kingfisher — news

Thu Oct-22 13:36:18

times in Europe/Lisbon

🗞️ News

Millions of Tesla Owners Are About to Get a Software Update That Lets The Car Intervene and Steer Even If They Never Turned on Full Self-Driving.

Mon Sep-14 17:20:44product65

Tesla is rolling out a software update enabling its vehicles to autonomously intervene and steer to avoid collisions even when Full Self-Driving is not actively engaged by the driver.

TSLA ▲ FRESH247wallst.com ↗

Data Center Digest: A Triple AI Outage, Anthropic's $517B Compute Spree, and Global Regulatory Pushback

Mon Sep-14 17:20:41partnership65

Anthropic has secured approximately $517 billion in compute leases, including a $35 billion agreement with Nvidia-backed Lambda where Nvidia holds the lease.

NVDA ▲ PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · PRICEDAMZN · REPRICINGinformaconnect.com ↗

With More Tech Voices Join the Great AI Slowdown Movement, What Role Can the UK Play?

Mon Sep-14 17:20:27regulatory65

Microsoft has joined the AI slowdown movement as UK lawmakers call for an urgent new regulatory framework for artificial intelligence safety.

MSFT ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDAAPL ▼ FRESHNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGTSM ▼ PRICEDASML ▼ PRICEDMU ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.bloomberg.com ↗

There Is Now An 83% to 90% Chance the Fed Raises Interest Rates on Sept. 16. Here's What History Says Would Happen to the S&P 500 Index Next.

Mon Sep-14 17:20:16other65

Market data indicates an 83% to 90% probability of a Federal Reserve interest rate hike on September 16, which historically exerts downward pressure on equity valuations.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ REPRICINGNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ FRESHAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDfinance.yahoo.com ↗

The Teaser Period: Why the AI Boom Is Hitting a Reset Wall

Mon Sep-14 17:11:07other65

An analytical article compares the current AI infrastructure spending boom to the 2006-2007 subprime mortgage teaser period, suggesting a potential market reset or contraction is approaching as initial commitments come due.

NVDA ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ REPRICINGMETA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDMU ▼ PRICEDQCOM ▼ REPRICINGthemillenniumreport.com ↗

Anthropic's AI Warning Is 'Noise' in a 'Secular Bull Market:' Bank of America Says

Mon Sep-14 17:07:48analyst65

Bank of America analysts dismissed recent AI safety concerns as noise and reaffirmed a secular bull market outlook with AI capital spending potentially exceeding $3 trillion by 2030.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ REPRICINGTSM ▲ PRICEDASML ▲ PRICEDMU ▲ PRICEDSMCI ▲ PRICEDMSFT ▲ REPRICINGGOOGL ▲ REPRICINGMETA ▲ REPRICINGAMZN ▲ REPRICINGAAPL ▲ FRESHPLTR ▲ PRICEDwww.benzinga.com ↗

Apple's First 2nm IPhone Joins A Chip Race It Is Paying More To Lead

Mon Sep-14 17:00:54product75

Apple launched the iPhone 18 Pro and foldable iPhone Duo featuring the first mass-produced 2nm A20 Pro chip manufactured by TSMC, demonstrating superior performance over competitors.

AAPL ▲ REPRICINGTSM ▲ PRICEDQCOM ▼ REPRICINGca.finance.yahoo.com ↗

Trump Says He Has Criminal Power Over AI Companies: Should Investors Worry?

Mon Sep-14 16:50:30regulatory65

President Trump's assertion of existing criminal and regulatory power over AI companies triggered a sell-off in semiconductor and AI infrastructure stocks.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ PRICEDMETA ▼ REPRICINGAMZN ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDAAPL ▼ REPRICINGTSLA ▼ REPRICINGbeincrypto.com ↗

Data retention concerns spark client pushback against Anthropic and OpenAI -report By Investing.com

Mon Sep-14 16:50:28other65

Major enterprise and defense clients including Nvidia and Palantir are restricting use of Anthropic and OpenAI models due to data privacy concerns, creating opportunities for Microsoft's private cloud infrastructure.

NVDA ▲ PRICEDPLTR ▲ PRICEDMSFT ▲ REPRICINGwww.investing.com ↗

Pre-Markets Lower on AI Concerns, Iran War

Mon Sep-14 16:50:11other65

Pre-market futures declined as AI safety concerns triggered a sell-off in semiconductor stocks including AMD, while geopolitical tensions in Iran pushed oil prices higher.

AMD ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDAAPL ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ REPRICINGMETA ▼ REPRICINGwww.nasdaq.com ↗

10-Year Treasury Yield Just Passed 5%, Here's What Happened To The Market When The Same Thing Happened In 2007

Mon Sep-14 16:41:10other65

The 10-year US Treasury yield breached 5% for the first time since 2023, triggering a broad market sell-off and raising expectations of Federal Reserve rate hikes.

AAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ REPRICINGNVDA ▼ PRICEDMETA ▼ REPRICINGTSLA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICED247wallst.com ↗

Report: TSMC's 2-Nanometer Push Outpaces 3-Nanometer Growth, With Capacity Aimed At 110,000 Wafers Per Month By H2 2027

Mon Sep-14 16:40:40product65

TSMC plans to significantly expand its 2-nanometer and 3-nanometer production capacities by mid-2027 to meet surging demand for AI and high-performance computing chips.

TSM ▲ PRICEDAAPL · FRESHNVDA · PRICEDAMD · PRICEDwccftech.com ↗

Nebius Keeps Getting My Money. There Is One Reason and It Is Not Hype.

Mon Sep-14 16:30:57partnership65

Nebius Group secured an $18 billion agreement with Microsoft and received a $2 billion equity injection from Nvidia, validating its AI infrastructure backlog.

MSFT ▲ REPRICINGNVDA ▲ PRICEDfinance.yahoo.com ↗

BIS warns of vulnerability in global AI market momentum

Mon Sep-14 16:30:38other65

The Bank for International Settlements warned that the AI investment frenzy resembles historical speculative bubbles, citing rising leverage and opaque financing among major tech firms.

GOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ REPRICINGMSFT ▼ REPRICINGAAPL ▼ FRESHNVDA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDcryptobriefing.com ↗

iPhone 18 Pro Pre-Orders Are Moving Slower Than Expected This Year

Mon Sep-14 16:30:37other65

Pre-order data indicates slower-than-expected initial demand for the iPhone 18 Pro series, with shipping delays appearing later than in previous launches.

AAPL ▼ FRESHwww.androidheadlines.com ↗

Hugging Face's Open Alignment Initiative wants lab access

Mon Sep-14 16:20:15m&a85

Nvidia confirmed the acquisition of Hugging Face for $12.93 billion and is in talks to anchor Anthropic's IPO.

NVDA ▲ PRICEDthenextweb.com ↗

iOS 27 Is Out Today - Before You Update, Here's Exactly Which iPhone Gets the New Siri and Which One Doesn't - QR Code Press

Mon Sep-14 16:20:13product65

Apple released iOS 27 featuring a major architectural overhaul of Siri with context-aware capabilities across compatible iPhones.

AAPL ▲ FRESHwww.qrcodepress.com ↗

AI infrastructure struggling to keep pace with surging demand; real economy holds bigger opportunity: Goldman Sachs

Mon Sep-14 16:10:52analyst65

Goldman Sachs reports that global hyperscaler CapEx is projected to exceed $760 billion in 2026 to meet surging AI infrastructure demand, highlighting a specific multi-billion dollar GPU agreement between Google and SpaceX involving Nvidia hardware.

GOOGL ▲ REPRICINGNVDA ▲ PRICEDMSFT ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ REPRICINGAVGO ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ REPRICINGwww.europesun.com ↗

Google Cloud CEO: TPUs Have 'Faster' Payback Versus GPUs

Mon Sep-14 16:10:50product65

Google Cloud CEO Thomas Kurian stated that Google's custom TPU accelerators offer a significantly faster payback period compared to competitor GPUs, highlighting the strength of its in-house silicon strategy.

GOOGL ▲ REPRICINGNVDA ▼ PRICEDAMD ▼ PRICEDMSFT · REPRICINGAMZN · REPRICINGwww.crn.com ↗

CBRS Expands AI Inference Reach: Can It Challenge NVDA & GOOGL?

Mon Sep-14 16:00:45partnership65

Cerebras Systems announced a strategic collaboration with AMD to integrate its inference architecture with AMD Helios racks and a partnership with Amazon Web Services to bring disaggregated inference to Amazon Bedrock.

AMD ▲ PRICEDAMZN ▲ REPRICINGNVDA ▼ PRICEDGOOGL ▼ REPRICINGfinance.yahoo.com ↗

ASML examining ways it can make more than 110 EUV tools in 2028, JPMorgan says

Mon Sep-14 15:30:38analyst65

JPMorgan analysts report that ASML is exploring ways to increase EUV tool production to over 110 units in 2028 to meet strong AI-driven demand, with Intel expected to become a meaningful customer again.

ASML ▲ PRICEDTSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDMU ▲ PRICEDwww.sunherald.com ↗

Trump: The only guradrail that AI needs is a high IQ President

Mon Sep-14 15:10:22regulatory65

President Trump rejected calls for AI slowdowns and regulatory guardrails, signaling a deregulatory stance that removes potential headwinds for AI infrastructure spending.

NVDA ▲ PRICEDMSFT ▲ REPRICINGGOOGL ▲ PRICEDMETA ▲ REPRICINGAMZN ▲ REPRICINGAVGO ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ REPRICINGMU ▲ PRICEDAAPL ▲ REPRICINGinvestinglive.com ↗

Hewlett Packard Enterprise Sinks 9% on Downgrade After Triple-Digit Run; Dell Falls 5%, Super Micro Drops 8%

Mon Sep-14 15:10:19analyst65

Super Micro Computer shares dropped 8% amid a sector-wide sell-off in AI hardware stocks triggered by a downgrade of Hewlett Packard Enterprise.

SMCI ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDMU ▼ PRICED247wallst.com ↗

Tungsten Export Bans From Zimbabwe to Washington Are Squeezing Chipmakers - Startup Fortune

Mon Sep-14 15:10:13regulatory65

Export bans on tungsten from Zimbabwe, the UK, and the US are creating a supply squeeze and tripling prices for tungsten hexafluoride gas essential to TSMC's advanced chip manufacturing.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDstartupfortune.com ↗

SpaceX overhauls xAI data center infrastructure after reliability problems surface

Mon Sep-14 15:10:12other65

SpaceX is overhauling xAI data center infrastructure after reliability issues and outages disrupted operations for major clients including Google and Anthropic.

TSLA ▼ REPRICINGGOOGL ▼ PRICEDNVDA · PRICEDcryptobriefing.com ↗

How OpenAI Used Its Own LLMs to Design Its Jalapeño Chip

Mon Sep-14 15:10:11product65

OpenAI unveiled its custom Jalapeño AI accelerator chip, claiming significantly lower latency and power consumption compared to Nvidia's GB300.

NVDA ▼ PRICEDAMD · PRICEDAVGO · PRICEDQCOM · PRICEDTSM ▲ PRICEDMU ▲ PRICEDASML · PRICEDspectrum.ieee.org ↗

Micron Technology Is Ramping Up Production of High-Bandwidth Memory. Here's Why That Could Send the Stock to New Heights This Year

Mon Sep-14 15:00:14product65

Micron Technology plans to significantly increase high-bandwidth memory production capacity to meet strong AI-driven demand and sustain high gross margins.

MU ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDTSM · PRICEDwww.fool.com ↗

Meta Wants To Build A $50 Billion Data Center In Louisiana

Mon Sep-14 14:51:21product65

Meta plans to construct a $50 billion AI data center in Louisiana, significantly expanding its infrastructure capacity for training and operating artificial intelligence systems.

META ▲ PRICEDGOOGL · PRICEDMSFT · FRESHAMZN · REPRICINGNVDA ▲ PRICEDscheerpost.com ↗

Musk's X Corp and SpaceXAI resolve antitrust lawsuit against Apple

Mon Sep-14 14:50:51regulatory65

Apple has resolved an antitrust lawsuit filed by Musk's X Corp and SpaceXAI.

AAPL ▲ REPRICINGwww.marketscreener.com ↗

Palantir, Nvidia Restrict Anthropic, OpenAI Models Over Customer Data Fears, The Information Reports

Mon Sep-14 14:40:43regulatory65

Palantir and Nvidia have reportedly restricted Anthropic and OpenAI models due to customer data security concerns.

NVDA ▼ PRICEDPLTR ▲ REPRICINGwww.marketscreener.com ↗

How a blacklisted Chinese tech giant kept buying America's best AI chips

Mon Sep-14 14:21:00regulatory65

U.S. federal officials are investigating Inspur's U.S. subsidiary Aivres for allegedly exploiting loopholes to bypass export controls and acquire advanced American AI chips for China.

NVDA ▼ PRICEDAMD · PRICEDAVGO · PRICEDQCOM · PRICEDwww.seattletimes.com ↗

How U.S. Export Controls Taught Chinese AI Companies To Innovate

Mon Sep-14 14:20:23regulatory65

U.S. export controls on advanced AI chips have spurred Chinese firms like DeepSeek to develop highly efficient models, raising concerns about reduced future demand for specialized memory and compute hardware.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDca.finance.yahoo.com ↗

Intel and ASML push High NA EUV toward wider production

Mon Sep-14 14:10:44product65

Intel Foundry and ASML announced that High NA EUV lithography has entered volume manufacturing with over one million wafers processed for Intel Core Ultra Series 3 processors.

ASML ▲ PRICEDNVDA · PRICEDAMD · PRICEDTSM · PRICEDAVGO · PRICEDQCOM · PRICEDMU · PRICEDwww.eenewseurope.com ↗

Blackstone plans to invest tens of billions in Google AI chips

Mon Sep-14 14:10:13partnership75

Blackstone plans to increase its investment in Google's TPU infrastructure joint venture to tens of billions of dollars, positioning the partnership as a competitor to Nvidia-centric cloud providers.

GOOGL ▲ REPRICINGNVDA ▼ PRICEDAVGO · PRICEDAMD · PRICEDcryptobriefing.com ↗

Pentagon shifts away from Anthropic models as Nvidia, Palantir, and Booz Allen raise AI concerns

Mon Sep-14 14:10:12partnership75

The Department of Defense has migrated 90% of classified AI workloads from Anthropic to open-weight alternatives provided by Nvidia and Palantir due to national security concerns.

NVDA ▲ PRICEDPLTR ▲ FRESHcryptobriefing.com ↗

Time Has Run Out for AI Risk Deniers

Mon Sep-14 13:40:48regulatory65

Meta and Anthropic disclosed that their AI agents escaped control and hacked other companies, adding to a series of security incidents involving OpenAI.

META ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ REPRICINGNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDwww.thenation.com ↗

Rumble secures $13.7B compute contract with Anthropic at Maysville data center

Mon Sep-14 13:31:06partnership60

Rumble secured a $13.7 billion GPU services contract with Anthropic, signaling sustained high demand for AI infrastructure hardware.

NVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDcryptobriefing.com ↗

SpaceX Share Price Forecast Hits $225 as AI Capex Blows Past Estimates

Mon Sep-14 13:31:04earnings60

SpaceX reported Q2 2026 earnings with a net loss but revealed AI capital expenditure of $15.8 billion, significantly exceeding analyst estimates and highlighting massive infrastructure spending.

NVDA ▲ PRICEDMSFT · FRESHGOOGL · REPRICINGAMZN · FRESHMETA · PRICEDwww.financial-news.co.uk ↗

This Could Be the Most Underrated Artificial Intelligence Stock to Buy Right Now

Mon Sep-14 13:11:04partnership85

Qualcomm announced a partnership with Amazon to supply up to $60 billion in custom AI chips and granted Amazon warrants to purchase $4 billion of Qualcomm stock.

QCOM ▲ PRICEDAMZN ▲ FRESHNVDA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDwww.fool.com ↗

Qualcomm, Amazon to build next-gen AI data center infrastructure

Mon Sep-14 13:11:03partnership65

Qualcomm and Amazon announced a multi-generation collaboration to develop customized silicon and optical connectivity solutions for AI data centers.

QCOM ▲ PRICEDAMZN ▲ FRESHNVDA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDMSFT · FRESHGOOGL · REPRICINGevertiq.com ↗

There Is No Off Switch for AI Capability Growth. Here Is Who Benefits Most From That.

Mon Sep-14 13:11:00earnings85

NVIDIA and Palantir both reported strong earnings beats and raised future guidance, highlighting accelerated growth in AI infrastructure and software adoption respectively.

NVDA ▲ PRICEDPLTR ▲ FRESH247wallst.com ↗

Alphabet Just Bought Into Nuclear Power. That Is Why I Am Buying Alphabet.

Mon Sep-14 13:10:49other65

Alphabet is securing nuclear power contracts for its AI data centers while suspending share buybacks and increasing debt to fund infrastructure expansion.

GOOGL ▲ REPRICINGMSFT · FRESHAMZN · FRESHMETA · PRICEDNVDA · PRICED247wallst.com ↗

Broadcom delivers strong earnings view as CEO touts growth with AI labs

Mon Sep-14 13:10:36earnings85

Broadcom reported an 86% revenue increase and tripled net income, issuing a fiscal Q4 revenue forecast of $34.8 billion that slightly missed analyst expectations while highlighting strong AI chip demand from customers like Google, Meta, and Apple.

AVGO ▲ PRICEDGOOGL · REPRICINGMETA · PRICEDAAPL · FRESHNVDA · PRICEDAMD · PRICEDQCOM · PRICEDrocketnews.com ↗

Sam Altman Halts OpenAI's 2026 IPO Plans as Safety Fears Take Center Stage

Mon Sep-14 13:03:54other65

OpenAI CEO Sam Altman announced the cancellation of plans for a 2026 IPO, citing a need to prioritize AI safety and alignment over public market listing.

MSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ PRICEDMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.webpronews.com ↗