kingfisher — news

Qualcomm And Amazon Expand Multi-Generation AI Chip Collaboration, Targeting Customized Silicon And Optical Connectivity

Tue Sep-08 14:03:54partnership65

Qualcomm and Amazon have expanded their multi-generation collaboration to develop customized AI silicon and optical connectivity solutions.

QCOM ▲ PRICEDAMZN ▲ FRESHNVDA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGwww.benzinga.com ↗

The Download: our 35 Innovators Under 35 this year

Tue Sep-08 14:00:38regulatory65

A report highlights that a blacklisted Chinese company has continued to purchase Nvidia's advanced AI chips despite export restrictions.

NVDA ▼ FRESHwww.technologyreview.com ↗

Tesla (TSLA) Stock Faces Headwinds as August Sales Plunge 26% and Cybercab Debut Falls Flat

Tue Sep-08 14:00:29product75

Tesla shares face pressure following a 26% drop in August sales and a disappointing Cybercab debut that triggered an NHTSA audit.

TSLA ▼ FRESHblockonomi.com ↗

Top global landmarks now tell the story of Samsung's foldable innovation - SamMobile

Tue Sep-08 14:00:20product65

Samsung launched a global marketing campaign for its foldable devices timed to coincide with Apple's expected unveiling of its first foldable iPhone.

AAPL ▲ FRESHwww.sammobile.com ↗

The Enterprise AI Fight Has a New Challenger and It Is Not Who You Would Expect

Tue Sep-08 13:50:39earnings65

Nvidia reported strong earnings with revenue up 106% and is highlighted as a top stock pick amidst growing competition from Dell in enterprise AI infrastructure.

NVDA ▲ FRESHfinance.yahoo.com ↗

I Think Apple is Getting Re-Rated to $400 So I'm Buying Again and Again

Tue Sep-08 13:50:38earnings85

Apple reported Q3 FY26 earnings with revenue of $109.42 billion and EPS of $2.02, beating expectations for the ninth consecutive quarter.

AAPL ▲ FRESHfinance.yahoo.com ↗

Sovereign AI Infrastructure: Palantir Nebius Partnership Highlights

Tue Sep-08 13:50:33partnership65

Palantir Technologies has named Nebius Group as its preferred partner for sovereign AI infrastructure, integrating Nebius's compute technology to allow customers to retain data control outside of general-purpose cloud providers.

PLTR ▲ FRESHNVDA · FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ REPRICINGen.cryptonomist.ch ↗

Tesla Driver Assistance Ran a Stop Sign and Killed a Driver. Its Own Data Proves the System Was Active

Tue Sep-08 13:40:41regulatory65

Tesla's internal data confirmed its driver-assistance system was active during a fatal crash in New Jersey where the vehicle failed to stop at a stop sign.

TSLA ▼ FRESHwww.webpronews.com ↗

OpenAI Astra AGI claims: Is it genuine or a marketing ploy

Tue Sep-08 13:40:33product65

OpenAI released its GPT-6 Astra model with claims of achieving AGI, prompting Nvidia CEO Jensen Huang to endorse the milestone, which reinforces demand narratives for AI infrastructure.

NVDA ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHcybernews.com ↗

Micron is up 256% today. Can the rally last?

Tue Sep-08 13:30:47earnings65

Micron Technology faces a critical earnings test after its stock surged 256% in 2026 driven by high-bandwidth memory demand for AI applications.

MU · REPRICINGNVDA ▲ FRESHAMD ▲ REPRICINGTSM ▲ REPRICINGrollingout.com ↗

Meta Ran Over 300 Paid Ads With Child Sexual Abuse Imagery, Tech Transparency Project Reports

Tue Sep-08 13:20:33regulatory65

The Tech Transparency Project reported that Meta ran over 300 paid advertisements containing child sexual abuse imagery.

META ▼ FRESHwww.marketscreener.com ↗

AMD Just Put 300 Billion-Parameter AI Models on a Desktop

Tue Sep-08 13:20:30product65

AMD announced a new workstation-class system powered by its Ryzen AI Halo platform capable of running large AI models locally, targeting sectors requiring on-premise data security.

AMD ▲ REPRICINGNVDA ▼ FRESH247wallst.com ↗

What's Going On With SK Hynix Stock Tuesday?

Tue Sep-08 13:16:44other65

SK Hynix stock surges amid a sector-wide rally driven by forecasts of intensifying DRAM supply constraints and price increases exceeding 200% year-over-year through 2027.

MU ▲ FRESHNVDA ▲ FRESHAMD ▲ REPRICINGTSM ▲ REPRICINGAVGO ▲ FRESHwww.benzinga.com ↗

DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth, Says TrendForce

Tue Sep-08 13:13:18other65

TrendForce reports a 59.5% quarter-over-quarter increase in global DRAM industry revenue for Q2 2026, driven by AI server demand and supply constraints.

MU ▲ FRESHNVDA ▲ FRESHAMD ▲ REPRICINGTSM ▲ REPRICINGAVGO ▲ REPRICINGwww.hartware.de ↗

Yen carry unwind: Five equity-market fault lines to watch | FXStreet

Tue Sep-08 13:13:05other65

Analysis warns that a Yen carry trade unwind could trigger forced selling in crowded AI semiconductor and memory stocks due to liquidity shocks rather than fundamental changes.

NVDA ▼ FRESHAMD ▼ REPRICINGMU ▼ FRESHTSM ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ FRESHAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHASML ▼ PRICEDSMCI ▼ FRESHPLTR ▼ FRESHwww.fxstreet.com ↗

Proposed U.S. ban on Chinese optical transceivers threatens AI data center boom

Tue Sep-08 13:10:56regulatory65

A proposed U.S. ban on Chinese optical transceivers threatens to severely disrupt AI data center construction by cutting off critical supply lines that domestic vendors cannot quickly replace.

NVDA ▼ FRESHAMZN ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGTSM ▼ REPRICINGPLTR ▼ FRESHwww.fierce-network.com ↗

'Straight to jail': Explosive report on Trump DHS aide's dealings reverberates

Tue Sep-08 13:07:34regulatory65

A Wall Street Journal report alleges that a Trump DHS aide improperly reduced a Palantir contract from $2.7 billion to $1 billion after the company refused a private meeting, prompting a federal watchdog investigation.

PLTR ▼ FRESHwww.rawstory.com ↗

Mistral raises €3B as ASML seals chip deals in European AI push - Cryptopolitan

Tue Sep-08 13:05:44partnership65

ASML announced new arrangements with Samsung and TSMC while Mistral AI raised €3 billion in funding led by Samsung with participation from Nvidia.

ASML ▲ PRICEDTSM · REPRICINGNVDA · FRESHwww.cryptopolitan.com ↗

Advanced Micro Devices (AMD) Stock Surges 200% Annually: Wall Street's Verdict for 2025

Tue Sep-08 13:05:41earnings85

AMD reported strong Q2 earnings with revenue up 50% year-over-year and issued a Q3 revenue forecast that exceeded Wall Street expectations.

AMD ▲ REPRICINGNVDA · FRESHblockonomi.com ↗

EXCLUSIVE: Google warns of lower quality as it revamps Europe search results to avoid EU fines

Tue Sep-08 13:04:31regulatory75

Alphabet's Google has implemented changes to its European search results to comply with EU antitrust regulations, warning that the move will degrade user experience and increase costs for businesses.

GOOGL ▼ FRESHMETA · FRESHAMZN · FRESHMSFT · FRESHAAPL · FRESHwww.reuters.com ↗

ASML to Work With Major Chipmakers to Use Latest Tools for Larger Chips

Tue Sep-08 13:04:11product65

ASML announced plans to collaborate with major chipmakers to adapt its High NA EUV tools for producing larger data center chips by utilizing larger masks.

ASML ▲ PRICEDTSM ▲ REPRICINGNVDA ▲ FRESHGOOGL ▲ FRESHmoney.usnews.com ↗

Discount Hyperscaler: Oracle's Direct Threat to AWS

Tue Sep-08 13:03:10earnings65

Amazon reported strong AWS revenue growth of 37% and a $496 billion backlog, maintaining its market lead despite aggressive pricing competition from Oracle.

AMZN ▲ FRESHGOOGL · FRESHMSFT · FRESH247wallst.com ↗

OpenAI and Anthropic Want What SpaceX Got After Its IPO Despite Billions in Losses

Tue Sep-08 13:02:36other65

Nvidia's $105 billion lease guarantee for OpenAI is contingent on OpenAI achieving an investment-grade credit rating, a milestone Wall Street banks are actively pursuing for the AI lab ahead of its IPO.

NVDA ▲ FRESHfinance.yahoo.com ↗

Tesla FSD approved in Slovenia ahead of potential EU-wide vote

Tue Sep-08 13:02:03regulatory65

Slovenia has approved Tesla's Full Self-Driving system for use on its roads, marking the sixth European country to grant such approval ahead of a potential EU-wide vote.

TSLA ▲ FRESHauto.economictimes.indiatimes.com ↗

ASML breaks ground on new manufacturing facilities in major expansion

Tue Sep-08 13:01:42other65

ASML has begun construction on a major new production campus in the Netherlands to expand manufacturing capacity for chip-making equipment amid rising AI demand.

ASML ▲ PRICEDTSM · REPRICINGNVDA · FRESHAMD · REPRICINGsuperhits979.com ↗

Samsung, TSMC Commit To ASML's Next-Gen Chip Machines, But Intel Got There First

Tue Sep-08 13:01:32product65

Samsung and TSMC have committed to adopting ASML's High NA EUV lithography technology for future manufacturing, with Samsung targeting 2028 for DRAM and TSMC targeting 2030 for advanced nodes.

ASML ▲ PRICEDTSM ▲ REPRICINGstocktwits.com ↗

Intel Hits 1 Million-Wafer Milestone With ASML’s Next-Gen Chip Technology

Tue Sep-08 13:01:22product65

Intel Foundry announced it has processed over one million wafers using ASML's High NA EUV lithography technology, marking a significant manufacturing milestone.

ASML ▲ PRICEDTSM · REPRICINGNVDA · FRESHAMD · REPRICINGwww.benzinga.com ↗

Apple's 'Surprise and Shine' Launch: From iPhone 18 Pro to the First Foldable iPhone and Next-Gen Apple Watch, Here's What to Expect

Tue Sep-08 13:01:19product85

Apple is expected to unveil the iPhone 18 Pro and its first foldable iPhone at an upcoming event led by new CEO John Ternus.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHTSLA · FRESHwww.benzinga.com ↗

Apple’s First Foldable iPhone Could Be Huge—but Should You Be an Early Buyer?

Tue Sep-08 13:01:18product65

Reports indicate Apple is preparing to launch its first foldable iPhone, potentially named iPhone Ultra, with a starting price between $2,000 and $2,500 at an upcoming September event.

AAPL ▲ FRESHwww.benzinga.com ↗

Taiwan Semiconductor Manufacturing Company And ASML Holding Announced A Collaborative Initiative To Lead The Semiconductor Industry’s Transition To A Larger-format Extreme Ultraviolet Lithography Photomask

Tue Sep-08 13:01:17partnership65

TSMC and ASML announced a collaborative initiative to lead the semiconductor industry's transition to larger-format EUV lithography photomasks.

TSM ▲ REPRICINGASML ▲ PRICEDNVDA ▲ FRESHAMD ▲ REPRICINGMU ▲ REPRICINGwww.benzinga.com ↗

Nvidia Isn't Just Buying Hugging Face—It's Expanding AI's Front Door

Tue Sep-08 13:01:06m&a95

Nvidia is acquiring Hugging Face for $12.9 billion to strengthen its position in the AI developer ecosystem and upstream workflow.

NVDA ▲ FRESHAMD ▼ REPRICINGAVGO ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHwww.benzinga.com ↗

Dan Ives Warns 10%-15% of US Data Center Projects Could Be Cut as AI Boom Faces Political Backlash, Calls It the ‘Biggest Threat’

Tue Sep-08 13:01:03analyst65

Analyst Dan Ives warns that political backlash and local resistance could lead to the cancellation of 10-15% of US data center projects, posing a significant threat to AI infrastructure expansion.

META ▼ FRESHGOOGL ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHAVGO ▼ FRESHSMCI ▼ FRESHwww.benzinga.com ↗

TSLA Critic Gordon Johnson Rips Cybercab Launch After Elon Musk's ‘Storm of Cybercabs’ Promise: ‘The Robotaxi Story Was Never About Robotaxis'

Tue Sep-08 13:01:02product65

Analyst Gordon Johnson criticized Tesla's limited Cybercab launch in Austin for lacking key details and facing regulatory scrutiny, contrasting it with competitor Waymo.

TSLA ▼ FRESHGOOGL · FRESHwww.benzinga.com ↗

Micron and SanDisk Stocks Rebound as Investors Bet on AI Boom, Cheap Valuations

Tue Sep-08 13:00:47other65

Micron stock rebounds significantly as investors bet on continued AI-driven demand and memory shortages, supported by strong spending signals from major hyperscalers.

MU ▲ REPRICINGMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHwww.benzinga.com ↗

Tim Cook's Apple Exit, Congressman's $1 Million Apple Stock and More: This Week in Appleverse

Tue Sep-08 13:00:42other85

Apple announces Tim Cook's transition from CEO to Executive Chair with a $47 million compensation package and John Ternus succeeding as CEO.

AAPL · FRESHwww.benzinga.com ↗

Foxconn Says Q3 Will Beat Expectations As AI Demand Surges, August Revenue Hits Record

Tue Sep-08 13:00:35guidance65

Foxconn expects Q3 performance to beat market expectations driven by surging AI demand and reported record August revenue, highlighting strong momentum for its key partners Nvidia and Apple.

NVDA ▲ FRESHAAPL ▲ FRESHTSM ▲ REPRICINGAVGO ▲ FRESHAMD ▲ REPRICINGQCOM ▲ FRESHwww.benzinga.com ↗

Anthropic's $2 Trillion IPO Approaches: The Companies Poised to Benefit

Tue Sep-08 13:00:34other65

Anthropic is preparing for a potential $2 trillion IPO with Amazon as its leading investor and primary cloud provider, positioning Amazon to benefit significantly from the event.

AMZN ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHNVDA · FRESHPLTR · FRESHwww.benzinga.com ↗

LULU, AVGO, DELL, SNOW, GOOGL: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Tue Sep-08 13:00:24earnings85

Broadcom reported strong Q3 earnings with significant AI revenue growth but issued Q4 guidance slightly below Wall Street expectations, while Alphabet was highlighted as a top stock for retail investor interest.

AVGO · FRESHGOOGL ▲ FRESHwww.benzinga.com ↗

Gene Munster Predicts Tesla Will Add 300 Cybercabs in Austin in a Month, Says Elon Musk’s Accident Fears ‘Appear to Be Coming to an End’

Tue Sep-08 13:00:22product65

Analyst Gene Munster predicts Tesla will deploy 300 Cybercabs in Austin within a month as regulatory concerns ease.

TSLA ▲ FRESHwww.benzinga.com ↗

OpenAI Announces GPT-6 Astra Is Now Available To All Pro, Enterprise, And Business Premium Users In ChatGPT Work And Codex

Tue Sep-08 13:00:20product65

OpenAI has released GPT-6 Astra to Pro, Enterprise, and Business Premium users.

MSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHNVDA ▲ FRESHwww.benzinga.com ↗

Samsung Electronics And ASML Announce Expanded Collaboration On High NA EUV Lithography; Samsung Plans High NA EUV Adoption For DRAM High-Volume Manufacturing By 2028, Joins 12-Inch Photomask Initiative

Tue Sep-08 13:00:15partnership65

Samsung Electronics and ASML announced an expanded collaboration on High NA EUV lithography, with Samsung planning to adopt the technology for DRAM high-volume manufacturing by 2028.

ASML ▲ PRICEDTSM · REPRICINGMU ▲ REPRICINGNVDA · FRESHAMD · REPRICINGwww.benzinga.com ↗

Nebius Just Became Palantir’s Preferred Sovereign AI Infrastructure Partner

Tue Sep-08 13:00:15partnership65

Palantir has designated Nebius as its preferred sovereign AI infrastructure partner.

PLTR ▲ FRESHwww.benzinga.com ↗

Meta Cuts AI Output Prices 95%--If Developers Share Their Work

Fri Sep-04 21:20:26product65

Meta Platforms introduced a steep discount on its Muse Spark AI model output tokens for developers who agree to share their prompts and outputs, aiming to accelerate data collection for future model training.

META ▲ FRESHMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ FRESHca.finance.yahoo.com ↗

Nvidia unveils custom high-bandwidth memory promising higher bandwidth and lower power use - but who will actually get to use it?

Fri Sep-04 21:20:10product65

Nvidia announced its custom NVHBM memory architecture with Amazon's Annapurna Labs as the first named partner, aiming to improve bandwidth and power efficiency for future AI accelerators.

NVDA ▲ FRESHAMZN ▲ FRESHMU ▼ PRICEDAMD · PRICEDAVGO · FRESHwww.techradar.com ↗

Trump Threatens More Tariffs in the Wake of Falling Global Markets.

Fri Sep-04 21:10:43regulatory65

President Trump announced increased tariffs on Chinese goods, sparking fears of a trade war and causing global market declines.

AAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ FRESHAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.chiangraitimes.com ↗