kingfisher — news

Why Super Micro Computer Stock Took Off in August

Thu Sep-03 13:21:32earnings65

Super Micro Computer stock rallied in August following a fiscal fourth-quarter earnings beat, improved gross margins, and the completion of an internal investigation that cleared senior management of wrongdoing.

SMCI ▲ REPRICINGNVDA · FRESHwww.fool.com ↗

EU lawmakers seek tougher action against Meta over child protection | News.az

Thu Sep-03 13:13:06regulatory65

European lawmakers are urging the EU Commission to force Meta to change addictive platform designs and issue penalties, citing a recent US settlement as a baseline for protection standards.

META ▼ FRESHnews.az ↗

G20 endorses U.S. light-touch AI framework at Chapel Hill summit

Thu Sep-03 13:12:16regulatory65

The G20 nations endorsed the U.S.-backed 'Carolina Principles,' a non-binding framework favoring light-touch, sector-specific AI regulation and industry collaboration.

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3 Reasons Why Anthropic IPO Could Be Huge: ETFs in Focus

Thu Sep-03 13:11:24other60

Anthropic has filed draft registration documents for a potential IPO in late 2026, with an annualized revenue run rate of approximately $65 billion.

MSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHNVDA ▲ FRESHMETA ▲ FRESHAVGO ▲ PRICEDAMD ▲ FRESHca.finance.yahoo.com ↗

U.S. Army Moves TITAN AI Targeting Into Production With $192M Palantir-Anduril Awards.

Thu Sep-03 13:05:43partnership65

The U.S. Army awarded Palantir Technologies a $127 million contract to produce TITAN AI targeting systems, marking the program's entry into production.

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How Nvidia is still making history - AOL

Thu Sep-03 13:05:07earnings95

Nvidia reported fiscal second-quarter earnings with revenue of $96.2 billion and EPS of $2.22, beating estimates, and projected 70% revenue growth for fiscal year 2028.

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Tesla's Cybercab Debut Puts Its Robotaxi Plans Back Front And Center

Thu Sep-03 13:04:05product65

Tesla's Cybercab debut highlights regulatory hurdles and a smaller autonomous fleet size compared to competitor Waymo, casting uncertainty on the timeline for commercial robotaxi revenue.

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France starts tests on Tesla's self-driving tech

Thu Sep-03 13:04:02regulatory65

France has begun on-road testing of Tesla's Full Self-Driving system, marking a potential step toward regulatory approval in Europe.

TSLA ▲ REPRICINGfinance.yahoo.com ↗

U.S. government sides with OpenAI in New York Times copyright lawsuit

Thu Sep-03 13:03:14regulatory65

The U.S. Department of Justice filed a statement supporting OpenAI and Microsoft in the New York Times copyright lawsuit, arguing that training AI models on copyrighted data constitutes fair use.

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75% of Nvidia's $63 Billion Investment Portfolio Has Been Put to Work in Just 2 Game-Changing AI Stocks

Thu Sep-03 13:03:04partnership65

Nvidia has allocated 75% of its $63 billion investment portfolio to Intel and SpaceX, highlighting a strategic $5 billion equity stake and hardware integration partnership with Intel.

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Tesla vs Ford: Detroit Strikes Back and Legacy Automakers Rewrite the EV Story

Thu Sep-03 13:02:49earnings65

Tesla's Q2 2026 operating margin fell to 1.4% despite a 25% increase in vehicle deliveries, highlighting pressure from price cuts and reduced regulatory credit revenue.

TSLA ▼ REPRICINGwww.investing.com ↗

Microsoft restructures reporting segments around AI in fiscal 2027

Thu Sep-03 13:02:33other65

Microsoft is restructuring its financial reporting segments into Agents and Infra, and Devices and Consumer to better align with its AI strategy starting in fiscal 2027.

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Apple iPhone 18 Pro and iPhone 18 Pro Max launch next week: India launch date, specs and price

Thu Sep-03 13:01:52product65

Apple has officially confirmed a September 9 launch event for the iPhone 18 Pro series and its first foldable device, with pre-orders expected to begin shortly after.

AAPL ▲ FRESHwww.digit.in ↗

Apple paying 400% more for iPhone 18 Pro memory, says TrendForce

Thu Sep-03 13:01:42other65

Reports indicate Apple faces a 400% increase in memory costs for the iPhone 18 Pro, likely forcing retail price hikes that could dampen consumer demand.

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Tesla's Cybercab event is tonight. Here's what the industry -- and Wall Street -- expects

Thu Sep-03 13:01:39product65

Tesla is set to unveil its production Cybercab robotaxi in Austin, a vehicle designed without steering wheels or pedals to operate exclusively on Full Self-Driving software.

TSLA · REPRICINGca.finance.yahoo.com ↗

Netherlands moves 86 tonnes of gold from New York to London -- Is geopolitical risk rising?

Thu Sep-03 13:01:26regulatory65

Reports indicate the US government plans to pressure the Netherlands to ban ASML from selling chip-making machines to China, citing rising geopolitical tensions.

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Macquarie upgrades Broadcom stock rating on Anthropic growth outlook By Investing.com

Thu Sep-03 13:01:09analyst65

Macquarie upgraded Broadcom to Outperform with a $490 price target, citing strong Anthropic growth prospects and reduced Google insourcing risks.

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Elon Musk sends a strong message to Tesla and SpaceX investors

Thu Sep-03 13:01:08product85

Tesla and SpaceX confirmed a $16.8 billion initial investment in Terafab, a semiconductor manufacturing facility in Texas that will produce chips for Tesla, SpaceX, and xAI.

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Broadcom CEO Says AI Demand Could Be ‘Significantly’ Higher — But Land, Power, Chips and Substrates Are Holding Back Data Center Deployments

Thu Sep-03 13:01:01guidance85

Broadcom CEO Hock Tan stated that AI demand significantly exceeds current supply capabilities and reaffirmed guidance for AI revenue to reach $115 billion in fiscal 2027 and $230 billion in fiscal 2028, citing land, power, and substrate constraints as the primary bottlenecks.

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Apple Hit With $2.7 Billion Lawsuit In UK Over App Tracking Transparency

Thu Sep-03 13:01:01regulatory65

Apple faces a $2.7 billion lawsuit in the UK from app developers alleging unfair advantages through its App Tracking Transparency policies.

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Stock Market Today: Dow Jones, S&P 500 Futures Gain Following Trump Comments Saying 'Market Will Go Up'— AVGO, SNOW, HPE, LULU in Focus

Thu Sep-03 13:00:52earnings85

Broadcom shares fell in premarket trading after reporting better-than-expected Q3 fiscal 2026 earnings but issuing weak guidance for the fourth quarter.

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Dow Jumps Around 300 Points Ahead Of Jobs Report: Investor Sentiment Improves, But Fear & Greed Index Remains In ‘Fear’ Zone

Thu Sep-03 13:00:49m&a85

Nvidia is reportedly in advanced talks to acquire AI platform Hugging Face for $14 billion, driving a 3.2% surge in its stock price.

NVDA ▲ FRESHwww.benzinga.com ↗

Broadcom CEO Says Expect To Be Able To Sustain Operating Margin Even As Mix Of Products Dilutes The Gross Margin; Says We Believe We Will Ship About $350 Billion Of AI Semiconductors To These Customers In The Next Two Years

Thu Sep-03 13:00:36guidance85

Broadcom's CEO projected $350 billion in AI semiconductor shipments over the next two years and affirmed the ability to sustain operating margins despite gross margin dilution.

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Broadcom CEO Says On Target To Exceed EPS Of $30 In FY 2028

Thu Sep-03 13:00:34guidance85

Broadcom's CEO provided long-term financial guidance projecting earnings per share to exceed $30 in fiscal year 2028.

AVGO ▲ PRICEDNVDA · FRESHAMD · FRESHQCOM · REPRICINGTSM · FRESHwww.benzinga.com ↗

Broadcom CFO Says Expect Q4 Consolidated Gross Margin To Be ~ 73%, Down From 78% A Year Ago; Expect Capital Expenditures Of $1.4B In Q4 As We Invest In Capacity For Semiconductors

Thu Sep-03 13:00:35guidance65

Broadcom's CFO guided Q4 consolidated gross margin to approximately 73%, a decrease from 78% in the prior year, while projecting $1.4 billion in capital expenditures.

AVGO ▼ PRICEDNVDA · FRESHAMD · FRESHQCOM · REPRICINGTSM · FRESHwww.benzinga.com ↗

Broadcom CEO Says Between Now And The End Of 2027, We Will Be Delivering 3 Generations Of Mtia Accelerators To Meta; Have Line Of Sight For Meta To Deploy 3 Gigawatts Through 2028

Thu Sep-03 13:00:32partnership85

Broadcom CEO announced a multi-generational supply agreement to deliver MTIA accelerators to Meta, supporting up to 3 gigawatts of deployment through 2028.

AVGO ▲ PRICEDMETA ▲ FRESHNVDA ▼ FRESHAMD ▼ FRESHwww.benzinga.com ↗

Broadcom CEO Raises FY 2026 AI Revenue Guidance To $58B From $56B, Up 186% YoY; Says In 2028, We Have Clear Line Of Sight To Deliver An Incremental 10 Gigawatts

Thu Sep-03 13:00:30guidance85

Broadcom raised its fiscal 2026 AI revenue guidance to $58 billion and outlined a path to deliver an incremental 10 gigawatts of capacity by 2028.

AVGO ▲ PRICEDNVDA · FRESHAMD · FRESHTSM · FRESHwww.benzinga.com ↗

Broadcom CEO Says Also Expect To Ramp Up High-volume Shipments Of The TPU Version 8i To Google In Q4; Expect Production Shipments Of Meta's Custom Mtia Accelerator At Scale In Q4

Thu Sep-03 13:00:30product75

Broadcom CEO announced that high-volume shipments of Google's TPU Version 8i and Meta's custom MTIA accelerator will ramp up in Q4.

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Broadcom CEO Says Anthropic Is On Track To Become Our Largest XPU Customer In 2027 And Sustain That In 2028; OpenAI's Jalapeno Is On Track For The Planned Deployment Of 1.3 Gigawatts In 2027; We Have Line Of Sight For OpenAI To Deploy Over 5 Gw Of Jalapeno And Its Successor Generation Of XPU; We Are In Development With Open AI On The Third Generation XPU

Thu Sep-03 13:00:30guidance85

Broadcom's CEO stated that Anthropic is on track to become its largest XPU customer in 2027 and outlined significant deployment plans for OpenAI's custom chips.

AVGO ▲ PRICEDNVDA ▼ FRESHAMD ▼ FRESHwww.benzinga.com ↗

Broadcom CEO Says During The Quarter, We Began Production Shipments Of The Next Generation TPU Version 8i For Google; Co Is Now Shipping The TPU Version 8i Ahead Of The MediaTek Version V8t; In Q4, We Expect To Accelerate Shipments Of Ironwood To Anthropic

Thu Sep-03 13:00:28product75

Broadcom announced it has begun production shipments of Google's next-generation TPU Version 8i and expects to accelerate Ironwood shipments to Anthropic in Q4.

AVGO ▲ PRICEDGOOGL ▲ FRESHNVDA ▼ FRESHAMD · FRESHwww.benzinga.com ↗

Microsoft Restated Q4 Azure Rev $29.42B; Adjusted FY27 Q1 Outlook Azure Rev Growth 44% To 45% In Constant Currency; Adjusted FY27 Q1 Agents & Infra Revenue Outlook $75.15B-$75.75B; Adjusted FY27 Q1 Outlook Devices And Consumer Rev $14.7B-$15.2B

Thu Sep-03 13:00:26guidance85

Microsoft restated its Q4 Azure revenue at $29.42 billion and raised its fiscal 2027 Q1 Azure growth guidance to 44-45% in constant currency.

MSFT ▲ FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.benzinga.com ↗

Microsoft Adjusted Outlook FY27 Q1 Search & Advertising Revenue (Ex-TAC) Growth In Mid- To High-Single Digits; Adjusted FY27 Q1 Outlook Microsoft 365 Commercial Cloud Revenue Growth Of ~17% In Constant Currency

Thu Sep-03 13:00:26guidance65

Microsoft provided fiscal 2027 first-quarter guidance projecting mid-to-high single-digit growth in search and advertising revenue and approximately 17% growth in Microsoft 365 Commercial Cloud revenue.

MSFT ▲ FRESHGOOGL · FRESHMETA · FRESHwww.benzinga.com ↗

Amazon stock sinks 11% as FTC lawsuit fuels investor fears

Wed Sep-02 21:20:48regulatory75

Amazon shares fell 11% into correction territory after the FTC and 22 states filed a lawsuit alleging the company overcharged advertisers by $20 billion through undisclosed reserve-pricing mechanisms.

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Broadcom Q3 Adj. EPS $3.32 Beats $3.24 Estimate, Sales $13.088B Miss $29.362B Estimate

Wed Sep-02 21:19:18earnings90

Broadcom reported Q3 adjusted earnings per share of $3.32, beating estimates, but revenue of $13.088 billion significantly missed the $29.362 billion estimate.

AVGO · PRICEDNVDA · PRICEDAMD · FRESHQCOM · REPRICINGTSM · FRESHwww.benzinga.com ↗

Broadcom Sees Q4 Sales $34.800B vs $35.031B Est

Wed Sep-02 21:19:18earnings85

Broadcom reported Q4 sales of $34.800 billion, missing analyst estimates of $35.031 billion.

AVGO ▼ PRICEDNVDA · PRICEDAMD · FRESHQCOM · REPRICINGTSM · FRESHwww.benzinga.com ↗

DLSS 5 Benchmarks Use 6X Frame Multiplier: RTX 5070 Actually Renders at 44 FPS

Wed Sep-02 21:00:32product65

Nvidia confirmed the launch of its DLSS 5 technology with NBA 2K27 and released benchmarks revealing a significant reliance on AI-generated frames rather than traditional rendering.

NVDA ▲ PRICEDAMD · FRESHwww.techtimes.com ↗

Meta suddenly cares about kids

Wed Sep-02 20:50:35regulatory65

Meta reached a landmark settlement with nearly every US state and Washington, DC, regarding lawsuits alleging its apps were designed to addict young users.

META ▼ PRICEDwww.vox.com ↗

EU General Court confirms Microsoft's Edge internet browser not a major gateway within meaning of DMA

Wed Sep-02 20:50:15regulatory65

The EU General Court ruled that Microsoft's Edge browser is not a major gateway under the Digital Markets Act, exempting Microsoft from gatekeeper obligations for that service.

MSFT ▲ FRESHGOOGL · FRESHMETA · PRICEDAAPL · FRESHagenceurope.eu ↗

Trump floats renaming Strait of Hormuz to 'Trump Strait'

Wed Sep-02 20:40:26regulatory65

President Trump's proposal to rename the Strait of Hormuz amid an ongoing conflict with Iran and previous renaming actions affecting map data for Apple and Google signals heightened geopolitical risk and potential supply chain disruptions for the global technology sector.

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