kingfisher — news

Hock Tan Just Guided Broadcom's AI Revenue to Reach $230 Billion by 2028. Should You Believe Him?

Wed Sep-16 18:00:31guidance85

Broadcom CEO Hock Tan guided that the company's annual AI semiconductor revenue will reach $230 billion by fiscal 2028, driven by demand for custom ASICs from major clients including Alphabet and Meta.

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Iran strikes on Amazon data centers caused permanent loss of customer data

Wed Sep-16 17:50:48other85

Amazon Web Services acknowledged permanent customer data loss in Bahrain and UAE regions following Iranian drone strikes that caused catastrophic infrastructure damage.

AMZN ▼ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHMETA ▲ FRESHarstechnica.com ↗

Apollo warns of rising credit risk for hyperscalers amid AI investment concerns

Wed Sep-16 17:50:38analyst65

Apollo Global Management warned of rising credit risk for major hyperscalers including Amazon, Google, Apple, and Microsoft due to high leverage and uncertain AI investment returns.

AMZN ▼ FRESHGOOGL ▼ FRESHAAPL ▼ FRESHMSFT ▼ FRESHMETA ▼ FRESHNVDA · REPRICINGcryptobriefing.com ↗

AWS' Peter DeSantis says next Trainium chip will be 'very differentiated'

Wed Sep-16 17:50:38product65

AWS announced that its Trainium3 AI chips are sold out and detailed the upcoming Trainium4 chip which targets six times the compute performance of its predecessor.

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Kioxia Halts NAND Price Hikes to Prevent Demand Slump

Wed Sep-16 17:41:01other65

Kioxia has halted NAND flash price hikes to prevent a demand slump in data centers, signaling potential relief for memory costs that have been rising sharply.

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Q2 Earnings Roundup: Nvidia (NASDAQ:NVDA) And The Rest Of The Processors and Graphics Chips Segment

Wed Sep-16 17:40:55earnings85

Nvidia reported Q2 revenues of $96.22 billion, a 106% year-over-year increase that beat analyst expectations by 4.2%, capping a strong earnings season for the processor and graphics chip sector.

NVDA ▲ REPRICINGAMD · PRICEDQCOM · FRESHAVGO · FRESHTSM · REPRICINGMU · FRESHASML · FRESHSMCI · PRICEDca.finance.yahoo.com ↗

Apple Roadmap Revealed: Touchscreen Macs, Smart Home Hub and New 2027 Devices

Wed Sep-16 17:40:49product65

Apple is planning a significant hardware expansion cycle from late 2026 through 2027, including its first touchscreen Macs with OLED displays, a smart home hub, and staggered iPhone releases.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.latestly.com ↗

Houston-area school board clears tax break for Tesla's $10B facility

Wed Sep-16 17:40:47regulatory65

A Houston-area school board approved a tax break for Tesla's proposed $10 billion solar cell manufacturing facility, potentially lowering operational costs for the project.

TSLA ▲ REPRICINGwww.chron.com ↗

Nvidia's Quantum Bet Could Extend Data Center Demand Into New Markets

Wed Sep-16 17:40:44product65

Nvidia released CUDA-Q Logical, an open-source software layer linking GPUs with quantum processors to facilitate error correction and commercial viability.

NVDA ▲ REPRICINGAMD · PRICEDQCOM · FRESHAVGO · FRESHwww.investing.com ↗

AWS opens private cloud link to Azure, extending its multicloud network to all three non-AWS major cloud providers

Wed Sep-16 17:40:38partnership65

Amazon Web Services and Microsoft Azure have launched a direct private networking interconnect, completing AWS's multicloud links to all three major non-AWS cloud providers.

AMZN ▲ FRESHMSFT ▲ FRESHGOOGL · FRESHMETA · FRESHgcn.com ↗

Cathie Wood Says SpaceX Didn't Need an IPO—Until Data Centers in Space Came Along

Wed Sep-16 17:30:14other65

Cathie Wood states that SpaceX's pivot to orbital AI data centers and the acquisition of xAI necessitated its recent IPO to fund massive capital expenditures.

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Nvidia CEO Jensen Huang positions himself as AI's top venture capitalist

Wed Sep-16 17:20:29other65

Nvidia CEO Jensen Huang is positioning the company as a major AI venture capitalist, having invested in startups every five days and partnering with financial firms to mobilize $500 billion for AI infrastructure.

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Nvidia Is Fighting the AI Slowdown Narrative—With Power as Its Next Problem

Wed Sep-16 17:15:15product65

Nvidia is collaborating with Google and energy companies to optimize AI data center power efficiency through its DSX platform, countering narratives of an AI slowdown.

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Meta liable for financial scam ads on Facebook, Instagram, Frankfurt court says | MLex | Specialist news and analysis on legal risk and regulation

Wed Sep-16 17:10:26regulatory65

A Frankfurt court ruled Meta liable for fraudulent ads on its platforms, denying it hosting liability exemption under the Digital Services Act due to algorithmic control.

META ▼ FRESHwww.mlex.com ↗

Tesla Roadster October 1: What Is Actually Revealed

Wed Sep-16 17:10:08product65

Tesla's upcoming Roadster reveal will feature a demonstration vehicle with SpaceX thrusters that differs from the street-legal car available for purchase, potentially disappointing investors expecting immediate flying car capabilities.

TSLA ▼ REPRICINGfinancefeeds.com ↗

Intel Analyst Raises Price Target On Terafab, AI-Driven Turnaround

Wed Sep-16 16:55:29analyst65

An analyst raised the price target for Intel citing its partnership with Terafab, a chip manufacturing project between Tesla and SpaceX.

TSLA ▲ REPRICINGNVDA · REPRICINGAMD · PRICEDwww.benzinga.com ↗

US House targets data centers as midterm backlash grows

Wed Sep-16 16:50:46regulatory65

The US House is set to vote on the Ratepayer Protection Act, which would require data centers to bear the costs of grid upgrades needed for AI infrastructure, potentially increasing operational expenses for major tech companies.

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AgentX Benchmark: Vera Rubin NVL72 Achieves 30x Efficiency Gain Over GB300 for AI Agents

Wed Sep-16 16:50:34product65

NVIDIA presented benchmark results showing its Vera Rubin NVL72 system achieves significantly higher power efficiency for AI agent workloads compared to previous generations.

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This AI Stock Could Be Worth Far More Than Investors Think - AOL

Wed Sep-16 16:50:34analyst65

24/7 Wall St. issued a bullish price target of $423.95 for Broadcom, citing strong AI revenue growth and long-term guidance despite recent stock weakness.

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Qualcomm Stock Breaks Out After Amazon Deal: Chart of the Day

Wed Sep-16 16:20:34partnership65

Qualcomm stock rose following the announcement of a new deal with Amazon.

QCOM ▲ FRESHAMZN ▲ FRESHwww.barrons.com ↗

OpenAI's CFO Just Explained Why Nvidia Is No Longer the Only Option

Wed Sep-16 16:20:24analyst65

OpenAI CFO Sarah Friar stated the company is diversifying its chip supply chain beyond Nvidia to mitigate risk and optimize costs for inference workloads.

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Tesla-SpaceX Merger: Not If, But When Musk Makes It Official

Wed Sep-16 16:10:19m&a85

TSLA ▲ PRICEDfinance.yahoo.com ↗

Amazon's AI Bet Is Paying Off in Revenues: Why Isn't FCF Following?

Wed Sep-16 16:10:17earnings65

Amazon reported strong AWS revenue growth driven by AI demand but negative free cash flow due to heavy infrastructure spending.

AMZN ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · REPRICINGfinance.yahoo.com ↗

Direxion Semiconductor Bull ETF Drops 14% as Chip Sector Faces Sharp Selloff

Wed Sep-16 16:00:55other65

The semiconductor sector experienced a sharp selloff, causing the Direxion Daily Semiconductor Bull 3X ETF to drop significantly amid broader market volatility.

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Meta is changing Instagram and Facebook to protect teens' mental health. Are the new measures backed up by science?

Wed Sep-16 16:00:47regulatory85

Meta agreed to an $18 billion settlement with nearly fifty US attorneys general and other plaintiffs, mandating structural changes to Instagram and Facebook including usage limits for minors.

META ▼ REPRICINGtheconversation.com ↗

Palantir, Microsoft's biggest warning gets real for AI stocks

Wed Sep-16 16:00:22other65

Palantir and Nvidia are implementing concrete measures to address Microsoft CEO Satya Nadella's warnings about the risks of enterprises leaking proprietary data to external AI models.

PLTR ▲ REPRICINGMSFT ▼ FRESHNVDA · REPRICINGwww.charlotteobserver.com ↗

The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares

Wed Sep-16 16:00:15other65

Alphabet has halted share buybacks in 2026 and Meta's free cash flow dropped over 90% due to AI infrastructure spending, while Microsoft remains the only hyperscaler with positive free cash flow above $1 billion.

GOOGL ▼ REPRICINGMETA ▼ REPRICINGMSFT · FRESHAMZN · FRESHwww.investing.com ↗

Goldman Slashes Tesla's Q3 Delivery Forecast -- Says Weaker Sales Across Largest Markets May Offset Export Strength

Wed Sep-16 15:40:40analyst65

Goldman Sachs cut its Q3 delivery forecast for Tesla to 435,000 vehicles from 490,000, citing weaker sales in major markets.

TSLA ▼ REPRICINGnewsable.asianetnews.com ↗

Google DeepMind expands globally as AI research race intensifies

Wed Sep-16 15:40:38other65

Alphabet shares declined 4% following the announcement of leadership changes at Google DeepMind, with Demis Hassabis moving to a chair role and Koray Kavukcuoglu taking over day-to-day operations.

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Trump calls AI doomsday warnings a "hoax" pushed by radical Democrats and China

Wed Sep-16 15:40:29regulatory65

President Trump dismissed AI safety warnings as a hoax during a call with Nvidia CEO Jensen Huang, signaling a deregulatory stance that supports accelerated AI infrastructure development.

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The AI power crunch is forcing Big Tech to abandon its climate script

Wed Sep-16 15:40:29other65

Amazon and Meta are shifting away from renewable energy pledges to build natural gas power plants to meet the surging electricity demands of their AI infrastructure.

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India Raps Meta Over Algorithms: Social Media Giant Pushed to Take Full Content Responsibility

Wed Sep-16 15:31:03regulatory65

The Indian government is challenging Meta's legal intermediary immunity, arguing that its algorithmic content amplification makes it liable as a service provider rather than a passive platform.

META ▼ REPRICINGnewsable.asianetnews.com ↗

Will Tesla's Long-Awaited Roadster Debut With a Radical New Design?

Wed Sep-16 15:20:23product65

Tesla is set to unveil its new Roadster featuring SpaceX cold gas thrusters on October 1, 2026, marking a significant product milestone after years of delays.

TSLA ▲ REPRICINGca.finance.yahoo.com ↗

OpenAI CFO Sarah Friar says company will slow AI development

Wed Sep-16 15:11:05other65

OpenAI CFO Sarah Friar stated the company is willing to slow AI development pace if safety concerns arise, contradicting Nvidia CEO Jensen Huang's stance and raising concerns about future infrastructure spending growth.

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iPhone Duo Launching Next Month With These 15 New Features

Wed Sep-16 15:11:02product85

Apple announced the launch details and features of its first foldable iPhone Duo, with pre-orders starting October 16 and availability on October 23.

AAPL ▲ FRESHwww.macrumors.com ↗

Musk's X Corp and SpaceXAI Drop Apple From Antitrust Case

Wed Sep-16 15:00:37regulatory65

Elon Musk's X Corp and SpaceXAI have moved to dismiss their antitrust claims against Apple in a federal court filing, resolving that portion of the lawsuit.

AAPL ▲ FRESHwww.techrepublic.com ↗

ASML Vs. Taiwan Semiconductor Manufacturing: One Is More Misunderstood

Wed Sep-16 14:50:54earnings65

ASML and TSMC reported strong Q2 2026 earnings with significant revenue growth and robust backlogs driven by AI-related demand for advanced logic and memory chips.

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AI Capex Bubble or Justified Bet? The 2026 Numbers Explained | Eminetra

Wed Sep-16 14:50:42other65

Amazon, Google, Microsoft, and Meta are projected to collectively spend over $650 billion on AI infrastructure in 2026, driven by strong demand backlogs and improving model efficiency.

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The Loophole Letting China Access Banned Nvidia AI Chips | Eminetra

Wed Sep-16 14:50:44regulatory65

A regulatory loophole allowing Chinese firms to remotely access banned Nvidia AI chips via cloud servers in Southeast Asia has sparked national security concerns in Washington.

NVDA ▼ REPRICINGAMD · PRICEDAVGO · FRESHQCOM · REPRICINGeminetra.com ↗

Stars beg mysterious Apple CEO for iPhone Duos at Emmys, as exec shows off device and mingles with A-list

Wed Sep-16 14:50:39product65

Apple CEO John Ternus showcased the unreleased foldable iPhone Duo to celebrities and media at the Emmys, generating significant buzz and demand ahead of its launch.

AAPL ▲ REPRICINGpagesix.com ↗

Meta's Zuckerberg names Dina Powell McCormick president and vice chairman

Wed Sep-16 14:40:37other65

Meta appoints former Goldman Sachs executive Dina Powell McCormick as president and vice chairman to oversee its $600 billion infrastructure investment program.

META ▲ REPRICINGGOOGL · FRESHMSFT · FRESHAMZN · REPRICINGNVDA ▲ FRESHcryptobriefing.com ↗

Wall Street Sees 56% Upside in Broadcom After Summer Selloff

Wed Sep-16 14:40:10analyst65

Wall Street analysts project a 56% upside for Broadcom based on consensus price targets despite recent share price declines linked to concerns over Anthropic's infrastructure spending.

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Nvidia, Google, and Emerald AI form alliance to turn AI data centers into flexible grid assets

Wed Sep-16 14:30:46partnership65

Nvidia and Google have joined startup Emerald AI to form the AI Energy Management Alliance, aiming to optimize data center power consumption and grid stability through integrated software solutions.

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AI Chips Are the Most Crowded Trade: Watch Their Customers’ Debt

Wed Sep-16 14:25:14analyst65

A Bank of America survey identifies AI semiconductor stocks as the most crowded trade and highlights AI infrastructure spending as a potential source of systemic credit risk.

NVDA ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ REPRICINGMSFT ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ FRESHTSM ▼ REPRICINGASML ▼ PRICEDMU ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ FRESHwww.benzinga.com ↗

Apple's Xserve may return with Nvidia tech

Wed Sep-16 14:20:35product65

Apple is reportedly planning to re-enter the server market with M8 Ultra-based hardware utilizing Nvidia's NVLink Fusion technology, targeting AI developers and government clients by 2029.

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Global AI Spending to Hit $2.67 Trillion in 2026 as Infrastructure Takes 56% of Market

Wed Sep-16 14:11:08analyst65

Gartner forecasts global AI spending will reach $2.67 trillion in 2026, with infrastructure accounting for over half of the total market.

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