kingfisher — news

Thu Sep-03 02:33:31

times in Europe/Lisbon

🗞️ News

iPhone 18 Pro May Be Apple's Most Expensive Yet: AI Memory Shortage Could Add $300

Wed Jul-22 14:02:03other65

Analysts project the iPhone 18 Pro could cost up to $300 more due to soaring memory chip prices driven by AI demand, with Apple CEO Tim Cook confirming significant component cost increases.

AAPL ▼ FRESHMU ▲ PRICEDwww.ibtimes.co.uk ↗

Taiwan Semiconductor Manufacturing Just Gave a Warning to Nvidia Investors

Wed Jul-22 14:01:51earnings85

TSMC reported strong earnings but its stock fell due to market concerns over high AI spending, sending semiconductor stocks lower and raising caution for Nvidia investors.

TSM ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ FRESHMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDGOOGL ▼ PRICEDMSFT ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHwww.fool.com ↗

Semiconductor companies set to boost S&P 500 earnings growth as chip sector hits record weight

Wed Jul-22 14:00:45earnings65

Semiconductor companies are projected to deliver 133% earnings growth in Q2 2026, accounting for nearly half of the S&P 500's total earnings gains, with specific highlights on NVIDIA, AMD, Broadcom, Micron, and TSMC.

NVDA ▲ FRESHAMD ▲ PRICEDAVGO ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ FRESHMETA ▲ FRESHQCOM ▲ FRESHASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDcryptobriefing.com ↗

Tesla Robotaxi launches driverless ride service in Tampa

Wed Jul-22 14:00:42product65

Tesla has officially launched its driverless Robotaxi ride-hailing service in Tampa and Orlando, marking a significant expansion of its autonomous vehicle operations.

TSLA ▲ PRICEDwww.fox13news.com ↗

US government commits over $5B to Genesis Mission, betting big on AI-driven scientific research

Wed Jul-22 13:50:39partnership65

The US Department of Energy launched the $5 billion Genesis Mission, partnering with NVIDIA, Microsoft, Google, Amazon, and AMD to accelerate AI-driven scientific research.

NVDA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ FRESHAMD ▲ PRICEDMETA ▲ FRESHAVGO ▲ FRESHQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDAAPL ▲ FRESHcryptobriefing.com ↗

Nvidia debuts Spectrum-6 switches to power next-gen AI networking

Wed Jul-22 13:43:17product65

Nvidia launched its Spectrum-6 Ethernet switches to power its upcoming Vera Rubin AI platform, with Microsoft and other operators listed as initial deployers.

NVDA ▲ FRESHMSFT ▲ FRESHGOOGL · PRICEDAMZN · FRESHMETA · FRESHAVGO ▼ FRESHAMD · PRICEDQCOM · FRESHTSM ▲ PRICEDASML · PRICEDSMCI ▲ PRICEDPLTR · PRICEDwww.datacenterdynamics.com ↗

Wistron Opens $700 Million Fort Worth Plant To Produce NVIDIA AI Systems

Wed Jul-22 13:42:16product65

Wistron opened a $700 million manufacturing facility in Fort Worth, Texas, to produce NVIDIA's GB300 and Vera Rubin AI superchips, supporting NVIDIA's domestic supply chain expansion.

NVDA ▲ FRESHAMD · PRICEDTSM · PRICEDAVGO · FRESHpulse2.com ↗

AMD invests $5B in Anthropic for 2GW AI infrastructure by 2027

Wed Jul-22 13:40:55partnership85

AMD announced a $5 billion investment in Anthropic to secure 2GW of AI infrastructure capacity using AMD MI450 systems by 2027.

AMD ▲ PRICEDNVDA ▼ FRESHMSFT · FRESHGOOGL · PRICEDMETA · FRESHcryptobriefing.com ↗

Your next smartphone could be more expensive, and TSMC is a major reason why

Wed Jul-22 13:32:44other65

TSMC reportedly plans to raise chip manufacturing prices by 5-10% starting in 2027, potentially increasing costs for major clients like Apple, Qualcomm, Nvidia, and Google.

TSM ▲ PRICEDAAPL ▼ FRESHQCOM ▼ FRESHNVDA ▼ FRESHGOOGL ▼ PRICEDAMD ▼ PRICEDAVGO ▼ FRESHwww.thehansindia.com ↗

Super Micro Computer Q4 2026 margins beat guidance, stock surges

Wed Jul-22 13:21:29guidance85

Super Micro Computer reported Q4 gross margins of 15-17%, significantly beating prior guidance of 8.2-8.4%, and disclosed a record order backlog exceeding $60 billion.

SMCI ▲ PRICEDNVDA ▲ FRESHAMD ▲ PRICEDfinance.yahoo.com ↗

Want AI server exposure? Here's how 3 leading stocks compare By Investing.com

Wed Jul-22 13:13:54analyst65

Investing.com analyzes Super Micro Computer's high-risk, high-reward profile citing strong backlogs and Tesla ties against governance issues and dilution risks, while noting Dell and HPE as peers.

SMCI · PRICEDTSLA ▲ PRICEDwww.investing.com ↗

Will SpaceX buy Tesla? Musk may soon offer clues on his plans

Wed Jul-22 13:10:37m&a85

Analysts and investors are speculating about a potential merger between Tesla and SpaceX, with Tesla's upcoming earnings call expected to provide clues regarding Elon Musk's plans.

TSLA ▲ PRICEDMSFT · FRESHfinance.yahoo.com ↗

Trump left White House staff 'shocked' after ignoring serious warning

Wed Jul-22 13:04:17regulatory65

The Trump administration has loosened export restrictions on advanced semiconductors to the UAE, overriding internal security warnings and opening new markets for US chipmakers.

NVDA ▲ FRESHAMD ▲ PRICEDQCOM ▲ REPRICINGAVGO ▲ FRESHTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDMU ▲ PRICEDwww.alternet.org ↗

Alphabet earnings could trigger double-digit swings across hyperscaler stocks By Investing.com

Wed Jul-22 13:04:12earnings85

Alphabet's upcoming earnings report is expected to drive significant volatility for itself and peer hyperscalers Microsoft, Amazon, and Meta depending on cloud and AI performance.

GOOGL · PRICEDMSFT · FRESHAMZN · FRESHMETA · FRESHwww.investing.com ↗

Microsoft Frontier Company: $2.5 Billion Enterprise AI Deployment

Wed Jul-22 13:03:22product65

Microsoft announced a $2.5 billion investment in a new division called Microsoft Frontier Company to focus on enterprise AI deployment and reduce reliance on OpenAI by integrating in-house models into Office applications.

MSFT ▲ FRESHGOOGL · PRICEDMETA · FRESHAMZN · FRESHinews.zoombangla.com ↗

Alphabet Earnings Loom Large: Do You Own The Right Funds?

Wed Jul-22 13:02:32earnings85

Alphabet is scheduled to report its quarterly earnings after the bell today, with market expectations leaning towards positive results.

GOOGL ▲ PRICEDwww.etftrends.com ↗

Apple could be banned from buying Chinese memory chips - Research Snipers

Wed Jul-22 13:01:31regulatory65

US politicians are calling for a ban on Apple purchasing memory chips from Chinese manufacturers CXMT and YMTC due to national security concerns.

AAPL ▼ FRESHMU ▲ PRICEDresearchsnipers.com ↗

Super Micro says fourth-quarter orders topped $60 billion

Tue Jul-21 21:20:51guidance85

Super Micro Computer reported that its fourth-quarter orders exceeded $60 billion, signaling robust demand for its AI and server infrastructure solutions.

SMCI ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDwww.marketscreener.com ↗

SK Hynix Nasdaq Debut Shows Global Memory Expansion Race - EE Times

Tue Jul-21 21:20:46other65

SK Hynix completed a record $26.5 billion Nasdaq listing to fund massive capacity expansion driven by AI memory demand, signaling strong sector growth that benefits peer memory maker Micron and related semiconductor suppliers.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDwww.eetimes.com ↗

Iran War Has Cost $37.5 Billion, Hegseth Tells US Lawmakers

Tue Jul-21 21:12:49other65

Defense Secretary Pete Hegseth informed lawmakers that the ongoing US war against Iran has cost approximately $37.5 billion, highlighting escalating geopolitical tensions and fiscal burdens.

AAPL ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ REPRICINGTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.bloomberg.com ↗

Supermicro Provides Fourth Quarter of Fiscal Year 2026 Preliminary Business Update

Tue Jul-21 21:12:09earnings85

Supermicro announced the date for its fourth quarter and full-year fiscal 2026 earnings conference call and provided a preliminary business update referencing significant order backlog.

SMCI · PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDwww.wallstreet-online.de ↗

HBM4 and Fab Limits Prevent 1,000 Vera Rubin Racks Per Day in 2026 or 2027

Tue Jul-21 21:12:00product65

Nvidia outlined aspirational production targets for its Vera Rubin AI platform, highlighting supply chain dependencies on TSMC and HBM4 while naming major cloud partners like Google and Microsoft.

NVDA ▲ PRICEDTSM ▲ PRICEDGOOGL ▲ PRICEDMSFT ▲ PRICEDAMD · PRICEDAVGO ▲ PRICEDMU ▲ PRICEDASML ▲ PRICEDwww.nextbigfuture.com ↗

Why Micron and other chip stocks are bouncing back so strongly

Tue Jul-21 21:10:30analyst65

Micron and other semiconductor stocks rallied as investors reassessed Chinese AI developments as a catalyst rather than a threat, reversing recent sector weakness.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDSMCI ▲ PRICEDwww.morningstar.com ↗

AMD just landed its biggest AI deal yet

Tue Jul-21 20:51:38partnership85

AMD secured a major partnership with Microsoft to deploy its Helios rack-scale AI systems in Azure data centers, marking a significant expansion of its AI infrastructure footprint.

AMD ▲ PRICEDMSFT ▲ PRICEDNVDA ▼ PRICEDMETA · FRESHfinance.yahoo.com ↗

What TSMC's capex surge could mean (TSM:NYSE) | Seeking Alpha

Tue Jul-21 20:32:15other65

TSMC has raised its capital spending plans to support AI-driven capacity expansion, signaling increased demand for semiconductor equipment from suppliers like ASML.

TSM ▲ PRICEDASML ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ REPRICINGMU ▲ PRICEDseekingalpha.com ↗

Nasdaq, Dow and S&P 500 Jumps as Chip Stocks Power Wall Street Higher

Tue Jul-21 20:31:17earnings65

Micron Technology shares surged 10% leading a broader semiconductor rally, while investors await upcoming earnings reports from Alphabet and Tesla.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ REPRICINGTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDca.finance.yahoo.com ↗

Mossad tried to wipe out the Houthis. They're back with a vengeance

Tue Jul-21 20:30:31other65

Houthi rebels have announced a maritime blockade in the Red Sea, escalating geopolitical tensions and raising concerns about global oil and shipping supply chain disruptions.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ PRICEDMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.theaustralian.com.au ↗

Meta surges before earnings: is the AI rally real?

Tue Jul-21 20:21:32analyst65

Analysts have raised price targets for Meta ahead of its July 29 earnings report, citing optimism about its potential pivot into cloud computing alongside strong advertising margins.

META ▲ FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHNVDA · PRICEDrollingout.com ↗

Option Volatility And Earnings Report For July 20-24

Tue Jul-21 20:11:40earnings60

Tesla and Alphabet are scheduled to report quarterly earnings this week, with options markets pricing in significant price volatility for both stocks.

TSLA · PRICEDGOOGL · FRESHfinance.yahoo.com ↗

DLSS 5 Sheds Dual-GPU Stigma: Three AI Models, Per-Object Control Confirmed

Tue Jul-21 20:02:15product65

Nvidia confirmed at SIGGRAPH 2026 that its DLSS 5 technology will support per-object control with three AI models and run on single RTX 50-series GPUs, addressing previous community backlash regarding dual-GPU requirements.

NVDA ▲ PRICEDAMD · PRICEDwww.techtimes.com ↗

Databricks CEO said they are 'running out of GPUs everywhere' By Investing.com

Tue Jul-21 20:01:10other65

Databricks CEO stated the company is running out of GPU capacity due to surging demand, prompting a new funding round to acquire more hardware, which signals continued strong demand for Nvidia and peer AI chips.

NVDA ▲ PRICEDAMD ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ FRESHAMZN ▲ PRICEDwww.investing.com ↗

Apple (NASDAQ: AAPL) China AI Approval Validates Tim Cook's Capital-Light Partnership Strategy

Tue Jul-21 20:00:56regulatory75

China's Cyberspace Administration approved Apple Intelligence for launch in China following partnerships with Alibaba and Baidu, driving Apple shares to a record high.

AAPL ▲ FRESHMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · FRESHwww.foreignpolicyjournal.com ↗

Trump Says US Will Strike Iran's Pickaxe Mountain Nuclear Site 'Very Heavily'

Tue Jul-21 19:40:55regulatory65

President Trump announced imminent heavy U.S. military strikes on Iran's Pickaxe Mountain nuclear site, escalating geopolitical tensions that pose significant risk to global technology supply chains and market stability.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ PRICEDMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.theepochtimes.com ↗

VCF is Becoming Broadcom's Growth Engine: More Upside Ahead?

Tue Jul-21 19:40:13earnings65

Broadcom reported strong Infrastructure Software revenue growth driven by VMware Cloud Foundation demand and raised guidance for the segment, highlighting support for Nvidia and AMD hardware.

AVGO ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDfinance.yahoo.com ↗

Tesla is gearing up to open its terafab factory. Here's what to know

Tue Jul-21 19:30:55product75

Tesla is preparing to open its new Terafab chipmaking factory in Austin, Texas, to secure domestic production of AI logic and memory chips for its autonomous vehicle future.

TSLA ▲ PRICEDNVDA · PRICEDAMD · PRICEDMU · PRICEDTSM · PRICEDwww.thenewstribune.com ↗

Nvidia Vera CPU specs and benchmarks challenge AMD and Intel

Tue Jul-21 19:21:20product65

Nvidia released benchmark results showing its Vera CPU outperforms AMD's Epyc 9755 in SPEC CPU 2026 tests, challenging AMD's position in the server processor market.

NVDA ▲ PRICEDAMD ▼ PRICEDqz.com ↗

Nvidia Just Plowed Nearly $4 Billion Into a Company That's Reshaping the Cloud Industry, Increasing Its Stake by 18-Fold. Investors Should Be Paying Attention.

Tue Jul-21 19:13:25other65

Nvidia increased its stake in neocloud provider Nebius by over $3.8 billion, raising its ownership to approximately 9.3% to expand its AI infrastructure reach.

NVDA ▲ PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.fool.com ↗

SpaceX's Starship Struggles Expose Perils of Public Markets for Unproven Rocket Tech

Tue Jul-21 19:12:51other65

SpaceX shares have fallen significantly below their IPO price following a scrubbed Starship launch, raising investor concerns about the viability of its unproven rocket technology and financial losses.

TSLA ▼ PRICEDwww.webpronews.com ↗

Anthropic Borrows From SpaceX's Playbook to Fuel Claude's Rise Before a Looming IPO

Tue Jul-21 19:12:45partnership65

Anthropic is securing billions in credit lines ahead of a potential IPO and has partnered with SpaceX to access over 220,000 Nvidia GPUs for its AI infrastructure.

NVDA ▲ PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.webpronews.com ↗

Samsung, SK Hynix, Micron Chose AI Over PCs: Prices Up 400% - SAMSUNG ELECT LTD by Samsung Electronics Co

Tue Jul-21 19:11:57other65

Micron, Samsung, and SK Hynix are prioritizing high-margin AI memory production over conventional PC memory, causing DRAM prices to surge significantly.

MU ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDTSM · PRICEDSMCI · PRICEDwww.benzinga.com ↗

Tesla spins up robotaxi pilots in Orlando and Tampa ahead of Q2 earnings

Tue Jul-21 19:11:01product65

Tesla expanded its unsupervised robotaxi pilot program to Orlando and Tampa, Florida, just prior to its Q2 earnings report, signaling progress in autonomous deployment despite slower-than-promised scaling.

TSLA ▲ PRICEDtechcrunch.com ↗

Unfold the Future: Everything we know about Apple's first folding iPhone

Tue Jul-21 19:03:14product65

Apple is reportedly preparing to launch its first foldable iPhone, branded as iPhone Ultra, in September 2026 with a book-style design and Liquidmetal hinge technology.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHTSLA · PRICEDmacdailynews.com ↗

Tesla's Q2 preview: the numbers will beat, but will the narrative? By Investing.com

Tue Jul-21 19:01:02earnings85

Tesla is set to report Q2 2026 earnings with strong delivery numbers already confirmed, but investor focus remains on updates regarding AI, Robotaxi, and future growth narratives.

TSLA · PRICEDAAPL · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHNVDA · PRICEDMETA · FRESHwww.investing.com ↗

Almost 100 US soldiers injured in fresh Iranian strikes

Tue Jul-21 18:53:17other65

The Pentagon reported that nearly 100 US soldiers were injured in Iranian air strikes over the past two weeks, escalating geopolitical tensions.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ PRICEDMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.telegraph.co.uk ↗

US threatens sanctions against Chinese AI models over IP theft

Tue Jul-21 18:52:44regulatory65

The U.S. Treasury is threatening sanctions against Chinese AI companies for intellectual property theft, aiming to protect the competitive advantage of American AI firms.

MSFT ▲ FRESHGOOGL ▲ FRESHMETA ▲ FRESHAMZN ▲ FRESHNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDAAPL ▲ FRESHTSLA ▲ PRICEDfinance.yahoo.com ↗

Microsoft Expands Mistral Alliance to Boost European AI Push

Tue Jul-21 18:51:43partnership65

Microsoft is expanding its strategic alliance with Mistral AI through a multibillion-dollar investment to integrate Mistral's models into Azure and deploy Nvidia Vera Rubin GPUs in Europe.

MSFT ▲ FRESHNVDA ▲ PRICEDfinance.yahoo.com ↗

Iran Claims It 'Destroyed' Amazon's Central Data Infrastructure In Bahrain

Tue Jul-21 18:50:49other85

Iranian state media claims to have destroyed Amazon's central data infrastructure in Bahrain with cruise missiles, though Amazon has not confirmed damage and Bahraini authorities report intercepting strikes.

AMZN ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAAPL ▼ FRESHNVDA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDgizmodo.com ↗

Apple Overtakes Nvidia as Top Company - Technology Org

Tue Jul-21 18:41:48other65

Apple briefly overtook Nvidia as the world's most valuable company during Friday trading, driven by investor preference for Apple's lighter AI spending and an HSBC upgrade, while Nvidia shares slipped.

AAPL ▲ FRESHNVDA ▼ PRICEDwww.technology.org ↗

AMD Stock Jumps 8% Ahead of Advancing AI Event as Microsoft Partnership Expansion Fuels Rally

Tue Jul-21 18:41:31partnership75

AMD shares rose 8% following the announcement of an expanded partnership with Microsoft to deploy AMD Helios Rackscale Solutions and EPYC CPUs on the Azure cloud platform.

AMD ▲ PRICEDMSFT ▲ FRESHNVDA ▼ PRICEDTSM ▲ PRICEDwww.ibtimes.com.au ↗

Google Launches Gemini 3.6 Flash and New Lightweight AI Models, Delays Gemini 3.5 Pro Amid Coding Challenges

Tue Jul-21 18:31:39product65

Alphabet launched three new lightweight Gemini AI models to reduce costs but delayed its flagship Gemini 3.5 Pro model due to coding performance issues.

GOOGL ▼ FRESHMSFT ▲ FRESHMETA ▲ FRESHAMZN ▲ FRESHNVDA · PRICEDinfotechlead.com ↗