thu Aug-27 21:20:13earnings95

Nvidia reported $96.2 billion in Q2 fiscal 2027 revenue driven by Data Center sales and announced significant financial commitments for supply capacity and AI infrastructure.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · PRICEDTSM ▲ PRICEDMU ▲ REPRICINGSMCI ▲ PRICEDgfxspeak.com ↗

President Trump's Love of Tariffs Comes Into Conflict With His Love of Data Centers

Thu Aug-27 21:00:37regulatory65

The Trump administration is considering imposing tariffs on semiconductors and related data center infrastructure, potentially disrupting supply chains for major tech companies reliant on Asian manufacturing.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ REPRICINGAVGO ▼ PRICEDQCOM ▼ REPRICINGMU · REPRICINGASML ▼ REPRICINGAAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ FRESHSMCI ▼ PRICEDgizmodo.com ↗

Nvidia At $1 Trillion In Annual Sales? Raymond James Says It's Possible By 2029

Thu Aug-27 20:50:33analyst65

Raymond James analyst Simon Leopold raised Nvidia's price target to $515 and projected annual sales could reach $1 trillion by fiscal 2029, citing sustained demand exceeding supply constraints.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · PRICEDQCOM · FRESHTSM · PRICEDfinance.yahoo.com ↗

Micron's Nvidia Rally Vanishes as Memory Scarcity Cuts Both Ways

Thu Aug-27 20:40:37other65

Micron Technology shares declined despite strong earnings and high gross margins as investors reacted to valuation concerns and potential supply constraints impacting Nvidia.

MU ▼ PRICEDNVDA · PRICEDca.finance.yahoo.com ↗

Microsoft Rises as Nvidia Validates Its $678 Billion Backlog

Thu Aug-27 20:40:35earnings65

Microsoft reported an 18% revenue increase and a $678 billion commercial backlog, with shares rising as Nvidia's positive outlook reinforced confidence in the AI spending cycle.

MSFT ▲ REPRICINGNVDA ▲ PRICEDca.finance.yahoo.com ↗

Nvidia Adds $296 Billion as 70% Forecast Resets the AI Trade

Thu Aug-27 20:20:57earnings95

Nvidia shares surged after reporting doubled revenue and providing a rare long-term forecast of 70% growth for fiscal 2028.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · PRICEDTSM ▲ REPRICINGMU · PRICEDASML · REPRICINGSMCI · PRICEDca.finance.yahoo.com ↗

Super Micro Computer (NASDAQ: SMCI) Deepens AI Data Center Push With Cisco And NVIDIA Partnership

Thu Aug-27 20:20:49partnership65

Super Micro Computer expanded its AI infrastructure partnership with Cisco and NVIDIA to deliver integrated rack-scale solutions for enterprise and sovereign cloud customers.

SMCI ▲ PRICEDNVDA ▲ PRICEDwww.foreignpolicyjournal.com ↗

After Microsoft Exited, Anthropic Signed $45B Deal Anchoring Nscale's IPO

Thu Aug-27 20:20:14partnership65

Anthropic signed a $45 billion deal with Nscale for computing capacity after Microsoft withdrew from a previous commitment at the same site.

MSFT ▼ REPRICINGNVDA ▲ PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGwww.techtimes.com ↗

Meta settlement falls short on teen mental health protections, whistleblower says

Thu Aug-27 20:20:14regulatory65

A whistleblower criticized Meta's $16.68 billion settlement with U.S. states over teen safety concerns as insufficient to address alleged platform harms.

META ▼ REPRICINGsg.news.yahoo.com ↗

S&P Futures Muted With Focus on U.S. PCE Inflation Data and Nvidia Earnings

Thu Aug-27 20:10:31earnings85

Investors are holding positions ahead of Nvidia's upcoming earnings report and the release of U.S. PCE inflation data, while AMD shares rose in the previous session.

NVDA · PRICEDAMD ▲ PRICEDfinance.yahoo.com ↗

Nvidia earnings and PCE inflation data take centre stage as oil prices slide: Dow Jones, S&P, Nasdaq, Wall Street Futures

Thu Aug-27 20:10:27earnings95

Investors are awaiting Nvidia's fiscal second-quarter earnings report, which is viewed as a critical indicator for the AI sector and broader market sentiment.

NVDA · PRICEDAMD · PRICEDAVGO · PRICEDQCOM · FRESHTSM · REPRICINGASML · REPRICINGMU · PRICEDSMCI · PRICEDPLTR · PRICEDAAPL · FRESHMSFT · REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGfinance.yahoo.com ↗

Gov. Abbott has ordered a "pause" on data center approvals. Here's what that means.

Thu Aug-27 20:00:45regulatory65

Texas Governor Greg Abbott has ordered a pause on new data center approvals in the state pending an audit of energy and water usage, potentially delaying AI infrastructure expansion for major tech companies.

NVDA ▼ PRICEDMETA ▼ REPRICINGAMZN ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ FRESHAVGO ▼ PRICEDTSM ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ PRICEDwww.houstonpublicmedia.org ↗

China Recalls 4.3M Cars Over Door Handles; Will U.S. Follow Suit?

Thu Aug-27 20:00:18regulatory65

China ordered the recall of 2.98 million Tesla vehicles due to safety issues with retractable door handles, marking the largest automotive recall in the country's history.

TSLA ▼ PRICEDwww.kbb.com ↗

Trump praises Micron Technology as one of the hottest companies in the world

Thu Aug-27 19:50:37other65

Micron Technology shares fell over 10% despite President Trump's public praise and the company's announcement of a $250 billion domestic manufacturing investment commitment through 2035.

MU ▼ PRICEDNVDA · PRICEDAMD · PRICEDQCOM · FRESHAVGO · PRICEDTSM · REPRICINGcryptobriefing.com ↗

Nvidia Climbing The Wall Of Worries (NVDA) | Seeking Alpha

Thu Aug-27 19:50:18analyst60

An analyst argues that Nvidia's FY28 revenue guidance of approximately $700 billion significantly exceeds consensus estimates and justifies a bullish outlook despite market skepticism.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ FRESHTSM ▲ REPRICINGseekingalpha.com ↗

What's expected at Apple's 'Surprise and Shine' September 9th special event

Thu Aug-27 19:40:13product65

Apple is set to unveil the iPhone 18 Pro and Pro Max featuring A20 Pro chips on a 2nm process at its September 9 event, marking the first major launch under new CEO John Ternus.

AAPL ▲ FRESHTSM ▲ REPRICINGmacdailynews.com ↗

Nvidia's $279 billion memory commitment reshapes the semiconductor competitive landscape By Investing.com

Thu Aug-27 19:30:35other85

Nvidia secured $279 billion in multi-year memory purchase commitments to address supply constraints, causing Micron shares to fall and AMD shares to dip.

NVDA ▲ PRICEDMU ▼ PRICEDAMD ▼ PRICEDTSM · REPRICINGwww.investing.com ↗

Memory sector outlook: from cyclical commodity to strategic bottleneck By Investing.com

Thu Aug-27 19:30:31other65

Nvidia's earnings guidance indicates severe memory supply constraints and margin compression due to rising DRAM and HBM costs, shifting pricing leverage to memory manufacturers like Micron.

MU ▲ PRICEDNVDA ▼ PRICEDwww.investing.com ↗

Nutanix's Rally Has a Bigger Story Than Earnings as AMD's AI Bet Takes Shape

Thu Aug-27 19:30:25partnership65

AMD has partnered with Nutanix to integrate its software platform with AMD hardware, creating an end-to-end AI inference system designed to compete with Nvidia's ecosystem.

AMD ▲ PRICEDNVDA ▼ PRICEDwww.marketbeat.com ↗

China seeks to train frontier AI models on domestic hardware by 2028

Thu Aug-27 19:20:48regulatory65

China announced a $295 billion plan to build a domestic AI data center network by 2028, mandating that at least 80% of the technology come from local suppliers like Huawei to reduce reliance on Nvidia.

NVDA ▼ PRICEDAMD · REPRICINGQCOM · FRESHTSM · PRICEDAVGO · PRICEDcryptobriefing.com ↗

Qualcomm Bets on Modular to Break Nvidia Moat - EE Times

Thu Aug-27 19:20:35m&a75

Qualcomm is acquiring AI software company Modular to create a cross-platform software stack that reduces developer dependence on Nvidia's CUDA ecosystem.

QCOM ▲ FRESHNVDA ▼ PRICEDAMD ▲ REPRICINGGOOGL · FRESHAMZN · REPRICINGAAPL · FRESHwww.eetimes.com ↗

Broadcom Rides AI Semiconductor Growth: Can it Beat NVDA & AMD?

Thu Aug-27 19:20:28earnings85

Broadcom reported record Q2 fiscal 2026 semiconductor revenues driven by a 143% surge in AI chip sales and raised Q3 guidance to $16 billion, highlighting strong demand from major customers like Google and Meta.

AVGO ▲ PRICEDGOOGL ▲ FRESHMETA ▲ REPRICINGNVDA ▼ PRICEDAMD ▼ REPRICINGfinance.yahoo.com ↗

The Market Still Treats Micron Like a Boom-and-Bust Stock. That May Be Getting Outdated

Thu Aug-27 19:20:24analyst65

An analysis highlights Micron's shift toward long-term strategic customer agreements with fixed pricing and volume commitments, suggesting a structural reduction in cyclical risk that may justify a higher valuation multiple.

MU ▲ PRICEDNVDA · PRICEDAMD · REPRICINGQCOM · FRESHTSM · PRICEDASML · REPRICINGca.finance.yahoo.com ↗

Micron's Gross Margin Just Beat Nvidia's. Nvidia's Memory Problem Explains Why

Thu Aug-27 19:20:24earnings85

Micron Technology reported an 84.9% non-GAAP gross margin that surpassed Nvidia's, driven by surging memory costs and strong demand for HBM4 chips used in AI infrastructure.

MU ▲ PRICEDNVDA ▼ PRICEDAMD · REPRICINGAVGO · PRICEDTSM · PRICEDASML · REPRICINGSMCI · PRICEDca.finance.yahoo.com ↗

NVIDIA Unveils NVHBM Memory To Turbocharge AI Chip Speeds By 30%

Thu Aug-27 19:20:19product65

Nvidia unveiled NVHBM memory technology and expanded its NVLink Fusion ecosystem to include partners like Amazon, aiming to boost AI chip performance and interoperability.

NVDA ▲ PRICEDAMZN ▲ REPRICINGAVGO · PRICEDAMD ▼ REPRICINGQCOM · FRESHMU ▲ PRICEDTSM ▲ PRICEDhothardware.com ↗

OpenAI Built an Nvidia-Beating Inference Chip in Nine Months. Broadcom (AVGO) Helped Make It Happen

Thu Aug-27 19:10:36product75

OpenAI unveiled its custom Jalapeño inference chip, claiming superior efficiency over Nvidia's systems, with Broadcom handling physical implementation and TSMC manufacturing the silicon.

AVGO ▲ PRICEDNVDA ▼ PRICEDTSM ▲ PRICEDca.finance.yahoo.com ↗

Nasdaq adds to gains as Nvidia sparks tech rally, Salesforce soars

Thu Aug-27 19:00:34earnings85

Nvidia's strong earnings results and commentary on sustained AI capital expenditure demand drove a broader tech sector rally.

NVDA ▲ PRICEDMSFT ▲ REPRICINGGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ REPRICINGAVGO ▲ PRICEDAMD ▲ REPRICINGQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDASML ▲ FRESHSMCI ▲ PRICEDPLTR ▲ PRICEDwww.proactiveinvestors.com ↗

Meta is adding more restrictions to Instagram and Facebook for teens. Will they work?

Thu Aug-27 18:50:56regulatory65

Meta is implementing strict new usage limits and content restrictions for teen accounts on Instagram and Facebook following an $18 billion settlement with U.S. states.

META ▼ FRESHturnto10.com ↗

Anthropic agrees to $45 billion West Virginia data center deal with Nscale, governor says

Thu Aug-27 18:50:38partnership65

Anthropic has agreed to a $45 billion deal with Nscale for AI computing capacity powered by Nvidia's next-generation Vera Rubin technology.

NVDA ▲ PRICEDMSFT · REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · FRESHwww.wvnews.com ↗

Tech stocks lead Wall Street after strong Nvidia, Salesforce forecasts driven by AI demand

Thu Aug-27 18:50:33earnings85

Nvidia shares rose 9% after reporting quarterly earnings and revenue guidance that significantly exceeded analyst estimates, driving broader tech sector gains.

NVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ PRICEDQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDASML ▲ FRESHSMCI ▲ PRICEDAAPL ▲ FRESHMSFT ▲ REPRICINGGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ FRESHPLTR ▲ PRICEDwww.fastcompany.com ↗