kingfisher — news

Fri Oct-23 01:12:39

times in Europe/Lisbon

🗞️ News

Tesla's Ashok Elluswamy Says Intelligence, Not Sensors Are The 'Core Issue' For Self-Driving As TSLA Launches Cybercab Without Steering Wheel

Fri Sep-04 13:00:46product65

Tesla's AI Lead Ashok Elluswamy defended the company's camera-only, AI-first approach to autonomy during the Cybercab launch in Austin, arguing that intelligence rather than additional sensors is the key to solving self-driving challenges.

TSLA ▲ PRICEDwww.benzinga.com ↗

AI Memory Crunch Is About to Hit ‘10 Out of 10’ Craziness

Fri Sep-04 13:00:45other65

TechInsights forecasts an unprecedented memory supply crunch with DRAM prices rising over 200% year-over-year through 2027 due to AI demand.

MU ▲ REPRICINGNVDA · REPRICINGAMD · REPRICINGAVGO · FRESHTSM · REPRICINGwww.benzinga.com ↗

After Meta Went 'AI Native,' Outages Rose 40% and Firefighting Time Jumped 70%: Report

Fri Sep-04 13:00:41other65

Reports indicate Meta's aggressive AI-native workforce restructuring has led to a 40% increase in outages and significant internal operational challenges.

META ▼ FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHwww.benzinga.com ↗

Foldable iPhone Ultra: The Latest Rumors Before Apple's Event

Thu Sep-03 21:20:56product65

Rumors ahead of Apple's upcoming event suggest the debut of a foldable iPhone Ultra featuring Touch ID, MagSafe support, and continued reliance on Qualcomm modems for US models.

AAPL ▲ REPRICINGQCOM ▲ FRESHwww.macrumors.com ↗

OpenAI Is Making A Humanoid Robot: 'Everyone Should Have One'

Thu Sep-03 21:20:45product65

OpenAI confirmed it is developing humanoid robots, challenging the partnership models of competitors like Nvidia and Google while leveraging its primary cloud partner Microsoft.

MSFT ▲ PRICEDGOOGL ▼ REPRICINGNVDA ▼ REPRICINGMETA · PRICEDTSLA ▼ PRICEDca.news.yahoo.com ↗

Tesla Cybercab Has No Steering Wheel or Pedals: What It Means for Tesla

Thu Sep-03 21:20:38regulatory65

Tesla's Cybercab design lacks manual controls, creating a significant regulatory hurdle as federal autonomous vehicle rules are not scheduled until 2028, potentially delaying commercial deployment.

TSLA ▼ PRICED247wallst.com ↗

Meta Cuts AI Prices For Access To Your Prompts

Thu Sep-03 21:10:52product65

Meta introduced a discounted pricing tier for its Muse Spark 1.3 AI model that allows developers to pay significantly less in exchange for permitting Meta to use their prompts and outputs for model training.

META ▲ PRICEDGOOGL ▼ REPRICINGMSFT ▼ PRICEDAMZN ▼ REPRICINGwersm.com ↗

Texas Republicans turn against AI data centers in major policy shift | Honolulu Star-Advertiser

Thu Sep-03 21:00:57regulatory65

Republican politicians in Texas and other states are proposing new restrictions on AI data center development, signaling a political shift that could hinder infrastructure expansion for major tech companies.

NVDA ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ FRESHTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.staradvertiser.com ↗

Nscale Inks $3.5 Billion Deal With Robotics Firm Figure | PYMNTS.com

Thu Sep-03 21:00:37partnership65

Nscale announced a $3.5 billion to $6 billion partnership with robotics firm Figure to provide computing resources, potentially deploying up to 100,000 Nvidia chips.

NVDA ▲ REPRICINGMSFT · PRICEDGOOGL · REPRICINGAMZN · REPRICINGMETA · PRICEDAVGO · PRICEDAMD · FRESHTSM · FRESHwww.pymnts.com ↗

Amazon Signed a Multibillion-Dollar Deal With a 175-Year-Old Glassmaker. Is Fiber the Next AI Bottleneck?

Thu Sep-03 21:00:32partnership65

Amazon signed a multiyear, multibillion-dollar agreement with Corning for optical fiber and connectivity products to support its AI infrastructure expansion.

AMZN ▲ REPRICINGMETA · PRICEDMSFT · PRICEDGOOGL · REPRICINGca.finance.yahoo.com ↗

SpaceX returns to $2T valuation after IPO volatility

Thu Sep-03 20:51:00other85

SpaceX has returned to a $2 trillion market capitalization following its recent IPO, reinforcing the valuation of Elon Musk's broader technology empire.

TSLA ▲ PRICEDcryptobriefing.com ↗

Is Uber Weaponizing Labor Unions To Slow Robotaxi Rivals

Thu Sep-03 20:50:47regulatory65

Uber is reportedly aligning with labor unions to push for regulations requiring hybrid human-autonomous driver networks, which would impede the deployment of fully autonomous robotaxis by competitors like Tesla and Waymo.

TSLA ▼ PRICEDGOOGL ▼ REPRICINGwww.zerohedge.com ↗

Wall Street rallies as Fed's Waller eases rate hike fears

Thu Sep-03 20:40:42other60

Wall Street indexes rallied after Federal Reserve Governor Christopher Waller signaled a willingness to hold interest rates steady if inflation eases, reducing rate hike expectations.

AAPL ▲ FRESHMSFT ▲ PRICEDGOOGL ▲ REPRICINGAMZN ▲ REPRICINGNVDA ▲ PRICEDMETA ▲ PRICEDTSLA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ FRESHQCOM ▲ FRESHMU ▲ FRESHTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDwww.kitco.com ↗

iPhone 18 Pro Memory Costs Could Jump Nearly 400%, Pushing Prices Higher

Thu Sep-03 20:30:44other65

Apple faces a projected 400% increase in memory costs for the iPhone 18 Pro, likely compressing hardware margins and forcing higher retail prices.

AAPL ▼ FRESHMSFT · PRICEDGOOGL · REPRICINGMETA · PRICEDAMZN · REPRICINGwww.macobserver.com ↗

Dell Is Now Up 20% in a Month: Take Profits, or Buy More?

Thu Sep-03 20:30:28earnings65

Dell reported strong Q2 earnings with raised guidance and record AI orders, driving a sector-wide rally in AI infrastructure stocks including Super Micro Computer.

SMCI ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ FRESHTSM ▲ FRESH247wallst.com ↗

Several MEPs urge European Commission to obtain same guarantees from Meta as in US

Thu Sep-03 20:20:39regulatory65

European lawmakers are urging the European Commission to enforce Digital Services Act penalties on Meta and secure minor protection guarantees equivalent to those in its recent US settlement.

META ▼ PRICEDagenceurope.eu ↗

Questions of consent and privacy aren't the ones we should be asking about social media

Thu Sep-03 20:10:50regulatory85

Meta agreed to a US$18 billion settlement in a US court regarding allegations that it concealed the damage its products cause to children, agreeing to implement stricter controls and limits for minors.

META ▼ PRICEDwww.brisbanetimes.com.au ↗

Anthropic Is Reportedly Gearing Up for an IPO This Year That Could Be Bigger Than SpaceX. 3 Things Investors Should Know.

Thu Sep-03 20:10:32other60

Anthropic is reportedly preparing for an initial public offering that could raise up to $100 billion at a $2 trillion valuation.

AMZN · REPRICINGGOOGL · REPRICINGMSFT · PRICEDMETA · PRICEDNVDA · PRICEDwww.nasdaq.com ↗

Michael Tsai - Blog - Google and Epic Cancel Settlement, Third-Party App Stores

Thu Sep-03 20:00:26regulatory65

Google and Epic Games have withdrawn their antitrust settlement, resulting in a court-ordered mandate for Google to allow third-party app stores on the Play Store.

GOOGL ▼ REPRICINGAAPL ▲ FRESHmjtsai.com ↗

Market movers: Snowflake, Broadcom, HPE, Meta, Ocean Power Technologies

Thu Sep-03 20:00:19earnings65

Broadcom raised its long-term AI revenue guidance to $230 billion for fiscal 2028 while Palantir secured a new customer deal with Ocean Power Technologies.

AVGO ▲ PRICEDPLTR ▲ PRICEDMETA · PRICEDwww.proactiveinvestors.com ↗

Meta CEO Zuckerberg tells Trump a national AI regulator is a flawed idea

Thu Sep-03 19:40:46regulatory65

Meta CEO Mark Zuckerberg urged President Trump against establishing a national AI regulator, aligning with the administration's deregulatory stance to avoid regulatory capture.

META ▲ PRICEDGOOGL ▲ REPRICINGMSFT ▲ PRICEDNVDA ▲ PRICEDAMZN ▲ REPRICINGcryptobriefing.com ↗

SpaceX, Nvidia, Microsoft, Tesla each add over $100B in market cap in a single day

Thu Sep-03 19:40:17other85

Nvidia, Microsoft, and Tesla each added over $100 billion in market capitalization in a single trading session, reflecting a broad surge in mega-cap tech valuations.

NVDA ▲ PRICEDMSFT ▲ PRICEDTSLA ▲ PRICEDAAPL · FRESHGOOGL · REPRICINGAMZN · REPRICINGMETA · PRICEDAVGO · PRICEDAMD · FRESHQCOM · FRESHMU · FRESHTSM · FRESHASML · PRICEDSMCI · PRICEDPLTR · PRICEDcryptobriefing.com ↗

OpenAI hails 'new era of artificial general intelligence' with Astra model release

Thu Sep-03 19:31:17product65

OpenAI released its Astra model, claiming it represents the arrival of artificial general intelligence, which strengthens the competitive position of its primary partner Microsoft while intensifying pressure on rival AI developers.

MSFT ▲ PRICEDGOOGL ▼ REPRICINGMETA ▼ PRICEDAMZN · REPRICINGNVDA ▲ PRICEDwww.theguardian.com ↗

The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story

Thu Sep-03 19:30:24earnings85

Broadcom reported strong Q3 earnings with AI revenue beating estimates but shares fell after next-quarter revenue guidance missed analyst expectations.

AVGO ▼ PRICEDNVDA · PRICEDAMD · FRESHQCOM · FRESHTSM · FRESHwww.marketbeat.com ↗

Nvidia wraps itself in $13B of insurance as AI infrastructure bets get serious

Thu Sep-03 19:30:17other75

Nvidia has secured approximately $12.9 billion in insurance coverage and increased its residual-value guarantee cap to $105 billion for AI data center projects, signaling significant balance sheet exposure that widened credit default swap spreads.

NVDA ▼ PRICEDAMD · FRESHAVGO · PRICEDQCOM · FRESHcryptobriefing.com ↗

Greg Abel Bought $39.4 Billion of Stocks in 6 Months, Up From the $7.1 Billion Berkshire Purchased a Year Earlier Under Warren Buffett

Thu Sep-03 19:30:14other65

Berkshire Hathaway significantly increased its equity purchases in the first half of 2026, making Alphabet its third-largest portfolio holding.

GOOGL ▲ REPRICINGwww.fool.com ↗

Trump's Data Center Ultimatum: Towns That Say No Risk Being Left Behind

Thu Sep-03 19:01:10regulatory65

President Trump issued a public ultimatum urging US communities to accept data center construction to avoid economic stagnation, aiming to reduce regulatory hurdles for hyperscaler infrastructure expansion.

AMZN ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ REPRICINGMETA ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ PRICEDTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ REPRICINGPLTR ▲ PRICEDwww.webpronews.com ↗

AI Token Prices Collapse Nearly 60%, Raising Questions About the $600 Billion AI Boom - Tech Startups

Thu Sep-03 19:00:56analyst65

A Seeking Alpha analyst warns that a nearly 60% collapse in AI token prices could force hyperscalers to stall or cut capital expenditure, threatening the economics of the AI infrastructure boom.

AMZN ▼ REPRICINGGOOGL ▼ REPRICINGMETA ▼ PRICEDMSFT ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDTSM ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHMU ▼ REPRICINGASML ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ PRICEDtechstartups.com ↗

AI Data Centre Investment Ranking 2026: Amazon, Google, Microsoft and Meta Lead $700 Billion Infrastructure Race

Thu Sep-03 19:00:34other65

Amazon, Google, Microsoft, and Meta are leading a $700 billion AI data center investment race in 2026, with Amazon planning the highest capital expenditure at approximately $200 billion.

AMZN ▲ REPRICINGGOOGL ▲ REPRICINGMSFT ▲ PRICEDMETA ▲ PRICEDNVDA ▲ PRICEDinfotechlead.com ↗

Ousted Ukrainian defense chief launches Palantir-backed company -- RT World News

Thu Sep-03 19:00:29partnership65

Palantir CEO Alex Karp is set to become the lead investor in a new military technology company launched by former Ukrainian Defense Minister Mikhail Fedorov.

PLTR ▲ PRICEDwww.rt.com ↗

Meet Pentagon's new 'TITAN' truck fleet for which the US government 'is paying' $192 million to Palantir and Anduril

Thu Sep-03 18:50:50partnership65

The US Army awarded Palantir Technologies and Anduril Industries a $192 million contract to produce eight TITAN tactical intelligence targeting platforms.

PLTR ▲ PRICEDtimesofindia.indiatimes.com ↗

Nvidia to buy Hugging Face for $13b in big bet on open AI models

Thu Sep-03 18:40:36m&a95

Nvidia announced a $12.93 billion acquisition of AI developer platform Hugging Face to strengthen its position in the open-source AI model market.

NVDA ▲ PRICEDMSFT ▼ PRICEDGOOGL ▼ REPRICINGMETA ▼ PRICEDAMD · FRESHtribune.com.pk ↗

Broadcom slides after AI chip forecast underwhelms investors

Thu Sep-03 18:40:28guidance85

Broadcom shares declined after its long-term AI chip sales forecast and margin outlook failed to meet investor expectations despite strong revenue projections.

AVGO ▼ PRICEDNVDA ▲ PRICEDAMD ▲ FRESHfinancialpost.com ↗

Nvidia sets October launch for RTX Spark AI PCs

Thu Sep-03 18:40:24product65

Nvidia announced that Lenovo and Acer will launch the first Windows PCs powered by its RTX Spark AI chip in October, expanding its on-device AI ecosystem.

NVDA ▲ PRICEDMSFT ▲ PRICEDAAPL · FRESHQCOM ▼ FRESHca.finance.yahoo.com ↗

Anthropic Still a Designated Supply Chain Risk, Defense Under Secretary Says

Thu Sep-03 18:30:13regulatory65

The US Defense Under Secretary has designated Anthropic as a supply chain risk, which is significant given Amazon's major investment in and cloud hosting relationship with the AI company.

AMZN ▼ REPRICINGwww.marketscreener.com ↗

EU Sets AI Search Compliance Template: Gemini and Perplexity Face Same Clock as ChatGPT

Thu Sep-03 18:21:00regulatory65

The European Commission's designation of ChatGPT as a Very Large Online Search Engine establishes a regulatory compliance template that automatically applies to other AI search services like Google Gemini and Microsoft Bing if they exceed 45 million EU users.

GOOGL ▼ REPRICINGMSFT ▼ PRICEDMETA ▼ PRICEDAMZN ▼ REPRICINGwww.techtimes.com ↗

OpenAI Is Hoarding Mac Minis for AI Training, and Apple Is Quietly Winning a Race It Never Joined - Memeburn

Thu Sep-03 18:20:47product65

OpenAI has purchased tens of thousands of Apple Mac mini and Mac Studio units for AI agent training, creating significant demand for Apple hardware.

AAPL ▲ FRESHMSFT · PRICEDGOOGL · REPRICINGMETA · PRICEDNVDA · REPRICINGmemeburn.com ↗

SpaceX Rises 7% as Starship Test 14 Approaches, Tesla Jumps 7%, Rocket Lab Ticks Up

Thu Sep-03 18:20:37partnership75

Tesla shares rose 7% alongside SpaceX ahead of Starship Test 14 and their jointly backed $16.8 billion Terafab semiconductor project.

TSLA ▲ PRICEDfinance.yahoo.com ↗

Open-Weight Diplomacy: How China's AI Models Are Rerunning the Digital Silk Road

Thu Sep-03 18:11:01regulatory65

The Trump administration is considering sanctions and liability rules for Chinese AI models, prompting Nvidia, Microsoft, and Meta to jointly warn against broad restrictions on open-weight models.

NVDA ▼ REPRICINGMSFT ▼ PRICEDMETA ▼ PRICEDGOOGL · REPRICINGAMD · FRESHAVGO · PRICEDwww.lawfaremedia.org ↗

Revamped EU antitrust rules make exceptions for sustainable companies

Thu Sep-03 18:10:59regulatory65

The European Commission revised its antitrust guidelines to allow dominant companies to justify certain practices if they demonstrate sustainability benefits, potentially reducing regulatory risk for major tech firms.

AAPL ▲ REPRICINGGOOGL ▲ REPRICINGMSFT ▲ PRICEDMETA ▲ PRICEDAMZN ▲ REPRICINGwww.reuters.com ↗

Maybe we were wrong about Perplexity

Thu Sep-03 18:00:31m&a65

Nvidia is reportedly in talks to invest in AI startup Perplexity at a valuation exceeding $30 billion as the company's annualized revenue triples to $750 million.

NVDA ▲ REPRICINGMSFT · PRICEDGOOGL · REPRICINGMETA · PRICEDAMZN · REPRICINGwww.fastcompany.com ↗

Tesla Robotaxi riders will face the best dilemma when booking a ride

Thu Sep-03 18:00:31product65

Tesla updated its Robotaxi app to allow riders in Austin to choose between the purpose-built two-seat Cybercab and the four-seat Model Y for autonomous rides.

TSLA ▲ PRICEDwww.teslarati.com ↗

Widespread AI outage underway

Thu Sep-03 17:50:55other75

Microsoft Azure is experiencing widespread outages that are concurrently affecting major AI models including Anthropic's Claude, OpenAI's ChatGPT, and xAI's Grok.

MSFT ▼ PRICEDGOOGL · REPRICINGMETA · PRICEDAMZN · REPRICINGNVDA · REPRICINGwww.axios.com ↗

Microsoft Azure Revenue Is Finally Getting a Powerful Spotlight - Techgenyz

Thu Sep-03 17:50:44other65

Microsoft plans to restructure its financial reporting into two segments starting fiscal Q1 2027 to provide greater transparency on Azure cloud revenue.

MSFT ▲ PRICEDGOOGL · REPRICINGAMZN · REPRICINGMETA · PRICEDtechgenyz.com ↗

Apple sued for £2bn in UK over alleged double standard on app tracking

Thu Sep-03 17:40:30regulatory65

A £2 billion UK class-action lawsuit alleges Apple applied stricter App Tracking Transparency rules to third-party developers than to its own advertising services.

AAPL ▼ REPRICINGGOOGL · REPRICINGMETA · PRICEDijr.com ↗

Taiwan firms plan new US investment

Thu Sep-03 17:31:28other65

Taiwanese semiconductor firms plan an additional $20-30 billion investment in the US to meet rising AI and chip demand, with SEMI raising its global revenue forecast to $1 trillion for this year.

TSM ▲ FRESHNVDA · REPRICINGAMD · FRESHAVGO · PRICEDQCOM · FRESHMU · REPRICINGASML · PRICEDSMCI · FRESHwww.taipeitimes.com ↗

Federal Judge Blocks Trump EPA's Efforts to Attack Clean Air Waivers

Thu Sep-03 17:31:04regulatory65

Senator Bernie Sanders introduced the Ban Artificial Superintelligence Act citing security lapses and loss of control at major AI developers including Meta, OpenAI, and Anthropic.

META ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ REPRICINGNVDA ▼ REPRICINGwww.commondreams.org ↗

Data center spending to reach US$31.6tn by 2050

Thu Sep-03 17:30:58other65

PwC forecasts global data center spending will reach $31.6 trillion by 2050 driven by AI demand, with the US capturing nearly half of the investment.

NVDA ▲ REPRICINGMSFT ▲ PRICEDAMZN ▲ REPRICINGGOOGL ▲ REPRICINGMETA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ FRESHTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ FRESHPLTR ▲ PRICEDwww.taipeitimes.com ↗

TSMC Chipmaking-Equipment Demand Reportedly Rises 90% in Six Months

Thu Sep-03 17:30:30other75

TSMC reported that its quarterly demand for semiconductor production equipment has risen to 1.9 times its December 2025 forecast, driven by AI accelerator and data center needs, with 2026 capital expenditure potentially reaching $64 billion.

TSM ▲ FRESHNVDA · REPRICINGAMD · FRESHAVGO · PRICEDASML ▲ PRICEDQCOM · FRESHwww.guru3d.com ↗

ICE Gave New Hires Access to Restricted Info on Palantir App Before They Passed Background Checks

Thu Sep-03 17:30:21regulatory65

Reports indicate ICE granted new hires access to Palantir's ELITE targeting app before completing background checks, raising national security and civil liberty concerns.

PLTR ▼ PRICEDtheintercept.com ↗