Wed Sep-09 15:40:57product65 Apple is raising Apple TV+ subscription prices and is expected to increase iPhone hardware prices by $200-$500 due to memory supply chain costs.
Wed Sep-09 15:40:43product65 Apple CEO John Ternus teased a potential variable aperture camera feature for the iPhone 18 Pro ahead of his first keynote event as CEO.
Wed Sep-09 15:40:33other85 Berkshire Hathaway under new CEO Greg Abel executed a $10 billion private placement in Alphabet, making it one of the conglomerate's top five equity holdings.
Wed Sep-09 15:30:34product65 Apple is expected to launch the iPhone 18 Pro featuring the A20 Pro chip, which will be the first smartphone processor manufactured on TSMC's 2nm process node.
Wed Sep-09 15:30:26product65 ASML has broken ground on a new production plant in the Netherlands to meet surging demand for EUV lithography tools, coinciding with commitments from TSMC and Samsung to adopt its High-NA EUV machines.
Wed Sep-09 15:21:03analyst65 AMD shares rallied after management raised its AI market outlook and CLSA increased its price target to $710 based on stronger MI-455 GPU shipment expectations.
Wed Sep-09 15:11:06regulatory65 An investigation reveals that Meta's platforms are hosting significant volumes of AI-generated violent child abuse content with inadequate moderation, raising severe regulatory and reputational risks.
Wed Sep-09 15:10:44earnings85 Broadcom reported record Q3 2026 AI semiconductor revenue of $16.7 billion and provided strong long-term growth guidance despite a recent decline in share price.
Wed Sep-09 15:10:42regulatory65 NHTSA has opened an audit into Tesla's self-certification of the Cybercab for public road use amid reports of interference with emergency responders in Austin.
Wed Sep-09 14:40:53other65 Global stock markets declined and oil prices surged above $100 per barrel due to escalating military conflict between the US and Iran disrupting Strait of Hormuz shipments.
Wed Sep-09 14:40:42earnings85 Microsoft and Alphabet reported strong quarterly earnings with significant cloud growth, highlighting their resilience against rising interest rates due to robust balance sheets.
Wed Sep-09 14:30:44partnership65 Palantir Technologies partnered with Nebius Group to provide sovereign AI cloud infrastructure, designating Nebius as its preferred partner for enterprise customers.
Wed Sep-09 14:30:23product65 Meta Platforms launched its Muse AI agent with paid subscription tiers, driving its stock up 6% while Alphabet shares fell 2% on concerns of competitive encroachment.
Wed Sep-09 14:20:20guidance85 Amazon announced plans to invest over $200 billion in AI infrastructure and AWS expansion in 2026, significantly increasing capital expenditures to meet growing cloud demand.
Wed Sep-09 14:00:23product85 Apple is launching the iPhone 18 Pro, iPhone 18 Pro Max, and its first foldable iPhone during a keynote event led by new CEO John Ternus.
Wed Sep-09 13:50:38guidance95 Nvidia provided strong fiscal 2028 revenue guidance projecting 70% growth, citing sustained AI demand despite supply constraints from TSMC and memory shortages.
Wed Sep-09 13:41:37regulatory65 California is urging a federal appeals court to enforce a law restricting algorithmic content recommendations to minors on platforms operated by Google and Meta.
Wed Sep-09 13:41:33partnership65 Google announced a historic 22-year power purchase agreement with Fortum to secure nuclear energy for its Finnish AI data centers, committing €13 billion to infrastructure development.
Wed Sep-09 13:30:47other65 TSMC's global pure-play wafer foundry market share reached a record 72.5% in Q2, driven by strong AI server demand and Apple inventory buildup.
Wed Sep-09 13:11:22regulatory65 Widespread local and state-level regulatory restrictions and public opposition have blocked or delayed over $228 billion in AI data center projects across the US.
Wed Sep-09 13:10:47product65 Tesla opened its Cybercab robotaxi service to the public in Austin while simultaneously facing a federal NHTSA audit into the certification paperwork for the vehicle.
Wed Sep-09 13:10:20product65 An opinion piece argues that Apple's upcoming macOS Golden Gate update with integrated Siri AI features surpasses Microsoft's Copilot implementation, suggesting Apple has taken the lead in desktop AI.
Wed Sep-09 13:04:33partnership75 OpenAI is partnering with Samsung on next-generation AI chip development while continuing its custom chip design collaboration with Broadcom and manufacturing agreement with TSMC.
Wed Sep-09 13:01:50guidance65 Broadcom projects its AI semiconductor revenue will more than double in fiscal 2027 and double again in fiscal 2028, signaling strong future growth.
Wed Sep-09 13:00:58product75 Apple unveiled its first foldable iPhone during CEO John Ternus's debut keynote event, entering a market previously dominated by Samsung and Huawei.
Wed Sep-09 13:00:41guidance65 Broadcom CEO Hock Tan projected AI revenue will reach $230 billion by 2028 but warned that power availability and data center infrastructure are becoming the primary constraints on growth.
Wed Sep-09 13:00:28product65 Tesla CEO Elon Musk announced that the Cybercab manufacturing process has been redesigned to be over five times faster than conventional methods and expressed hope for imminent European regulatory approval.
Wed Sep-09 13:00:16other65 Alphabet announced a 13 billion euro investment in Finland to expand AI infrastructure, including energy projects and data center capacity.
Tue Sep-08 21:20:38earnings85 Micron reported record fiscal Q3 revenue of $41.5 billion and net income of $28.2 billion, driven by strong data center demand.
Tue Sep-08 21:00:45other65 AI data center demand has caused NAND and hard drive prices to double, with Western Digital sold out through 2026, benefiting memory manufacturers while increasing infrastructure costs for hyperscalers.
Tue Sep-08 20:50:29regulatory65 Commerce Secretary Howard Lutnick has explicitly warned Apple against purchasing memory chips from China amid concerns over supply chain resilience and potential shortages of non-Chinese alternatives.
Tue Sep-08 20:50:16regulatory65 Google plans to alter its Search results display in Europe to comply with the Digital Markets Act and avoid further EU fines related to self-preferencing allegations.
Tue Sep-08 20:30:36partnership65 The Pentagon released the first solicitation for the $21.6 billion Joint Warfighter Cloud Capability recompete, inviting proposals from incumbent prime contractors Amazon, Google, and Microsoft.
Tue Sep-08 20:20:45regulatory65 Tesla shares rose following regulatory approval of its Full Self-Driving system in Slovenia and the debut of the Cybercab, while competitors Uber and Lyft declined on competitive concerns.
Tue Sep-08 20:20:30product75 Apple is expected to unveil its first foldable iPhone with a price point potentially exceeding $2,000 at an upcoming product event.
Tue Sep-08 20:03:47product65 Meta Platforms has introduced Muse, described as the world's first personal AI agent built for general consumer use.
Tue Sep-08 19:50:50partnership85 Qualcomm and Amazon announced a long-term partnership for up to $60 billion in AI data center chips, including warrants allowing Amazon to purchase Qualcomm shares.
Tue Sep-08 19:50:26product65 Tesla CEO Elon Musk indicated plans to expand the Cybercab robotaxi service to Europe following its initial launch in Austin, Texas.
Tue Sep-08 19:41:05regulatory65 Senator Bernie Sanders introduced the Ban Artificial Superintelligence Act to prohibit the development of AI systems smarter than humans, citing safety failures at companies including Meta.
Tue Sep-08 19:41:00regulatory65 Brazil suspended Meta's AI training policy and a German court ruled that Meta's AI systems inevitably capture minors' information from public posts, raising significant regulatory and privacy liabilities.
Tue Sep-08 19:40:10other85 Tim Cook is stepping down as Apple CEO to become Executive Chairman, with John Ternus succeeding him as the new CEO ahead of the upcoming iPhone event.
Tue Sep-08 19:30:24regulatory65 The UK government announced new legislation imposing fines and potential criminal liability on Apple and Google for failing to meet a deadline to block child nudity on their devices.
Tue Sep-08 19:30:20regulatory65 Reports allege that a DHS official's interference reduced a Palantir contract value from $2.7 billion to $1 billion amid corruption concerns.
Tue Sep-08 19:26:56partnership65 Palantir Technologies announced a partnership with Nebius Group to enable enterprises to run open AI models on dedicated infrastructure, challenging the prevailing pay-per-token AI economic model.
Tue Sep-08 19:10:28partnership85 Samsung and TSMC have formally committed to purchasing ASML's High-NA EUV lithography machines for future chip production, reversing earlier hesitations and validating the technology's roadmap.
Tue Sep-08 19:01:27regulatory65 Meta faces renewed accusations and potential regulatory scrutiny after reports revealed its platforms continued to host ads containing child sexual abuse material despite a recent major legal settlement.
Tue Sep-08 19:01:06analyst65 Morgan Stanley analyst Brian Nowak projects a significant earnings uplift for Meta following its $18 billion legal settlement, citing a potential wave of new AI and cloud product releases.
Tue Sep-08 19:00:52other65 Nvidia CEO Jensen Huang declared that AGI has arrived citing OpenAI's GPT-6 Astra model, highlighting the massive GPU infrastructure demand supporting Oracle's cloud deal with OpenAI.
Tue Sep-08 18:52:10analyst65 Data showing sustained high residual values for older Nvidia A100 chips challenges Michael Burry's thesis that Big Tech companies are understating depreciation expenses on AI hardware.
Tue Sep-08 18:50:38earnings65 Microsoft shares have stabilized in 2026 following a post-earnings rally driven by accelerating Azure growth of 43% and strong forward guidance.