kingfisher — news

Washington and Beijing strike TikTok framework, algorithm transfer unresolved

Wed Jul-22 17:50:17m&a65

The US and China reached a framework agreement to keep TikTok operating in the US, with Microsoft and Amazon reported as active bidders for the divestment of TikTok's US operations.

MSFT ▲ PRICEDAMZN ▲ PRICEDGOOGL · FRESHMETA · PRICEDmeobserver.news ↗

Iran War Diplomatic Momentum Is Moving the Wrong Way

Wed Jul-22 17:32:40regulatory65

President Trump threatened military action against Iranian infrastructure, escalating geopolitical tensions that pose supply chain and market risks to the global semiconductor and technology sectors.

NVDA ▼ PRICEDAMD ▼ PRICEDTSM ▼ FRESHAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDPLTR ▼ PRICEDwww.bloomberg.com ↗

NVIDIA Aiming To Produce Up To 1000 Racks With Vera Per Day After Shipping "Hundreds of Thousands" of Grace Standalone Servers As It Guns For Dominance In The AI CPU Market

Wed Jul-22 17:31:47product65

NVIDIA announced plans to produce up to 1,000 Vera Rubin racks per day to expand its dominance in the AI CPU market following strong shipments of its Grace CPUs.

NVDA ▲ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGwccftech.com ↗

SpaceX, Alphabet drive US equity sales past $300B in 2026

Wed Jul-22 17:31:20other85

Alphabet raised $85 billion in equity to fund AI infrastructure, contributing to a record $300 billion in US equity sales alongside SpaceX's IPO.

GOOGL ▲ FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDAMD · PRICEDcryptobriefing.com ↗

AMD commits $5B to Anthropic in AI chip deal

Wed Jul-22 17:30:42partnership85

AMD announced a strategic partnership and up to $5 billion investment in Anthropic to secure 2 gigawatts of AI computing capacity using AMD's Helios platform starting in 2027.

AMD ▲ PRICEDNVDA ▼ PRICEDGOOGL · FRESHAMZN · PRICEDMSFT · PRICEDMETA · PRICEDwww.mobileworldlive.com ↗

NVIDIA ramps up Vera Rubin AI system for cloud giants

Wed Jul-22 17:22:38product65

NVIDIA is ramping up production of its Vera Rubin NVL72 AI system with early deployments at major cloud providers including Google, Microsoft, and Tesla.

NVDA ▲ PRICEDGOOGL ▲ FRESHMSFT ▲ PRICEDTSLA ▲ FRESHAMD ▼ PRICEDAVGO · PRICEDSMCI ▲ PRICEDdatacenter.news ↗

Google earnings live updates: Alphabet's AI outlook, cloud growth in focus

Wed Jul-22 17:20:42earnings85

Alphabet is reporting its fiscal second-quarter earnings after the bell, with investor focus on AI capital expenditures, cloud growth, and the performance of its Gemini models.

GOOGL · FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDAMD · PRICEDwww.cnbc.com ↗

TSMC Just Increased Its Investment in America by $100 Billion. Here's What That Means for the AI Semiconductor Stock Trade.

Wed Jul-22 17:03:29other85

TSMC announced a $100 billion increase in its US manufacturing investment, bringing the total planned spend in Arizona to $265 billion to support advanced semiconductor production and reshoring efforts.

TSM ▲ FRESHAAPL · FRESHNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ PRICEDMU ▲ FRESHGOOGL ▲ FRESHMSFT ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDwww.fool.com ↗

Meta Platforms Has $420 Billion in Hidden Debt, and It's Growing

Wed Jul-22 17:03:26other65

A report claims Meta Platforms has $420 billion in off-balance-sheet debt related to AI infrastructure contracts, significantly exceeding its reported long-term debt.

META ▼ PRICEDGOOGL · FRESHAMZN · PRICEDMSFT · PRICEDwww.fool.com ↗

White House Official Says Moonshot Accessed Banned Nvidia Chips

Wed Jul-22 17:02:38regulatory65

A White House official accused Chinese AI firm Moonshot of improperly accessing banned Nvidia GB300 chips to develop its Kimi K3 system.

NVDA ▼ PRICEDAMD · PRICEDQCOM · PRICEDAVGO · REPRICINGTSM · FRESHwww.bloomberg.com ↗

Google's profits are outrunning its AI spending boom: AlphaCheck

Wed Jul-22 17:01:48earnings65

Alphabet's strong operating margins and cloud revenue growth are highlighted ahead of its upcoming earnings report, despite surging AI infrastructure capital expenditures.

GOOGL ▲ FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDfinance.yahoo.com ↗

SK, Samsung, Naver chiefs likely to meet Nvidia CEO in US as AI demand expands

Wed Jul-22 17:01:40partnership65

Nvidia CEO Jensen Huang is scheduled to meet with executives from Samsung, SK Group, and Naver in the US to advance existing AI infrastructure agreements.

NVDA ▲ PRICEDMU ▲ FRESHAMD · PRICEDQCOM · PRICEDTSM · FRESHAVGO · REPRICINGwww.northkoreatimes.com ↗

Prediction: Amazon CEO Andy Jassy Will Drop a Bombshell on July 30

Wed Jul-22 16:53:34earnings65

An opinion piece predicts Amazon will report strong AWS revenue growth and profitability in its upcoming July 30 earnings report due to heavy AI infrastructure spending.

AMZN ▲ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDwww.nasdaq.com ↗

Nvidia unveils Spectrum-X networking platform designed to connect millions of GPUs

Wed Jul-22 16:53:30product65

Nvidia unveiled its Spectrum-X Ethernet networking platform and Spectrum-6 switches to support large-scale AI infrastructure and connect millions of GPUs.

NVDA ▲ PRICEDAMD · PRICEDAVGO ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDwww.networkworld.com ↗

Tesla Beat Wall Street's Delivery Estimate by Nearly 74,000 Vehicles Under Elon Musk

Wed Jul-22 16:50:21other65

Tesla reported Q2 2026 vehicle deliveries of 480,126, beating Wall Street consensus estimates by approximately 74,000 units and marking a 25% year-over-year increase.

TSLA ▲ FRESHwww.nasdaq.com ↗

Prediction: Tesla Earnings Today Could Send TSLA Stock to This Price

Wed Jul-22 16:42:14earnings85

Tesla is set to report Q2 2026 earnings today with analyst expectations of a beat driven by margin recovery and FSD subscription growth despite year-to-date stock underperformance.

TSLA ▲ FRESHNVDA · PRICED247wallst.com ↗

USA: Tennessee trial against Meta over Instagram's alleged addictive design begins - Business and Human Rights Centre

Wed Jul-22 16:41:46regulatory65

Meta faces a historic trial in Tennessee starting July 20 regarding allegations that Instagram's design features are addictive and harmful to teenagers.

META ▼ PRICEDwww.business-humanrights.org ↗

Apple rewrites how Americans pay for iPhones

Wed Jul-22 16:41:37product65

Apple is reportedly replacing its iPhone financing program with a new leasing model called Apple Upgrade, backed by Klarna, to address rising hardware component costs.

AAPL ▲ FRESHwww.fresnobee.com ↗

Microsoft (MSFT) Reports Next Week: Wall Street Expects Earnings Growth

Wed Jul-22 16:32:38earnings65

Wall Street expects Microsoft to report year-over-year earnings and revenue growth when it releases its quarterly results on July 29.

MSFT · PRICEDGOOGL · FRESHAMZN · PRICEDMETA · PRICEDAAPL · FRESHfinance.yahoo.com ↗

Zacks Investment Ideas feature highlights: Taiwan Semiconductor and ASML

Wed Jul-22 16:32:07earnings65

Taiwan Semiconductor and ASML reported strong Q2 earnings and raised sales guidance driven by robust AI demand, with ASML planning to increase production capacity.

TSM ▲ FRESHASML ▲ REPRICINGNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGMU ▲ FRESHSMCI ▲ PRICEDfinance.yahoo.com ↗

SpaceX and xAI are building an 11-million-square-foot satellite factory in Texas to move AI computing into orbit

Wed Jul-22 16:31:10m&a85

SpaceX acquired xAI in a $250 billion all-stock deal and announced the construction of a massive satellite factory in Texas to build orbital AI data centers.

TSLA ▲ FRESHMETA · PRICEDGOOGL · FRESHMSFT · PRICEDAMZN · PRICEDNVDA · PRICEDAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDMU · FRESHTSM · FRESHASML · REPRICINGSMCI · PRICEDPLTR · PRICEDcryptobriefing.com ↗

Google Announces Frozen Chip to Power Next-Generation AI Models

Wed Jul-22 16:30:36product65

Google announced its new custom Frozen AI chip designed to power next-generation Gemini models and improve computational efficiency.

GOOGL ▲ FRESHMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA ▼ PRICEDAMD · PRICEDwww.tekedia.com ↗

Facebook, Instagram, WhatsApp down: Here's root cause behind Meta's global outage

Wed Jul-22 16:30:28other65

Meta experienced a widespread global outage affecting Facebook, Instagram, and WhatsApp, likely caused by a DNS failure, raising concerns about service reliability and potential revenue impact.

META ▼ PRICEDwww.geo.tv ↗

Tesla Earnings Prediction Market Preview: What Will Elon Musk Say? - Tesla (NASDAQ:TSLA)

Wed Jul-22 16:22:02earnings65

Prediction markets indicate high investor focus on Tesla's Robotaxi rollout, xAI integration, and Megapack updates ahead of its upcoming earnings call, while merger speculation remains low.

TSLA · FRESHwww.benzinga.com ↗

U.S. Stocks Showing Lack Of Direction Ahead Of Tech Earnings

Wed Jul-22 16:20:37earnings60

U.S. stocks are trading with mixed results and low directionality as investors await quarterly earnings reports from Alphabet and Tesla later in the day.

GOOGL · FRESHTSLA · FRESHAAPL · PRICEDMSFT · PRICEDAMZN · PRICEDNVDA · PRICEDMETA · PRICEDAVGO · REPRICINGAMD · PRICEDQCOM · PRICEDMU · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · PRICEDPLTR · PRICEDwww.finanzen.ch ↗

EU Forces Apple, Google to Open AI Assistants to Rivals - Memeburn

Wed Jul-22 16:20:30regulatory75

The European Commission issued binding orders under the Digital Markets Act requiring Google to grant rival AI assistants deep Android integration and share search data, while Apple withdrew its latest Siri upgrade from EU iPhones.

GOOGL ▼ FRESHAAPL · PRICEDMSFT ▲ PRICEDMETA ▲ PRICEDAMZN ▲ PRICEDmemeburn.com ↗

Alphabet Earnings Preview: Q2 2026 | Seeking Alpha

Wed Jul-22 15:52:37earnings65

Analysts have lowered their expected operating profit margin for Alphabet's Cloud business to 31.2% for Q3 2026 ahead of the company's Q2 earnings report.

GOOGL ▼ FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDseekingalpha.com ↗

Oil prices rise another 3%, while Wall Street drifts in mixed trading

Wed Jul-22 15:50:41guidance85

Super Micro Computer stock surged 21.4% after the company guided for stronger profit margins than previously forecast, despite expecting revenue at the low end of its range.

SMCI ▲ PRICEDNVDA · FRESHAMD · PRICEDAVGO · REPRICINGTSM · FRESHMU · REPRICINGwww.mykxlg.com ↗

SpaceX surpasses Meta's market cap after historic IPO debut

Wed Jul-22 15:42:41other65

SpaceX's historic IPO debut resulted in a valuation surpassing Meta Platforms and Tesla, making Elon Musk the first trillionaire.

META ▼ PRICEDTSLA · FRESHAAPL · FRESHMSFT · PRICEDGOOGL · FRESHAMZN · REPRICINGNVDA · REPRICINGAVGO · FRESHAMD · FRESHQCOM · PRICEDMU · FRESHTSM · REPRICINGASML · FRESHSMCI · PRICEDPLTR · PRICEDcryptobriefing.com ↗

Elon Musk's posts about making an espresso in FSD are being scrutinized in a Tesla investigation

Wed Jul-22 15:41:25regulatory65

NHTSA has requested information from Tesla regarding Elon Musk's social media posts that suggested drivers could perform other tasks like making espresso while using Full Self-Driving.

TSLA ▼ FRESHwww.businessinsider.com ↗

BofA sees server CPU TAM hitting $170bn by 2030 as NVIDIA takes on AMD By Investing.com

Wed Jul-22 15:40:33analyst65

Bank of America projects the server CPU market will reach $170 billion by 2030, highlighting the competitive dynamic between NVIDIA's new Vera CPU architecture and AMD's EPYC line.

NVDA ▲ REPRICINGAMD · FRESHwww.investing.com ↗

Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News

Wed Jul-22 15:40:26partnership85

AMD announced a partnership with Microsoft to deploy its Helios rack-scale AI servers and Epyc processors in Azure data centers, adding to a previous deal with Meta.

AMD ▲ FRESHMSFT ▲ PRICEDMETA ▲ PRICEDNVDA ▼ REPRICINGwww.fool.com ↗

TSMC's $200 billion U.S. bet comes with a costly trade-off

Wed Jul-22 15:21:31guidance65

TSMC warned that its $200 billion U.S. expansion will pressure gross margins by 2-4 percentage points in the coming years despite strong AI demand and rising profits.

TSM ▼ REPRICINGNVDA · FRESHAMD · REPRICINGAAPL · REPRICINGQCOM · REPRICINGGOOGL · FRESHASML · REPRICINGSMCI · PRICEDfinance.yahoo.com ↗

Alphabet Earnings Put Big Tech AI Spending Under Scrutiny

Wed Jul-22 15:21:12earnings65

Alphabet is set to report earnings amid heightened investor scrutiny of Big Tech's AI capital expenditures, which are projected to exceed free cash flow generation for major hyperscalers by 2027.

GOOGL · FRESHMSFT · PRICEDAMZN · PRICEDMETA · PRICEDAAPL · REPRICINGNVDA · FRESHAVGO · FRESHAMD · REPRICINGQCOM · REPRICINGMU · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · PRICEDPLTR · PRICEDTSLA · FRESHca.finance.yahoo.com ↗

A violent AI unwind is hiding beneath a resilient stock market: Chart of the Day

Wed Jul-22 15:13:52other65

Semiconductor stocks have entered a bear market with elevated volatility concentrated in the chip sector, erasing $3.3 trillion in value despite broader market resilience.

NVDA ▼ FRESHAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ REPRICINGMU ▼ FRESHTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ PRICEDfinance.yahoo.com ↗

OpenAI Plans to Spend Over $30 Billion on Georgia Data Center

Wed Jul-22 15:12:31partnership65

OpenAI plans to invest over $30 billion in a new 3.2-gigawatt data center in Georgia, signaling continued massive capital expenditure on AI infrastructure that benefits hardware suppliers and cloud partners.

MSFT ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ PRICEDAVGO ▲ FRESHTSM ▲ PRICEDSMCI ▲ PRICEDfinancialpost.com ↗

What's behind Apple's explosive suit against OpenAI?

Wed Jul-22 15:01:33regulatory65

Apple has filed a federal lawsuit against OpenAI alleging the poaching of over 400 employees and the theft of trade secrets related to unreleased hardware technologies.

AAPL ▼ REPRICINGMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGAMZN · REPRICINGNVDA · REPRICINGhrexecutive.com ↗

Can NVIDIA's Sovereign AI Push Unlock New Revenue Streams Now?

Wed Jul-22 15:00:39earnings85

NVIDIA reported record Q1 fiscal 2027 revenue of $81.6 billion, driven by strong demand for sovereign AI infrastructure and data center products.

NVDA ▲ REPRICINGAMD · REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGMSFT · REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGfinance.yahoo.com ↗

OpenAI raises planned AI infrastructure spending to $750 billion

Wed Jul-22 15:00:12partnership65

OpenAI increased its AI infrastructure spending projection to $750 billion and announced a $20 billion investment to build its own data center, signaling continued strong demand for cloud and compute resources.

AMZN ▲ REPRICINGMSFT ▲ REPRICINGGOOGL ▲ FRESHNVDA ▲ REPRICINGqz.com ↗

AMD's Zen 6 EPYC Venice Pictured as a 256-Core Monster, Massive Twin I/O Dies & First 2nm HPC Chip To Enter Volume Ramp

Wed Jul-22 14:52:14product65

AMD unveiled its next-generation 256-core EPYC Venice CPU, built on TSMC's 2nm process, marking a significant advancement in high-performance computing for AI workloads.

AMD ▲ REPRICINGTSM ▲ REPRICINGNVDA · REPRICINGwccftech.com ↗

America has been sold out - NJTODAY.NET

Wed Jul-22 14:50:37regulatory85

Allegations surface that the Trump administration accepted bribes to loosen semiconductor export restrictions to the UAE, raising significant national security and regulatory risks for US chipmakers.

NVDA ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGAVGO ▼ REPRICINGTSM ▼ REPRICINGMU ▼ REPRICINGnjtoday.news ↗

Samsung's new Galaxy devices double down on Snapdragon-powered AI

Wed Jul-22 14:41:47product65

Qualcomm's Snapdragon chips are now powering Samsung's entire new Galaxy AI ecosystem, including foldables, smartwatches, and upcoming smart glasses.

QCOM ▲ REPRICINGwww.androidcentral.com ↗

OpenAI scales up data-center ambitions with $500B Stargate push

Wed Jul-22 14:41:09partnership65

OpenAI is advancing its $500 billion Stargate AI infrastructure initiative with a new Michigan campus and partnerships involving Microsoft, Nvidia, and AMD.

MSFT ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGAVGO ▲ REPRICINGQCOM · REPRICINGMU ▲ REPRICINGTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ PRICEDPLTR · PRICEDcryptobriefing.com ↗

Chip companies and other AI winners drag Wall Street lower again, while crude oil prices rise

Wed Jul-22 14:40:18other65

Escalating US-Iran military conflict and rising oil prices are driving semiconductor and AI stocks lower amid broader market declines and supply chain concerns.

NVDA ▼ REPRICINGAMD ▼ REPRICINGTSM ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ PRICEDAAPL ▼ FRESHMSFT ▼ REPRICINGGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ REPRICINGwww.nvdaily.com ↗