kingfisher — news

Thu Oct-22 12:39:13

times in Europe/Lisbon

🗞️ News

A hidden feature suggests Apple might let you replace Siri with Claude or ChatGPT in iPhone and macOS

Tue Sep-15 13:03:12product65

Reports indicate Apple's new Siri architecture includes an Extensions Framework allowing users to set third-party AI models like Claude as the default backend for iOS and macOS.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHwww.techspot.com ↗

Micron vs Nvidia Stock: $1,540 vs $330, Which Returns More?

Tue Sep-15 13:02:59analyst65

An analysis highlights Micron's superior gross margins and free cash flow relative to Nvidia, citing Nvidia's massive prepayments for memory supply as a driver of Micron's profitability.

MU ▲ REPRICINGNVDA · FRESHAMD · FRESHQCOM · FRESHfinancefeeds.com ↗

AMD Is Eating Intel's Lunch

Tue Sep-15 13:02:54earnings65

AMD reported a 107% year-over-year increase in Data Center revenue driven by EPYC and Instinct demand, significantly outperforming Intel which posted a GAAP loss despite server growth.

AMD ▲ FRESHNVDA · FRESHfinance.yahoo.com ↗

Amazon's AWS is unable to restore access to Bahrain, one UAE cloud data zone after war damage

Tue Sep-15 13:02:48other85

Amazon Web Services confirmed it cannot restore access to cloud facilities in Bahrain and the UAE due to war-related infrastructure damage that exceeded design specifications.

AMZN ▼ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHwww.reuters.com ↗

NVIDIA Is Buying the Distribution Layer of AI

Tue Sep-15 13:02:22m&a95

NVIDIA has agreed to acquire AI model platform Hugging Face for approximately $12.9 billion to integrate software distribution with its hardware infrastructure.

NVDA ▲ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAMD ▼ FRESHAVGO · FRESHwww.arcweb.com ↗

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says By Investing.com

Tue Sep-15 13:02:03analyst65

Lynx Equities Strategies analyst KC Rajkumar argues the AI semiconductor sell-off is overblown, citing supply-chain checks that show no slowdown in GPU demand or hardware rollouts despite Anthropic CEO's comments.

NVDA ▲ FRESHTSM ▲ FRESHMU ▲ REPRICINGAMD ▲ FRESHAVGO ▲ FRESHQCOM ▲ FRESHASML ▲ PRICEDSMCI ▲ FRESHwww.investing.com ↗

Apple's $1,999 Duo Could Soon Beat Samsung at Its Own Game

Tue Sep-15 13:01:57product65

Bloomberg analyst Mark Gurman predicts Apple's new $1,999 iPhone Duo foldable will become the market-leading phone form-factor within a decade due to superior software and build quality.

AAPL ▲ FRESHphandroid.com ↗

Anthropic's $2T IPO remains on track amid AI race

Tue Sep-15 13:01:53m&a85

Anthropic is proceeding with a $2 trillion IPO filing for mid-October 2026, with Amazon as its largest investor and Nvidia negotiating a $10 billion anchor investment.

AMZN ▲ FRESHNVDA ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHcryptobriefing.com ↗

Samsung Could Be Building Some of Qualcomm's Snapdragon 8 Elite Gen 6 Chips After All

Tue Sep-15 13:01:51partnership65

Qualcomm is reportedly in talks with Samsung to produce Snapdragon 8 Elite Gen 6 chips, potentially diversifying its supply chain away from exclusive reliance on TSMC.

QCOM ▲ FRESHTSM ▼ FRESHwww.androidheadlines.com ↗

Palantir Technologies CEO highlights AI sovereignty as key opportunity

Tue Sep-15 13:01:09earnings85

Palantir reported Q2 2026 revenue of $1.9 billion, a 93% year-over-year increase, driven by its AI sovereignty strategy, causing the stock to surge approximately 30%.

PLTR ▲ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHcryptobriefing.com ↗

After 'AI will kill us all warnings', Anthropic CEO Dario Amodei may have just 'blamed' Mark Zuckerberg and Jensen Huang for lying about ...

Tue Sep-15 13:00:56regulatory65

Anthropic CEO Dario Amodei accused Meta and Nvidia leadership of misleading the public about AI safety risks, intensifying regulatory scrutiny concerns for the sector.

META ▼ FRESHNVDA ▼ FRESHMSFT · FRESHGOOGL · FRESHAMD ▼ FRESHAVGO ▼ FRESHTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ FRESHPLTR ▼ REPRICINGQCOM ▼ FRESHMU ▼ REPRICINGtimesofindia.indiatimes.com ↗

AI Fears Hammer Chip Stocks, but Broadcom CEO Says Demand Isn’t Cracking

Tue Sep-15 13:00:49guidance65

Broadcom CEO Hock Tan reaffirmed strong long-term AI demand and raised revenue forecasts to $115 billion for fiscal 2027, countering market fears triggered by calls to slow AI development.

AVGO ▲ FRESHNVDA · FRESHAMD · FRESHQCOM · FRESHMU · REPRICINGTSM · FRESHASML · PRICEDSMCI · FRESHwww.benzinga.com ↗

Waymo Expands Robotaxi Battle to Las Vegas — Alphabet-Backed Service Plans Unsupervised Tokyo Launch in 2027, Taking on Uber

Tue Sep-15 13:00:39product65

Alphabet's Waymo announced the expansion of its autonomous robotaxi service to Las Vegas and a planned unsupervised launch in Tokyo for 2027.

GOOGL ▲ FRESHTSLA ▼ FRESHwww.benzinga.com ↗

Elon Musk Fuels Tesla-SpaceX Merger Talks Again, Says, 'Imagine What Action One Might Take…’

Tue Sep-15 13:00:36m&a85

Elon Musk fueled speculation of a potential merger between Tesla and SpaceX by highlighting their deep collaboration and referencing compensation terms tied to such an event.

TSLA ▲ FRESHwww.benzinga.com ↗

SMCI Stock Faces Crucial Test After Earnings Reversal

Mon Sep-14 21:20:27earnings85

Super Micro Computer shares fell over 7% despite beating EPS estimates and raising guidance, as revenue missed expectations and broader semiconductor weakness weighed on the stock.

SMCI ▼ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDTSM · PRICEDMU · PRICEDblockonomi.com ↗

Jensen Huang puts Trump on speakerphone onstage to announce robots won't take over the world

Mon Sep-14 21:10:28regulatory65

President Trump publicly dismissed AI safety concerns as a hoax during a call with Nvidia CEO Jensen Huang, signaling a deregulatory stance that supports continued AI infrastructure investment.

NVDA ▲ PRICEDAMD ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDMETA ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDPLTR ▲ PRICEDwww.theverge.com ↗

Microsoft proposes limits on AI development in draft code

Mon Sep-14 21:10:22regulatory65

Microsoft has proposed a draft code of conduct for AI development that includes restrictions on model behavior and advocates for deliberate pacing in AI advancement.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · PRICEDNVDA ▼ PRICEDAMD · PRICEDAVGO · PRICEDQCOM · FRESHMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDwww.proactiveinvestors.com ↗

Iowa to pay out $25 million to teen Instagram users in Meta settlement

Mon Sep-14 21:00:23regulatory85

Meta has agreed to a $16.7 billion settlement with state attorneys general over child safety concerns, with Iowa allocating $25 million to compensate teen Instagram users.

META ▼ PRICEDeu.desmoinesregister.com ↗

Elon Musk Says Optimus Will Ship to Customers in 2027. Here's How Much Revenue That Could Actually Generate.

Mon Sep-14 21:00:13product65

Elon Musk confirmed that Tesla plans to begin shipping commercial Optimus humanoid robots in 2027, with production targets potentially reaching one million units.

TSLA ▲ REPRICINGwww.fool.com ↗

CoreWeave's $2B Nvidia partnership could lift GPU maker's stock as AI infrastructure race heats up

Mon Sep-14 20:40:30partnership65

Nvidia invested $2 billion to become CoreWeave's second-largest shareholder and secured access to 5 gigawatts of AI data center capacity by 2030.

NVDA ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · REPRICINGMETA · PRICEDAVGO · PRICEDAMD · PRICEDSMCI · PRICEDcryptobriefing.com ↗

AI wind-down risks: the stocks most exposed if frontier labs pull back By Investing.com

Mon Sep-14 20:30:29other85

Major AI leaders including Anthropic, OpenAI, and Google DeepMind have endorsed a call to slow AI model development, triggering a market repricing of AI infrastructure stocks with NVIDIA identified as highly exposed.

NVDA ▼ PRICEDAMD ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ REPRICINGAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.investing.com ↗

NVIDIA vs. Oracle: Which AI Stock Is the Better Buy After Earnings?

Mon Sep-14 20:20:30earnings85

NVIDIA reported fiscal Q2 2027 revenue of $96.2 billion, a 106% year-over-year increase, and provided strong guidance for the next quarter driven by Data Center demand.

NVDA ▲ PRICEDfinance.yahoo.com ↗

ASML extends chipmaking dominance as customers embrace High NA

Mon Sep-14 19:50:35product75

ASML reports that its existing EUV machines are sold out through 2027 and customers including TSMC have committed to adopting its next-generation High NA tools, signaling sustained demand for advanced chipmaking equipment.

ASML ▲ PRICEDTSM · PRICEDNVDA ▲ PRICEDAAPL ▲ FRESHeconomictimes.indiatimes.com ↗

Meta Gains - But Its 12-Point Margin Slide Still Demands Answers

Mon Sep-14 19:50:29earnings65

Meta Platforms reported a 12 percentage point decline in operating margin to 31% despite 28% revenue growth, as expenses surged 55% driven by AI infrastructure spending.

META ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDAMZN · FRESHfinance.yahoo.com ↗

Anthropic tells investors it will be profitable for second straight quarter

Mon Sep-14 19:50:26earnings65

Anthropic reported positive adjusted operating income for the second consecutive quarter and high gross margins ahead of its planned IPO, highlighting its distribution partnership with Amazon.

AMZN ▲ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDNVDA · PRICEDwww.irishtimes.com ↗

Mollusk megadeath

Mon Sep-14 19:40:13earnings65

TSMC's foundry market share rose to 72.5% in Q2 with 12% sequential revenue growth driven by strong AI and smartphone chip demand.

TSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAAPL ▲ FRESHQCOM ▲ FRESHAVGO ▲ PRICEDwww.taipeitimes.com ↗

ASML Drops 5.4% as Customers Prepare for $400 Million Machines

Mon Sep-14 19:30:45product65

ASML shares declined 5.4% as customers like TSMC and memory manufacturers delay adoption of its $400 million High-NA EUV machines until 2030 and 2028 respectively.

ASML ▼ PRICEDTSM · PRICEDMU · PRICEDca.finance.yahoo.com ↗

Elon Musk sends strong signal for SpaceX, Nvidia stocks

Mon Sep-14 19:30:31product65

Elon Musk confirmed that SpaceX plans to launch Nvidia's Vera Rubin AI architecture into orbit, signaling a significant expansion of their partnership and new market potential for Nvidia hardware.

NVDA ▲ PRICEDwww.star-telegram.com ↗

Apple reveals 2026 iPhone event date with brand's first foldable phone rumoured

Mon Sep-14 19:30:23product65

Apple announced its September 9 event where it is expected to unveil the iPhone 18 Pro and potentially its first foldable iPhone under new CEO John Ternus.

AAPL ▲ FRESHGOOGL · PRICEDMSFT · PRICEDwww.thesun.co.uk ↗

NVIDIA's Transformer Engine Boosts MoE Training in JAX by 10x

Mon Sep-14 19:30:13product65

NVIDIA announced optimizations to its Transformer Engine that claim to accelerate Mixture-of-Experts model training in JAX by 10x.

NVDA ▲ PRICEDAMD ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · PRICEDAMZN · FRESHAVGO · PRICEDQCOM · FRESHTSM ▲ PRICEDMU ▲ PRICEDASML · PRICEDSMCI ▲ PRICEDPLTR · PRICEDblockchain.news ↗

Did You Pay For Palantir's Guidance Or For Something Else?

Mon Sep-14 19:20:36guidance85

Palantir raised its 2026 revenue, adjusted operating income, and free cash flow guidance, driving a significant stock price increase that exceeded the valuation impact of the revenue raise alone.

PLTR ▲ PRICEDwww.trefis.com ↗

NVIDIA Vera Rubin Production, Liquid Cooling Explained

Mon Sep-14 19:20:35product75

NVIDIA confirmed that its next-generation Vera Rubin AI architecture has entered production, featuring rack-level liquid cooling to manage thermal demands.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO · PRICEDSMCI ▲ PRICEDTSM ▲ PRICEDMU ▲ PRICEDASML · PRICEDtechnosports.co.in ↗

EU is set to propose ban on social media and AI chatbots for under-15s

Mon Sep-14 19:20:32regulatory65

The European Union is set to propose a ban on social media and AI chatbots for users under the age of 15, which would directly impact Meta's core advertising and user engagement metrics in its second-largest geographic market.

META ▼ PRICEDwww.marketscreener.com ↗

Bank of Japan September Hike Arrives With Fed: Yen Carry Trade Alert for Tech Investors

Mon Sep-14 19:11:09other65

The simultaneous interest rate hikes by the Federal Reserve and Bank of Japan are compressing the yen carry trade spread, creating significant liquidity risks for leveraged positions in AI and technology equities.

NVDA ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ PRICEDPLTR ▼ PRICEDwww.techtimes.com ↗

Apple Releases iOS 27, iPadOS 27, macOS 27, and watchOS 27

Mon Sep-14 19:00:25product65

Apple released iOS 27 and other operating system updates featuring the rollout of its new context-aware Siri AI assistant, though availability is restricted in the EU.

AAPL ▲ FRESHGOOGL · PRICEDMSFT · PRICEDMETA · PRICEDwww.thurrott.com ↗

Nvidia Mulls $10B Role in Anthropic's Mega IPO

Mon Sep-14 18:50:45m&a85

Nvidia is negotiating a $10 billion anchor investment in Anthropic's potential record-breaking IPO, reinforcing existing infrastructure and compute agreements involving Microsoft Azure.

NVDA ▲ PRICEDMSFT ▲ PRICEDinvestingnews.com ↗

Micron Drops Nearly 6% as Its $50 Billion Forecast Meets AI Spending Doubts

Mon Sep-14 18:50:26guidance75

Micron Technology shares fell nearly 6% as investors expressed skepticism regarding the company's $50 billion revenue forecast amid broader concerns about slowing AI infrastructure spending.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDSMCI ▼ PRICEDAVGO ▼ PRICEDca.finance.yahoo.com ↗

Meta stock defies the selloff hitting other AI names today

Mon Sep-14 18:30:49analyst65

Goldman Sachs reiterated a Buy rating on Meta following the settlement of minor-related litigation and the launch of its Muse AI product, driving shares higher despite a broader tech sector selloff triggered by AI safety warnings.

META ▲ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDAVGO ▼ PRICEDAAPL ▼ FRESHAMZN ▼ FRESHTSLA ▼ FRESHrollingout.com ↗

Market Indexes Drop as Chip Stocks Take the Weekend's News Badly

Mon Sep-14 18:10:46other65

Semiconductor stocks including Nvidia and Micron declined following calls from AI leaders to slow model development, while software giants Microsoft and Alphabet rose on perceived relative safety.

NVDA ▼ PRICEDMU ▼ PRICEDAMD ▼ PRICEDQCOM ▼ FRESHTSM ▼ PRICEDAVGO ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDMETA · PRICEDAAPL · FRESHAMZN · FRESHPLTR · PRICEDwww.fool.com ↗

Nasdaq Index: 10-Year Backs Off 5%, but AI Trade Remains Broken

Mon Sep-14 18:00:54other65

The Nasdaq and semiconductor stocks declined as the 10-year Treasury yield approached 5%, exacerbating a sell-off in AI-related equities despite a minor intraday bounce.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL · FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · REPRICINGMETA · PRICEDPLTR · PRICEDwww.fxempire.com ↗

Trump spoils his own 'sweet spot' for being tough on China

Mon Sep-14 18:00:47regulatory65

President Trump reversed previous export controls to allow Nvidia to sell H200 processors to China and argued against domestic AI regulation, citing competitive concerns.

NVDA ▲ PRICEDAMD ▲ PRICEDQCOM ▲ REPRICINGAVGO ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDMU ▲ PRICEDSMCI ▲ PRICEDwww.alternet.org ↗

'Crazy days' and 'silly season' in the stock market raise the prospect of a 'late-stage' AI bubble finally popping | Fortune

Mon Sep-14 17:50:43analyst65

Capital Economics warns that the AI trade is a late-stage bubble likely to cause a significant market correction, citing extreme recent volatility in major tech stocks.

MSFT ▼ PRICEDAAPL ▼ FRESHAMZN ▼ FRESHMETA ▼ PRICEDGOOGL ▼ PRICEDNVDA ▼ PRICEDTSLA ▼ FRESHAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDfortune.com ↗

Whoever Spends Smarter Wins the Microsoft-Alphabet Cloud Fight. Here Is Who Is Ahead.

Mon Sep-14 17:50:27earnings65

Microsoft and Alphabet reported strong cloud earnings with diverging capital expenditure strategies, highlighting Microsoft's disciplined monetization versus Alphabet's aggressive debt-funded growth.

MSFT ▲ PRICEDGOOGL · PRICEDAMZN ▲ FRESHMETA ▲ PRICED247wallst.com ↗

Alphabet's Waymo Launches Fully Autonomous Public Rides in Las Vegas

Mon Sep-14 17:50:27product65

Alphabet's Waymo has launched fully autonomous public rides in Las Vegas, marking a significant milestone in its self-driving technology deployment.

GOOGL ▲ PRICEDTSLA ▼ FRESHMETA · PRICEDMSFT · PRICEDAAPL · FRESHNVDA · PRICEDwww.marketscreener.com ↗

Stock Market Midday, Sept. 14: Tech Stocks Slide on Dire AI Warnings, Micron Drops 5%

Mon Sep-14 17:50:24other65

Micron Technology shares dropped over 5% amid broader tech sector weakness driven by AI safety warnings from industry leaders, while Meta rose on a Goldman Sachs upgrade.

MU ▼ PRICEDNVDA ▼ PRICEDMETA ▲ PRICEDAMD ▼ PRICEDGOOGL ▼ PRICEDMSFT ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDfinance.yahoo.com ↗

Nvidia's Customer Concentration Problem: CFO Says 'We Get Paid Twice'

Mon Sep-14 17:32:52earnings65

Nvidia CFO Colette Kress highlighted a new 'neocloud' strategy to generate recurring revenue by taking a cut of rental income from GPU infrastructure, while noting that three customers accounted for 44% of revenue.

NVDA ▲ PRICEDAMD · PRICEDAVGO · PRICEDQCOM · REPRICINGwww.benzinga.com ↗

Questions Raised Over Sudden Democratic 'AI Apocalypse' Push Ahead of Midterms

Mon Sep-14 17:31:15regulatory65

Democratic leaders and tech CEOs are coordinating to make AI safety and regulation a central political issue ahead of the midterms, raising concerns about potential regulatory headwinds for the sector.

NVDA ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ PRICEDMETA ▼ REPRICINGAMZN ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDMU ▼ PRICEDAAPL ▼ FRESHTSLA ▼ FRESHmatzav.com ↗

xAI dismisses its Apple claims, with no terms disclosed and the OpenAI case still live

Mon Sep-14 17:30:48regulatory65

xAI and X Corp voluntarily dismissed their antitrust claims against Apple regarding ChatGPT integration while maintaining claims against OpenAI.

AAPL ▲ FRESHthenextweb.com ↗

Tesla says it would lastly unveil the second technology Roadster on October 1

Mon Sep-14 17:30:34product65

Tesla announced it will unveil the second-generation Roadster on October 1, ending years of delays for the high-performance sports car.

TSLA ▲ FRESHlibresteinforma.com.ar ↗

iPhone Duo faces fierce rivalry amid reservation boom

Mon Sep-14 17:30:19product65

Apple's iPhone Duo foldable handset has secured over 1.2 million reservations in China ahead of its October launch, indicating strong demand despite high pricing and late market entry.

AAPL ▲ FRESHwww.globaltimes.cn ↗