kingfisher — news

Thu Oct-22 05:35:32

times in Europe/Lisbon

🗞️ News

Micron's New 512GB Memory Module Deepens Its AI Infrastructure Advantage

Fri Sep-18 15:30:21product65

Micron Technology demonstrated the industry's first 512GB DDR5 high-density memory module for server platforms to address AI infrastructure memory constraints.

MU ▲ REPRICINGNVDA ▲ FRESHAMD ▲ FRESHMSFT ▲ REPRICINGGOOGL ▲ REPRICINGAMZN ▲ FRESHMETA ▲ REPRICINGwww.nasdaq.com ↗

Daily Search Forum Recap: September 18, 2026

Fri Sep-18 15:11:17regulatory65

Google implemented remedies for its ad tech monopoly ruling and increased restrictions on AI scrapers and tracking tools in its search ecosystem.

GOOGL ▼ REPRICINGwww.seroundtable.com ↗

Oracle, CoreWeave Dump on AI's $3.6 Trillion Financing Bill - Oracle (NYSE:ORCL)

Fri Sep-18 15:00:31other65

A report highlights $3.6 trillion in circular AI financing commitments, identifying Nvidia as a key participant and raising concerns about leverage risks for infrastructure partners like Oracle and CoreWeave.

NVDA ▼ FRESHMSFT · UNKNOWNGOOGL · PRICEDAMZN · FRESHMETA · UNKNOWNAVGO · PRICEDAMD · REPRICINGTSM · UNKNOWNASML · FRESHSMCI · UNKNOWNPLTR · REPRICINGwww.benzinga.com ↗

AI: the hyperscalers' hidden bill tops 3.5 trillion dollars

Fri Sep-18 14:50:56other65

A report reveals that nine major tech giants have over $3.5 trillion in off-balance-sheet AI-related commitments, primarily for future semiconductor and data center equipment purchases.

MSFT ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ REPRICINGNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ PRICEDTSM ▲ REPRICINGASML ▲ REPRICINGwww.marketscreener.com ↗

Tesla's $10.1 billion Texas solar gigafactory clears key tax hurdle - pv magazine USA

Fri Sep-18 14:50:31regulatory65

Tesla's proposed $10.1 billion solar manufacturing facility in Texas received approval for a property tax incentive agreement from the Lamar Consolidated Independent School District.

TSLA ▲ FRESHpv-magazine-usa.com ↗

Micron Stock Rebounds 5.5% as Taiwan Labor Talks Hit Key Deadline

Fri Sep-18 14:40:30other65

Micron Technology shares rebounded 5.5% amid tight memory supply conditions and upcoming labor mediation deadlines in Taiwan, lifting broader semiconductor peers.

MU ▲ REPRICINGAMD ▲ FRESHNVDA ▲ FRESHTSM ▲ REPRICINGASML ▲ REPRICINGthecryptobasic.com ↗

CME to List GPU Rental Futures on October 5: H100, B200

Fri Sep-18 14:40:23product65

CME Group plans to list futures contracts tied to Nvidia H100 and B200 GPU rental prices on October 5, subject to regulatory review.

NVDA ▲ FRESHAMD · FRESHGOOGL · PRICEDAMZN · FRESHMSFT · REPRICINGMETA · REPRICINGfinancefeeds.com ↗

Apollo expects AI startups to seek debt financing earlier than previous tech companies

Fri Sep-18 14:40:14partnership65

Apollo and Blackstone closed a $35 billion debt package for Anthropic to procure Google TPUs with Broadcom credit support, following a previous deal funding Nvidia GPU access for xAI.

GOOGL ▲ PRICEDNVDA ▲ FRESHAVGO ▲ PRICEDMSFT · REPRICINGMETA · REPRICINGAMD · FRESHAMZN · FRESHcryptobriefing.com ↗

Xi's edge over Trump on AI

Fri Sep-18 14:40:12regulatory65

The article predicts that President Trump will prioritize deregulation-friendly AI leaders like Nvidia's Jensen Huang and Tesla's Elon Musk for upcoming diplomatic engagements with China, signaling a potential easing of regulatory headwinds for these companies.

NVDA ▲ FRESHTSLA ▲ FRESHMSFT · REPRICINGGOOGL · PRICEDMETA · REPRICINGAMD · FRESHAVGO · PRICEDQCOM · FRESHMU · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · PRICEDPLTR · REPRICINGwww.ft.com ↗

Microsoft CEO Satya Nadella may have just announced 'freedom' from OpenAI: 'Full independence is the goal'

Fri Sep-18 14:40:07product65

Microsoft CEO Satya Nadella announced a strategic pivot toward developing proprietary MAI AI models to achieve independence from external partners like OpenAI and Anthropic.

MSFT ▲ REPRICINGGOOGL · PRICEDAMZN · FRESHMETA · REPRICINGtimesofindia.indiatimes.com ↗

Amazon admits Iran drones wiped out AWS cloud data

Fri Sep-18 14:20:44other85

Amazon Web Services confirmed permanent data loss and significant infrastructure impairment in its Middle East regions following Iranian drone strikes that overwhelmed backup systems.

AMZN ▼ FRESHcybernews.com ↗

Jensen Huang Calls Nvidia the "World's First and Only Growth Value Stock," Pointing to Its 70% Revenue Growth Forecast Next Year. Here's Why That Framing Matters for How Investors Price NVDA. - AOL

Fri Sep-18 14:20:30guidance65

Nvidia CEO Jensen Huang reiterated the company's 70% revenue growth forecast for the next fiscal year and projected global AI infrastructure spending to reach $3-4 trillion by 2030.

NVDA ▲ FRESHAMD · FRESHAVGO · REPRICINGQCOM · FRESHTSM · FRESHASML · FRESHMU · FRESHSMCI · FRESHPLTR · FRESHMSFT · FRESHGOOGL · PRICEDAMZN · FRESHMETA · REPRICINGwww.aol.com ↗

The HBM Bottleneck: 3 Tech Companies Have Locked Up 85% of the Supply of AI's Scarcest Asset

Fri Sep-18 14:20:24other65

Morgan Stanley reports that Nvidia, Alphabet, and AMD have secured 85% of next year's HBM supply, highlighting a critical bottleneck driven by constrained ASML lithography equipment and Micron production capacity.

NVDA ▲ FRESHGOOGL ▲ PRICEDAMD ▲ FRESHMU ▲ FRESHASML ▲ FRESHwww.fool.com ↗

Anthropic targets ~9.5 GW of compute capacity by end-2027

Fri Sep-18 14:10:29partnership65

Anthropic announced infrastructure partnerships with Google, Amazon, AMD, and Broadcom to secure approximately 9.5 GW of AI compute capacity by the end of 2027.

GOOGL ▲ PRICEDAMZN ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHNVDA · FRESHMSFT · FRESHMETA · REPRICINGcryptobriefing.com ↗

Spy program shows just how well US knows its people

Fri Sep-18 14:00:31regulatory65

Reports indicate the NSA has direct access to search history, email, and live chats of customers from major technology firms including Google, Apple, and Facebook.

GOOGL ▼ PRICEDAAPL ▼ FRESHMETA ▼ REPRICINGengineeringevil.com ↗

Brussels Is Robbing America Blind -- And Someone In Washington Is Letting Them Get Away With It - CDM - Human Reporters * Not Machines

Fri Sep-18 14:00:21regulatory65

President Trump announced a Section 301 investigation into the European Union's regulatory fines and practices against major US tech companies including Google, Apple, Meta, and Amazon.

GOOGL ▲ PRICEDAAPL ▲ FRESHMETA ▲ REPRICINGAMZN ▲ FRESHcdm.press ↗

The 'Godfather of AI' Warns Time Is Running Out For Congress To Regulate The Technology. He Gave a Specific Window

Fri Sep-18 14:00:20regulatory65

Geoffrey Hinton warned Congress that it has less than a year to regulate AI before the technology becomes uncontrollable, citing accelerated timelines for superintelligence and recursive self-improvement.

GOOGL ▼ PRICEDMETA ▼ REPRICINGMSFT ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ FRESHTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ FRESHwww.ibtimes.com ↗

AMD Price Prediction: Three Straight Days of Fury -- Is $575 the Next Stop or a Bull Trap?

Fri Sep-18 13:50:15other65

AMD notified customers of a roughly 10% chip price hike starting in Q4, signaling strong pricing power and driving a significant stock rally.

AMD ▲ FRESHNVDA · FRESHQCOM · FRESHAVGO · FRESHblockchain.news ↗

Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources

Fri Sep-18 13:50:14product65

Tesla is auditing Chinese suppliers to prepare for the mass production ramp-up of its Optimus humanoid robot.

TSLA ▲ FRESHwww.scmp.com ↗

Xi-Trump summit preview: what are the best and worst scenarios?

Fri Sep-18 13:40:26regulatory65

Market analysts anticipate the upcoming Xi-Trump summit will focus on stabilizing US-China economic ties and potential tariff adjustments, with CEOs from Tesla, Apple, and Nvidia among those previously involved in related trade discussions.

TSLA · FRESHAAPL · FRESHNVDA · FRESHMSFT · FRESHGOOGL · PRICEDAMZN · FRESHMETA · REPRICINGAVGO · FRESHAMD · FRESHQCOM · FRESHMU · FRESHTSM · FRESHASML · FRESHSMCI · REPRICINGPLTR · FRESHwww.scmp.com ↗

Anthropic targets 5GW AI compute capacity by end of 2026: NY Times

Fri Sep-18 13:40:16partnership65

Anthropic plans to secure 5GW of AI compute capacity by the end of 2026 through infrastructure deals with Amazon, Google, and Broadcom.

AMZN ▲ FRESHGOOGL ▲ PRICEDAVGO ▲ FRESHMSFT · FRESHMETA · REPRICINGNVDA · FRESHcryptobriefing.com ↗

Apple Raises the Premium Bet: iPhone 18 Pro Hits Stores, First Foldable Arrives Next

Fri Sep-18 13:38:03product75

Apple launched the iPhone 18 Pro with higher pricing and AI features under new CEO John Ternus, while confirming the upcoming release of its first foldable device.

AAPL ▲ FRESHMSFT · FRESHGOOGL · PRICEDMETA · REPRICINGAMZN · FRESHwww.benzinga.com ↗

EU announces plan to restrict social media access for under-15s - Adomonline.com

Fri Sep-18 13:30:45regulatory65

The European Commission announced the EU Kids Act, which proposes banning social media access for children under 13 and restricting usage for those aged 13-15, with potential fines of up to 6% of global sales for non-compliance.

META ▼ REPRICINGGOOGL ▼ PRICEDwww.adomonline.com ↗

QQQ Price Prediction: Post-Hike Bounce Is Real, But the Next Wall Could End It

Fri Sep-18 13:30:33analyst65

The Federal Reserve implemented a 25 basis-point rate hike with signals of further increases, creating near-term headwinds for the QQQ ETF and its top holding Nvidia.

NVDA ▼ FRESHAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ REPRICINGTSLA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHMU ▼ FRESHTSM ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ FRESHblockchain.news ↗

Here's When Nividia's Dominance Fades, Opening Broadcom's Era of Dominance

Fri Sep-18 13:30:34earnings85

Nvidia and Broadcom reported strong quarterly earnings with robust AI revenue growth and positive guidance, highlighting the shift toward custom accelerators alongside GPU dominance.

NVDA ▲ FRESHAVGO ▲ FRESHAMD · FRESHQCOM · FRESHTSM ▲ FRESH247wallst.com ↗

New US tariff policy could make smartphones even pricier, and that's simply too much now

Fri Sep-18 13:20:43regulatory65

The US administration is considering imposing tariffs on imported smartphones and other devices containing foreign-made chips to encourage domestic semiconductor production.

AAPL ▼ FRESHQCOM ▼ FRESHGOOGL ▼ PRICEDMSFT ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGTSLA ▼ FRESHNVDA · FRESHAMD · FRESHMU · FRESHTSM · FRESHASML · FRESHAVGO · FRESHSMCI · REPRICINGPLTR · FRESHorigin.phonearena.com ↗

Anthropic's Claude leads more than a quarter of company's artificial intelligence R&D

Fri Sep-18 13:20:35regulatory65

President Trump eased U.S. export restrictions to allow the sale of Nvidia's H200 AI chips to Chinese firms ahead of a summit with President Xi.

NVDA ▲ FRESHAMD · FRESHQCOM · FRESHAVGO · FRESHTSM · FRESHASML · FRESHMU · FRESHMSFT · FRESHGOOGL · PRICEDMETA · REPRICINGAMZN · FRESHAAPL · FRESHwww.foxnews.com ↗

"I've never seen anything like it": after the 340% price hike, RAM and storage now cost more than chipsets

Fri Sep-18 13:10:58other65

Reports indicate that memory and storage component prices have surged over 300%, inverting the traditional cost structure relative to SoCs and impacting smartphone manufacturers.

MU ▲ FRESHAAPL ▼ FRESHQCOM · FRESHorigin.phonearena.com ↗

Tesla Finally Has a Date for the Roadster Reveal

Fri Sep-18 13:10:34product65

Tesla has officially confirmed an October 1, 2026 reveal event for its next-generation Roadster in Waco, Texas.

TSLA ▲ FRESHwww.topspeed.com ↗

Qualcomm did something Tuesday that almost guarantees you'll pay more for Android or iPhone handsets

Fri Sep-18 13:10:28other65

Qualcomm implemented a double-digit price hike for its chipsets on September 1, contributing to rising smartphone costs alongside increased memory prices from manufacturers like Micron.

QCOM ▲ FRESHAAPL ▼ FRESHMU ▲ FRESHorigin.phonearena.com ↗

Galaxy S27 Ultra price hike could be the worst of all

Fri Sep-18 13:10:27other65

Qualcomm plans to raise Snapdragon chipset prices by double-digit percentages due to rising manufacturing costs and TSMC production bottlenecks.

QCOM ▲ FRESHTSM · FRESHorigin.phonearena.com ↗

Tesla's AI5 Chip Enters Trial Production As Samsung Gets the Taylor Fab Running

Fri Sep-18 13:10:23product65

Samsung has begun trial production of Tesla's AI5 autonomous driving chip at its Texas fab using a 2nm process, with volume production planned for 2027 alongside TSMC.

TSLA ▲ FRESHTSM ▲ FRESHwww.autoevolution.com ↗

Your phone hides the apps that could trigger the world's first-ever trillion-dollar fine

Fri Sep-18 13:04:12regulatory65

Meta is facing a lawsuit from 29 US states alleging the company deliberately addicted young users to Facebook and Instagram and mishandled their personal data.

META ▼ REPRICINGorigin.phonearena.com ↗

2 Game-Changing AI Stocks That Can Plunge 48% and 54%, According to Select Wall Street Analysts

Fri Sep-18 13:02:54analyst65

Select Wall Street analysts issued sell ratings on Palantir Technologies and SpaceX, citing valuation concerns and expiring compute deals with Alphabet.

PLTR ▼ FRESHGOOGL · PRICEDwww.fool.com ↗

World's largest contract chipmaker TSMC sees August revenue surge over 53% to record high

Fri Sep-18 13:02:40earnings65

TSMC reported a record 53.3% year-over-year surge in August revenue driven by robust demand for AI semiconductors.

TSM ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHQCOM ▲ FRESHASML ▲ FRESHMU ▲ FRESHrocketnews.com ↗

Meta Vs. Oracle: The Laggards of AI Capex Payback Velocity

Fri Sep-18 13:02:39earnings85

Meta Platforms reported Q2 2026 earnings with a significant EPS miss and a sharp decline in free cash flow due to surging AI infrastructure costs and legal charges.

META ▼ REPRICING247wallst.com ↗

Alphabet (GOOGL) Stock Surges Over 2% on Waymo's Singapore Expansion Plans

Fri Sep-18 13:01:40regulatory65

Alphabet shares rose on news of Waymo's expansion into Singapore and a favorable antitrust ruling that avoided structural breakup.

GOOGL ▲ PRICEDblockonomi.com ↗

Tesla (TSLA) Stock: Optimus Production Facility Advances Rapidly as 5,000-Unit Order Materializes

Fri Sep-18 13:01:34product65

Tesla is advancing construction of its Optimus manufacturing facility in Texas and has placed an initial order for 5,000 units with its supplier network.

TSLA ▲ FRESHblockonomi.com ↗

Apple launches 'privacy-first' AI upgrade to Siri - but it won't be available in the EU

Fri Sep-18 13:00:54product65

Apple launched its new privacy-focused Siri AI upgrade but excluded the EU and China from the rollout due to regulatory constraints.

AAPL ▼ FRESHGOOGL · PRICEDwww.itpro.com ↗

AI-linked stocks slide after tech bosses call for slowdown in 'reckless' development

Fri Sep-18 13:00:38regulatory65

AI-linked stocks including Nvidia, AMD, and ASML declined following calls from tech leaders for a slowdown in AI development due to safety concerns, despite President Trump's dismissal of the risks.

NVDA ▼ FRESHAMD ▼ FRESHASML ▼ FRESHGOOGL ▼ PRICEDTSLA ▼ FRESHAVGO ▼ FRESHQCOM ▼ FRESHMU ▼ FRESHTSM ▼ FRESHSMCI ▼ FRESHPLTR ▼ FRESHAAPL ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHMETA ▼ REPRICINGrocketnews.com ↗

Jensen Huang Says Hyperscalers Get This 'Almost Always Wrong' -- Nvidia Has a Workaround

Fri Sep-18 13:00:28other65

Nvidia CEO Jensen Huang criticized hyperscalers for slow annual planning cycles and advocated for a distributed network of regional clouds to better meet rapid AI demand.

NVDA ▲ FRESHMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ REPRICINGfinance.yahoo.com ↗

China is building its own Nvidia: Huawei plans new AI chip every year

Thu Sep-17 21:20:27product65

Huawei plans to unveil its Ascend 960 AI chip and announced an aggressive roadmap to release a new generation annually with doubled computing power to compete directly with Nvidia.

NVDA ▼ PRICEDAMD · PRICEDQCOM · PRICEDAVGO · PRICEDTSM · PRICEDASML · REPRICINGMU · PRICEDwww.ynetnews.com ↗

Microsoft exec called AI scraping the "largest theft of labor in human history

Thu Sep-17 21:20:23regulatory65

Unsealed court documents reveal internal Microsoft communications characterizing AI news scraping as theft, contradicting the company's fair use defense in ongoing copyright litigation.

MSFT ▼ REPRICINGGOOGL · REPRICINGMETA · REPRICINGarstechnica.com ↗

Amazon's Jassy Bets on Trillion-Dollar AWS Future as AI Demand Outruns Even $220 Billion Spend

Thu Sep-17 21:00:42guidance75

Amazon CEO Andy Jassy raised the 2026 capital expenditure forecast to $220 billion and projected that AWS could eventually generate $1 trillion in annual revenue driven by AI demand.

AMZN ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGwww.webpronews.com ↗

Apple's first foldable iPhone comes to Vodacom

Thu Sep-17 21:00:37product65

Apple's first foldable smartphone, the iPhone Duo, will be available for pre-order in South Africa through Vodacom starting October 16.

AAPL ▲ REPRICINGnuusflits.com ↗

Microsoft, OpenAI's Narrow Copyright Win Avoids Damages Threat

Thu Sep-17 21:00:34regulatory65

A federal appeals court ruled in favor of Microsoft and OpenAI in a copyright case, eliminating the threat of damages for stripping metadata from creative works.

MSFT ▲ REPRICINGGOOGL ▲ REPRICINGMETA ▲ REPRICINGNVDA ▲ PRICEDAMZN ▲ PRICEDnews.bloomberglaw.com ↗

Wall Street Expects Micron to Earn $31 A Share This Quarter: That’s 10x From Last Year

Thu Sep-17 20:58:49earnings85

Micron Technology is projected to report a tenfold year-over-year increase in earnings per share for its fiscal fourth quarter, driven by surging demand and rising prices for AI-focused memory chips.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDAAPL ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ REPRICINGMETA ▼ REPRICINGAMZN ▼ PRICEDwww.benzinga.com ↗

Meta AI Subscriptions: Meta One Plans Explained - Tekticia.com

Thu Sep-17 20:50:36product65

Meta launched Meta One, a new subscription service offering expanded access to its Muse AI models and premium features across Facebook, Instagram, and WhatsApp.

META ▲ REPRICINGGOOGL · REPRICINGMSFT · REPRICINGAAPL · REPRICINGtekticia.com ↗

Apple AI Server: Return to Server Market With Nvidia - Tekticia.com

Thu Sep-17 20:40:31product65

Apple is reportedly considering re-entering the server market with an AI-focused product built on M8 chips and potentially utilizing Nvidia networking hardware.

AAPL ▲ REPRICINGNVDA ▲ PRICEDtekticia.com ↗

Google ordered to overhaul global ad empire

Thu Sep-17 20:30:34regulatory85

A U.S. District Judge has ordered Google to overhaul its online advertising business practices and auction rules following a ruling that it violated antitrust laws in the open-web display advertising market.

GOOGL ▼ REPRICINGMETA ▲ FRESHAMZN ▲ PRICEDwww.dailymail.com ↗