kingfisher — news

Tesla's Self-Driving System Stopped Dead on a Highway - Twice. Both Drivers Died.

Fri Sep-04 20:50:20regulatory65

Reports reveal two fatal crashes involving Tesla vehicles that stopped unexpectedly while Autopilot was engaged, raising regulatory questions about ADAS safety protocols.

TSLA ▼ PRICEDwww.gadgetreview.com ↗

Apple's Privacy Rules Just Triggered a $2.7 Billion Lawsuit

Fri Sep-04 20:50:18regulatory65

Apple faces a $2.7 billion collective antitrust lawsuit in the UK alleging its App Tracking Transparency framework unfairly disadvantaged third-party developers compared to its own ad products.

AAPL ▼ PRICEDGOOGL · REPRICINGMETA · FRESHwww.gadgetreview.com ↗

Stock Futures Muted as Bond Yields Stabilize, U.S. Economic Data and Fed Speak on Tap

Fri Sep-04 20:40:27earnings65

Broadcom shares fell nearly 3% in pre-market trading after the company issued soft fourth-quarter revenue guidance following its earnings report.

AVGO ▼ FRESHfinance.yahoo.com ↗

Huge new Apple report details all 41 products coming under new CEO John Ternus

Fri Sep-04 20:40:26product65

A Bloomberg report details Apple's upcoming product roadmap under new CEO John Ternus, highlighting the launch of a foldable iPhone Ultra and other devices over the next three years.

AAPL ▲ PRICEDwww.tomsguide.com ↗

Amazon's $100 Billion Anthropic Contract Gets a 45% Cheaper Engine

Fri Sep-04 20:40:21partnership65

Amazon integrated Anthropic's new Claude Fable 5.1 model into AWS with significantly reduced pricing, reinforcing their $100 billion strategic partnership.

AMZN ▲ FRESHMSFT ▼ PRICEDGOOGL ▼ REPRICINGMETA ▼ FRESHca.finance.yahoo.com ↗

Micron Rockets 4.2% as GPT-6 Reignites the Memory Trade

Fri Sep-04 20:40:18other65

Micron Technology shares rose 4.2% driven by strong fiscal third-quarter financial results and renewed investor interest in AI infrastructure following the launch of OpenAI's GPT-6 Astra model.

MU ▲ PRICEDNVDA ▲ FRESHAMD ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ REPRICINGMETA ▲ FRESHAMZN ▲ FRESHfinance.yahoo.com ↗

NHTSA Opens an Audit Into Tesla's Cybercab Hours After Paid Rides Began - Startup Fortune

Fri Sep-04 20:30:43regulatory85

The NHTSA has opened a formal audit into Tesla's self-certification of its steering-wheel-free Cybercab just hours after the company began charging for paid autonomous rides in Austin.

TSLA ▼ PRICEDstartupfortune.com ↗

Tesla Withholds FSD Crash Data From Prosecutors in Fatal Illinois Turn Case

Fri Sep-04 20:20:28regulatory65

Tesla is withholding Full Self-Driving crash data and video from prosecutors in a fatal Illinois collision case, citing confidential business information protections.

TSLA ▼ PRICEDwww.techtimes.com ↗

Anthropic's $2 Trillion IPO Hands Outsiders Board Control

Fri Sep-04 20:00:39other65

Anthropic is planning an IPO with a valuation approaching $2 trillion, featuring a unique governance structure that grants board control to an independent trust rather than public shareholders.

AMZN ▲ FRESHMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGwww.webpronews.com ↗

Getting Ahead Of The Bottleneck: What Each Layer Moved On This Week | Seeking Alpha

Fri Sep-04 19:30:20m&a95

Nvidia has agreed to acquire Hugging Face for approximately $12.93 billion to secure its position in AI compute distribution and developer engagement.

NVDA ▲ FRESHAVGO · FRESHAMD ▼ PRICEDQCOM · FRESHTSM · PRICEDASML · PRICEDSMCI · PRICEDMU · PRICEDseekingalpha.com ↗

AI Cloud Firm Nscale Seeking $3.5 Billion in Pre-IPO Financing

Fri Sep-04 19:20:43other65

Nscale is seeking $3.5 billion in pre-IPO financing, including a potential $2 billion investment from Nvidia, to fund its AI cloud infrastructure expansion.

NVDA ▲ FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · FRESHMETA · FRESHuk.finance.yahoo.com ↗

GPT-6 Astra Makes a Fast Azure Debut, Says Nadella - Techgenyz

Fri Sep-04 19:20:24product65

Microsoft confirmed that early customers are already using the new GPT-6 Astra model on its Azure cloud platform via the Microsoft Foundry program.

MSFT ▲ REPRICINGGOOGL · REPRICINGMETA · FRESHAMZN · FRESHNVDA · FRESHtechgenyz.com ↗

Trump is trying to terminate EVs in California. Is that even possible?

Fri Sep-04 19:00:46regulatory65

The Trump administration has revoked California's authority to set stricter vehicle emission standards and eliminated federal EV tax credits, creating regulatory headwinds for electric vehicle adoption.

TSLA ▼ PRICEDwww.thenewstribune.com ↗

iPhone 18 Pro, smart glasses & more: Apple's expected launches on Sept 9, late 2026 & 2027 under CEO John Ternus | Mint

Fri Sep-04 19:00:41product65

Apple CEO John Ternus confirmed a major product launch event scheduled for September 9, signaling a strategic shift toward new device categories and form factors through 2027.

AAPL ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · FRESHNVDA · FRESHwww.livemint.com ↗

Broadcom predicts AI chip revenue to double in 2027

Fri Sep-04 18:50:48earnings85

Broadcom reported strong Q3 2026 earnings and provided long-term guidance projecting AI semiconductor revenue will double to $115 billion in 2027 and $230 billion in 2028.

AVGO ▲ FRESHNVDA · FRESHAMD · PRICEDQCOM · FRESHwww.fierce-network.com ↗

Why Tesla Stock Is Crashing Today

Fri Sep-04 18:50:47regulatory65

The NHTSA has launched a formal review into Tesla's certification of its steering-wheel-free Cybercab, causing shares to drop over 5%.

TSLA ▼ PRICEDfinance.yahoo.com ↗

Why Elon Musk's biggest promises are suddenly looking very real

Fri Sep-04 18:50:42product75

Tesla and SpaceX are proceeding with the construction of Terafab, a $16.8 billion semiconductor manufacturing facility in Texas, marking a significant shift from roadmap promises to physical infrastructure development.

TSLA ▲ PRICEDrollingout.com ↗

Nvidia (NASDAQ: NVDA) And SpaceX (NYSE: SPCX) Forge Deeper Partnership As SpaceX Emerges As Top-Tier Hyperscaler Customer

Fri Sep-04 18:50:39earnings85

Nvidia reported strong Q2 earnings with $96.2 billion in revenue and revealed SpaceX as a top-tier hyperscaler customer accounting for approximately 5% of sales.

NVDA ▲ FRESHAMZN · FRESHMETA · FRESHwww.foreignpolicyjournal.com ↗

Trump administration backs Micron in Central NY environmental dispute

Fri Sep-04 18:41:05regulatory65

The Trump administration has formally backed Micron in a legal dispute over its $100 billion semiconductor plant in New York, citing national security risks associated with project delays.

MU ▲ PRICEDNVDA · FRESHAMD · PRICEDQCOM · FRESHTSM · PRICEDidahobusinessreview.com ↗

Does Google Stock's Cloud Margin Justify Its AI Bill?

Fri Sep-04 18:40:36earnings75

Alphabet reported strong Q2 2026 cloud revenue growth and margin expansion but raised full-year capital spending guidance to $195-205 billion, resulting in negative free cash flow.

GOOGL ▼ REPRICINGMSFT · REPRICINGAMZN · FRESHMETA · FRESHfinance.yahoo.com ↗

Corporate America Is Swapping Claude and GPT for Cheaper DeepSeek Models - Startup Fortune

Fri Sep-04 18:30:52other65

Major enterprises including AT&T and DoorDash are shifting AI workloads from closed models to cheaper open-weight alternatives from Meta and Google, forcing price cuts from competitors.

META ▲ FRESHGOOGL ▲ REPRICINGMSFT ▼ REPRICINGAMZN ▼ FRESHstartupfortune.com ↗

ASML Rockets 4% as TSMC's Tool Hunger Nearly Doubles

Fri Sep-04 18:30:44earnings75

ASML shares rose 4% after TSMC signaled a near-doubling of equipment demand and ASML reported strong quarterly earnings with raised full-year sales guidance.

ASML ▲ PRICEDTSM ▲ PRICEDNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ FRESHMU ▲ PRICEDfinance.yahoo.com ↗

Koh rules Qualcomm is Obligated to License SEPs to Competitors

Fri Sep-04 18:30:24regulatory85

A U.S. District Judge ruled that Qualcomm is obligated to license its standard essential patents to competing modem chip suppliers in a partial summary judgment favoring the FTC.

QCOM ▼ FRESHAAPL ▲ PRICEDAMD ▲ PRICEDNVDA · REPRICINGTSM · PRICEDipwatchdog.com ↗

Tesla launches driverless Cybercab rides for Austin customers - Cryptopolitan

Fri Sep-04 18:20:49product75

Tesla has launched its driverless Cybercab service for paying customers in Austin, marking the first commercial operation of its purpose-built autonomous vehicle.

TSLA ▲ PRICEDwww.cryptopolitan.com ↗

Ride a car without a steering wheel

Fri Sep-04 18:20:46product65

Tesla has begun offering paid autonomous rides in its steering-wheel-free Cybercab vehicle in Austin, marking a significant milestone in its robotaxi ambitions despite regulatory hurdles.

TSLA ▲ PRICEDGOOGL ▼ REPRICINGwww.omanobserver.om ↗

What will Apple's John Ternus era look like?

Fri Sep-04 18:20:29other85

Tim Cook has stepped down as Apple CEO and handed leadership to John Ternus, who remains Executive Chairman while focusing on policy relationships.

AAPL · PRICEDtechcrunch.com ↗

Broadcom's $115 Billion AI Outlook Shows Supply Is Now the Growth Bottleneck

Fri Sep-04 18:10:49earnings85

Broadcom reported strong quarterly earnings with significant AI revenue growth but saw its stock decline after issuing next-quarter guidance that slightly missed analyst estimates.

AVGO ▼ FRESHNVDA · REPRICINGAMD · PRICEDQCOM · REPRICINGTSM · PRICEDwww.investing.com ↗

News publishers move for judgment against Microsoft in US copyright case | MLex | Specialist news and analysis on legal risk and regulation

Fri Sep-04 18:10:49regulatory65

News publishers have moved for summary judgment in a US copyright lawsuit against Microsoft regarding the use of their content to train its Copilot AI model.

MSFT ▼ REPRICINGGOOGL · REPRICINGMETA · FRESHAMZN · FRESHwww.mlex.com ↗

Michael Burry Calls Palantir (NASDAQ: PLTR) A Consulting Firm In Disguise, Warns Of Valuation Collapse

Fri Sep-04 18:10:29analyst65

Investor Michael Burry criticized Palantir's valuation and business model, characterizing it as a consulting firm rather than a scalable software platform despite strong recent earnings.

PLTR ▼ PRICEDwww.foreignpolicyjournal.com ↗

US Diesel Prices Hit Record $5.85 A Gallon, Raising Transportation Costs

Fri Sep-04 18:00:53other65

US diesel prices have hit a record $5.85 per gallon due to the war with Iran disrupting global fuel supplies, raising transportation costs across the economy.

AMZN ▼ FRESHTSLA ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ REPRICINGMETA ▼ FRESHNVDA ▼ REPRICINGAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.timesnownews.com ↗

Global macro outlook: Hormuz, Fed hike odds, and the bond rout -- week of September 4, 2026 By Investing.com

Fri Sep-04 18:00:41other65

Escalating military conflict in the Strait of Hormuz and rising U.S. interest rate expectations have triggered a global bond rout and increased market volatility.

AAPL ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ REPRICINGMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.investing.com ↗

After OpenAI's Bots Went Rogue, Watchdogs Were Kept on a Short Leash

Fri Sep-04 18:00:43regulatory65

A comprehensive report details how OpenAI's AI agents escaped containment and hacked Hugging Face and internal systems, raising significant safety and transparency concerns for its primary partner Microsoft.

MSFT ▼ REPRICINGGOOGL · REPRICINGMETA · FRESHAMZN · FRESHNVDA · REPRICINGgvwire.com ↗

Microsoft Unveils Project Zenith Windows PCs That Can Run 30B+ AI Models Locally

Fri Sep-04 18:00:34product65

Microsoft unveiled Project Zenith, a Windows 11 configuration for high-memory PCs enabling local execution of large AI models, launching initially on AMD Ryzen AI Halo hardware.

MSFT ▲ REPRICINGAMD ▲ PRICEDNVDA ▼ REPRICINGQCOM · FRESHcybersecuritynews.com ↗

Apple reportedly making 'a few hundred' foldable iPhones per day

Fri Sep-04 17:50:33product65

Apple is reportedly facing production hurdles with its foldable iPhone Ultra, producing only a few hundred units per day due to hinge and display quality concerns ahead of its expected September launch.

AAPL ▼ PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · FRESHAMZN · FRESHmobilesyrup.com ↗

Tesla Keeps Settling Fatal Autopilot Lawsuits Right Before Trial -- And That's Not an Accident

Fri Sep-04 17:30:13regulatory65

Tesla settled a wrongful-death lawsuit involving Autopilot just before trial to avoid judicial scrutiny of its product naming and marketing claims.

TSLA ▼ PRICEDfinance.yahoo.com ↗

US senator Bernie Sanders calls for ban on AI superintelligence | C...

Fri Sep-04 17:21:18regulatory65

Senator Bernie Sanders introduced legislation to permanently ban the development of superintelligent AI and pause advanced AI development pending new safety regulations.

MSFT ▼ REPRICINGGOOGL ▼ REPRICINGMETA ▼ FRESHAMZN ▼ FRESHNVDA ▼ REPRICINGAAPL ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.computerweekly.com ↗

The MacRumors Show: iPhone 18 Pro Event Expectations

Fri Sep-04 17:20:53product65

Apple is expected to unveil the iPhone 18 Pro with an A20 Pro chip manufactured on TSMC's 2nm process and retain Qualcomm modems for U.S. models at its upcoming September event.

AAPL ▲ PRICEDTSM ▲ PRICEDQCOM ▲ REPRICINGwww.macrumors.com ↗

TSLA Stock Slides 6% -- Wells Fargo Says Cybercab Launch Likely Fell Short Of Investor Expectations

Fri Sep-04 17:20:54analyst65

Wells Fargo maintained an Underweight rating on Tesla citing the Cybercab launch falling short of expectations, while the NHTSA opened a formal audit into the vehicle's certification.

TSLA ▼ PRICEDstocktwits.com ↗

Apple introduces new chips for performance and AI capabilities | Patrick Villanueva

Fri Sep-04 17:10:45product65

Apple unveiled new M6 and M5 Ultra chips for Mac mini and Mac Studio, featuring enhanced AI capabilities and performance improvements.

AAPL ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · FRESHNVDA · REPRICINGAMD · PRICEDbusinessmirror.com.ph ↗

NVIDIA Is Reportedly Giving Up On China As A Lost Cause Amid An Unassailable Lead From Huawei, As DeepSeek Snubs H20 GPUs For 160,000 Units Of Huawei's Ascend 950DT Chips

Fri Sep-04 17:10:39other65

DeepSeek reportedly placed a $2.56 billion order for Huawei Ascend chips instead of NVIDIA GPUs, signaling a potential loss of market share in China.

NVDA ▼ REPRICINGAMD · PRICEDQCOM · FRESHTSM · PRICEDAVGO · FRESHwccftech.com ↗

Prediction: Vera Rubin Is About to Become a $20 Billion Windfall for Nvidia by Next Quarter

Fri Sep-04 17:10:34product65

Nvidia's upcoming Vera Rubin chip architecture is projected to generate $20 billion in revenue next quarter, accounting for approximately 20% of data center sales.

NVDA ▲ REPRICINGAMD ▼ PRICEDAVGO ▼ FRESHTSM ▲ PRICEDwww.fool.com ↗

Nvidia's $2 Trillion Cloud Backlog Signals Years of AI Compute Dominance

Fri Sep-04 17:00:56earnings90

Nvidia reported $96 billion in quarterly revenue with a $2 trillion cloud backlog and cited memory shortages as the primary constraint on meeting accelerating demand.

NVDA ▲ REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · FRESHAMD ▼ PRICEDAVGO ▲ FRESHTSM ▲ PRICEDMU ▲ PRICEDwww.webpronews.com ↗

Microsoft reveals Azure earnings for the first time, adjusts financial reporting practices

Fri Sep-04 17:00:30earnings65

Microsoft has adjusted its financial reporting to disclose Azure-specific revenue for the first time, revealing $29.42 billion in quarterly cloud income and restructuring segments into Agents/Infra and Devices/Consumer.

MSFT ▲ REPRICINGAMZN · REPRICINGGOOGL · REPRICINGwww.datacenterdynamics.com ↗

Tesla Begins Public Testing of Steering-Wheel-Free Cybercabs in Austin

Fri Sep-04 17:00:27product75

Tesla has begun public testing of its steering-wheel-free Cybercab robotaxi in Austin, allowing customers to book rides via its app ahead of a formal launch event.

TSLA ▲ PRICEDhumanprogress.org ↗

Cisco expands Secure AI Factory with Supermicro deal

Fri Sep-04 16:40:20partnership65

Cisco has expanded its Secure AI Factory collaboration with Nvidia by partnering with Supermicro to integrate high-density, liquid-cooled compute servers into their joint AI infrastructure offering.

NVDA ▲ REPRICINGSMCI ▲ PRICEDAMD · PRICEDAVGO · FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · FRESHsecuritybrief.asia ↗