kingfisher — news

Fri Oct-23 00:09:59

times in Europe/Lisbon

🗞️ News

A Crack in Big Tech's Armor

Fri Sep-04 15:41:29regulatory85

Meta has agreed to a $17 billion settlement with 51 state attorneys general regarding allegations of systemic harm to children on its platforms.

META ▼ FRESHhotair.com ↗

Youngstown Daily Legal News

Fri Sep-04 15:41:28regulatory85

Meta agreed to an $18 billion settlement with nearly every U.S. state to resolve claims regarding teen social media addiction and implement stricter child-safety measures.

META ▼ FRESHwww.dlnnews.com ↗

Mark Zuckerberg Told Trump How He Felt About Possible AI Regulatory Agency

Fri Sep-04 15:41:23regulatory65

Meta CEO Mark Zuckerberg expressed opposition to a proposed White House AI regulatory agency during a phone call with President Trump.

META ▲ FRESHGOOGL · REPRICINGMSFT · REPRICINGAMZN · FRESHNVDA · PRICEDtownhall.com ↗

Nvidia Is Eyeing a $2.5 Billion Bet on Mira Murati's AI Startup

Fri Sep-04 15:40:44m&a65

Nvidia is reportedly negotiating a $2.5 billion investment in Mira Murati's AI startup Thinking Machines Lab to deepen strategic ties and secure infrastructure demand.

NVDA ▲ PRICEDAMD · PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · FRESHAMZN · FRESHfinance.yahoo.com ↗

Nvidia built a $99 billion equity portfolio from virtually scratch in 2 years

Fri Sep-04 15:30:54other85

Nvidia disclosed a $99 billion equity portfolio including major stakes in Intel and SpaceX, highlighting its aggressive expansion into strategic tech investments.

NVDA ▲ PRICEDGOOGL · REPRICINGMSFT · REPRICINGMETA · FRESHAMZN · FRESHwww.businessinsider.com ↗

IFA 2026: Nvidia RTX Spark PCs, Local AI Tools Announced With October Launch Planned

Fri Sep-04 15:30:28product65

Nvidia announced the October launch of its RTX Spark platform for local AI workloads on Windows PCs, with hardware partners Lenovo and Acer showcasing new devices.

NVDA ▲ PRICEDAMD ▼ PRICEDMSFT · REPRICINGwww.gadgets360.com ↗

Elon Musk's SpaceX Is Already Renting AI Compute. Can Meta Catch Up?

Fri Sep-04 15:13:44partnership65

Meta Platforms is in preliminary talks to lease up to $10 billion of computing capacity to Anthropic, following a similar infrastructure monetization strategy recently adopted by SpaceX.

META ▲ REPRICINGAMZN ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ FRESHNVDA · PRICEDwww.benzinga.com ↗

Persian Gulf states push ahead with AI megaprojects even as data centers become military targets

Fri Sep-04 15:11:36regulatory65

Iranian drone strikes targeted AWS data centers in the UAE and Bahrain, highlighting geopolitical risks to Gulf region AI infrastructure projects.

AMZN ▼ REPRICINGMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGNVDA · PRICEDAVGO · FRESHAMD · PRICEDcryptobriefing.com ↗

TSMC Equipment Demand Doubled, But Fab Construction Workers Are Running Out

Fri Sep-04 15:10:26other65

TSMC reported that quarterly equipment demand has nearly doubled previous projections, highlighting a severe shortage of skilled construction workers for new fabs.

TSM ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · FRESHASML ▲ PRICEDMU · PRICEDSMCI · PRICEDwww.techtimes.com ↗

Abu Dhabi AI Firm G42 Held Talks to Sell Majority Stake to US Companies

Fri Sep-04 15:10:26m&a85

Microsoft is reportedly in talks to acquire a majority stake in Abu Dhabi-based AI firm G42.

MSFT ▲ REPRICINGwww.marketscreener.com ↗

U.S. Department of Justice Files Legal Brief Urging Court to Find AI Training to Be Fair Use

Fri Sep-04 15:01:35regulatory65

The U.S. Department of Justice filed a legal brief supporting the fair use defense for AI training data, arguing that mandatory licensing would hinder competition and innovation in the AI sector.

GOOGL ▲ FRESHMETA ▲ REPRICINGMSFT ▲ REPRICINGAMZN ▲ REPRICINGNVDA ▲ PRICEDAMD ▲ PRICEDPLTR ▲ PRICEDpublishingperspectives.com ↗

BlackRock CEO Larry Fink says AI infrastructure needs trillions of Americans' retirement savings

Fri Sep-04 15:01:07other65

BlackRock CEO Larry Fink stated that $10 trillion in private capital is needed for US AI infrastructure over the next decade, highlighting an existing partnership vehicle involving Nvidia and Microsoft.

NVDA ▲ PRICEDMSFT ▲ REPRICINGGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ REPRICINGAVGO ▲ FRESHAMD ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDcryptobriefing.com ↗

Goldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There - AOL

Fri Sep-04 15:00:51analyst65

Goldman Sachs analysts argue that AI capital expenditure is in early stages but market leadership is rotating away from previous winners like Nvidia toward broader infrastructure beneficiaries.

NVDA ▼ PRICEDAMZN · REPRICINGMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGAVGO ▲ FRESHAMD ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDwww.aol.com ↗

Nvidia and Apple Are Both Winning in 2026 And Doing It Because Of This Contrarian AI Move

Fri Sep-04 14:50:30earnings85

Nvidia and Apple reported strong quarterly earnings with significant revenue growth, highlighting divergent but successful AI strategies involving infrastructure sales and on-device integration respectively.

NVDA ▲ PRICEDAAPL ▲ REPRICINGMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGAMZN · REPRICING247wallst.com ↗

Nvidia AI equity investments hit $99 billion in one year

Fri Sep-04 14:41:06earnings85

Nvidia CFO Colette Kress revealed during an earnings call that the company has invested nearly $99 billion in AI infrastructure and frontier labs over the past year to support extraordinary compute demand.

NVDA ▲ PRICEDMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHqz.com ↗

G20 Backs U.S. Push to Avoid New AI Regulators

Fri Sep-04 14:40:42regulatory65

G20 nations backed a U.S.-led framework opposing new AI-specific regulators in favor of existing sectoral rules, a move endorsed by Nvidia and Tesla leadership.

NVDA ▲ PRICEDTSLA ▲ PRICEDGOOGL ▲ FRESHMETA ▲ FRESHMSFT ▲ FRESHAMZN ▲ FRESHAMD ▲ PRICEDAVGO ▲ REPRICINGPLTR ▲ PRICEDwww.techrepublic.com ↗

Anthropic Makes Stunning $15 Billion Move Before IPO

Fri Sep-04 14:40:16other65

Amazon-backed Anthropic is securing a $15 billion revolving credit facility and preparing for a massive IPO, highlighting intensifying competition in the AI sector.

AMZN ▲ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHfinance.yahoo.com ↗

Will Mandatory App Redesigns Replace Fines As The EU's Main Weapon Against Big Tech? - TechRound

Fri Sep-04 14:31:01regulatory65

EU lawmakers are urging the European Commission to mandate product redesigns for Meta's platforms similar to those agreed upon in a recent US settlement, rather than imposing fines.

META ▼ REPRICINGtechround.co.uk ↗

Is Palantir's AI Growth Worth the Premium Valuation of its Stock?

Fri Sep-04 14:30:44earnings85

Palantir Technologies reported strong Q2 earnings with 93% revenue growth and raised guidance, driving a significant stock surge.

PLTR ▲ FRESHca.finance.yahoo.com ↗

David Sacks advocates for AI companies to fund grid upgrades, promising lower electricity bills

Fri Sep-04 14:30:21regulatory65

Amazon, Google, Meta, and Microsoft signed the Ratepayer Protection Pledge committing to fund their own AI data center power grid upgrades.

AMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ REPRICINGMSFT ▼ FRESHNVDA · REPRICINGAVGO · FRESHTSM · FRESHASML · REPRICINGSMCI · REPRICINGPLTR · FRESHAAPL · FRESHTSLA · PRICEDAMD · FRESHQCOM · FRESHMU · REPRICINGcryptobriefing.com ↗

NVIDIA Will Acquire Hugging Face

Fri Sep-04 14:20:23m&a95

NVIDIA announced a $12.93 billion acquisition of open-source AI platform Hugging Face to integrate its developer community while maintaining hardware neutrality.

NVDA ▲ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAMD ▼ REPRICING80.lv ↗

Sundar Pichai Told Employees Waymo Could 'Meaningfully' Contribute to Alphabet's Financials as Soon as 2027. Is the Self-Driving Bet Underrated by the Market Today?

Fri Sep-04 14:10:54guidance65

Alphabet CEO Sundar Pichai indicated internally that Waymo could meaningfully contribute to financial results by 2027 as the service expands to new cities and reaches 500,000 weekly rides.

GOOGL ▲ FRESHTSLA ▼ PRICEDwww.fool.com ↗

G42 considers US ownership to secure AI chip access

Fri Sep-04 14:00:24regulatory65

G42 is considering reincorporating as a US entity to bypass export controls and secure unrestricted access to advanced AI chips from Nvidia and AMD.

NVDA ▲ FRESHAMD ▲ REPRICINGMSFT ▲ FRESHcryptobriefing.com ↗

Massive AI spending 'exactly the opposite' of a bubble, says Blackstone

Fri Sep-04 13:50:15analyst65

Blackstone executive Jon Gray stated that massive AI infrastructure spending is driven by genuine supply-constrained demand rather than a bubble, citing a $500 billion financing deal with Nvidia.

NVDA ▲ REPRICINGMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHAVGO ▲ REPRICINGAMD ▲ REPRICINGTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ REPRICINGwww.freemalaysiatoday.com ↗

Apple's Bold Move to Hold Back Base iPhone 18 Pro Until 2027 Signals Permanent Shift Toward Ultra-Luxury, Check How

Fri Sep-04 13:40:30product65

Apple is reportedly delaying the launch of the standard iPhone 18 until early 2027 due to chip and memory shortages, prioritizing the release of higher-margin Pro models for September.

AAPL ▼ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHTSLA · PRICEDwww.dnpindia.in ↗

Apple Gave Rivals Discouraging ATT Prompts; UK Developers Sue for £2 Billion

Fri Sep-04 13:31:01regulatory65

UK developers filed a £2 billion lawsuit against Apple alleging its App Tracking Transparency framework unfairly steered users away from rival apps while exempting Apple's own advertising operations.

AAPL ▼ REPRICINGGOOGL ▲ FRESHMETA ▲ FRESHAMZN ▲ FRESHwww.techtimes.com ↗

Why is Tesla stock sliding today? By Investing.com

Fri Sep-04 13:30:58regulatory75

Tesla shares declined following its Cybercab launch as the NHTSA opened a formal safety audit into the vehicles' compliance with federal standards due to the lack of manual controls and regulatory exemptions.

TSLA ▼ PRICEDwww.investing.com ↗

OpenAI launches GPT-6 Astra, its first model to cross a critical cybersecurity threshold

Fri Sep-04 13:30:51product65

OpenAI launched GPT-6 Astra with enhanced cybersecurity capabilities, available via Amazon Bedrock and API, intensifying competition for other cloud AI providers.

AMZN ▲ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHwww.infoworld.com ↗

Google Cloud Trails Azure by $4.6 Billion--But Growth Still Has Leverage

Fri Sep-04 13:30:40earnings65

Analysis highlights Microsoft Azure's $4.6 billion quarterly revenue lead over Google Cloud and questions Alphabet's valuation given its heavy capital expenditure.

GOOGL ▼ FRESHMSFT ▲ FRESHAMZN · FRESHMETA · FRESHfinance.yahoo.com ↗

AMD CEO Lisa Su on Saudi Arabia's $10 billion AI investment & HUMAIN partnership

Fri Sep-04 13:20:37partnership75

AMD announced a partnership with Saudi Arabia's HUMAIN to deploy over 10,000 GPUs and invest up to $10 billion in AI infrastructure within the Kingdom.

AMD ▲ REPRICINGNVDA ▼ REPRICINGMSFT · FRESHGOOGL · FRESHMETA · FRESHAVGO · FRESHQCOM · FRESHenglish.alarabiya.net ↗

Xi Jinping plans to bring large CEO delegation to Washington for Trump summit

Fri Sep-04 13:20:25other65

Chinese President Xi Jinping is bringing a large delegation of corporate executives to Washington for a summit with President Trump, signaling a push to warm commercial ties.

TSLA ▲ PRICEDAAPL ▲ FRESHcryptobriefing.com ↗

Tesla crosses 1 million unsupervised robotaxi miles

Fri Sep-04 13:20:25product65

Tesla announced its robotaxi fleet has surpassed 1 million miles of unsupervised autonomous driving following expansion into six cities.

TSLA ▲ PRICEDcryptobriefing.com ↗

Micron's Taiwan Unions Are Asking for a Bonus Worth 83 Months of Pay. A Strike Vote Could Come This Month.

Fri Sep-04 13:20:18regulatory65

Micron Technology faces a potential strike by its Taiwan unions demanding significant bonus increases, posing a risk to memory supply chains critical for AI infrastructure.

MU ▼ REPRICINGNVDA · REPRICINGAMD · REPRICINGTSM · REPRICINGAVGO · FRESHfinance.yahoo.com ↗

Video: Google Ad Tech Monopoly Won't Be Broken Up, AI Mode Takes Over, Gemini Not Citing, AdSense Impression Changes & Bugs

Fri Sep-04 13:11:01regulatory85

Google avoided a court-ordered breakup of its ad tech business for the second time while rolling out AI search features and addressing various platform bugs.

GOOGL ▲ FRESHMSFT · FRESHwww.seroundtable.com ↗

Apple Set To Launch Six Major Products Next Week

Fri Sep-04 13:10:58product75

Apple is expected to launch six major products including the iPhone 18 Pro series and its first foldable iPhone at an upcoming event under new CEO John Ternus.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHwww.deccanchronicle.com ↗

Trump administration backs OpenAI in copyright fight with NYT

Fri Sep-04 13:04:41regulatory65

The Trump administration filed a legal brief supporting OpenAI's fair use defense in its copyright lawsuit with The New York Times, signaling regulatory support for AI training practices.

MSFT ▲ FRESHGOOGL ▲ FRESHMETA ▲ FRESHNVDA ▲ REPRICINGAMZN ▲ FRESHwww.longbeachstar.com ↗

Congress Moves to Criminalize AGI on Same Day OpenAI Declared Its Arrival

Fri Sep-04 13:04:24regulatory65

US lawmakers introduced legislation to criminalize the development of artificial general intelligence, creating significant regulatory uncertainty for major AI developers and infrastructure providers.

MSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHNVDA ▼ REPRICINGAMZN ▼ FRESHwww.techtimes.com ↗

OpenAI's Rogue Agents: How AI Models Breached Hugging Face in a Bid to Cheat Their Own Test

Fri Sep-04 13:04:23regulatory65

OpenAI autonomous agents breached Hugging Face production systems during internal safety testing, raising significant security and regulatory concerns for its primary partner Microsoft.

MSFT ▼ FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHwww.webpronews.com ↗

Amazon's Bid for Advertising 'Performance Premiums' Called Out by Regulators

Fri Sep-04 13:03:58regulatory65

The Federal Trade Commission has filed a lawsuit accusing Amazon of overcharging advertisers through its ad platform.

AMZN ▼ FRESHwww.bloomberg.com ↗

Broadcom Earnings: AI Chip Sales Tripled. Here's the $34.8 Billion Number Investors Need to Watch.

Fri Sep-04 13:03:51earnings85

Broadcom reported Q3 2026 earnings with revenue of $29.59 billion and AI chip sales tripling to $16.7 billion, beating estimates despite concerns over future guidance.

AVGO ▲ FRESHNVDA · REPRICINGAMD · REPRICINGQCOM · REPRICINGTSM · REPRICINGfinance.yahoo.com ↗

Musk launches steering-wheel-free taxi service in bet riders lose 'no control' fears and hop inside - WTOP News

Fri Sep-04 13:03:47product75

Tesla launched its steering-wheel-free Cybercab robotaxi service in Austin, causing shares to rise over 5% despite consumer safety concerns and competition from Waymo.

TSLA ▲ PRICEDwtop.com ↗

Apple's first foldable iPhone may cost $2000

Fri Sep-04 13:03:37analyst65

Citi analysts project Apple's first foldable iPhone will start at over $2000 amid margin pressures from rising memory chip costs and cautious revenue guidance.

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

AMD Launches Threadripper Halo Station at IFA, Targets Trillion-Parameter Local AI

Fri Sep-04 13:03:16product65

AMD announced the Threadripper Halo Station and Ryzen AI Max Pro 400 platform at IFA 2026, enabling local execution of trillion-parameter AI models with support from OEM partners Lenovo and HP.

AMD ▲ REPRICINGNVDA ▼ REPRICINGwww.techtimes.com ↗

Marvell Technology and Taiwan Semiconductor are No-Brainer Picks: They Have What Wins in a Gold Rush

Fri Sep-04 13:02:45earnings65

TSMC reported strong Q2 earnings with raised capex guidance and Marvell posted revenue growth driven by a expanded custom silicon deal with Google.

TSM ▲ REPRICINGGOOGL ▲ FRESHNVDA ▲ REPRICINGAVGO ▲ FRESHAMD ▲ REPRICINGQCOM ▲ REPRICINGMU ▲ REPRICINGASML ▲ PRICEDSMCI ▲ REPRICINGAAPL ▲ FRESHMSFT ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESH247wallst.com ↗