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Mon Aug-31 21:03:52

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🗞️ News

Indoor camping

Fri Aug-28 18:00:39other65

Nvidia customers face server price increases of over 15% due to soaring memory costs driven by AI infrastructure demand.

NVDA ▼ PRICEDMSFT ▼ PRICEDMU ▲ REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · PRICEDwww.taipeitimes.com ↗

Broadcom (AVGO) Nears $70B Debt Financing Deal, Sources Say

Fri Aug-28 18:00:33partnership85

Broadcom is negotiating a $70 billion to $80 billion debt financing deal to fund AI infrastructure partnerships, specifically supporting Anthropic's computing needs with custom chips.

AVGO ▲ REPRICINGNVDA ▼ PRICEDAMD · REPRICINGQCOM · REPRICINGfinance.yahoo.com ↗

When is the new foldable iPhone coming out? Here is what Apple reported about its next generation of phones

Fri Aug-28 18:00:16product65

Apple has scheduled a product launch event for September 9, 2026, where it is expected to unveil the next generation of iPhones and potentially its first foldable iPhone model.

AAPL ▲ REPRICINGwww.merca20.com ↗

Palantir's Rule of 40 Surge Signals Strong AI-Driven Performance

Fri Aug-28 17:50:44other65

Palantir Technologies reported a significant surge in its Rule of 40 metric to 155% by Q2 2026, driven by accelerating revenue growth and expanding operating margins.

PLTR ▲ FRESHMSFT · PRICEDGOOGL · REPRICINGMETA · FRESHAMZN · PRICEDca.finance.yahoo.com ↗

Walmart (WMT) to Add Apple (AAPL)'s Apple Pay Support in Push for Contactless Payments

Fri Aug-28 17:50:31partnership65

Walmart will begin accepting Apple Pay and Google Pay across its U.S. stores by the end of 2026, ending its long-standing refusal to support NFC-based mobile wallets.

AAPL ▲ PRICEDGOOGL ▲ REPRICINGfinance.yahoo.com ↗

Amazon Takes on Waymo and Tesla With Massive Robotaxi Launch in San Francisco. What That Means for AMZN Stock.

Fri Aug-28 17:50:34product65

Amazon's Zoox unit has launched fully autonomous robotaxi services on public roads in San Francisco, directly competing with Alphabet's Waymo and Tesla.

AMZN ▲ PRICEDGOOGL ▼ REPRICINGTSLA ▼ REPRICINGwww.barchart.com ↗

Rising Cloud Revenue Strengthens Alphabet Against MSFT & AMZN

Fri Aug-28 17:21:04earnings65

Alphabet reported a significant surge in Google Cloud revenue and operating income for Q2 2026, strengthening its competitive position against Microsoft and Amazon.

GOOGL ▲ REPRICINGMSFT ▼ PRICEDAMZN ▼ PRICEDfinance.yahoo.com ↗

The MacRumors Show: Apple's Surprisingly Big Week of Announcements

Fri Aug-28 17:20:54product65

Apple announced new Mac mini and Mac Studio models featuring the M6 and M5 Ultra chips, with the M6 marking Apple's first 2nm processor design.

AAPL ▲ PRICEDMSFT · PRICEDGOOGL · REPRICINGMETA · REPRICINGNVDA · PRICEDAMD · REPRICINGwww.macrumors.com ↗

Trending: Take-Two Interactive price ascends as 'Grand Theft Auto VI' is teased

Fri Aug-28 17:20:44guidance65

Marvell Technology raised its full-year outlook and projected its custom chips business will double year-over-year in fiscal 2028 due to surging data center demand.

AVGO ▲ REPRICINGfinance.yahoo.com ↗

Micron (MU) CEO: AI Shift Breaks Traditional Memory Market Cycles

Fri Aug-28 17:20:29other65

Micron CEO stated that AI demand has broken traditional memory market cycles, citing a 50% supply shortage and announcing a $250 billion U.S. manufacturing investment plan.

MU ▲ REPRICINGNVDA · PRICEDAAPL · PRICEDca.finance.yahoo.com ↗

NVIDIA expands NVLink Fusion with new NVHBM memory

Fri Aug-28 17:01:06product65

Nvidia introduced NVHBM memory technology to enhance NVLink Fusion performance, with Amazon's Annapurna Labs selected as the first partner to integrate it into future Trainium chips.

NVDA ▲ PRICEDAMZN ▲ PRICEDAMD ▼ REPRICINGMU · REPRICINGAVGO · REPRICINGdatacenter.news ↗

Nvidia's $12.9B Hugging Face Deal Must Pass Antitrust Review Its Quasi-Mergers Dodged

Fri Aug-28 17:00:48m&a85

Nvidia has reportedly agreed to acquire AI platform Hugging Face for $12.9 billion, a deal subject to antitrust review that would mark its largest acquisition to date.

NVDA ▲ PRICEDAMD ▼ REPRICINGAVGO ▼ REPRICINGGOOGL · REPRICINGMSFT · REPRICINGMETA · REPRICINGAMZN · PRICEDwww.techtimes.com ↗

Anthropic's $45 Billion Nscale Deal Buys 460 Megawatts Of Vera Rubin

Fri Aug-28 17:00:47partnership65

Anthropic signed a $45 billion agreement with Nscale to secure 460 megawatts of Nvidia Vera Rubin-based computing capacity at a new West Virginia data center.

NVDA ▲ PRICEDGOOGL · REPRICINGMETA · REPRICINGMSFT · REPRICINGAMZN · PRICEDAVGO · REPRICINGAMD · REPRICINGwww.forbes.com ↗

Reports: US investigates possible semiconductor smuggling via K+N's Apex

Fri Aug-28 16:50:40regulatory65

The US government is investigating logistics firm Apex for allegedly smuggling Nvidia chips embedded in Super Micro Computer servers to China in violation of export controls.

NVDA ▼ PRICEDSMCI ▼ PRICEDwww.aircargonews.net ↗

Why Big Tech's AI Spending is $3 Trillion Higher than it Seems: Alphabet (GOOGL) & Meta Platforms (META)

Fri Aug-28 16:50:25other65

A Wall Street Journal report reveals that Alphabet and Meta hold approximately $3 trillion in off-balance-sheet AI infrastructure commitments, significantly exceeding their reported capital expenditures.

GOOGL · PRICEDMETA · REPRICINGMSFT · REPRICINGAMZN · PRICEDNVDA ▲ PRICEDAVGO ▲ REPRICINGTSM ▲ REPRICINGfinance.yahoo.com ↗

Nvidia (NVDA) Plays Matchmaker to Drive Nordic AI Data Center Boom

Fri Aug-28 16:50:21other65

Nvidia is actively facilitating connections between GPU holders and Nordic data center operators to accelerate infrastructure deployment and remove bottlenecks for its chip sales.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGfinance.yahoo.com ↗

FTC's move to break up Meta was overreach, US Chamber says | MLex | Specialist news and analysis on legal risk and regulation

Fri Aug-28 16:40:45regulatory65

The US Chamber of Commerce filed a brief supporting Meta in its appeal against the FTC's antitrust breakup case, arguing the agency's theory undermines legal finality.

META ▲ PRICEDwww.mlex.com ↗

Meta (META) Trial Loss Could End Doomscrolling and Stories Features

Fri Aug-28 16:40:32regulatory75

Meta faces a federal trial with 29 states seeking up to $1.4 trillion in penalties and court orders to eliminate features like infinite scroll and algorithm-driven feeds for minors.

META ▼ PRICEDfinance.yahoo.com ↗

AWS, NVIDIA Expand AI Infrastructure Partnership

Fri Aug-28 16:40:19partnership85

Amazon Web Services and NVIDIA announced a major expansion of their strategic collaboration to deploy 2 million additional NVIDIA GPUs across AWS infrastructure to meet surging AI demand.

AMZN ▲ PRICEDNVDA ▲ PRICEDMSFT · REPRICINGGOOGL · PRICEDMETA · PRICEDAVGO · FRESHAMD ▼ REPRICINGtedmag.com ↗

Sundar Pichai Raised Alphabet's 2026 Capex Forecast to as Much as $205 Billion, Sending the Stock Down 7%. Was That an Overreaction That Investors Should Buy Into?

Fri Aug-28 16:30:25guidance65

Alphabet raised its 2026 capital expenditure forecast to $195-$205 billion to support AI infrastructure, causing a stock decline despite strong earnings.

GOOGL · PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAMZN ▲ PRICEDNVDA ▲ REPRICINGwww.fool.com ↗

China orders carmakers to prepare recall plans

Fri Aug-28 16:30:25regulatory65

Chinese regulators have mandated automakers, including Tesla, to submit proactive recall plans and conduct broad safety inspections following recent defects in emergency door-release mechanisms.

TSLA ▼ REPRICINGwww.just-auto.com ↗

Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'

Fri Aug-28 16:22:25earnings65

Marvell Technology's CEO described the revenue potential from its AI infrastructure agreement with Google as a 'monster number,' suggesting the deal significantly expands long-term earnings power beyond current analyst estimates.

GOOGL ▲ REPRICINGMSFT · REPRICINGAMZN · PRICEDMETA · PRICEDAVGO · FRESHNVDA · REPRICINGAMD · FRESHwww.benzinga.com ↗

Strong All-Around Revenue Growth Fuels Amazon Share Rise

Fri Aug-28 16:20:27earnings85

Amazon reported strong Q2 fiscal 2026 earnings with $200.6 billion in revenue and raised guidance, driving a significant share price increase.

AMZN ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · PRICEDwww.fxempire.com ↗

OpenAI's Jalapeño Chip Outpaces Rivals in AI Inference Performance

Fri Aug-28 16:11:14product65

OpenAI unveiled benchmark results for its custom AI inference chip Jalapeño, developed in collaboration with Broadcom, showing superior efficiency and latency compared to Nvidia's systems.

AVGO ▲ FRESHNVDA ▼ REPRICINGAMD · FRESHQCOM · FRESHblockchain.news ↗

Amazon's AI Investments Are Creating a Whole New Business Model

Fri Aug-28 16:01:08other65

Amazon is significantly increasing its AI capital expenditure guidance to approximately $220 billion for 2026, potentially reaching $628 billion by 2028, as it develops new business models driven by AI infrastructure.

AMZN ▲ PRICEDMSFT · REPRICINGGOOGL · PRICEDMETA · PRICED247wallst.com ↗

Cramer Says the Bears Spent Months Lying About Salesforce and Nvidia. One Earnings Report Just Ended It.

Fri Aug-28 16:01:00earnings85

Nvidia reported Q3 revenue guidance of $108 billion, significantly exceeding street estimates and refuting bearish narratives about hyperscaler competition.

NVDA ▲ REPRICINGMSFT · REPRICINGGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDAMD · REPRICINGAVGO · FRESHQCOM · REPRICINGfinance.yahoo.com ↗

Qualcomm (NASDAQ: QCOM) Stock Price Slides 31% As Costs Hit Now And Non-Handset Growth Remains Years Away

Fri Aug-28 16:00:54other75

Qualcomm shares have dropped 31% as investors react negatively to the distant timeline of its non-handset growth targets and a data center CPU deal with Meta that does not begin production until late 2028.

QCOM ▼ REPRICINGMETA ▲ PRICEDNVDA · REPRICINGAMD · REPRICINGAVGO · FRESHwww.foreignpolicyjournal.com ↗

Tesla (TSLA) Prepares August Cybercab Rollout Starting With Employee Rides

Fri Aug-28 15:50:40product65

Tesla is preparing to begin public employee rides with its purpose-built Cybercab autonomous vehicle in Austin this August before integrating it into its robotaxi fleet.

TSLA ▲ FRESHfinance.yahoo.com ↗

Amazon Will Beat California Bid to Block Alleged Price-Fixing

Fri Aug-28 15:40:59regulatory65

A California judge tentatively denied the state's request for a preliminary injunction against Amazon in an antitrust case alleging price-fixing.

AMZN ▲ PRICEDnews.bloomberglaw.com ↗

DRAM Prices Explode 401% as One Kilogram Now Costs as Much as 620 Grams of 24K Gold

Fri Aug-28 15:40:30other65

DRAM prices have surged 401% year-over-year due to AI-driven demand, benefiting memory manufacturers like Micron while increasing component costs for Apple.

MU ▲ REPRICINGAAPL ▼ FRESHwccftech.com ↗

Googlebook is weeks from launch and Google still hasn't named the operating system

Fri Aug-28 15:31:05product65

Google is preparing to launch its new AI-centric Googlebook laptops with an unrevealed operating system name just weeks before its media event.

GOOGL ▲ FRESHAAPL ▼ FRESHMSFT · REPRICINGchromeunboxed.com ↗

Florida AG Rejects Meta Settlement but Takes $1.2M From Deloitte Over DEI

Fri Aug-28 15:30:59regulatory65

Florida's attorney general rejected the $18 billion multi-state settlement with Meta regarding teen safety and announced plans to pursue independent litigation against the company.

META ▼ REPRICINGwww.insurancejournal.com ↗

Broadcom's $100 Billion AI Chip Gamble: One Company, Six Buyers, and a Power Grid's Worth of Compute

Fri Aug-28 15:30:28guidance85

Broadcom projects its AI semiconductor sales will exceed $100 billion by fiscal 2027, driven by custom accelerators and networking chips for a concentrated group of six major customers including Google.

AVGO ▲ FRESHGOOGL · FRESHNVDA ▼ REPRICINGAMD ▼ FRESHQCOM ▼ FRESHwww.webpronews.com ↗

Mark Zuckerberg's Meta Calls on YouTube and TikTok to Match Its Teen Safeguards

Fri Aug-28 15:11:15regulatory85

Meta agreed to an $18 billion settlement regarding teen safety claims, with a portion of the payment contingent on YouTube and TikTok adopting similar safeguards.

META ▼ REPRICINGGOOGL · REPRICINGwww.breitbart.com ↗

Walmart (WMT) Stock Down 24% From Peak as Ad Revenue Surges 38%

Fri Aug-28 15:11:11earnings65

Micron Technology shares declined following disappointing quarterly reports that missed earnings expectations and contributed to a broader market selloff.

MU ▼ REPRICINGblockonomi.com ↗

How TSMC is Advancing its A14 Technology Roadmap for AI Transformation

Fri Aug-28 15:00:10product65

TSMC announced progress on its A14 technology roadmap with pre-production starting in 2027 and volume production in 2028, citing strong customer interest for AI applications.

TSM ▲ FRESHNVDA ▲ REPRICINGAMD ▲ FRESHAVGO ▲ FRESHAAPL ▲ FRESHQCOM ▲ REPRICINGca.finance.yahoo.com ↗

Moody's upgrades TSMC outlook on AI demand, chip leadership

Fri Aug-28 14:50:52analyst65

Moody's affirmed TSMC's Aa3 rating and revised the outlook to positive, citing strong AI-driven demand and technology leadership.

TSM ▲ FRESHNVDA ▲ REPRICINGAMD ▲ FRESHAVGO ▲ FRESHQCOM ▲ FRESHASML ▲ FRESHwww.investing.com ↗

Meta reportedly pulls back Project OT: AI-first overhaul stalls

Fri Aug-28 14:30:54other65

Meta has reportedly abandoned Project OT, an internal AI-driven restructuring plan, due to increased security incidents, lagging feature development, and declining employee morale.

META ▼ FRESHen.softonic.com ↗

SK Hynix's $720B AI Memory Expansion: Bet on These ETFs to Capture the Boom

Fri Aug-28 14:20:42other65

SK Hynix announced a $720 billion investment through 2034 to triple its high-bandwidth memory production capacity, signaling sustained demand in the AI memory sector.

MU ▲ REPRICINGNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHSMCI ▲ REPRICINGwww.nasdaq.com ↗

China's CXMT Posts an 873% Revenue Surge as the Global Memory Shortage Bites - Startup Fortune

Fri Aug-28 14:11:15earnings65

Chinese memory chipmaker CXMT reported an 873% revenue surge in its first earnings report since IPO, highlighting the intensity of the global DRAM and NAND shortage driven by AI demand.

MU ▲ REPRICINGNVDA · REPRICINGAMD · FRESHQCOM · FRESHAVGO · REPRICINGTSM · FRESHstartupfortune.com ↗

Mark Zuckerberg Had a Secret Plan to Replace Meta Staff With AI Agents, and It Backfired Spectacularly

Fri Aug-28 14:11:04other65

Meta faced a PR disaster and lawsuit after its plan to replace staff with AI agents failed, leading to significant layoffs and morale issues.

META ▼ FRESHfuturism.com ↗

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

Fri Aug-28 14:00:55regulatory65

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 · FRESHfinance.yahoo.com ↗

Apple Defies Steepest-Ever Smartphone Slump, iOS Share On Track For Record High: IDC

Fri Aug-28 13:52:15other65

IDC projects Apple will gain record iOS market share in 2026 despite a steep global smartphone shipment decline driven by surging memory costs.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHTSLA · FRESHwww.benzinga.com ↗

Has Apple's iPhone foldable cracked the creaseless screen or not?

Fri Aug-28 13:50:21product65

Reports indicate positive user feedback on Apple's upcoming foldable iPhone design, highlighting a durable hinge and favorable form factor.

AAPL ▲ FRESHGOOGL · FRESHMSFT · FRESHMETA · FRESHAMZN · FRESHwww.techadvisor.com ↗

Trump Chip Tariff Phase 2 Targets Servers, Kills Data Center Carve-Outs

Fri Aug-28 13:30:52regulatory85

The Trump administration is considering a second phase of semiconductor tariffs that would eliminate data center exemptions and extend duties to servers and consumer devices, potentially increasing costs for AI infrastructure buildouts.

NVDA ▼ FRESHAMD ▼ FRESHAVGO ▼ FRESHTSM ▼ FRESHMU ▼ REPRICINGASML ▼ FRESHQCOM ▼ FRESHSMCI ▼ REPRICINGAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHwww.techtimes.com ↗