kingfisher — news

Fri Oct-23 02:11:37

times in Europe/Lisbon

🗞️ News

148 gigawatts announced, 12 running: AI financing outran the grid | FXStreet

Thu Sep-03 17:21:40other65

A report highlights a significant disparity between announced AI data center capacity and operational reality, noting that only 8% of announced capacity is running due to grid and supply constraints despite massive capital expenditure by hyperscalers.

MSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ PRICEDNVDA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ REPRICINGTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ PRICEDwww.fxstreet.com ↗

Tesla launches steering-free Cybercab robotaxi in Austin

Thu Sep-03 17:20:54product75

Tesla is launching its steering-free Cybercab robotaxi in Austin with an initial fleet of 45 vehicles, marking a significant milestone in its autonomous ride-hailing service expansion.

TSLA ▲ PRICEDwww.audacy.com ↗

How To Build And Protect Your AI Advantage

Thu Sep-03 17:11:05partnership65

Nvidia and Palantir announced a partnership centered on the Nemotron open-weight sovereign AI model to help enterprises protect proprietary data.

NVDA ▲ REPRICINGPLTR ▲ PRICEDMSFT · PRICEDca.finance.yahoo.com ↗

Nvidia RTX Spark is a Game Changer ⭐

Thu Sep-03 17:10:33product65

Nvidia showcased its new Arm-based RTX Spark superchip for Windows PCs at IFA 2026, positioning it as a premium competitor in the market previously dominated by Qualcomm.

NVDA ▲ REPRICINGMSFT · PRICEDQCOM ▼ REPRICINGAMD · FRESHwww.thurrott.com ↗

Trump Warned Towns They'd End Up Poor Without Data Centers but Berkshire's CEO Sees a Revolt Growing

Thu Sep-03 16:50:40regulatory65

Growing political pushback and regulatory hurdles for data center construction in the US threaten to delay or constrain the massive AI infrastructure capital expenditure plans of major tech companies.

NVDA ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ FRESHTSM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ REPRICING247wallst.com ↗

Sam Altman Sees "Unsustainable Silliness" in AI Compute Spending. These Are the Stocks Traders Are Watching.

Thu Sep-03 16:41:27analyst65

OpenAI CEO Sam Altman warned of unsustainable AI compute spending by third-party neoclouds, prompting traders to reassess the outlook for major AI infrastructure and semiconductor stocks.

NVDA ▼ REPRICINGAMD ▼ FRESHAVGO ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ REPRICINGMETA ▼ PRICEDAMZN ▼ REPRICINGTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ FRESHMU ▼ FRESH247wallst.com ↗

Broadcom AI Revenue Tripled to $16.7B as Demand Outstrips Its Own $230B Roadmap

Thu Sep-03 16:41:05earnings85

Broadcom reported Q3 AI revenue of $16.7 billion and revealed that Anthropic is projected to surpass Google as its largest XPU customer in 2027 due to supply constraints limiting even higher demand.

AVGO ▲ PRICEDGOOGL ▼ REPRICINGNVDA · REPRICINGAMD · FRESHTSM ▲ REPRICINGwww.techtimes.com ↗

Nvidia's Mediatek Bet Shows How It Plans to Defend Its AI Moat

Thu Sep-03 16:41:04partnership85

Nvidia invested approximately $3.5 billion in MediaTek via convertible bonds to integrate its architecture into edge computing and defend against custom silicon competition.

NVDA ▲ REPRICINGAMD ▼ FRESHQCOM ▼ REPRICINGTSM · REPRICINGwww.investing.com ↗

Broadcom Q2 AI Revenue Grows 200%, Faces Supply Constraints - Broadcom (NASDAQ:AVGO)

Thu Sep-03 16:40:56analyst65

Multiple analysts raised price targets for Broadcom following its fiscal third-quarter earnings and increased AI revenue guidance for fiscal 2027 and 2028.

AVGO ▲ PRICEDNVDA · REPRICINGAMD · FRESHQCOM · REPRICINGwww.benzinga.com ↗

Chip Tariff Phase Two Confirmed: Build in America or Pay, Lutnick Announces

Thu Sep-03 16:40:46regulatory75

Commerce Secretary Howard Lutnick confirmed Phase Two semiconductor tariffs requiring US manufacturing for duty exemptions, creating regulatory uncertainty for major chipmakers like Nvidia.

NVDA ▼ REPRICINGAMD · FRESHQCOM · REPRICINGAVGO · PRICEDTSM ▼ REPRICINGMU · FRESHASML · REPRICINGSMCI · FRESHwww.techtimes.com ↗

Sundar Pichai Promised a Gemini Flagship in June, and Alphabet Is on Its Worst Streak Since 2015

Thu Sep-03 16:40:29product65

Alphabet shares are experiencing their longest losing streak since 2015 after failing to deliver the promised Gemini 3.5 Pro flagship model in June, substituting it with a lower-tier Flash model.

GOOGL ▼ REPRICINGMSFT ▲ PRICEDMETA ▲ PRICEDNVDA · REPRICING247wallst.com ↗

SEMI CEO predicts upward trajectory for current chip cycle

Thu Sep-03 16:40:21other65

SEMI CEO Ajit Manocha predicts a structural upturn in the semiconductor cycle driven by AI demand, citing 104% year-over-year revenue growth and massive hyperscaler capital expenditure.

TSM ▲ REPRICINGASML ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ FRESHMU ▲ FRESHAMZN ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ REPRICINGMETA ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ REPRICINGSMCI ▲ FRESHcryptobriefing.com ↗

Apple boss shares the morning ritual he's stuck by for 15 years

Thu Sep-03 16:31:11other85

Tim Cook has officially stepped down as Apple CEO after 15 years, handing over leadership to successor John Ternus.

AAPL · REPRICINGwww.dailymail.com ↗

The Fed's September Decision Could Hit Micron Harder Than Its Own Earnings

Thu Sep-03 16:30:49earnings65

Micron Technology is set to report fiscal Q4 earnings on September 30, with analysts highlighting that the Federal Reserve's upcoming interest rate decision may impact the stock more significantly than the earnings results themselves.

MU · FRESHNVDA · REPRICINGAMD · FRESHTSM · REPRICINGAVGO · PRICEDwww.fool.com ↗

Tesla expands Texas robotaxi fleet to 420 vehicles

Thu Sep-03 16:20:35product65

Tesla has expanded its authorized autonomous vehicle fleet in Texas to 420 vehicles, marking a tenfold increase since late May 2026 as it scales its robotaxi operations.

TSLA ▲ PRICEDcryptobriefing.com ↗

AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus

Thu Sep-03 16:20:22earnings85

Broadcom reported Q3 earnings that beat estimates and raised AI revenue guidance significantly through fiscal 2028, highlighting a major long-term agreement with Google for TPU generations.

AVGO ▲ PRICEDGOOGL ▲ REPRICINGNVDA · REPRICINGAMD · REPRICINGMSFT · PRICEDMETA · PRICEDAMZN · REPRICINGwww.nasdaq.com ↗

Google failed in pursuit of fine reduction in EU self-preferencing sanction | MLex | Specialist news and analysis on legal risk and regulation

Thu Sep-03 16:10:27regulatory65

The European Commission rejected Alphabet's request to reduce or waive fines for breaching EU gatekeeper rules regarding self-preferencing.

GOOGL ▼ REPRICINGwww.mlex.com ↗

Michael Burry Comes for Palantir Again -- This Time it's the Balance Sheet - Palantir Technologies (NASDAQ

Thu Sep-03 16:00:42analyst65

Michael Burry disclosed a continued short position in Palantir Technologies, citing concerns over aggressive revenue recognition and rising accounts receivable relative to revenue.

PLTR ▼ PRICEDwww.benzinga.com ↗

Tesla Cybercab sightings broaden well outside of Austin with autonomy in focus

Thu Sep-03 15:50:20product65

Tesla Cybercab fleets have been spotted in Miami and Philadelphia ahead of the official launch event in Austin, indicating an expansion of autonomous testing beyond Texas.

TSLA ▲ PRICEDwww.teslarati.com ↗

Tesla Shares Surge Ahead Of Highly Anticipated Cybercab Robotaxi Launch Event In Austin Texas

Thu Sep-03 15:40:54product85

Tesla shares rose ahead of the official launch event for its production Cybercab robotaxi in Austin, Texas.

TSLA ▲ PRICEDwww.ibtimes.com.au ↗

iPhone Ultra's Very High Price and Features Revealed in New Report

Thu Sep-03 15:40:46product65

A new report reveals the iPhone Ultra foldable will feature a starting price of $2,099 to $2,299 and utilize TSMC's 2nm A20 Pro chip ahead of Apple's September 9 launch event.

AAPL ▲ FRESHTSM ▲ REPRICINGwww.macrumors.com ↗

1 in 5 youths targeted by online sexual abuse, UNICEF finds

Thu Sep-03 15:12:08regulatory85

Meta agreed to pay up to $17.1 billion to settle a multi-state lawsuit alleging its platforms harmed children, including implementing strict usage limits for teenagers.

META ▼ PRICEDwww.thedailystar.net ↗

Tesla's Next Big Test Is Here and Investors Are Watching One Thing

Thu Sep-03 15:10:54other65

Morgan Stanley analysts state that Tesla's stock reaction to the Cybercab launch depends on seeing 25 to 50 vehicles deployed for paid retail rides in Texas rather than just a demonstration.

TSLA · PRICEDfinance.yahoo.com ↗

Washington Picks Sides in AI Copyright War: Innovation or Theft?

Thu Sep-03 15:01:37regulatory65

The US Department of Justice filed a brief supporting OpenAI and Microsoft in a copyright lawsuit, arguing that training AI models on copyrighted data constitutes fair use.

MSFT ▲ PRICEDGOOGL ▲ REPRICINGMETA ▲ PRICEDNVDA ▲ REPRICINGAMZN ▲ REPRICINGwww.webpronews.com ↗

Meta's AI initiatives could drive next trillion-dollar phase by 2027

Thu Sep-03 15:01:25other75

Meta plans to spend up to $145 billion on AI infrastructure in 2026 and aims to generate $22 billion annually by renting excess compute capacity starting in 2027.

META ▲ PRICEDNVDA ▼ REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMSFT · PRICEDcryptobriefing.com ↗

France starts tests on Tesla's self-driving tech

Thu Sep-03 14:50:35regulatory65

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

TSLA ▲ PRICEDwww.myrtlebeachonline.com ↗

Can Apple's New CEO Pull Off a Premium-Only iPhone Launch?

Thu Sep-03 14:50:33product65

Apple is expected to launch a premium-only iPhone lineup in September under new CEO John Ternus, excluding base models until spring 2027.

AAPL · REPRICINGfinance.yahoo.com ↗

CXMT Hits 10% DRAM Market Share: Oligopoly Falls Below 90% Two Years Early

Thu Sep-03 14:40:30other65

Counterpoint Research data reveals that Chinese competitor CXMT has captured 10% of the global DRAM market share in Q2 2026, reducing Micron's share to 24% and breaking the traditional oligopoly two years ahead of forecasts.

MU ▼ PRICEDwww.techtimes.com ↗

Figure signs $3.5B compute deal with Nscale for AI models

Thu Sep-03 14:30:54partnership65

Figure AI signed a $3.5 billion compute deal with Nscale to deploy up to 100,000 NVIDIA Vera Rubin GPUs for training its Helix AI models.

NVDA ▲ FRESHcryptobriefing.com ↗

Delays in Apple monopolization suit an 'acute concern,' US DOJ, states say | MLex | Specialist news and analysis on legal risk and regulation

Thu Sep-03 14:30:41regulatory65

The US Department of Justice and state plaintiffs urged a federal judge to deny Apple's request to delay the schedule in its monopolization lawsuit, citing acute concerns over ongoing consumer harm.

AAPL ▼ FRESHwww.mlex.com ↗

Google Escapes Ad Tech Breakup in DOJ Case - Technology Org

Thu Sep-03 14:30:36regulatory85

A federal judge rejected the Department of Justice's request to force Alphabet's Google to divest its AdX advertising exchange, marking a significant legal victory for the company.

GOOGL ▲ REPRICINGMETA · PRICEDAMZN · FRESHMSFT · REPRICINGwww.technology.org ↗

Tesla Cleared Its Own Cybercab for Tonight's Rides: Texas Didn't Ask Anyone Else

Thu Sep-03 14:20:36product75

Tesla is launching its Cybercab in Texas using a self-certification process without independent regulatory verification, while NHTSA probes the same sensor architecture.

TSLA ▼ REPRICINGwww.techtimes.com ↗

Nscale touts $103 billion in contracts ahead of IPO

Thu Sep-03 14:20:25partnership65

Nscale announced $103 billion in contracts, including a $45 billion deal with Anthropic to deploy Nvidia Vera Rubin chips, ahead of its planned IPO.

NVDA ▲ FRESHAMD · FRESHAVGO · PRICEDMSFT · FRESHGOOGL · FRESHMETA · REPRICINGAMZN · FRESHqz.com ↗

Tesla Driver Killed After Self-Driving Mode Stops in the Middle of a Highway

Thu Sep-03 14:11:07regulatory65

A fatal crash involving a Tesla Model 3 with its automated driving system engaged has been confirmed via NHTSA filings, revealing the vehicle stopped in the middle of a highway before being struck.

TSLA ▼ REPRICINGfuturism.com ↗

Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power

Thu Sep-03 14:11:00partnership65

Microsoft and Meta have secured multi-decade nuclear power agreements to support their AI infrastructure energy needs.

MSFT ▲ FRESHMETA ▲ REPRICINGGOOGL · FRESHAMZN · FRESHNVDA · FRESH247wallst.com ↗

We Just Got Our First Real Look at AI PCs with Nvidia's RTX Spark 'Superchip'

Thu Sep-03 14:10:56product65

Nvidia showcased the first laptops and mini PCs powered by its Arm-based RTX Spark superchip at IFA 2026, positioning the device as a premium competitor to Apple's MacBook Pro.

NVDA ▲ FRESHAMD ▼ FRESHQCOM ▼ FRESHMSFT · FRESHAAPL ▼ FRESHwww.wired.com ↗

Tim Cook's final words of warning as Apple CEO: US now at risk from 'hundred-year flood' -- even Elon Musk is worried

Thu Sep-03 14:00:44other85

Tim Cook stepped down as Apple CEO to become executive chairman and warned of a historic surge in memory chip prices driven by AI data center demand.

AAPL ▼ FRESHMSFT · FRESHGOOGL · FRESHMETA · REPRICINGAMZN · FRESHfinance.yahoo.com ↗

Muse Spark 1.3 Jumps 16 Points on DeepSWE: How Meta Training Loop Closed Gap

Thu Sep-03 13:51:15product65

Meta released its Muse Spark 1.3 AI model, achieving benchmark scores that rival leading competitors like Anthropic and OpenAI.

META ▲ REPRICINGGOOGL ▼ FRESHMSFT ▼ FRESHNVDA · REPRICINGwww.techtimes.com ↗

Memory Costs Rise: Can NVIDIA Protect Its 70%+ Gross Margin?

Thu Sep-03 13:50:38earnings65

NVIDIA projects a decline in gross margins to the low 70s due to rising memory costs despite strong Blackwell demand and revenue growth.

NVDA ▼ REPRICINGAMD · FRESHAVGO · PRICEDMU ▲ REPRICINGTSM · FRESHca.finance.yahoo.com ↗

Berkshire Hathaway Just Poured Billions Into One Stock. Here's Why.

Thu Sep-03 13:50:33other75

Berkshire Hathaway's latest SEC filings reveal that Alphabet has become its fourth-largest holding with a stake worth over $28 billion, initiated by Warren Buffett and expanded by CEO Greg Abel.

GOOGL ▲ FRESHAAPL · FRESHNVDA · REPRICINGfinance.yahoo.com ↗

Chip Tariff Phase 2 Has Conditions: Lutnick Reveals the Pharma Deal Structure Behind It

Thu Sep-03 13:41:34regulatory65

Commerce Secretary Howard Lutnick indicated that upcoming semiconductor tariffs will follow a strict pharmaceutical-style framework requiring two separate federal agreements for duty relief, raising compliance uncertainty for memory chipmakers.

MU ▼ REPRICINGNVDA · REPRICINGAMD · FRESHAVGO · PRICEDQCOM · FRESHTSM · FRESHASML · REPRICINGSMCI · REPRICINGwww.techtimes.com ↗

Broadcom Custom AI Chip Revenue Surges 221% to $16.7B, Q4 Guidance Disappoints

Thu Sep-03 13:41:09earnings85

Broadcom reported record custom AI chip revenue of $16.7 billion but shares fell after Q4 guidance missed aggressive analyst expectations.

AVGO ▼ PRICEDGOOGL ▲ FRESHMETA ▲ FRESHNVDA · REPRICINGAMD · FRESHQCOM · FRESHwww.techtimes.com ↗

CXMT Hits 10% DRAM Share: Samsung's HBM Pivot Handed China Market Vacancy

Thu Sep-03 13:31:33other65

Micron's DRAM revenue grew fivefold year-over-year in Q2 2026 as it captured approximately 24% of the global market amid a surge in AI-driven demand.

MU ▲ FRESHNVDA · REPRICINGAMD · FRESHTSM · FRESHwww.techtimes.com ↗

Anthropic's $35 Billion Lambda Deal Exposes the Brutal Math of AI Compute Scarcity

Thu Sep-03 13:31:08partnership75

Nvidia has secured a strategic position in AI infrastructure by leasing a data center facility to Lambda, which will provide $35 billion in compute capacity to Anthropic.

NVDA ▲ REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.webpronews.com ↗

Nvidia Extends A.I. Spending Spree With $12.9 Billion Deal for Hugging Face

Thu Sep-03 13:30:43m&a85

Nvidia announced a $12.9 billion acquisition of AI model library Hugging Face to expand its software ecosystem and support AI infrastructure spending.

NVDA ▲ REPRICINGMSFT · FRESHGOOGL · FRESHMETA · FRESHAMD · FRESHwww.nytimes.com ↗

AMD is Quietly Eating Intel's Lunch

Thu Sep-03 13:30:36earnings65

AMD reported strong Q2 data center revenue growth and x86 server share gains against Intel, highlighting superior margins and fabless flexibility.

AMD ▲ FRESHNVDA · REPRICING247wallst.com ↗

Chinese Component Suppliers Are Deeply Involved in Apple's Foldable iPhone, Analyst Says

Thu Sep-03 13:30:31product65

Analyst reports indicate Chinese suppliers are deeply integrated into the supply chain for Apple's upcoming foldable iPhone, with production ramping ahead of the September 9 launch.

AAPL ▲ FRESHwww.yicaiglobal.com ↗

AP Technology SummaryBrief at 7:02 a.m. EDT

Thu Sep-03 13:30:24regulatory85

A federal judge ordered Google to restructure its digital advertising business but rejected the U.S. government's request to break up the company.

GOOGL ▲ FRESHMETA · FRESHAMZN · FRESHMSFT · FRESHwww.messenger-inquirer.com ↗

Google recycles DDR4 from dead servers as DRAM shortage bites - Cryptopolitan

Thu Sep-03 13:21:49other65

Google and Meta are recycling older DDR4 memory modules to mitigate severe DRAM shortages and price hikes affecting AI infrastructure deployment.

GOOGL ▲ FRESHMETA ▲ FRESHMSFT · FRESHAMZN · FRESHMU ▲ FRESHwww.cryptopolitan.com ↗

US plan for broader chip tariffs would deepen protectionism but may fail to deliver reshoring: analysts

Thu Sep-03 13:21:45regulatory65

The Trump administration is considering new semiconductor tariffs that would penalize overseas production while offering relief to companies manufacturing in the US, raising concerns about supply chain costs and global trade dynamics.

TSM ▼ FRESHASML ▼ PRICEDNVDA ▼ FRESHAMD ▼ FRESHQCOM ▼ REPRICINGMU ▲ FRESHAVGO ▼ PRICEDSMCI · REPRICINGAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHPLTR · FRESHwww.globaltimes.cn ↗