kingfisher — news

TAIEX rises 820 points to start September | Taiwan News | Sep. 1, 2026 20:36

Tue Sep-01 13:40:17partnership65

Nvidia subscribed to NT$110.8 billion of MediaTek's overseas convertible bonds, driving gains in Taiwan's tech sector including TSMC.

NVDA ▲ REPRICINGTSM ▲ FRESHAMD · PRICEDQCOM · REPRICINGAVGO · REPRICINGtaiwannews.com.tw ↗

iPhone 18 Pro Max India Sale: Here's When You Could Buy Apple's New Flagship

Tue Sep-01 13:30:16product65

Apple confirmed the September 9, 2026 launch of the iPhone 18 Pro, iPhone 18 Pro Max, and its first foldable iPhone, marking the first keynote under new CEO John Ternus.

AAPL ▲ FRESHnewsable.asianetnews.com ↗

Morgan Stanley delivers bold pre-earnings verdict on Broadcom

Tue Sep-01 13:20:26analyst65

Morgan Stanley maintains an Overweight rating on Broadcom ahead of its fiscal Q3 earnings, modeling $16 billion in AI revenue but warning that high investor expectations pose a risk to the stock.

AVGO ▲ REPRICINGNVDA · REPRICINGAMD · PRICEDQCOM · PRICEDwww.thestreet.com ↗

Palantir Leads Tech Stocks as Nasdaq Rebounds

Tue Sep-01 13:20:07other60

Palantir Technologies stock surged 50% in August, leading a broader Nasdaq rebound despite rising geopolitical tensions and hawkish Federal Reserve signals.

PLTR ▲ REPRICINGAAPL · FRESHMSFT · REPRICINGGOOGL · FRESHAMZN · REPRICINGNVDA · REPRICINGMETA · REPRICINGTSLA · REPRICINGAVGO · REPRICINGAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · FRESHASML · FRESHSMCI · PRICEDfinance.yahoo.com ↗

SpaceX's $60B Cursor deal came with a hacker problem

Tue Sep-01 13:12:37m&a65

SpaceX acquired AI coding assistant Cursor for $60 billion in an all-stock deal while inheriting a significant security breach by Russian-speaking hackers.

TSLA ▼ REPRICINGwww.billionaires.africa ↗

The Real Risk of a Trade War With Canada

Tue Sep-01 13:12:22regulatory65

China's temporary ban on Nexperia semiconductor exports to retaliate against US and Dutch policies highlights supply chain vulnerabilities and geopolitical risks for the global semiconductor industry.

TSM ▼ FRESHNVDA ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGwww.foreignaffairs.com ↗

'The era of the cheap smartphone has ended'

Tue Sep-01 13:06:58other65

Global AI demand is causing a memory supply bottleneck that is driving up DRAM and NAND flash prices, benefiting manufacturers like Micron while increasing costs for smartphone makers like Apple.

MU ▲ PRICEDAAPL ▼ FRESHMSFT · REPRICINGAMZN · REPRICINGGOOGL · FRESHMETA · REPRICINGwww.news.com.au ↗

Microsoft Copilot reveals secret input that allowed it to be hacked

Tue Sep-01 13:04:44product65

Security researchers discovered a critical vulnerability in Microsoft 365 Copilot that allows attackers to extract sensitive user data by exploiting an undocumented prompt parameter.

MSFT ▼ REPRICINGGOOGL · FRESHMETA · REPRICINGAMZN · REPRICINGrocketnews.com ↗

Two U.S. tech giants power Saudi's AI vision

Tue Sep-01 13:04:31partnership65

AMD and Cisco announced that their AI computing infrastructure in Saudi Arabia, built for HUMAIN, is now live and serving paying customers.

AMD ▲ REPRICINGNVDA ▼ REPRICINGAVGO · REPRICINGQCOM · REPRICINGwww.thestreet.com ↗

YouTube Inks Amazon Partnership to Boost Online Shopping Bet

Tue Sep-01 13:03:45partnership65

YouTube has partnered with Amazon to allow creators to tag Amazon products in videos and livestreams as part of YouTube Shopping.

GOOGL ▲ FRESHAMZN ▲ REPRICINGwww.bloomberg.com ↗

Apple's new CEO faces an early test

Tue Sep-01 13:03:37other65

John Ternus begins his tenure as Apple's new CEO facing immediate pressure to launch a foldable iPhone and address AI competitiveness challenges while managing talent retention and geopolitical risks.

AAPL · FRESHGOOGL ▲ FRESHMETA ▲ REPRICINGwww.businessinsider.com ↗

Nvidia's (NVDA) Record Quarter Comes With A New Kind Of Bet

Tue Sep-01 13:03:31earnings90

Nvidia reported record quarterly revenue of $96.2 billion driven by strong AI demand but highlighted rising memory costs and a strategic shift toward underwriting customer infrastructure growth.

NVDA ▲ REPRICINGAMZN · REPRICINGMSFT · REPRICINGAMD ▼ REPRICINGAVGO ▼ REPRICINGTSM ▲ FRESHMU ▲ PRICEDfinance.yahoo.com ↗

US to urge hands-off AI regulation at G-20: Reports - CNBC TV18

Tue Sep-01 13:03:03regulatory65

The U.S. government plans to urge G-20 nations to adopt a hands-off approach to AI regulation to maintain competitiveness against China.

NVDA ▲ REPRICINGGOOGL ▲ FRESHMSFT ▲ REPRICINGMETA ▲ REPRICINGAMZN ▲ REPRICINGAAPL ▲ FRESHAMD ▲ REPRICINGAVGO ▲ REPRICINGTSM ▲ FRESHASML ▲ FRESHQCOM ▲ REPRICINGMU ▲ PRICEDPLTR ▲ REPRICINGSMCI ▲ PRICEDwww.cnbctv18.com ↗

Apple, OpenAI legal fight keeps escalating. Here's how we got here

Tue Sep-01 13:02:39regulatory65

Apple and OpenAI are escalating a federal lawsuit involving allegations of trade secret theft and evidence destruction, marking a significant deterioration in their previously close partnership.

AAPL ▼ FRESHMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGNVDA · REPRICINGwww.axios.com ↗

Sundar Pichai Admits Alphabet Can't Scale AI Fast Enough as Anthropic Locks In 5 Gigawatts of Scarce Compute

Tue Sep-01 13:01:36earnings85

Alphabet reported strong Q2 2026 earnings with Google Cloud revenue up 82% and raised full-year capex guidance to $195-205 billion while acknowledging AI infrastructure supply constraints.

GOOGL ▲ FRESHMSFT · REPRICINGAMZN · REPRICINGMETA · REPRICINGNVDA ▲ REPRICINGwww.webpronews.com ↗

VMware Borrows Nvidia's AI Factory Name to Push AMD Hardware in Private Clouds

Tue Sep-01 13:01:34product65

Broadcom's VMware unit launched a new AI infrastructure product named VMware AI Factory that initially runs on AMD silicon, adopting terminology previously associated with Nvidia.

AVGO ▲ REPRICINGAMD ▲ REPRICINGNVDA ▼ REPRICINGwww.webpronews.com ↗

SB Energy Filed For IPO, Applied To List On Nasdaq, Nasdaq Texas Under ‘SBE’; SoftBank Group Expected To Retain Significant Stake; NVIDIA To Purchase $1.50B Of Non-Voting Equity Securities In Private Placement

Tue Sep-01 13:00:35m&a65

Nvidia plans to purchase $1.5 billion in non-voting equity securities of SB Energy via a private placement as the latter files for an IPO.

NVDA ▲ REPRICINGwww.benzinga.com ↗

Nvidia's Rubin CPX Back From the Dead? Ming-Chi Kuo Says AI Chip Back With Major Redesign

Tue Sep-01 13:00:23product65

Analyst Ming-Chi Kuo reports that Nvidia has revived its Rubin CPX AI accelerator program with a major redesign and plans for production in early 2027.

NVDA ▲ REPRICINGAMD ▼ REPRICINGAVGO · REPRICINGTSM ▲ FRESHMU ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

Anthropic Signs $35 Billion Cloud Agreement With Nvidia-Backed Lambda in Deal Where Chip Giant Holds the Lease: Report

Tue Sep-01 13:00:18partnership85

Anthropic has reportedly signed a $35 billion cloud computing agreement with Nvidia-backed Lambda, highlighting Nvidia's expanding role in securing AI infrastructure financing and deployment.

NVDA ▲ REPRICINGMSFT · REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGwww.benzinga.com ↗

Reuters Reported Anthropic Signed ~$35B Cloud Deal With Lambda

Tue Sep-01 13:00:17partnership65

Anthropic reportedly signed a $35 billion cloud computing deal with Lambda, signaling significant demand for AI infrastructure outside of the major hyperscalers.

NVDA ▲ REPRICINGAMD · REPRICINGGOOGL ▼ FRESHAMZN ▼ REPRICINGMSFT ▼ REPRICINGMETA · REPRICINGwww.benzinga.com ↗

Tesla Stock Has Been on a Hot Streak Ahead of Big Event This Week

Mon Aug-31 21:20:56product65

Tesla shares have rallied ahead of its upcoming Austin event where the company is expected to publicly launch its steering wheel-less Cybercab robotaxi.

TSLA ▲ PRICEDwww.investopedia.com ↗

Amazon, Microsoft Collaborate on AWS-Azure Cloud Connectivity

Mon Aug-31 21:01:01partnership65

Amazon and Microsoft have announced a collaboration to improve connectivity between AWS and Azure cloud platforms.

AMZN ▲ PRICEDMSFT ▲ REPRICINGwww.marketscreener.com ↗

How Nvidia Tried to Profit Twice From Every Chip Sale -- and Why It Backfired

Mon Aug-31 21:00:56regulatory65

Nvidia paused a controversial revenue-sharing program with cloud providers due to internal warnings about potential antitrust scrutiny.

NVDA ▼ REPRICINGAMD ▲ FRESHAVGO ▲ FRESHQCOM ▲ PRICEDTSM · FRESH247wallst.com ↗

Nvidia to invest $3.5B in MediaTek for AI edge-to-cloud computing

Mon Aug-31 21:00:44partnership85

Nvidia announced a $3.5 billion investment in MediaTek to deepen their collaboration on AI computing platforms and integrate Nvidia's NVLink Fusion technology into MediaTek's custom silicon offerings.

NVDA ▲ REPRICINGAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ PRICEDgamesbeat.com ↗

Defense Argues Tupac Shakur's Accused Murderer's Confession In Book Is 'Fiction'

Mon Aug-31 21:00:33regulatory75

The Federal Trade Commission and 22 state attorneys general have filed a lawsuit against Amazon alleging deceptive practices in its digital advertising auction mechanics that inflated costs for advertisers.

AMZN ▼ PRICEDGOOGL · PRICEDMETA · FRESHwww.huffpost.com ↗

FTC Sues Amazon Over Claims It Misled Advertisers With Secret Pricing

Mon Aug-31 21:00:33regulatory85

The Federal Trade Commission and 22 state attorneys general have filed a lawsuit against Amazon alleging deceptive practices in its digital advertising auction mechanics that inflated costs for advertisers.

AMZN ▼ PRICEDGOOGL · PRICEDMETA · FRESHwww.huffpost.com ↗

Amazon Refutes U.S. Federal Trade Commission Lawsuit Over Allegedly Misleading Advertisers About Its Sponsored Ads Pricing, Auction

Mon Aug-31 20:51:29regulatory65

Amazon has formally refuted the U.S. Federal Trade Commission's lawsuit alleging deceptive practices in its digital advertising auction mechanics.

AMZN ▲ REPRICINGwww.benzinga.com ↗

OpenAI Purchases Tens of Thousands of Mac minis, Mac Studios

Mon Aug-31 20:50:29product65

OpenAI has purchased tens of thousands of Mac mini and Mac Studio systems to utilize Apple's unified memory architecture for reinforcement learning and computer-use agent training.

AAPL ▲ FRESHMSFT · FRESHGOOGL · REPRICINGAMZN · REPRICINGNVDA · REPRICINGMETA · FRESHwww.techrepublic.com ↗

Apple Just Raised Mac and iPad Prices 20%, So Who Is Getting Rich Off the Shortage?

Mon Aug-31 20:40:12other65

Apple has raised Mac and iPad prices by 20% due to surging memory costs, directly benefiting supplier Micron Technology while pressuring Apple's margins ahead of its leadership transition.

AAPL ▼ REPRICINGMU ▲ REPRICINGNVDA · REPRICINGAMD · FRESHQCOM · PRICED247wallst.com ↗

The Stage Is Set, The Fuse Is Lit, And 3 Global Conflicts Are On The Brink Of Detonation

Mon Aug-31 20:30:52other60

Escalating military conflict between the U.S. and Iran, combined with heightened tensions in Ukraine and Taiwan, creates significant geopolitical risk for global markets.

AAPL ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ REPRICINGMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ PRICEDMU ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ FRESHtheeconomiccollapseblog.com ↗

Apple (NASDAQ: AAPL) Shares Slide As Tim Cook Hands Leadership To John Ternus, While Nvidia (NASDAQ: NVDA) Surges On $3.5 Billion MediaTek Deal

Mon Aug-31 20:30:43other85

Apple shares declined as Tim Cook transitioned the CEO role to John Ternus, while Nvidia shares rose following a $3.5 billion deal announcement.

AAPL ▼ REPRICINGNVDA ▲ REPRICINGMSFT · FRESHGOOGL · PRICEDAMZN · PRICEDMETA · FRESHTSLA · PRICEDAVGO · FRESHAMD · FRESHQCOM · PRICEDMU · REPRICINGTSM · FRESHASML · FRESHSMCI · FRESHPLTR · FRESHwww.foreignpolicyjournal.com ↗

AMZN Stock On Track For Worst Day In Over A Month as FTC Reportedly Prepares Ad-Price Lawsuit

Mon Aug-31 20:30:19regulatory75

The FTC and over 20 state attorneys general are preparing to file a lawsuit against Amazon alleging deceptive practices in its digital advertising auction mechanics.

AMZN ▼ PRICEDGOOGL · PRICEDMETA · FRESHstocktwits.com ↗

Amazon (AMZN) Stock Pulls Back, but One Growth Engine Is Accelerating

Mon Aug-31 20:20:48earnings65

Amazon reported strong Q2 results with AWS revenue rising 36.7% to $42.2 billion and advertising revenue up 26%, driving the stock near record highs despite a slight pullback.

AMZN ▲ PRICEDMSFT · FRESHGOOGL · PRICEDblockonomi.com ↗

OpenAI Got $5.5B in SB Energy Warrants to Lease Nvidia-Backed AI Data Centers

Mon Aug-31 20:04:20partnership65

OpenAI holds $5.5 billion in warrants for SB Energy and has secured Nvidia-backed guarantees for AI data center leases, highlighting deep financial interdependence in AI infrastructure.

NVDA ▲ FRESHMSFT · FRESHGOOGL · PRICEDAMZN · PRICEDMETA · REPRICINGAVGO · FRESHAMD · FRESHQCOM · PRICEDTSM · FRESHASML · FRESHSMCI · FRESHPLTR · FRESHwww.benzinga.com ↗

Nvidia Corporation and Mediatek Inc. Deepen Partnership to Build Ai Edge to Cloud Computing Platforms

Mon Aug-31 20:00:18partnership65

NVIDIA and MediaTek announced an expanded partnership to integrate NVLink Fusion into custom AI infrastructure and collaborate on RTX Spark PC chips and automotive platforms.

NVDA ▲ FRESHAMD ▼ FRESHQCOM ▼ PRICEDAVGO · FRESHwww.marketscreener.com ↗

How Google Avoided a 10% Revenue Fine by Changing European Search Rules

Mon Aug-31 20:00:06regulatory65

Alphabet altered its European search ranking enforcement to avoid potential Digital Markets Act fines amounting to 10% of annual revenue.

GOOGL ▼ PRICEDMETA · REPRICINGAMZN · PRICED247wallst.com ↗

Billionaire Investor Raises TSMC Stake 67% as Profit Soars 77%, Revenue Climbs 36%

Mon Aug-31 19:59:24earnings85

TSMC reported a 77% surge in Q2 net income and raised its 2026 capital spending forecast to a record $64 billion amid strong AI chip demand.

TSM ▲ FRESHNVDA · FRESHAMD · FRESHAVGO · FRESHQCOM · PRICEDwww.benzinga.com ↗

China's CXMT Starts LPDDR6 Mass Production Ahead Of Samsung & SK Hynix

Mon Aug-31 19:50:33product65

Chinese memory manufacturer CXMT has begun mass production of LPDDR6 memory for Xiaomi devices, beating established rivals including Micron, Samsung, and SK Hynix to market.

MU ▼ REPRICINGQCOM · PRICEDNVDA · REPRICINGAMD · FRESHhothardware.com ↗

Apple vs. Salesforce: The Better Stock May Not Be the One You Expect

Mon Aug-31 19:40:24earnings65

Apple reported a record Q3 FY26 with revenue of $109.42 billion and strong iPhone and Mac growth, though tariff refunds artificially boosted margins.

AAPL ▲ REPRICING247wallst.com ↗

NVIDIA GPU price rise pushes up AI infrastructure costs

Mon Aug-31 19:40:19other65

NVIDIA GPU prices have risen significantly due to global memory chip shortages, increasing AI infrastructure costs for cloud providers and enterprises.

NVDA ▲ REPRICINGMU ▲ REPRICINGTSM ▲ FRESHAMD · FRESHAVGO · FRESHMSFT ▼ FRESHAMZN ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ REPRICINGwww.newindianexpress.com ↗

Dozens of US data center projects worth over $150B stalled or cancelled amid local opposition

Mon Aug-31 19:30:53regulatory65

Local opposition and regulatory moratoriums have stalled or cancelled at least 48 AI data center projects worth over $150 billion across the US, threatening infrastructure expansion for major tech firms.

NVDA ▼ FRESHMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ REPRICINGAVGO ▼ FRESHAMD ▼ FRESHTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ FRESHcryptobriefing.com ↗