kingfisher — news

Micron's Taiwan unions threaten strike over bonus dispute

Tue Sep-01 17:41:12regulatory65

Micron Technology faces a potential strike by labor unions in Taiwan representing nearly 10,000 employees over a bonus dispute, threatening disruption at its largest manufacturing base.

MU ▼ REPRICINGNVDA · FRESHAMD · PRICEDTSM · FRESHwww.taipeitimes.com ↗

Wednesday preview: Broadcom results in focus

Tue Sep-01 17:40:54earnings85

Broadcom is scheduled to report fiscal Q3 earnings with high market expectations for revenue and EPS growth driven by custom AI chip demand from major tech partners.

AVGO · FRESHGOOGL · REPRICINGMETA · REPRICINGAAPL · PRICEDNVDA · FRESHAMD · PRICEDwww.sharecast.com ↗

Amazon's Zoox Push Tests Tesla's Robotaxi Premium as Waymo Widens Its Lead

Tue Sep-01 17:30:38product65

Amazon's autonomous vehicle unit Zoox has cleared regulatory hurdles to charge for rides and is expanding its driverless service in San Francisco and Las Vegas, intensifying competition with Tesla and Waymo.

AMZN ▲ PRICEDTSLA ▼ PRICEDGOOGL · REPRICINGwww.investing.com ↗

Micron commits $10 billion to first dedicated US memory research hub in Boise

Tue Sep-01 17:30:22product65

Micron Technology announced a $10 billion investment over the next decade to establish Micron Research Labs, a dedicated US memory research hub in Boise, Idaho.

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Anthropic secures $35 billion cloud deal with Nvidia-backed startup | News.az

Tue Sep-01 17:30:18partnership65

Anthropic signed a $35 billion cloud computing deal with Nvidia-backed startup Lambda, reinforcing Nvidia's central role in AI infrastructure financing and deployment.

NVDA ▲ FRESHAMD · PRICEDMSFT · REPRICINGGOOGL · REPRICINGAMZN · PRICEDMETA · REPRICINGnews.az ↗

Micron's Insane Productivity Explosion: Revenue Per Employee Doubled to $1.7 Million in Just 9 Months

Tue Sep-01 17:20:29earnings85

Micron Technology reported a dramatic surge in revenue per employee to $1.7 million and 84.6% gross margins driven by soaring DRAM and NAND prices and fixed cost leverage.

MU ▲ REPRICINGNVDA · FRESHAMD · PRICEDQCOM · PRICEDTSM · FRESH247wallst.com ↗

Apple reveals 'shocking evidence' in OpenAI trade secrets lawsuit

Tue Sep-01 17:20:25regulatory65

Apple filed a court motion citing new forensic evidence of trade secret theft and data destruction by former employees now working at OpenAI.

AAPL ▲ PRICEDsea.mashable.com ↗

Major China smartphone makers increase prices

Tue Sep-01 17:10:25other65

Major Chinese smartphone manufacturers including Huawei, Xiaomi, and Honor have raised device prices to offset rising costs for memory chips and mobile processors, specifically citing Qualcomm Snapdragon platforms.

QCOM ▲ PRICEDAAPL · PRICEDMU ▲ REPRICINGwww.manilatimes.net ↗

Android Phone Prices Begin Climbing Today as Qualcomm Snapdragon Hike Takes Effect

Tue Sep-01 17:10:18other65

Qualcomm has implemented a double-digit price increase for Snapdragon chips effective September 1 to offset rising costs and declining handset revenue.

QCOM ▲ PRICEDAAPL · PRICEDGOOGL · FRESHMSFT · REPRICINGAMZN · REPRICINGMETA · REPRICINGwww.techtimes.com ↗

Big Tech Spent Over $1 Trillion on AI. The Bill Does Not Arrive Until It Depreciates.

Tue Sep-01 16:50:34analyst65

An analysis highlights the long-term margin risks for Microsoft, Meta, Alphabet, and Amazon due to massive AI capital expenditures and extended depreciation schedules.

MSFT ▼ REPRICINGMETA ▼ REPRICINGGOOGL ▼ FRESHAMZN ▼ REPRICINGNVDA · REPRICINGAVGO · REPRICINGAMD · PRICEDfinance.yahoo.com ↗

SpaceX Stock Rockets 32% in August: Inside the Turnaround

Tue Sep-01 16:50:21other65

Nvidia disclosed a roughly $21 billion equity stake in SpaceX, contributing to a significant rally in SpaceX shares following its post-IPO lock-up expiry and strong earnings.

NVDA ▲ REPRICINGwww.benzinga.com ↗

Tesla touts European supervised self-driving safety data ahead of EU vote

Tue Sep-01 16:30:26regulatory65

Tesla released European safety data showing fewer collisions with its supervised self-driving system compared to manual driving to support lobbying efforts for broader EU regulatory approval.

TSLA ▲ PRICEDwww.reuters.com ↗

North Carolina among states suing Amazon over advertising price scheme

Tue Sep-01 16:30:23regulatory65

North Carolina and 21 other states, alongside the FTC, have sued Amazon alleging a secret advertising scheme that artificially inflated prices for over $20 billion.

AMZN ▼ REPRICINGfoxwilmington.com ↗

First Thing: Israel admits its soldiers opened fire at car carrying five-year-old Hind Rajab - AOL

Tue Sep-01 16:21:13regulatory65

A former Meta safety engineer testified in a landmark trial that the company knowingly allowed harmful content to reach children despite internal warnings.

META ▼ REPRICINGwww.aol.co.uk ↗

Nvidia Expands AI Partnership With Amazon Web Services

Tue Sep-01 16:20:41partnership85

Amazon Web Services announced a plan to deploy two million additional Nvidia GPUs across its global network over the next two years, significantly expanding their existing AI infrastructure partnership.

NVDA ▲ REPRICINGAMZN ▲ REPRICINGMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGwww.barchart.com ↗

Nvidia Just Gave a $267 Billion Warning That Micron Stock Could Crash Before 2029 Is Over

Tue Sep-01 16:20:38other65

Analysis of Nvidia's disclosed supply commitments suggests a potential peak and subsequent decline in the AI memory market cycle, posing a risk to Micron's stock performance before 2029.

NVDA · REPRICINGMU ▼ FRESHAMD · PRICEDQCOM · PRICEDwww.fool.com ↗

Qualcomm's AI Ambitions Run Into a Smartphone Reality Check

Tue Sep-01 16:10:44earnings65

Qualcomm reported disappointing Q3 2026 earnings with declining sales and lowered revenue expectations from Apple due to supply chain costs and margin pressures.

QCOM ▼ PRICEDAAPL ▼ PRICEDNVDA · REPRICINGAMD · PRICEDMU ▼ REPRICINGwww.marketbeat.com ↗

QUICK SPARK: Microsoft's AI Spending Pays Off With Azure Growth Set to Reach 45%

Tue Sep-01 16:07:15guidance65

Microsoft projects Azure revenue growth will reach 45%, indicating strong returns on its AI infrastructure investments.

MSFT ▲ REPRICINGGOOGL · REPRICINGAMZN · PRICEDNVDA ▲ FRESHwww.benzinga.com ↗

iPhone 18 Pro, Pro Max and Fold land in days -- but the delayed standard iPhone 18 might be Apple's true ace

Tue Sep-01 16:00:45product65

Apple is reportedly splitting its iPhone 18 launch into two waves, with Pro and foldable models arriving in September 2026 and standard models delayed until spring 2027 to maximize marketing impact.

AAPL ▲ PRICEDgulfnews.com ↗

Should NVIDIA Stock Be in Your Portfolio Post Solid Q2 Earnings?

Tue Sep-01 16:00:38earnings85

Nvidia reported record Q2 fiscal 2027 earnings with revenue rising 106% year-over-year to $96.22 billion and provided strong guidance for the next quarter.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDTSM · FRESHca.finance.yahoo.com ↗

Tesla confirms Full Self-Driving was active in a crash that killed a mother of five

Tue Sep-01 16:00:36regulatory65

Tesla confirmed that its Full Self-Driving system was active during a fatal crash in Illinois, raising regulatory and safety concerns.

TSLA ▼ PRICEDelectrek.co ↗

Why is Apple stock rallying today? By Investing.com

Tue Sep-01 15:50:52other85

Apple stock rallied following the formal completion of its CEO transition to John Ternus and a new analyst buy rating, supported by upcoming product launches including the iPhone 18.

AAPL ▲ PRICEDwww.investing.com ↗

Amazon investing $5.3B in Saudi Arabia cloud, AI infrastructure

Tue Sep-01 15:50:48partnership65

Amazon Web Services is investing $5.3 billion to launch a new cloud infrastructure region in Saudi Arabia by December 2026 and partnering with Humain for AI capacity.

AMZN ▲ PRICEDMSFT · FRESHGOOGL · FRESHchainstoreage.com ↗

Tesla's Cybercab Fleet Hits 45 Ahead of Austin Launch

Tue Sep-01 15:50:23product65

Texas public records confirm Tesla has expanded its Cybercab fleet to 45 vehicles ahead of the scheduled September 3 Austin launch, signaling progress in its autonomous ride-hailing preparations.

TSLA ▲ PRICEDwww.benzinga.com ↗

CXMT Ships HBM3E AI Memory to Alibaba and Cambricon: US Export Controls Failed to Stop It

Tue Sep-01 15:40:54product65

Chinese manufacturer CXMT has delivered HBM3E memory chips to Alibaba and Cambricon for testing, achieving a key AI memory milestone a year ahead of projections despite US export controls.

AMZN ▼ REPRICINGMU ▼ REPRICINGNVDA ▼ REPRICINGTSM · FRESHASML · PRICEDGOOGL · FRESHMSFT · FRESHMETA · REPRICINGwww.techtimes.com ↗

Googlebook 101: Get caught up before Google's September 15 press event

Tue Sep-01 15:40:52product65

Google is preparing to unveil Googlebook, a new operating system built on a unified Android foundation with native desktop Chrome support, at its September 15 media event.

GOOGL ▲ FRESHAAPL · PRICEDMSFT · FRESHAMZN · REPRICINGMETA · REPRICINGchromeunboxed.com ↗

Nvidia Confirms AI-Slop Filter DLSS 5 Will Cut Framerates In Half

Tue Sep-01 15:40:35product65

Nvidia confirmed that its upcoming DLSS 5 technology reduces game framerates by 50-60%, contradicting the performance benefits of previous upscaling generations.

NVDA ▼ REPRICINGAMD ▲ PRICEDkotaku.com ↗

Alphabet shares fall 6% in a month as AI talent departures raise investor concerns - CNBC TV18

Tue Sep-01 15:31:15analyst65

Alphabet shares have declined due to investor concerns over slowing search growth, significant AI executive departures, and delayed Gemini model releases despite increased capital expenditure guidance.

GOOGL ▼ FRESHMSFT · FRESHMETA · REPRICINGAMZN · PRICEDwww.cnbctv18.com ↗

Cramer Says Not to Bet Against the AI Chipmaker That Lost Nearly 10% the Day After NVIDIA's Huge Gain - AOL

Tue Sep-01 15:30:49earnings65

Marvell Technology reported strong earnings and guided for significant data center growth driven by a major custom silicon agreement with Alphabet, though revenue recognition is delayed until 2029.

GOOGL ▲ FRESHNVDA · REPRICINGMSFT · FRESHAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDwww.aol.com ↗

Fed Rate Hike at 68% Odds Opens Five-Day Window for Variable-Rate Borrowers

Tue Sep-01 15:11:56other65

Rising odds of a Federal Reserve rate hike and increasing Treasury yields create macroeconomic headwinds for high-growth technology stocks.

AAPL ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ PRICEDNVDA ▼ REPRICINGMETA ▼ REPRICINGTSLA ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ REPRICINGTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.techtimes.com ↗

Wall Street Warns AI Stocks Are Starting to Trade Like Interest-Rate-Sensitive Credit

Tue Sep-01 15:11:26analyst65

Wall Street analysts warn that Nvidia and other AI stocks are becoming increasingly sensitive to interest rates and credit markets as the sector shifts toward financing massive infrastructure buildouts.

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In Sept, Tesla will re-launch 3 products it launched a decade ago, for a stock pump

Tue Sep-01 15:11:03product65

Tesla is scheduled to launch the Cybercab robotaxi, the Tesla Semi, and potentially the next-generation Roadster in September 2026.

TSLA ▲ PRICEDelectrek.co ↗

Waymo's cheaper robotaxis collide with China crackdown

Tue Sep-01 15:10:28product65

Alphabet's Waymo expands its robotaxi service to Denver, San Diego, and Tampa using a new lower-cost Ojai vehicle manufactured by China's Zeekr, despite potential tariff and regulatory headwinds.

GOOGL ▲ FRESHTSLA ▼ PRICEDwww.axios.com ↗

AI startup Manus resumes independent operations after China kills Meta's $2 billion deal - Tech Startups

Tue Sep-01 15:10:27m&a65

AI startup Manus has resumed independent operations after Chinese regulators blocked and forced the unwinding of Meta's $2 billion acquisition deal.

META ▲ REPRICINGtechstartups.com ↗

Waymo and Zoox expand into more US markets as the robotaxi race heats up

Tue Sep-01 15:10:21product65

Waymo and Amazon-owned Zoox are aggressively expanding their robotaxi services into new US markets with regulatory approvals and paid ride launches.

GOOGL ▲ FRESHAMZN ▲ PRICEDTSLA ▼ PRICEDcryptobriefing.com ↗

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

Tue Sep-01 15:00:22other65

Palantir Technologies reported a Rule of 40 score of 155% in Q2 2026, driven by 93% revenue growth and 62% adjusted operating margins.

PLTR ▲ PRICEDMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGAMZN · PRICEDqz.com ↗

Stocks slide as bond yields surge on Iran war, inflation

Tue Sep-01 14:50:56other65

US tech stocks including Nvidia and Amazon declined as rising bond yields and geopolitical tensions in the Strait of Hormuz triggered a broader market sell-off.

NVDA ▼ REPRICINGAMZN ▼ REPRICINGAAPL ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ REPRICINGMETA ▼ REPRICINGTSLA ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.capitalbrief.com ↗

Microsoft and Tesla Enter September With Momentum but Which Is Better?

Tue Sep-01 14:40:47earnings65

Microsoft reported strong fiscal year results with Azure revenue exceeding $100 billion annually, while Tesla missed EPS estimates and saw operating margins decline despite record vehicle deliveries.

MSFT ▲ REPRICINGTSLA ▼ PRICED247wallst.com ↗

Broadcom's Earnings Test Comes With a Higher Bar After NVIDIA's Blowout

Tue Sep-01 14:40:42earnings65

Broadcom is set to report fiscal Q3 earnings with high market expectations following Nvidia's strong results, creating significant pressure to meet accelerated revenue and EPS growth estimates.

AVGO · PRICEDNVDA ▲ PRICEDwww.nasdaq.com ↗

Open-weight AI models overtake proprietary rivals in developer usage, Citi says

Tue Sep-01 14:40:32m&a85

Citi reports that open-weight AI models have surpassed proprietary rivals in developer usage and Nvidia has agreed to acquire Hugging Face for $12.9 billion.

NVDA ▲ PRICEDGOOGL · REPRICINGMETA · REPRICINGMSFT · REPRICINGAMD · PRICEDwww.proactiveinvestors.com ↗

Meta Planned to Fire Thousands Until AI Agents Failed to Deliver

Tue Sep-01 14:21:17other65

Meta scaled back planned AI-driven workforce reductions after internal AI agents failed to meet performance expectations, resulting in fewer layoffs than initially projected.

META ▲ PRICEDpropakistani.pk ↗

Bonds spoil September's opening

Tue Sep-01 14:20:58other65

Rising US Treasury yields and oil prices triggered a sell-off in chip stocks including Nvidia and AMD due to concerns over higher borrowing costs for AI infrastructure.

NVDA ▼ REPRICINGAMD ▼ PRICEDAAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ PRICEDMETA ▼ PRICEDTSLA ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ PRICEDwww.marketscreener.com ↗

Is social media addiction the health crisis of this generation?

Tue Sep-01 14:12:00regulatory85

Meta agreed to a proposed settlement with 51 U.S. attorneys general involving up to $17 billion in payments and operational changes to address allegations of addictive platform design harming youth.

META ▼ PRICEDGOOGL · REPRICINGkeyt.com ↗

I tested the real DLSS 5: forget the leaked mods -- it's not an AI filter, this is Nvidia's photorealistic game-changer

Tue Sep-01 14:11:25product65

Nvidia officially unveiled DLSS 5, a 3D-guided neural rendering pipeline debuting in NBA 2K27, distinguishing it from leaked AI filter mods.

NVDA ▲ REPRICINGAMD ▼ PRICEDwww.tomsguide.com ↗

Europe Signs $451M AMD Deal for LUMI-AI, Defying NVIDIA AI Factory Dominance

Tue Sep-01 14:11:17partnership65

The European High-Performance Computing Joint Undertaking signed a $451 million contract with Bull to build the LUMI-AI supercomputer using AMD Instinct MI430X GPUs, marking a significant public-sector win for AMD over NVIDIA.

AMD ▲ PRICEDNVDA ▼ REPRICINGwww.techtimes.com ↗

Lambda secures $1bn private debt to purchase Nvidia GPUs - report

Tue Sep-01 14:10:52partnership65

Lambda secured $1 billion in private debt to purchase Nvidia GPUs for leasing to Microsoft, reinforcing demand for AI infrastructure.

NVDA ▲ REPRICINGMSFT ▲ REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · PRICEDwww.datacenterdynamics.com ↗

Microsoft Faces Mass Outage; Teams, Outlook, OneDrive, Copilot Down

Tue Sep-01 14:00:45other65

Microsoft is experiencing a widespread global outage affecting Microsoft 365 services including Teams, Outlook, OneDrive, and Copilot due to a core authentication configuration issue.

MSFT ▼ REPRICINGGOOGL · REPRICINGMETA · REPRICINGAMZN · REPRICINGwww.analyticsinsight.net ↗

OpenAI blames Apple security practices in trade secrets lawsuit

Tue Sep-01 13:50:53regulatory65

OpenAI filed a legal response blaming Apple's security practices for the alleged trade secret theft in their ongoing lawsuit.

AAPL ▼ FRESHfinance.yahoo.com ↗

Futures Tumble As Global Yields Hit Multi-Year HIgh, Oil Jumps On Iran Escalation

Tue Sep-01 13:41:10other65

Micron shares dropped in pre-market trading following reports of labor union strikes in Taiwan, contributing to a broader sell-off in tech stocks amid rising global yields and oil prices.

MU ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ REPRICINGTSM ▼ FRESHAVGO ▼ REPRICINGASML ▼ FRESHSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ REPRICINGPLTR ▼ PRICEDwww.zerohedge.com ↗

Nvidia Just Proved It Doesn't Need China Anymore

Tue Sep-01 13:41:07guidance85

Nvidia provided preliminary fiscal 2028 revenue guidance projecting 70% year-over-year growth, significantly exceeding Wall Street's 44% consensus estimate due to supply constraints.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGTSM ▲ FRESHMU ▲ PRICEDwww.fool.com ↗

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