kingfisher — news

Thu Oct-22 11:42:04

times in Europe/Lisbon

🗞️ News

Why are Tesla and SpaceX separate? Elon Musk says 'great question'

Tue Sep-15 16:10:28other65

Elon Musk hinted at a potential merger between Tesla and SpaceX during the All-In Summit, citing extensive collaboration on projects like Terafab and the upcoming Roadster.

TSLA ▲ FRESHeu.detroitnews.com ↗

Meta launches subscriptions with enhanced AI features

Tue Sep-15 16:10:22product65

Meta Platforms launched the Meta One subscription service offering enhanced AI features and professional tools across its social media apps to diversify revenue beyond advertising.

META ▲ REPRICINGGOOGL · REPRICINGMSFT · REPRICINGAMZN · REPRICINGwww.channelnewsasia.com ↗

OpenAI and Anthropic IPOs face growing uncertainty as AI development slowdown reshapes investor expectations

Tue Sep-15 16:10:16other75

OpenAI and Anthropic have delayed their anticipated IPOs to 2027 or later due to industry-wide concerns over AI development pacing and safety, casting uncertainty on the near-term capitalization of the AI sector.

NVDA ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ FRESHPLTR ▼ REPRICINGcryptobriefing.com ↗

Apple rolls out iOS 27 with Siri AI: Everything that's new in latest iPhone update

Tue Sep-15 16:10:16product65

Apple has begun rolling out iOS 27 featuring the new Siri AI assistant with personal context awareness and expanded Apple Intelligence capabilities.

AAPL ▲ REPRICINGGOOGL ▼ REPRICINGMSFT ▼ REPRICINGMETA ▼ REPRICINGAMZN ▼ REPRICINGwww.ibtimes.co.in ↗

Will CoreWeave's Margins Continue Expanding Through 2026?

Tue Sep-15 16:01:12guidance65

CoreWeave raised its full-year 2026 revenue and adjusted operating income guidance, citing expanding margins and strong demand for Nvidia Blackwell and Vera Rubin chips.

NVDA ▲ FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · FRESHAVGO ▲ FRESHAMD ▲ PRICEDSMCI ▲ REPRICINGca.finance.yahoo.com ↗

Anthropic expects a second adjusted profit as its IPO nears

Tue Sep-15 16:00:41other65

Anthropic expects a second consecutive quarter of positive adjusted operating income with gross margins above 80% ahead of its anticipated October IPO.

AMZN ▲ REPRICINGMSFT · REPRICINGGOOGL · REPRICINGMETA · FRESHNVDA · FRESHthenextweb.com ↗

Beijing Rejects AI Caution as US Tech Leaders Warn of Perils

Tue Sep-15 15:50:56regulatory65

China's Foreign Ministry rejected US tech leaders' calls for AI safety pacing as fearmongering, escalating geopolitical tensions and regulatory uncertainty for the semiconductor and AI sector.

NVDA ▼ FRESHMETA ▼ REPRICINGGOOGL ▼ REPRICINGMSFT ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDTSM ▼ FRESHASML ▼ REPRICINGAMZN ▼ REPRICINGAAPL ▼ REPRICINGPLTR ▼ REPRICINGSMCI ▼ REPRICINGMU ▼ REPRICINGwww.webpronews.com ↗

ASML Eyes 110+ EUV Tools in 2028 as AI Chip Demand Accelerates

Tue Sep-15 15:50:36analyst65

JPMorgan analysts report ASML is targeting production of over 110 EUV lithography systems in 2028 to meet surging AI chip demand, with capacity already booked through 2027.

ASML ▲ REPRICINGTSM ▲ FRESHNVDA ▲ FRESHAMD ▲ PRICEDMU ▲ REPRICINGfinance.yahoo.com ↗

TSMC's Strong August Revenues Signal Continued AI-Driven Chip Demand

Tue Sep-15 15:50:18earnings65

TSMC reported a 53.3% year-over-year revenue increase for August 2026, driven by strong demand for advanced AI and high-performance computing chips.

TSM ▲ FRESHNVDA ▲ FRESHAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ PRICEDASML ▲ REPRICINGca.finance.yahoo.com ↗

Tesla considering $10.1B solar manufacturing project that could bring thousands of jobs in Fort Bend County

Tue Sep-15 15:41:05other65

Tesla is considering a $10.1 billion investment to build a solar manufacturing facility in Fort Bend County, pending local tax incentives.

TSLA ▲ FRESHwww.click2houston.com ↗

Alphabet (GOOGL) Stock Surges 2.2% as Tech Sector Tumbles

Tue Sep-15 15:40:52m&a65

Alphabet shares rose on news of a $1.5 billion acquisition of AI startup Mechanize, strong Q2 earnings beats, and Waymo's European expansion plans.

GOOGL ▲ REPRICINGMSFT · REPRICINGMETA · FRESHAMZN · REPRICINGAAPL · REPRICINGNVDA · FRESHblockonomi.com ↗

Meta To Deploy In-House 'Arke', 'Astrid' Chips In 2027 To Cut Costs Over Nvidia

Tue Sep-15 15:40:50product65

Meta plans to deploy its in-house Arke and Astrid AI inference chips in 2027 to reduce data center costs and reliance on Nvidia hardware.

META ▲ FRESHNVDA ▼ FRESHwww.ndtvprofit.com ↗

Tesla's record month: 4 fatal Autopilot and Full Self-Driving crashes

Tue Sep-15 15:40:37regulatory65

Tesla reported a record 236 driver-assist crashes in July 2026, including four fatalities where Autopilot or Full Self-Driving was engaged, raising regulatory and safety concerns.

TSLA ▼ FRESHelectrek.co ↗

Standard Snapdragon 8 Elite Gen 6 could use Samsung's 2nm node instead of TSMC's

Tue Sep-15 15:30:47other65

Qualcomm is reportedly in talks to use Samsung's 2nm process for standard Snapdragon 8 Elite Gen 6 chips to diversify supply away from capacity-constrained TSMC.

QCOM ▲ PRICEDTSM ▼ FRESHNVDA · FRESHAMD · PRICEDAVGO · REPRICINGAAPL · REPRICINGTSLA · FRESHwww.gizmochina.com ↗

AMD's Recent Surge Still Matters: Putting These ETFs in Focus

Tue Sep-15 15:30:16product65

AMD's data center revenue surged 107% year-over-year driven by EPYC and Instinct demand, with the upcoming Helios AI platform expected to further strengthen its competitive position in the AI infrastructure market.

AMD ▲ PRICEDNVDA ▼ FRESHQCOM · PRICEDAVGO · REPRICINGfinance.yahoo.com ↗

UBS reiterates buy rating on Palantir, raises price target to $250

Tue Sep-15 15:20:18analyst65

UBS reiterated its Buy rating on Palantir and raised the price target to $250, citing strong AI software momentum and a $500 million increase in revenue guidance.

PLTR ▲ REPRICINGcryptobriefing.com ↗

EXCLUSIVE: AI Memory Shortage Could Last Until 2029, Yorkville CEO Says: What Does It Mean for Micron?

Tue Sep-15 15:19:08other65

Yorkville America Equities CEO states that the AI memory shortage could persist until 2028 or 2029 due to long lead times for new production capacity, with Micron as the primary beneficiary and Nvidia facing supply constraints.

MU ▲ REPRICINGNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ REPRICINGTSM · FRESHwww.benzinga.com ↗

Apple's Foldable iPhone Was The Headline. AI Was The Story.

Tue Sep-15 15:10:13product65

Apple unveiled its privacy-centric Apple Intelligence and Audio Intelligence features alongside the foldable iPhone Duo, differentiating its AI strategy from competitors by emphasizing data security.

AAPL ▲ FRESHGOOGL · REPRICINGMETA · REPRICINGMSFT · REPRICINGwww.forbes.com ↗

Meta claims custom chips will reduce costs and energy use compared to Nvidia

Tue Sep-15 15:10:11product65

Meta claims its custom MTIA chips offer significantly lower total cost of ownership and better power efficiency than Nvidia GPUs for targeted workloads.

META ▲ REPRICINGNVDA ▼ FRESHAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDcryptobriefing.com ↗

What's Google doing with AI?

Tue Sep-15 15:00:30product65

Google unveiled the Gemini Enterprise Agent Platform at Cloud Next to replace Vertex AI, signaling a strategic shift toward a full-stack cloud and AI offering.

GOOGL ▲ REPRICINGMSFT · FRESHAMZN · FRESHread.technically.dev ↗

Nvidia's Huang Appears To Take More Nuanced Stand Than AI Leaders Calling For The Pacing Of Frontier Development

Tue Sep-15 14:50:27regulatory65

Nvidia CEO Jensen Huang rejected existential AI safety concerns as unscientific during a call with President Trump, signaling a deregulatory environment favorable to continued AI infrastructure investment.

NVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ PRICEDMU ▲ REPRICINGTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ REPRICINGPLTR ▲ REPRICINGMSFT ▲ FRESHGOOGL ▲ FRESHMETA ▲ REPRICINGAMZN ▲ FRESHwww.ibtimes.com ↗

Tesla Takes Back America

Tue Sep-15 14:50:19other65

Tesla's US market share has recovered to 52% despite a broader decline in EV sales, signaling a competitive rebound against legacy automakers.

TSLA ▲ REPRICINGfinance.yahoo.com ↗

Elon Musk's $1 Trillion Pay Package Needs Tesla to Hit an $8.5 Trillion Market Cap. Here's What That Means for Shareholders.

Tue Sep-15 14:40:28other65

Tesla shareholders approved a $1 trillion executive pay package for CEO Elon Musk contingent on achieving specific market capitalization and operational milestones by 2035.

TSLA · REPRICINGwww.fool.com ↗

Memory Chips Are in Short Supply. Why Isn't the US Ramping up Production?

Tue Sep-15 14:40:17other65

A severe shortage of memory chips has caused prices to surge 450% in a year, creating a major bottleneck for AI infrastructure buildouts and raising costs for hyperscalers.

MU ▲ REPRICINGNVDA ▼ FRESHAMD ▼ PRICEDMSFT ▼ REPRICINGAMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ REPRICINGwww.industryweek.com ↗

Tesla Cybercab bars kids under 13 as scrutiny grows

Tue Sep-15 14:30:55regulatory65

Tesla's Cybercab launch in Austin is accompanied by a federal safety investigation and restrictive passenger rules, including an age limit for riders.

TSLA ▼ FRESHwww.foxnews.com ↗

MediaTek Unveils Dimensity 9600 Pro: TSMC's 2nm Tech Powers New Flagship Chip

Tue Sep-15 14:30:35product65

MediaTek unveiled its Dimensity 9600 Pro chip built on TSMC's 2nm node and secured $3.5 billion in investment from Nvidia and Alphabet.

TSM ▲ FRESHNVDA · FRESHGOOGL · FRESHAMD ▼ REPRICINGQCOM ▼ FRESHblockonomi.com ↗

Sam Altman’s AI Nightmare Splits ETF Trade: Build Vs. Control

Tue Sep-15 14:28:51other65

Warnings from AI leaders about safety risks and the need to pace development triggered a sharp selloff in semiconductor stocks including Nvidia, AMD, Micron, and Broadcom.

NVDA ▼ FRESHAMD ▼ REPRICINGMU ▼ REPRICINGAVGO ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSM ▼ FRESHASML ▼ PRICEDQCOM ▼ FRESHPLTR ▼ REPRICINGSMCI ▼ FRESHwww.benzinga.com ↗

After The AI Bubble Bursts

Tue Sep-15 14:21:03analyst65

An opinion piece warns that the AI investment bubble may burst due to disappointing cash flows and productivity benefits, predicting a sharp drop in stock prices for the Magnificent 7 and broader tech sector.

MSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAAPL ▼ FRESHTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHMU ▼ REPRICINGTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ FRESHPLTR ▼ REPRICINGwww.fa-mag.com ↗

Semiconductor TAM set to double by 2030 to $3.2T on memory and data center demand: BofA | Seeking Alpha

Tue Sep-15 14:20:42analyst65

Bank of America forecasts the semiconductor total addressable market will double to $3.2 trillion by 2030, driven by memory and data center demand, highlighting Nvidia, AMD, and Micron as key beneficiaries.

NVDA ▲ FRESHAMD ▲ FRESHMU ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ FRESHTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ FRESHPLTR ▲ REPRICINGAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHseekingalpha.com ↗

Fitch Ratings warns weaker AI pricing power undermines capex sustainability

Tue Sep-15 14:20:25analyst65

Fitch Ratings warns that weakening AI pricing power among hyperscalers like Microsoft, Amazon, and Alphabet threatens the sustainability of their massive capital expenditures.

MSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHTSM ▼ FRESHASML ▼ PRICEDMU ▼ REPRICINGQCOM ▼ FRESHPLTR ▼ REPRICINGSMCI ▼ FRESHcryptobriefing.com ↗

Microsoft's Azure Reporting Shift Adds Clarity, But the Bull Case Came First

Tue Sep-15 14:20:17other65

Microsoft announced a restructuring of its financial reporting segments into Agents and Infra and Devices and Consumer, along with increased revenue transparency for Azure starting in fiscal 2027.

MSFT ▲ FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.investing.com ↗

Leaked M6 MacBook Pro: Apple's Biggest Silicon Leap in Years

Tue Sep-15 14:10:57product65

Apple is preparing to launch the M6 MacBook Pro featuring a new 2-nanometer chip with significantly enhanced AI processing capabilities.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHNVDA · FRESHAMD · REPRICINGQCOM · FRESHwww.geeky-gadgets.com ↗

Micron Advances Memory Innovation With the World's First Ultra-Dense Module for Next-Generation Servers

Tue Sep-15 14:10:28product65

Micron Technology announced the world's first 512GB DDR5 module for next-generation servers, validated by AMD and Intel, to support high-performance AI and data center workloads.

MU ▲ REPRICINGAMD ▲ REPRICINGNVDA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHfinance.yahoo.com ↗

Super Micro Computer (NASDAQ: SMCI) Discloses Material IT Control Weakness As Governance Pressure Mounts

Tue Sep-15 14:10:28regulatory75

Super Micro Computer disclosed a material IT control weakness, raising governance concerns and execution risks for its AI infrastructure business.

SMCI ▼ FRESHNVDA · FRESHAMD · REPRICINGAVGO · FRESHwww.foreignpolicyjournal.com ↗

Big Short Veterans Say AI Boom Could End in a ‘Boom, Bust’ Cycle — Warn Nvidia Faces a Hidden Risk: ‘It Scares Me’

Tue Sep-15 14:08:50analyst65

Big Short veterans warn that Nvidia faces significant risk due to high customer concentration and the precarious financial health of major AI customers like OpenAI and Anthropic.

NVDA ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHAVGO ▼ FRESHAMD ▼ REPRICINGTSM ▼ FRESHwww.benzinga.com ↗

Tesla says it will finally unveil the second-generation Roadster on October 1

Tue Sep-15 14:00:38product65

Tesla announced it will unveil the second-generation Roadster on October 1, featuring optional SpaceX-developed cold gas thrusters.

TSLA ▲ FRESHwww.businessghana.com ↗

FCC Rule on Optical Connectivity Could Slow AI Race - EE Times

Tue Sep-15 13:41:13regulatory65

The FCC issued a new rule targeting optical connectivity components in data centers to address national security concerns regarding Chinese suppliers, potentially disrupting AI infrastructure supply chains.

NVDA ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHAVGO ▼ FRESHAMD ▼ REPRICINGQCOM ▼ FRESHTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ FRESHPLTR ▼ REPRICINGwww.eetimes.com ↗

Palantir, Nvidia curb AI model use over data fears

Tue Sep-15 13:40:39regulatory65

Palantir and Nvidia are restricting the use of advanced AI models due to intellectual property and data retention concerns, while Microsoft capitalizes on the situation by offering isolated cloud environments.

PLTR ▲ REPRICINGNVDA ▲ FRESHMSFT ▲ FRESHcio.economictimes.indiatimes.com ↗

Broadcom CEO Sends Urgent Message on AI Slowdown Fears

Tue Sep-15 13:40:27analyst65

Broadcom CEO Hock Tan reaffirmed long-term AI demand forecasts and projected Anthropic will become its largest custom-chip customer by 2027, countering recent market fears of an AI slowdown.

AVGO ▲ FRESHNVDA · FRESHAMD · REPRICINGQCOM · FRESHTSM · FRESHMU · REPRICINGASML · PRICEDSMCI · FRESHca.finance.yahoo.com ↗

Markets on edge as US Fed meets to tackle inflation

Tue Sep-15 13:30:55other60

US equities retreated and bond yields rallied as the Federal Reserve prepared to raise interest rates to combat persistent inflation driven by high energy prices.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ FRESHTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHMU ▼ REPRICINGTSM ▼ FRESHASML ▼ PRICEDSMCI ▼ FRESHPLTR ▼ REPRICINGwww.bangkokpost.com ↗

Apple CEO John Ternus Shows Unreleased iPhone Duo at Emmys Ahead of October Launch

Tue Sep-15 13:30:51product65

Apple CEO John Ternus publicly displayed the unreleased iPhone Duo foldable smartphone at the 2026 Emmy Awards ahead of its October launch.

AAPL ▲ FRESHgadgetsnow.indiatimes.com ↗

Nvidia CEO Jensen Huang Says Elon Musk’s Terafab May Look Audacious, But ‘If Anybody Could Do It, He Can’

Tue Sep-15 13:29:11other65

Nvidia CEO Jensen Huang expressed support for Elon Musk's Terafab semiconductor manufacturing initiative, stating that Musk is uniquely positioned to succeed in the venture.

NVDA ▲ FRESHTSLA ▲ FRESHAMD · FRESHwww.benzinga.com ↗

Ossoff: 'Compromised' Trump won't regulate AI

Tue Sep-15 13:20:53regulatory65

Senator Jon Ossoff accused President Trump of being compromised by family AI investments and unlikely to regulate the sector, reinforcing a deregulatory stance that supports continued AI infrastructure development.

NVDA ▲ FRESHMETA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ FRESHPLTR ▲ REPRICINGQCOM ▲ FRESHMU ▲ REPRICINGAAPL ▲ FRESHAMZN ▲ FRESHthehill.com ↗

ByteDance H1 profit falls as revenue surges 30% to $120B

Tue Sep-15 13:20:49earnings65

ByteDance reported a 30% revenue surge to $120 billion in H1 2026 but saw net profits decline due to aggressive AI infrastructure spending reaching up to $70 billion.

META ▼ FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHNVDA ▲ FRESHcryptobriefing.com ↗

China can block citizens from leaving over national security or...

Tue Sep-15 13:20:41regulatory65

China implemented new border control rules restricting citizen travel to prevent technology exports, citing national security concerns and referencing a blocked Meta acquisition.

META ▼ FRESHGOOGL ▼ FRESHMSFT ▼ FRESHNVDA ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHAVGO ▼ FRESHwww.dailymail.com ↗

As the world debates the risks of AI, China closes the technology gap with the U.S.

Tue Sep-15 13:11:24regulatory65

Reports indicate China is rapidly closing the AI technology gap with the U.S. despite export restrictions on advanced chips and manufacturing equipment, raising geopolitical and competitive concerns ahead of high-level diplomatic talks.

NVDA ▼ FRESHTSM ▼ FRESHASML ▼ PRICEDAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ FRESHMU ▼ REPRICINGSMCI ▼ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHAAPL · FRESHwww.bnnbloomberg.ca ↗

Global chip sales hit $146.8 billion in July, surpassing any previous full-year record in seven months

Tue Sep-15 13:11:09other65

Global semiconductor sales reached a record $146.8 billion in July 2026, driven by surging AI infrastructure demand and a projected 250% year-over-year increase in the memory segment.

NVDA ▲ FRESHMU ▲ REPRICINGTSM ▲ FRESHAMD ▲ FRESHQCOM ▲ FRESHAVGO ▲ FRESHAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHASML ▲ PRICEDSMCI ▲ FRESHPLTR ▲ REPRICINGgcn.com ↗

TSMC Joins All Four Chipmakers on ASML High-NA EUV; Eindhoven Campus Breaks Ground

Tue Sep-15 13:10:29product65

ASML broke ground on a new production campus in the Netherlands and confirmed that TSMC, Samsung, SK Hynix, and Intel have all committed to its High-NA EUV lithography systems.

ASML ▲ PRICEDTSM · FRESHwww.techtimes.com ↗

Micron Taiwan union escalates profit-sharing push, keeps strike option open (MU:NASDAQ) | Seeking Alpha

Tue Sep-15 13:03:33regulatory65

Micron Technology faces a potential strike at its Taiwan operations as the local union demands a permanent profit-sharing plan, risking disruption to DRAM and HBM production.

MU ▼ REPRICINGNVDA · FRESHAMD · FRESHTSM · FRESHseekingalpha.com ↗

Apple Memory Cost Pressure Clouds AAPL Outlook After Record Q3

Tue Sep-15 13:03:30earnings85

Apple reported record Q3 revenue and earnings but shares fell due to guidance concerns regarding memory cost pressures and margin compression.

AAPL ▼ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHwww.abcmoney.co.uk ↗