kingfisher — news

Thu Sep-03 03:18:20

times in Europe/Lisbon

🗞️ News

War expands across the region Strap: Tankers hit as Hormuz reports heightened tensions

Tue Jul-21 18:30:34other65

Escalating military conflict between the US and Iran, including strikes on Bahrain and threats to regional infrastructure, creates significant geopolitical risk for US technology companies with operations or supply chains in the Middle East.

AMZN ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAAPL ▼ FRESHNVDA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.omanobserver.om ↗

Alphabet's Gemini delay, spending worries loom over earnings - CNBC TV18

Tue Jul-21 18:12:13earnings75

Alphabet faces investor scrutiny and a stock decline ahead of its Q2 earnings report due to the delayed launch of its Gemini 3.5 Pro AI model and concerns over massive capital expenditure spending.

GOOGL ▼ FRESHMSFT ▲ FRESHMETA ▲ FRESHAMZN ▲ FRESHNVDA · PRICEDwww.cnbctv18.com ↗

Wednesday preview: Tesla results, Wetherspoons update in focus

Tue Jul-21 18:11:31earnings65

Investors are focusing on the upcoming quarterly earnings reports for Alphabet and Tesla, with specific attention on Alphabet's AI spending and cloud revenue conversion.

GOOGL · FRESHTSLA · PRICEDwww.sharecast.com ↗

Nvidia Reveals New Vera CPU Details As AI CPU Race Heats Up With AMD, Intel

Tue Jul-21 18:02:00product65

Nvidia disclosed new architectural details for its Vera CPU, claiming up to 1.8x higher performance on agentic AI workloads compared to traditional x86 CPUs.

NVDA ▲ PRICEDAMD ▼ PRICEDstocktwits.com ↗

Buy Alphabet at $350 Because Wall Street's Former Fear is Now Officially Dead

Tue Jul-21 18:01:44earnings85

Alphabet reported Q1 2026 earnings with revenue up 19% and EPS beating estimates by 94%, driven by AI-enhanced search usage and a 63% surge in Google Cloud revenue.

GOOGL ▲ FRESHMSFT · FRESHMETA · FRESHAMZN · FRESHNVDA · PRICEDfinance.yahoo.com ↗

A group of buyers completed the acquisition of Aligned Data Centers, LLC from Macquarie Infrastructure Partners V, L.P., Macquarie Infrastructure Partners IV SCSP funds managed by Macquarie Infrastructure Partners Inc., CenterSquare Investment Management LLC and its co-invest partners.

Tue Jul-21 18:01:29m&a85

A consortium including Microsoft and Nvidia agreed to acquire Aligned Data Centers for $40 billion to expand AI infrastructure capacity.

MSFT ▲ FRESHNVDA ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHAVGO ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDwww.marketscreener.com ↗

Wall Street wants answers on robotaxis and 'physical AI' as Tesla gears up for earnings

Tue Jul-21 18:01:25earnings85

Wall Street analysts are focusing on Tesla's upcoming Q2 earnings report for updates on robotaxi deployment, humanoid robot production, and potential SpaceX merger plans.

TSLA · PRICEDwww.businessinsider.com ↗

Bitcoin and XRP rally into resistance as Iran claims Amazon strike

Tue Jul-21 17:52:34other85

Iranian state media claimed a missile strike on Amazon's data infrastructure in Bahrain and threatened other US tech firms, creating geopolitical risk for the sector.

AMZN ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHcrypto.news ↗

Is Alibaba the Best Chinese AI Play After Apple's Endorsement?

Tue Jul-21 17:51:59partnership65

Apple has secured regulatory approval to launch Apple Intelligence in China, partnering with Alibaba to use its Qwen large language model for AI capabilities on iOS devices.

AAPL ▲ FRESHfinance.yahoo.com ↗

Micron, Keurig Dr Pepper Join BofA's US 1 List

Tue Jul-21 17:51:47analyst65

Bank of America added Micron Technology to its U.S. 1 List of top investment opportunities, citing strong demand for AI memory, causing shares to rise 6.5% in premarket trading.

MU ▲ PRICEDfinance.yahoo.com ↗

'We were at their mercy': inside the Amazon tactics that hiked prices across the internet

Tue Jul-21 17:51:14regulatory65

Court filings and internal emails reveal Amazon allegedly pressured suppliers to raise prices on rival retail sites, leading to legal scrutiny and claims of anti-competitive behavior.

AMZN ▼ FRESHwww.theguardian.com ↗

Big Tech is hiding $1.65tn in off-balance-sheet AI debt

Tue Jul-21 17:50:43other65

A report reveals that Alphabet, Microsoft, Amazon, Meta, and Oracle are carrying $1.65 trillion in off-balance-sheet debt to finance AI infrastructure, raising concerns about financial transparency and leverage.

GOOGL ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHAAPL · FRESHNVDA · FRESHAVGO · PRICEDAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDTSLA · PRICEDthenextweb.com ↗

ICE was ordered to delete Medicaid data on millions of people shared in January. It reportedly sent that data to Palantir instead | Attack of the Fanboy

Tue Jul-21 17:50:29regulatory65

Court filings reveal that ICE improperly shared Medicaid data with Palantir despite a court order to delete it, intensifying legal scrutiny of the company's government contracts.

PLTR ▼ PRICEDattackofthefanboy.com ↗

Google May Have Just Found a Way to Beat Nvidia at Its Own AI Game

Tue Jul-21 17:43:24product65

Google is developing a new custom AI server chip codenamed Frozen V2 that reportedly offers significantly higher efficiency by hard-coding parts of the Gemini AI system directly into the circuitry.

GOOGL ▲ FRESHNVDA ▼ FRESHMSFT · FRESHMETA · FRESHAMZN · FRESHAVGO · PRICEDAMD · PRICEDwww.inc.com ↗

Memory Stocks Spark a Market Rebound; Dow Jones Joins the Party

Tue Jul-21 17:42:05analyst65

Micron Technology shares surged over 10% following a Morgan Stanley forecast of rising memory prices, driving a broad semiconductor rally that also lifted Nvidia and peer stocks.

MU ▲ PRICEDNVDA ▲ FRESHAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDfinance.yahoo.com ↗

Apple and the changing of the guard

Tue Jul-21 17:41:50other85

Apple is preparing to appoint John Ternus as its new CEO in September as Tim Cook transitions to the board, amid strong hardware sales and positive market share trends.

AAPL ▲ FRESHAMZN · FRESHwww.computerworld.com ↗

Alphabet may move 5.4% on earnings report (GOOGL:NASDAQ) | Seeking Alpha

Tue Jul-21 17:32:28earnings65

Options markets price in a 5.4% move for Alphabet ahead of its July 22, 2026 earnings report, with sentiment leaning bullish based on call activity.

GOOGL · FRESHseekingalpha.com ↗

If Agents Become The New Application, Microsoft Suddenly Matters Again

Tue Jul-21 17:31:03product65

Microsoft announced a strategic shift at Build 2026 to position its portfolio as the foundational operating system for AI agents, emphasizing infrastructure and security over individual model competition.

MSFT ▲ PRICEDGOOGL · FRESHMETA · FRESHAMZN · PRICEDAAPL · FRESHwww.forbes.com ↗

BlackRock Launches $12 Billion+ Meta Data Center Debt Deal

Tue Jul-21 17:30:30other65

BlackRock is arranging a debt sale of over $12 billion to finance a Meta Platforms data center project through a joint venture.

META ▲ FRESHca.finance.yahoo.com ↗

Washington doubles down on its Al fight with China

Tue Jul-21 17:21:45regulatory65

The Trump administration is considering a ban on cutting-edge Chinese AI models, extending U.S. export controls from hardware to software and potentially impacting the competitive landscape for U.S. semiconductor and tech firms.

NVDA · PRICEDAMD · PRICEDQCOM · PRICEDTSM · PRICEDAVGO · PRICEDMU · PRICEDGOOGL · FRESHMSFT · PRICEDMETA · FRESHAMZN · PRICEDwww.thestreet.com ↗

TSMC admits its 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'

Tue Jul-21 17:12:06other65

TSMC plans to raise prices for advanced chip fabrication services by 5-15% starting in 2027 due to rising costs and overseas expansion, impacting major customers like Apple and Nvidia.

TSM ▲ PRICEDAAPL ▼ FRESHNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU · PRICEDwww.pcgamer.com ↗

Nvidia NVLink: The scale-up network for AI factories

Tue Jul-21 17:11:46product65

Nvidia is scaling up production of its NVLink networking technology for the upcoming Vera Rubin AI platform to support high-bandwidth GPU-to-GPU communication in AI data centers.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · FRESHMETA · FRESHgamesbeat.com ↗

China's 1GW Data Center Uses Domestic Chips

Tue Jul-21 17:02:19other65

Chinese AI startup Z.AI has launched a 1GW data center using exclusively domestic chips, demonstrating a workaround to U.S. export controls that threatens the market dominance of U.S. semiconductor suppliers.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDMU ▼ PRICEDwww.chosun.com ↗

Judge Approves Historic $1.5 Billion Anthropic AI Copyright Settlement

Tue Jul-21 17:01:46regulatory65

A federal judge approved a $1.5 billion copyright settlement for Anthropic, resolving a major legal risk for its backers Amazon and Alphabet and setting a precedent that limits liability for AI training data usage.

AMZN ▲ FRESHGOOGL ▲ FRESHMSFT ▲ FRESHMETA ▲ FRESHAAPL ▲ FRESHNVDA ▲ PRICEDhothardware.com ↗

1 Massive Reason to Buy ASML Stock Following Its Blowout Earnings Report

Tue Jul-21 17:01:41earnings85

ASML reported Q2 revenue and net income that significantly exceeded Wall Street expectations and raised its full-year revenue guidance, signaling robust demand for advanced chipmaking equipment.

ASML ▲ PRICEDTSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDMU ▲ PRICEDQCOM ▲ PRICEDwww.fool.com ↗

Berkshire Hathaway Just Made a Massive Bet on Alphabet Stock. Should You Follow?

Tue Jul-21 17:01:26analyst65

Berkshire Hathaway has initiated a significant position in Alphabet, signaling strong institutional confidence in the company's core business fundamentals beyond its AI initiatives.

GOOGL ▲ FRESHwww.fool.com ↗

Chinese startup Moonshot AI rattles global markets with Kimi K3

Tue Jul-21 17:00:16product75

Chinese startup Moonshot AI launched the Kimi K3 open-source model, triggering a sector-wide sell-off in US tech and semiconductor stocks due to fears that cost-effective alternatives will undermine Western AI infrastructure investments.

NVDA ▼ PRICEDGOOGL ▼ FRESHMSFT ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHAMD ▼ PRICEDAVGO ▼ PRICEDTSM ▼ PRICEDMU ▼ PRICEDQCOM ▼ PRICEDAAPL ▼ FRESHPLTR ▼ REPRICINGSMCI ▼ PRICEDASML ▼ PRICEDwww.techdigest.tv ↗

Nvidia Spectrum-6 Ethernet switch arrives at gigascale AI factories

Tue Jul-21 16:32:08product65

Nvidia has begun deploying its sixth-generation Spectrum-6 Ethernet switch with 102.4 Tb/s capacity to support large-scale AI data center infrastructure.

NVDA ▲ PRICEDAVGO ▼ REPRICINGAMD ▼ PRICEDMSFT ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ FRESHMETA ▲ FRESHcryptobriefing.com ↗

Microsoft and France's Mistral AI step up their cooperation

Tue Jul-21 16:31:36partnership65

Microsoft and Mistral AI announced a multi-billion euro strategic alliance to expand European AI infrastructure and integrate Mistral's models into Microsoft's cloud portfolio.

MSFT ▲ FRESHGOOGL · REPRICINGAMZN · FRESHMETA · FRESHwww.dpa-international.com ↗

Snap nears settlement of addiction case ahead of California jury trial

Tue Jul-21 16:31:05regulatory65

Snap Inc. reached a tentative settlement in a social media addiction lawsuit, leaving Meta Platforms as the sole remaining defendant facing an imminent jury trial after Google and TikTok previously settled.

META ▼ FRESHGOOGL ▲ REPRICINGwww.eastbaytimes.com ↗

US lawmakers press Trump to open trade probe into EU tech rules

Tue Jul-21 16:31:00regulatory65

US lawmakers have urged President Trump to launch a Section 301 trade investigation into EU digital regulations, arguing they unfairly target American tech giants like Apple, Google, Meta, and Amazon.

AAPL ▼ FRESHGOOGL ▼ REPRICINGMETA ▼ FRESHAMZN ▼ FRESHMSFT · FRESHthenextweb.com ↗

SK Hynix generates 65% of revenue from US amid AI boom, and crypto miners aren't the ones buying

Tue Jul-21 16:30:49other65

SK Hynix reports strong 2025 financial results driven by US-based AI demand and high-bandwidth memory sales to Nvidia, highlighting robust sector momentum.

NVDA ▲ PRICEDMU ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGTSM ▲ PRICEDcryptobriefing.com ↗

Can AI systems make moral decisions in war? - Grenada Chronicle - Daily Grenada And Caribbean News

Tue Jul-21 16:22:15regulatory65

Palantir's Maven Smart System is under Pentagon investigation and Senate scrutiny following a controversial strike in Iran that resulted in significant civilian casualties.

PLTR ▼ REPRICINGgrenadachronicle.com ↗

Apple to Launch 'Upgrade' Device Leasing Program With Klarna to Spur Sales

Tue Jul-21 16:21:40product65

Apple is preparing to launch a new device leasing program called Apple Upgrade on July 28 to stimulate sales across its hardware lineup.

AAPL ▲ FRESHwww.bloomberg.com ↗

Nvidia chips reach customers as company cements 80% grip on AI GPU market

Tue Jul-21 16:21:12product65

Nvidia confirms its Rubin AI platform is in full production with shipments to major cloud providers AWS, Google Cloud, and Microsoft expected in the second half of 2026, cementing its dominant market share.

NVDA ▲ PRICEDAMZN ▲ FRESHGOOGL ▲ FRESHMSFT ▲ FRESHAMD ▼ PRICEDAVGO · PRICEDTSM ▲ PRICEDcryptobriefing.com ↗

AMD Is Reportedly Pricing Its Helios Rack 40% Above NVIDIA's Second-Gen Rubin, Confident That Customers Will Pay The Premium

Tue Jul-21 16:20:59product75

AMD is reportedly pricing its Helios AI rack solution 40% above NVIDIA's Rubin platform, securing Microsoft as a confirmed client for the premium product.

AMD ▲ PRICEDNVDA ▼ PRICEDMSFT ▲ FRESHTSM ▲ PRICEDwccftech.com ↗

NVIDIA Vera Rubin NVL72 Enters The Stage With A Monstrous 10x Uplift In Token Throughput Versus Blackwell, Achieves 800,000 Tokens/s Vs GB200's 80,000 at The Same 150MW

Tue Jul-21 16:12:39product85

NVIDIA has officially deployed its Vera Rubin NVL72 AI platform, claiming a 10x increase in token throughput compared to the previous Blackwell architecture at the same power consumption.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO · PRICEDTSM ▲ PRICEDMSFT · FRESHGOOGL · FRESHAMZN · PRICEDMETA · FRESHwccftech.com ↗

Google expands Gemini lineup with cheaper models and new Mythos rival

Tue Jul-21 16:11:18product65

Alphabet launched three new cost-efficient Gemini AI models, including a cybersecurity-focused variant, to compete with Anthropic and improve efficiency ahead of its earnings report.

GOOGL ▲ FRESHMSFT · FRESHMETA · FRESHAMZN · PRICEDNVDA · PRICEDwww.cnbc.com ↗

Micron Stock: BofA Sees 66% Upside On AI Memory Demand - Micron Technology (NASDAQ:MU)

Tue Jul-21 16:10:58analyst65

Bank of America raised its price target for Micron Technology, arguing that the proliferation of open-source AI models will significantly increase demand for high-bandwidth memory chips.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDwww.benzinga.com ↗

NVIDIA Vera CPU Performance Claims And Olympus Core Architecture Revealed

Tue Jul-21 16:10:46product65

NVIDIA revealed detailed performance claims and architectural specifics for its upcoming Vera CPU and Rubin AI accelerators, positioning them against traditional x86 server processors for agentic AI workloads.

NVDA ▲ PRICEDAMD ▼ PRICEDhothardware.com ↗

AMD just landed its biggest AI deal yet

Tue Jul-21 16:10:35partnership85

Microsoft announced a major deal to deploy AMD's Helios rack-scale AI systems in its Azure data centers, marking AMD's most significant AI customer win to date.

AMD ▲ PRICEDMSFT ▲ FRESHNVDA ▼ PRICEDwww.sanluisobispo.com ↗

Cash is Always King Which is Why I Will Not Stop Adding Broadcom

Tue Jul-21 16:02:35earnings65

Broadcom reported strong fiscal Q2 2026 results with record free cash flow and a $73 billion AI backlog, reinforcing its financial stability amid sector concerns over AI capital expenditures.

AVGO ▲ PRICEDNVDA · PRICEDAMD · PRICEDQCOM · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDMU · PRICED247wallst.com ↗

AMD Prepares for Its Massive 'Advancing AI' Summit -- Why New Launches Might Help It Challenge Nvidia's Dominance This Week

Tue Jul-21 16:02:26product65

AMD is preparing for its Advancing AI Summit with potential new product launches and Microsoft Azure integration that could challenge Nvidia's market dominance.

AMD ▲ PRICEDMSFT ▲ REPRICINGNVDA ▼ PRICEDfinance.yahoo.com ↗

Ahead of Tesla Earnings, Here's What Barchart Data Says Comes Next for TSLA Stock

Tue Jul-21 15:41:44earnings65

Ahead of Tesla's Q2 2026 earnings report, options data indicates bearish positioning and elevated expectations despite strong delivery numbers, with focus shifting to margins and AI capital expenditures.

TSLA · PRICEDwww.barchart.com ↗

The new battle for AI: Open models challenge the economics of the boom | FXStreet

Tue Jul-21 15:40:37analyst65

A Deutsche Bank report argues that the rise of cheaper, open-weight AI models threatens the economic assumptions underpinning current semiconductor demand and hyperscaler capital expenditures, leading to a sector-wide sell-off.

NVDA ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHAAPL ▼ FRESHTSLA ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.fxstreet.com ↗