kingfisher — news

Fri Oct-23 04:15:10

times in Europe/Lisbon

🗞️ News

Apple CEO John Ternus Takes Over from Tim Cook with USD 58 Million Pay Package

Wed Sep-02 19:10:52other65

Apple has finalized a compensation package for new CEO John Ternus as he officially assumes leadership from Tim Cook ahead of the September product launch.

AAPL · FRESHwww.analyticsinsight.net ↗

Closer To Nuclear War: Russia Pledges Support For Iran While It Threatens The UK, Germany And The Entire Ukrainian Power Grid

Wed Sep-02 19:01:02other65

Escalating geopolitical tensions involving Russia, Iran, and NATO raise the risk of broader conflict and potential supply chain or market disruptions for global technology stocks.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ REPRICINGAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ REPRICINGMU ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ PRICEDtheeconomiccollapseblog.com ↗

Waymo Taps Pimco, Blackstone for $3 Billion in First Debt Deal

Wed Sep-02 19:01:04other65

Waymo is finalizing a $3 billion debt financing deal with lenders including Pimco and Blackstone to fund its global robotaxi expansion.

GOOGL ▲ FRESHTSLA ▼ REPRICINGwww.bloomberg.com ↗

Berkshire's Alphabet Stake Surges to $36.6 Billion. CEO Greg Abel Sees Google as an AI Powerhouse.

Wed Sep-02 18:50:30analyst65

Berkshire Hathaway significantly increased its stake in Alphabet to $36.6 billion, with CEO Greg Abel citing Google's strong position in AI deployment as a key driver for the investment.

GOOGL ▲ FRESHwww.ibtimes.com ↗

Guns, Butter & AI: Bessent's Bond Battle Raises Risk For Stocks, Dollar

Wed Sep-02 18:50:15other65

Treasury Secretary Scott Bessent announced a plan to double long-term bond buybacks to manage U.S. debt levels amidst spiraling AI infrastructure borrowing by major tech hyperscalers.

GOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ PRICEDMSFT ▼ FRESHNVDA ▼ PRICEDAAPL ▼ FRESHTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ REPRICINGMU ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ PRICEDwww.investors.com ↗

CA legislature passes bill on addictive social media for younger kids. It has Long Beach origins

Wed Sep-02 18:40:43regulatory65

The California legislature passed a bill prohibiting social media platforms from using addictive features for users under 16, targeting companies like Meta and Google.

META ▼ PRICEDGOOGL ▼ FRESHlaist.com ↗

Azure-AWS Interconnect Removes a Major Multicloud Networking Barrier

Wed Sep-02 18:20:50partnership65

Microsoft and Amazon Web Services announced a partnership to create a direct interconnect service enabling high-bandwidth private networking between Azure and AWS clouds.

MSFT ▲ REPRICINGAMZN ▲ FRESHGOOGL ▼ FRESHtechstrong.it ↗

Palantir stock tumbles as Google encroaches on defense AI market

Wed Sep-02 18:10:35product65

Palantir shares dropped 7% after Google launched its government-exclusive Gemini 3.8 Flash Cyber AI model, intensifying competition in the defense and cybersecurity sector.

PLTR ▼ PRICEDGOOGL ▲ FRESHMSFT · REPRICINGMETA · PRICEDAMZN · FRESHfinance.yahoo.com ↗

John Ternus Tells Apple Staff 9 September Launch Will Be Phenomenal

Wed Sep-02 18:00:32product75

Apple CEO John Ternus signaled a phenomenal product launch for September 9, expected to feature the iPhone 18 Pro and Apple's first foldable iPhone.

AAPL ▲ FRESHgadgetsnow.indiatimes.com ↗

Tepper dumps chips and bets $242M against Apple

Wed Sep-02 18:00:20analyst65

Hedge fund manager David Tepper reduced his Micron Technology stake by 41% and purchased $242 million in put options against Apple, signaling a bearish outlook on the memory chip cycle and Apple's stock.

AAPL ▼ FRESHMU ▼ REPRICINGNVDA · PRICEDAMD · FRESHQCOM · REPRICINGTSM · FRESHAVGO · FRESHwww.billionaires.africa ↗

Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For

Wed Sep-02 17:40:57partnership65

Anthropic signed a $35 billion compute capacity agreement with cloud provider Lambda, reinforcing demand for NVIDIA hardware despite questions regarding Anthropic's funding.

NVDA ▲ PRICEDMSFT · REPRICINGGOOGL · FRESHAMZN · FRESHMETA · PRICED247wallst.com ↗

TSMC Rose Higher With a 67.7% Margin--and Taiwan's Trust Pitch

Wed Sep-02 17:30:40earnings85

TSMC reported strong Q2 results with a 67.7% gross margin and announced significant global expansion plans including $265 billion in U.S. investment.

TSM ▲ FRESHNVDA · PRICEDAMD · FRESHAVGO · FRESHQCOM · REPRICINGMU · REPRICINGASML · FRESHSMCI · FRESHca.finance.yahoo.com ↗

Amazon's $220 Billion AI Build Reaches Europe's Bond-Market Limit

Wed Sep-02 17:20:55other65

Amazon's planned $220 billion capital expenditure for AI infrastructure is driving significant euro-denominated bond issuance, potentially raising financing costs for the broader tech sector.

AMZN · FRESHMSFT ▼ REPRICINGGOOGL ▼ FRESHMETA ▼ PRICEDca.finance.yahoo.com ↗

Tesla Drops Despite Claiming 4.1 Times Fewer FSD Crashes

Wed Sep-02 17:20:39regulatory65

Tesla released safety data claiming its Full Self-Driving system has significantly fewer collisions than human drivers as it seeks regulatory approval for deployment in Europe.

TSLA · FRESHca.finance.yahoo.com ↗

Lidar vs Camera-only: Waymo Again Stirs Debate About Best Tech for Robotaxi As Tesla Nears Cybercab Launch

Wed Sep-02 17:10:32product65

Waymo publicly criticized camera-only autonomous driving strategies ahead of Tesla's Cybercab launch, intensifying the commercial and technical rivalry between the two companies.

TSLA ▼ FRESHGOOGL ▲ FRESHwww.tekedia.com ↗

What to watch in Broadcom's upcoming earnings - and why Nvidia is running

Wed Sep-02 17:00:16earnings65

Jim Cramer highlighted Broadcom's upcoming earnings report and noted Nvidia's stock rise following strong results from partner Dell, while warning of market volatility due to Middle East tensions.

AVGO · FRESHNVDA ▲ PRICEDAMD · FRESHQCOM · REPRICINGTSM · FRESHMU · REPRICINGASML · FRESHSMCI · REPRICINGPLTR · PRICEDAAPL · FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · FRESHMETA · PRICEDTSLA · FRESHwww.cnbc.com ↗

Amazon Rejects FTC Allegations Over Sponsored Ads Auction Practices

Wed Sep-02 16:50:40regulatory65

Amazon has formally rejected FTC allegations regarding deceptive practices in its Sponsored Ads auctions, disputing claims of consumer harm and advertiser overcharging.

AMZN ▼ FRESHGOOGL · FRESHMETA · PRICEDwww.analyticsinsight.net ↗

Google Introduces Gemini 3.8; Says Gemini 3.8 Flash Is Our Most Intelligent Flash Model, Engineered For Long-Horizon Software Engineering, Autonomous Agents, And Complex Enterprise Workflows— All With The Speed And Cost Efficiency Of Flash

Wed Sep-02 16:49:13product65

Google announced the launch of Gemini 3.8 Flash, a new AI model optimized for speed and cost efficiency in software engineering and enterprise workflows.

GOOGL ▲ FRESHMSFT · REPRICINGMETA · PRICEDAMZN · FRESHwww.benzinga.com ↗

Trump administration moves to expand tariffs on imported semiconductors

Wed Sep-02 16:31:04regulatory85

The Trump administration is expanding tariffs on imported semiconductors and related hardware under Section 232, with new duties targeting servers, laptops, and gaming hardware while offering exemptions for companies building US manufacturing capacity.

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Apple v. OpenAI: Governance Lessons in Trade Secret Protection from Both Sides of the "V

Wed Sep-02 16:30:32regulatory65

Apple has filed a lawsuit against OpenAI and former employees alleging the misappropriation of confidential hardware designs and supply-chain intelligence.

AAPL ▼ REPRICINGMSFT · FRESHGOOGL · FRESHMETA · PRICEDfinance.yahoo.com ↗

Tesla's US crash filings omit the detail many investigators say matters most: what the car did

Wed Sep-02 16:10:51regulatory65

An investigation reveals that Tesla has redacted critical operational data from 99.9% of its federal crash reports involving Autopilot and Full Self-Driving software since 2019.

TSLA ▼ REPRICINGwww.thecooldown.com ↗

US government backs OpenAI in New York Times copyright case

Wed Sep-02 16:00:37regulatory65

The US government filed a legal brief supporting OpenAI and Microsoft in a copyright lawsuit brought by the New York Times, arguing that AI training on copyrighted material constitutes fair use.

MSFT ▲ FRESHMETA ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ FRESHwww.marketscreener.com ↗

Tesla (TSLA) Stock Dips Ahead of High-Stakes Cybercab Reveal

Wed Sep-02 16:00:35product65

Tesla shares declined ahead of its highly anticipated Cybercab autonomous taxi reveal event in Austin, with analysts cautioning that the product launch may not immediately drive stock momentum.

TSLA · REPRICINGblockonomi.com ↗

TSMC Opens Kaohsiung Supplier Campus to Close Packaging Validation Gap

Wed Sep-02 15:50:53product65

TSMC is opening a dedicated supplier campus in Kaohsiung to accelerate the validation of advanced packaging materials and equipment, aiming to reduce bottlenecks for AI chip production.

TSM ▲ FRESHNVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ FRESHASML ▲ FRESHwww.techtimes.com ↗

TSMC's Global Expansion Pressures Margins Amid AI-Driven Growth

Wed Sep-02 15:50:51other65

TSMC announced a $100 billion expansion of its Arizona investment to build advanced fabs, warning that global capacity ramp-ups will dilute gross margins by 2-4% in the near term despite strong AI-driven demand.

TSM · FRESHNVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ REPRICINGASML ▲ FRESHMU ▲ REPRICINGca.finance.yahoo.com ↗

BlackRock: AI Boom Still in Phase 1 as Amazon, Google, Microsoft Fuel 'Massive Build-Out'

Wed Sep-02 15:50:43other65

BlackRock's Global Chief Investment Strategist stated that the AI boom is in its initial build-out phase, citing nearly $600 billion in combined capital expenditure plans from Amazon, Alphabet, and Microsoft for 2026.

AMZN ▲ FRESHGOOGL ▲ REPRICINGMSFT ▲ FRESHNVDA ▲ PRICEDfinance.yahoo.com ↗

Taiwan chip industry sees revenue soaring 40% in 2026 despite headwinds

Wed Sep-02 15:40:57other65

Taiwan's semiconductor industry projects a 40% revenue surge to nearly $300 billion in 2026 driven by AI demand despite geopolitical and operational headwinds.

TSM ▲ FRESHNVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ REPRICINGMU ▲ REPRICINGASML ▲ FRESHSMCI ▲ REPRICINGwww.khaleejtimes.com ↗

Micron Taiwan Strike Risk: HBM Workers Claim Share of AI Memory Supercycle

Wed Sep-02 15:40:15regulatory65

Micron Technology faces a potential strike by 10,000 workers in Taiwan demanding higher bonuses tied to the company's record HBM profits.

MU ▼ REPRICINGNVDA · PRICEDAMD · REPRICINGTSM · FRESHAVGO · FRESHwww.techtimes.com ↗

Alphabet Avoids Forced Sale Of AdX As Judge In Google Ad Tech Antitrust Case Rejects Divestiture, Seeks Some Behavioral Changes According To Order - Reuters

Wed Sep-02 15:33:56regulatory85

A judge in the Google ad tech antitrust case rejected the DOJ's request to force Alphabet to divest its AdX business, opting instead for behavioral remedies.

GOOGL ▲ REPRICINGMETA · PRICEDwww.benzinga.com ↗

'Google defeats US bid to force ad tech sale' - Reuters

Wed Sep-02 15:33:56regulatory85

Google successfully defeated a US government bid to force the sale of its ad technology business.

GOOGL ▲ REPRICINGwww.benzinga.com ↗

Is the AI boom peaking? Dell and Nvidia results point to stronger demand ahead

Wed Sep-02 15:31:04earnings65

Nvidia's strong results and long-term revenue forecasts, alongside Dell's raised guidance, indicate continued robust demand for AI infrastructure despite peak concerns.

NVDA ▲ PRICEDSMCI ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ REPRICINGwww.hindustantimes.com ↗

Tim Cook's Final Full Quarter as CEO Saw iPhone Revenue Hit $56.99 Billion and Services Revenue Hit a Record $30.98 Billion. Does That Mix Make Apple Stock a Buy as John Ternus Takes Over?

Wed Sep-02 15:30:45earnings65

Apple reported strong Q3 results with record Services revenue and significant iPhone growth during Tim Cook's final full quarter as CEO.

AAPL ▲ FRESHwww.fool.com ↗

Fair use in OpenAI, Microsoft suits misunderstood by plaintiffs, US says | MLex | Specialist news and analysis on legal risk and regulation

Wed Sep-02 15:30:26regulatory65

The US government filed a statement supporting Microsoft and OpenAI in copyright lawsuits, arguing that restricting fair use for AI training would harm innovation and national security.

MSFT ▲ FRESHGOOGL ▲ REPRICINGMETA ▲ PRICEDwww.mlex.com ↗

How Much Is NVIDIA Investing In Memory?

Wed Sep-02 15:21:27other85

Nvidia disclosed $279 billion in supply commitments, primarily to secure memory chips amid ongoing shortages, and plans to pass increased costs to customers via higher server prices.

NVDA ▲ PRICEDMU ▲ REPRICINGTSM ▲ FRESHAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGfinanchill.com ↗

AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030. These Are the 3 Chip Stocks Positioned to Capture It.

Wed Sep-02 15:10:47earnings85

Nvidia reported Q2 FY27 revenue of $96.22 billion and provided strong Q3 guidance of $108 billion, highlighting continued supply constraints in AI infrastructure.

NVDA ▲ PRICEDTSM ▲ FRESHAMD · REPRICINGAVGO · FRESHQCOM · REPRICING247wallst.com ↗

Taiwanese firms pledge additional $20bn US investment in chip industry

Wed Sep-02 15:01:06other65

Taiwanese semiconductor firms, led by TSMC, pledged an additional $20 billion in US investments to deepen industry ties and meet AI demand.

TSM ▲ FRESHNVDA · PRICEDMU ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ REPRICINGQCOM ▲ UNKNOWNASML ▲ REPRICINGSMCI ▲ REPRICINGwww.investmentmonitor.ai ↗

Micron (MU) Stock Drops 13% Despite Looming Memory Chip Price Surge

Wed Sep-02 14:50:34other65

Micron shares decline despite analyst projections of a 50-60% surge in DRAM and NAND pricing driven by AI server supply bottlenecks highlighted by Dell.

MU ▲ REPRICINGNVDA · REPRICINGAMD · FRESHSMCI · REPRICINGblockonomi.com ↗

Faisal Islam: Why bond market wildfire is keeping world leaders up at night

Wed Sep-02 14:41:17other65

Rising bond yields and inflation driven by US-Iran tensions and massive AI infrastructure debt issuance by hyperscalers are creating headwinds for major technology stocks.

GOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGMSFT ▼ REPRICINGNVDA ▼ REPRICINGTSLA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ FRESHMU ▼ REPRICINGTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDAAPL ▼ REPRICINGca.finance.yahoo.com ↗

Broadcom Earnings Prediction Market Preview: Will Hock Tan Talk 'Competition'?

Wed Sep-02 14:41:10earnings85

Broadcom is set to report fiscal third-quarter earnings with high market expectations for a beat and significant focus on AI semiconductor revenue growth and competitive dynamics involving Google and Nvidia.

AVGO ▲ REPRICINGGOOGL · FRESHNVDA ▼ REPRICINGfinance.yahoo.com ↗

Microsoft Exchange Exploit Requires No Password: 22,000 Servers Exposed, ESU Ends October

Wed Sep-02 14:40:30regulatory65

A critical, unpatched vulnerability in Microsoft Exchange allows unauthenticated access to mailboxes on thousands of servers, with support ending in October 2026.

MSFT ▼ REPRICINGwww.techtimes.com ↗

Dell Surges 9% on Record $95B AI Backlog, Hewlett Packard Enterprise Climbs 4%, Super Micro Ticks Up

Wed Sep-02 14:30:33earnings65

Dell Technologies reported a record $95 billion AI backlog and raised its full-year outlook, driving positive sentiment for AI infrastructure peers including Super Micro Computer.

SMCI ▲ PRICEDNVDA ▲ FRESHAMD ▲ REPRICINGAVGO ▲ FRESH247wallst.com ↗

At the G20, Zuckerberg and Musk call for more AI data centres

Wed Sep-02 14:30:29regulatory65

Meta CEO Mark Zuckerberg and Tesla CEO Elon Musk advocated for accelerated AI data center construction and opposed restrictive regulations during a G20 ministerial meeting.

META ▲ FRESHTSLA ▲ REPRICINGMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHNVDA ▲ FRESHAVGO ▲ FRESHAMD ▲ REPRICINGus.fashionnetwork.com ↗

Could Apple's foldable iPhone be a $14B opportunity? Morgan Stanley weighs in

Wed Sep-02 14:30:16analyst65

Morgan Stanley projects Apple's upcoming foldable iPhone could generate $14 billion in revenue, driven by strong demand and component constraints involving TSMC and Micron.

AAPL ▲ FRESHTSM ▲ FRESHMU ▲ FRESHfinance.yahoo.com ↗

Overseas Markets Slide as Oil and Bond Yields Surge

Wed Sep-02 14:10:56other65

Global technology and semiconductor stocks declined due to escalating U.S.-Iran military tensions causing surging oil prices and bond yields.

TSM ▼ FRESHNVDA ▼ FRESHAMD ▼ FRESHAVGO ▼ FRESHASML ▼ FRESHQCOM ▼ FRESHMU ▼ FRESHSMCI ▼ REPRICINGAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ FRESHPLTR ▼ REPRICINGwww.stl.news ↗