kingfisher — news

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Social Media's Liability Shield Is Cracking: What New Court Decisions Could Mean for Millions of Americans - [your]NEWS

Wed Sep-09 18:20:48regulatory65

A Los Angeles jury found Meta and Google liable in a social-media addiction lawsuit, awarding $6 million in damages and signaling increased legal risk for platform design practices.

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Micron (MU) Stock Surges Ahead of Fiscal Q4 Earnings: What Analysts Expect

Wed Sep-09 18:20:29earnings65

Micron shares rose ahead of its fiscal Q4 earnings report as analysts project a significant surge in EPS and revenue driven by strong memory chip pricing and demand.

MU ▲ PRICEDNVDA · FRESHAMD · PRICEDTSM · FRESHAVGO · REPRICINGQCOM · REPRICINGblockonomi.com ↗

Nvidia Blackwell Demand Sent Nebius Prices Higher - NVIDIA (NASDAQ:NVDA), Nebius Group (NASDAQ:NBIS)

Wed Sep-09 18:20:16other65

Nebius Group reported that customers paid 15-20% above previous highs in auctions for Nvidia Blackwell compute capacity, signaling sustained demand and pricing power for Nvidia's AI hardware.

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iPhone 18 Pro, iPhone 18 Pro Max Launched: Price, Specifications

Wed Sep-09 18:20:15product85

Apple officially launched the iPhone 18 Pro and iPhone 18 Pro Max featuring the A20 Pro chipset and new C2 modem at its 'Surprise and Shine' event.

AAPL ▲ REPRICINGwww.gadgets360.com ↗

Intel Foundry And ASML Pass 1 Million Wafers On High-NA EUV Lithography

Wed Sep-09 18:20:12product65

Intel Foundry and ASML announced they have processed over one million wafers using High-NA EUV lithography, confirming its deployment for Intel's Panther Lake processors on the 18A node.

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Apple Says Apple Intelligence Is Not Available In China; Updated Siri Will Not Be Available In EU And China

Wed Sep-09 18:14:58regulatory65

Apple confirmed that its Apple Intelligence features and updated Siri will not be available in China or the European Union due to regulatory constraints.

AAPL ▼ FRESHGOOGL · PRICEDMETA · PRICEDwww.benzinga.com ↗

Live: Apple set to debut first foldable iPhone

Wed Sep-09 18:10:50product85

Apple unveiled its first foldable iPhone and updated Siri powered by Google's Gemini model during a launch event led by new CEO John Ternus.

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Oil Tops $100, Meta and Cloudflare Jump On AI Breakthroughs: Stock Market Today

Wed Sep-09 18:08:16other85

U.S. equities declined broadly as oil prices surpassed $100 per barrel and Treasury yields rose due to escalating US-Iran conflict, though Meta Platforms shares rose on AI breakthrough news.

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Google Cloud grows 82% last quarter, putting Amazon and Microsoft investors on notice

Wed Sep-09 18:00:26earnings85

Alphabet reported an 82% year-over-year revenue increase for Google Cloud in Q2 2026 with significantly expanded operating margins, outpacing growth rates at AWS and Azure.

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OpenAI to Spend $750 Billion on Compute by 2030 -- But It's Short on Capacity

Wed Sep-09 17:50:54other65

OpenAI plans to spend $750 billion on compute infrastructure by 2030, signaling sustained massive demand for AI hardware and cloud services despite current capacity shortages.

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Meta's $18 Billion Settlement Could Mark an AI Inflection Point

Wed Sep-09 17:50:18analyst65

Morgan Stanley analyst Brian Nowak suggests Meta is at an inflection point following an $18 billion legal settlement, projecting significant EPS growth from new AI product releases.

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Exports hit record on 41% rise

Wed Sep-09 17:41:14other65

Taiwan's monthly exports hit a record high driven by strong AI semiconductor and server demand, signaling robust activity for major manufacturers like TSMC.

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45 Tesla Cybercabs Are Now Roaming Austin. Here's What That Means for the Robotaxi Business Wall Street Has Been Waiting For.

Wed Sep-09 17:40:45product65

Tesla has deployed approximately 45 Cybercab vehicles to its Austin robotaxi service, marking the first physical rollout of the dedicated autonomous vehicle model after previous delays.

TSLA ▲ FRESHwww.fool.com ↗

States Increasingly Pulling Rug Out From Under Big Tech With Tax Break Reversals

Wed Sep-09 17:31:00regulatory65

Multiple US states are pausing or canceling tax incentives for data centers due to rising costs and public opposition, directly impacting the expansion economics for major hyperscalers like Amazon, Meta, and Google.

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Amazon and Oracle Are Extremely Anxious About The Upcoming Fed Meeting - AOL

Wed Sep-09 17:30:47earnings65

Amazon reported strong AWS growth but negative free cash flow due to massive AI data center capital expenditures, raising concerns about financing costs ahead of the Federal Reserve meeting.

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AT&T Becomes Amazon's First Major Satellite Broadband Telecom Customer

Wed Sep-09 17:30:43partnership65

AT&T has become the first major U.S. telecom to bundle Amazon's Leo satellite broadband into its managed enterprise and public-sector offerings.

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Apple's iPhone 18 Event: Our Live Takeaways

Wed Sep-09 17:30:29product65

Apple is hosting its annual iPhone launch event under new CEO John Ternus amid industry-wide memory component shortages and rising device prices.

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S&P 500 full-year profit estimates jump to 32% growth as AI spending reshapes corporate earnings

Wed Sep-09 17:20:55earnings65

S&P 500 full-year earnings growth estimates have risen to 32% driven by a surge in AI-related capital expenditures from hyperscalers like Amazon and Microsoft.

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Why Marvell Stock Popped Today

Wed Sep-09 17:20:40partnership85

Amazon has selected Qualcomm to design custom AI chips in a deal potentially worth up to $60 billion, bypassing rival Marvell Technology.

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Entrepreneurs could hold the key to Tesla's Cybercab plans

Wed Sep-09 17:10:54product65

Tesla is soliciting interest from entrepreneurs to purchase Cybercab vehicles and operate mobility hubs, aiming to scale its robotaxi network through a partner-driven model similar to Amazon's delivery service.

TSLA ▲ FRESHwww.axios.com ↗

Why Is SK Hynix Stock Surging on Wednesday? - SK hynix (NASDAQ:SKHY)

Wed Sep-09 17:10:50other65

TechInsights forecasts a severe DRAM supply shortage with prices surging over 200% year-over-year through 2027, benefiting memory producers like Micron while raising costs for downstream tech companies.

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ASML Targets Larger High-NA EUV Chips for AI

Wed Sep-09 17:10:39product65

ASML is collaborating with major chipmakers to adapt its High-NA EUV lithography tools to accommodate the large die sizes of next-generation AI processors like Nvidia's Rubin Ultra.

ASML ▲ REPRICINGNVDA ▲ FRESHTSM · REPRICINGAMD · PRICEDAVGO · PRICEDcryptodaily.co.uk ↗

Some parents not convinced on Meta's new restrictions for kids

Wed Sep-09 17:00:50regulatory65

Meta has agreed to a $1.4 billion settlement with over three dozen states regarding allegations of harm to children, agreeing to implement stricter age-assurance measures and usage limits for teen users.

META ▼ PRICEDbaynews9.com ↗

Meta Executives Appear Before NCPCR Over Child S*xual Abuse Material Ads Content Allegations; Check Details

Wed Sep-09 16:50:56regulatory65

Meta executives were summoned by India's National Commission for Protection of Child Rights to address allegations that ads linked to child sexual abuse material bypassed moderation filters on Instagram and Facebook.

META ▼ PRICEDwww.latestly.com ↗

Nvidia's Hugging Face Deal Buys Control Of Where AI Agents Get Built

Wed Sep-09 16:50:41m&a95

Nvidia has agreed to acquire AI model platform Hugging Face for approximately $13 billion to solidify its position as the central hub for AI agent development.

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Apple's A20 Pro Rumored Specifications Arrive Before Official Announcement, Up To 4.90GHz CPU, 7-Core GPU, Higher Memory Bandwidth Than M3 & More

Wed Sep-09 16:50:29product65

Leaked specifications for Apple's upcoming A20 Pro chip reveal significant performance upgrades including a 7-core GPU and higher clock speeds ahead of the official iPhone launch event.

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Industry Adopts ASML's $400M High-NA EUV Systems, Ditching Multi-Patterning

Wed Sep-09 16:40:38product75

Major foundries including TSMC and Samsung have committed to adopting ASML's high-NA EUV lithography systems, shifting away from multi-patterning techniques for advanced node production.

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Broadcom's Artificial Intelligence (AI) Chip Revenue Just Rose 221%. There's More Growth Coming.

Wed Sep-09 16:40:32earnings85

Broadcom reported a 221% year-over-year increase in AI semiconductor revenue for Q3 FY 2027 and projected continued strong growth driven by custom chip demand from hyperscalers.

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NVIDIA H100 Rental Price Surges 22% Amid Shortage

Wed Sep-09 16:40:30other65

NVIDIA H100 rental prices surged 22% due to persistent supply shortages of newer AI accelerators, highlighting sustained demand for NVIDIA's hardware.

NVDA ▲ FRESHAMD · PRICEDAVGO · PRICEDQCOM · REPRICINGwww.chosun.com ↗

iPhone 17 Series Sets Record $170B First-Year Wholesale Revenue

Wed Sep-09 16:40:25other65

Apple's iPhone 17 series achieved a record $170 billion in first-year wholesale revenue, an 11% increase over the previous generation, driven by strong demand in China and emerging markets.

AAPL ▲ FRESHwww.newkerala.com ↗

This is Apple's all-new Siri -- but there's a catch

Wed Sep-09 16:30:08product65

Apple unveiled a revamped Siri AI powered by Google's Gemini model, launching in the fall with higher hardware requirements for optimal performance.

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China Memory Giants Stockpiled ASML Scanners: Servicing Ban Is Only Lever Left

Wed Sep-09 16:20:23regulatory65

Chinese memory chipmakers CXMT and YMTC have stockpiled ASML DUV scanners for three years of expansion, shifting the focus of export controls to potential bans on maintenance services which could degrade production yields.

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Data centre component revenue surges in Q2

Wed Sep-09 16:20:15other65

Dell'Oro Group reports a 182% surge in Q2 2026 data center component revenue driven by rising memory prices and AI infrastructure demand for Nvidia, Google, and Amazon systems.

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Samsung to build custom AI chip for OpenAI as partnership widens - Cryptopolitan

Wed Sep-09 16:10:39partnership65

OpenAI has partnered with Samsung to manufacture its next-generation custom AI inference chips, shifting production away from incumbent supplier TSMC and design partner Broadcom.

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Steve Eisman: What If OpenAI Actually Fails?

Wed Sep-09 16:10:36analyst65

Steve Eisman identifies OpenAI and Anthropic as the critical vulnerability in the AI investment chain, warning that their failure could trigger a recession and negatively impact hyperscalers and semiconductor suppliers.

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iPhone 18 Pro Could Become Apple's Default New iPhone

Wed Sep-09 16:10:29product65

Apple is reportedly shifting its iPhone release strategy to make the premium iPhone 18 Pro the default fall launch model while delaying standard models until spring 2027.

AAPL ▲ REPRICINGwww.macobserver.com ↗

The AI Race Stopped Being About Models. China's New $532 Billion Plan Shows It Has Become About Infrastructure, Chips, and Energy -- and Who Controls All Three - QR Code Press

Wed Sep-09 16:10:24regulatory65

China announced a $532 billion infrastructure plan to build domestic AI computing capacity using local chips, explicitly bypassing US semiconductor suppliers like Nvidia and AMD due to export restrictions.

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CoreWeave struggling to keep up with demand for Nvidia chips, CEO says

Wed Sep-09 16:00:15earnings65

CoreWeave CEO confirmed unmet demand for Nvidia GPUs and raised full-year revenue guidance, reinforcing Nvidia's strong growth outlook despite supply constraints.

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Why is Alphabet stock sliding today? By Investing.com

Wed Sep-09 16:00:06regulatory65

Alphabet shares declined due to a court ruling allowing thousands of youth-addiction lawsuits to proceed and EU-mandated changes to search results that may erode monetization.

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GPT-6 Astra Pushes AI Agents Into Enterprise Workflows as Computer Use Accuracy Tops 90%

Wed Sep-09 15:51:15product65

OpenAI released GPT-6 Astra with improved computer-use accuracy, accelerating enterprise AI agent adoption and increasing demand for underlying cloud and hardware infrastructure.

MSFT ▲ REPRICINGGOOGL ▲ PRICEDAMZN ▲ REPRICINGMETA ▲ PRICEDNVDA ▲ FRESHPLTR ▲ REPRICINGinfotechlead.com ↗

Can ASML's Tie-Up With TSM to Advance High NA EUV Drive Growth?

Wed Sep-09 15:50:49partnership65

ASML and TSMC are collaborating to establish a 12-inch photomask pilot line by 2031 to support High-NA EUV technology adoption.

ASML ▲ REPRICINGTSM ▲ FRESHNVDA ▲ FRESHAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ REPRICINGMU ▲ PRICEDca.finance.yahoo.com ↗

AMD Rises 3% as CFO Lifts AI Chip Market Forecast Toward $3 Trillion; Intel Ticks Up

Wed Sep-09 15:50:47guidance65

AMD CFO Jean Hu raised the projected total addressable market for AI chips to $3 trillion by 2030, driving a 3% increase in AMD stock.

AMD ▲ PRICEDNVDA · FRESHQCOM · REPRICINGAVGO · REPRICINGTSM · FRESH247wallst.com ↗

Memory Is the New ‘King’ of Chips, Taking Over 50% of Semiconductor Revenue, Susquehanna Says

Wed Sep-09 15:43:15analyst65

Susquehanna analysts report that memory chips now account for over 50% of semiconductor revenue due to AI data center demand, highlighting Micron as a primary beneficiary.

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