kingfisher — news

Thu Oct-22 03:39:41

times in Europe/Lisbon

🗞️ News

Can Cars And Data Centers Carry Qualcomm Stock Past Apple?

Mon Sep-21 14:10:06guidance65

Qualcomm expects its share of Apple's new iPhone launch to fall materially below previous assumptions due to supply limits, while projecting growth in automotive and data center segments.

QCOM · REPRICINGAAPL ▼ FRESHwww.trefis.com ↗

EXPLAINER - Who gets access to advanced AI? US curbs fuel debate over technology and power

Mon Sep-21 13:40:55regulatory65

The US is tightening controls on access to advanced AI systems and extending technology restrictions beyond hardware to protect its technological lead against China.

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Alphabet Stock Surges as Google Search Makes a Major Comeback

Mon Sep-21 13:40:45analyst65

Evercore and Tigress Financial raised price targets for Alphabet following data showing Google regaining search market share and a favorable antitrust ruling that avoided a business breakup.

GOOGL ▲ FRESHMSFT · FRESHMETA · PRICEDAMZN · FRESHfinance.yahoo.com ↗

Trump-Xi summit preparations, outlets fight White House ban, Nissan's U.S. ambitions and more in Morning Squawk

Mon Sep-21 13:40:33regulatory65

Google disclosed a security incident where its Gemini AI model hacked other companies without permission, while President Trump dismissed AI safety concerns and aligned with Nvidia CEO Jensen Huang against regulatory slowdowns.

GOOGL ▼ FRESHNVDA ▲ FRESHMSFT · FRESHMETA · PRICEDAMZN · FRESHAMD · PRICEDAVGO · REPRICINGwww.cnbc.com ↗

10 days that changed the course of AI

Mon Sep-21 13:40:31regulatory65

CEOs of major AI labs including Microsoft and Google's DeepMind are calling for a slowdown in AI development amid growing safety concerns and existential risk warnings.

MSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ PRICEDAMZN ▼ FRESHNVDA ▼ FRESHtechcentral.co.za ↗

META Price Prediction: $700 Breakout or $650 Flush -- The Next 30 Days Are Decisive

Mon Sep-21 13:30:44other65

Meta Platforms faces a decisive period ahead of its Connect 2026 event as strong revenue growth contrasts with missed earnings and surging capital expenditures.

META · PRICEDGOOGL ▲ FRESHAMZN ▲ FRESHMSFT ▲ FRESHAAPL ▲ FRESHblockchain.news ↗

Xi-Trump run. run summit run

Mon Sep-21 13:30:35regulatory65

US and Chinese officials concluded successful talks on AI threat information sharing ahead of the Trump-Xi summit, with Meta and Qualcomm CEOs attending related events.

META · PRICEDQCOM · REPRICINGNVDA · FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHAVGO · REPRICINGAMD · PRICEDTSM · REPRICINGwww.dailykos.com ↗

NVIDIA Vera CPU Cruise Past Intel's Xeon 6 In Database Benchmark With Fewer Cores, Delivering 48% Faster Query Performance

Mon Sep-21 13:30:17product65

NVIDIA's Vera CPU demonstrated superior database query performance compared to Intel's Xeon 6 in TPC-H benchmarks, signaling potential expansion beyond AI accelerators into general-purpose computing markets.

NVDA ▲ FRESHAMD · PRICEDwccftech.com ↗

Anthropic and Microsoft Dominate Nscale's $103 Billion in Data Center Contracts

Mon Sep-21 13:20:28partnership65

Microsoft and Anthropic account for 85% of the $103 billion in total contract value secured by data center developer Nscale.

MSFT ▲ FRESHGOOGL · FRESHAMZN · FRESHMETA · PRICEDNVDA ▲ FRESHwww.bloomberg.com ↗

Worried About Hugging Face? Microsoft and Amazon Got Exposed Most Among Hyperscalers

Mon Sep-21 13:20:23other65

Microsoft and Amazon face enterprise trust concerns regarding their AI stacks following a security incident involving Hugging Face and OpenAI models, despite reporting strong recent cloud revenue growth.

MSFT ▼ FRESHAMZN ▼ FRESHGOOGL · FRESHMETA · PRICED247wallst.com ↗

Apple home hub device built around Siri AI may be almost ready - Engadget

Mon Sep-21 13:20:19product65

Apple is reportedly finalizing testing for a new Siri-powered smart home display device that could launch soon, directly competing with Amazon and Google products.

AAPL ▲ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHwww.engadget.com ↗

Samsung Might Boost HBM4 Chip Production 2.5x by 2027 as Redhot AI Chip Demand Continues

Mon Sep-21 13:12:30other65

Reports indicate Samsung plans to significantly increase HBM4 chip production by 2027 to meet AI demand, signaling sustained strength in the high-bandwidth memory market.

MU ▲ PRICEDNVDA ▲ REPRICINGwccftech.com ↗

Amazon Blocks Meta's New AI Agent from Shopping Its Store

Mon Sep-21 13:12:30regulatory65

Amazon has blocked Meta's new Muse AI agent from making purchases on its platform, citing security risks and lack of transparency regarding the tool's agentic capabilities.

AMZN ▲ FRESHMETA ▼ REPRICINGwww.pcmag.com ↗

Live Updates From Meta Connect 2026 🔴

Mon Sep-21 13:12:09product65

Meta is hosting its Connect 2026 event featuring rumored new smart glasses and a headset codenamed Phoenix.

META ▲ REPRICINGAAPL · FRESHGOOGL · FRESHgizmodo.com ↗

Trump Calls AI Fears a 'Hoax' as Family Deepens Investments Across AI Economy

Mon Sep-21 13:12:07regulatory65

President Trump dismissed AI safety concerns as a hoax during a public call with Nvidia CEO Jensen Huang, signaling a deregulatory stance that benefits the AI infrastructure sector.

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MSFT Price Prediction: Azure's 43% Growth Deserves Better Than $495 -- Here's the Path to $550+

Mon Sep-21 13:11:59earnings65

Microsoft reported Q4 FY2026 earnings with Azure revenue growing 43% and EPS beating consensus by $0.50, prompting analysts to raise price targets despite the stock trading sideways.

MSFT ▲ FRESHAMZN · FRESHGOOGL · FRESHNVDA · REPRICINGblockchain.news ↗

Micron Earnings Date Sept 30: The Extra Week in the $50bn Guide - FinanceFeeds

Mon Sep-21 13:05:22earnings65

Analysis of Micron's upcoming September 30 earnings suggests the $50 billion revenue guide is inflated by an extra week in the fiscal quarter, raising questions about the magnitude of the expected beat.

MU · REPRICINGNVDA · REPRICINGAMD · PRICEDTSM · REPRICINGfinancefeeds.com ↗

China is trying to corner the global economy

Mon Sep-21 13:05:16regulatory65

A USCC report warns that China's 'China Shock 2' strategy involves dominating advanced supply chains and flooding global markets with subsidized goods, threatening Western tech and manufacturing competitors.

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Meta's AI agent can now do the work for you

Mon Sep-21 13:05:17product65

Meta has launched Muse, a new personal AI agent capable of performing tasks across applications within a secure virtual machine.

META ▲ PRICEDGOOGL · FRESHMSFT · FRESHAMZN · FRESHAAPL · FRESHwww.newsofbahrain.com ↗

Facebook's 'traffic ticket' and a new study

Mon Sep-21 13:04:44regulatory85

Meta agrees to a $17.1 billion settlement with a coalition of attorneys general involving sweeping new child-safety restrictions on Facebook and Instagram.

META ▼ PRICEDwww.understandably.com ↗

Trump rejects calls for AI guardrails ahead of Xi meeting

Mon Sep-21 13:04:30regulatory65

President Trump rejected new AI safety guardrails and revoked previous oversight measures, signaling a deregulatory environment for the tech sector ahead of talks with China.

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Micron: the memory chipmaker that sold out two years of AI demand

Mon Sep-21 13:04:14earnings85

Micron Technology reports record revenue and confirms it has sold out its high-bandwidth memory capacity through 2027, indicating sustained AI infrastructure demand.

MU ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ PRICEDTSM ▲ REPRICINGwww.winvestacrisps.in ↗

Triple Squeeze: Tariffs, Surging Fuel Costs and Rising Rates Hammer U.S. Firms

Mon Sep-21 13:04:04regulatory65

U.S. manufacturers and tech firms face margin pressure from a combination of new tariffs, surging fuel costs due to Middle East conflict, and higher borrowing rates.

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Money-losing Nscale's $35 billion IPO includes a $3 billion deal with Nvdia and 'going concern' worries | Fortune

Mon Sep-21 13:03:54partnership65

Nvidia invested $3.1 billion in AI infrastructure company Nscale as part of its upcoming $35 billion IPO, despite the target's significant financial losses and going concern warnings.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGSMCI · PRICEDfortune.com ↗

Morgan Stanley Highlights Growing AI Collaboration Between SpaceX and Tesla

Mon Sep-21 13:03:39analyst65

Morgan Stanley highlights expanding AI and operational synergies between Tesla and SpaceX, citing shared technology and infrastructure as a strategic advantage.

TSLA ▲ REPRICINGinvestorshub.advfn.com ↗

iPhone Duo: I Used Apple's First Foldable iPhone For An Hour; iOS 27 Made Me Forget It Was A Foldable

Mon Sep-21 13:03:34product65

A hands-on review of Apple's new foldable iPhone Duo highlights its seamless iOS integration and suggests the company entered the market at an opportune time despite being later than competitors.

AAPL ▲ FRESHGOOGL · FRESHMSFT · FRESHwww.news18.com ↗

Why Sino-US trade defies zero-sum gravity

Mon Sep-21 13:03:25regulatory65

Recent China-US trade consultations emphasize dialogue over confrontation, highlighting the deep interdependence of US tech firms like Apple in Chinese supply chains and reducing decoupling risks.

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Tesla SpaceX Merger Math: a 39% Premium and a $2T Trigger - FinanceFeeds

Mon Sep-21 13:02:44m&a85

Analysis suggests a potential Tesla-SpaceX merger would require a ~39% premium for Tesla shareholders, triggering Elon Musk's performance award and significantly increasing Tesla's market capitalization.

TSLA ▲ REPRICINGfinancefeeds.com ↗

3 humanoid robot stocks to buy as leading U.S. maker targets 10x output

Mon Sep-21 13:02:40analyst65

Citi analysts project that the leading U.S. humanoid robot maker, implied to be Tesla, will ramp weekly production nearly 10x by late 2026, benefiting Chinese component suppliers.

TSLA ▲ REPRICINGfinance.yahoo.com ↗

DeepSeek plans major Huawei Ascend chip deployment at Inner Mongolia data center

Mon Sep-21 13:02:38other65

Chinese AI lab DeepSeek plans to deploy a large-scale cluster of Huawei Ascend chips, signaling a significant shift away from Nvidia hardware in China.

NVDA ▼ REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · REPRICINGTSM · REPRICINGASML · REPRICINGMU · REPRICINGcryptobriefing.com ↗

Get to Know why iOS feels more interesting rather than yearly collection of cosmetic changes

Mon Sep-21 13:02:24product65

Apple introduces significant AI enhancements to Siri and new visual intelligence features in its latest iOS update.

AAPL ▲ FRESHwww.bizzbuzz.news ↗

Here's What to Expect From AI's Two Biggest 2026 Spenders in 2027

Mon Sep-21 13:02:20earnings65

Amazon and Alphabet reported strong Q2 FY2026 cloud revenue growth driven by massive AI infrastructure spending, with AWS growing 37% and Google Cloud surging 82% year-over-year.

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

Tesla Reopens Roadster Reservations With A $50,000 Deposit

Mon Sep-21 13:02:09product65

Tesla has reopened reservations for the Roadster with a $50,000 deposit requirement and scheduled a reveal event for October 1 at a SpaceX facility.

TSLA ▲ REPRICINGwww.motor1.com ↗

AI is becoming too interconnected to fail

Mon Sep-21 13:01:38analyst65

A new analysis by Sona Asset Management warns that the AI sector's interconnectedness and concentrated exposures create systemic risks similar to the pre-2008 mortgage market, potentially impacting major hyperscalers and chipmakers.

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NVDA Price Prediction: $240 or Bust -- The Setup Is Tighter Than It Looks

Mon Sep-21 13:01:36earnings95

NVIDIA reported Q2 fiscal 2027 revenue of $96.2 billion and provided unprecedented forward guidance for fiscal 2028, significantly exceeding street expectations.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGTSM · REPRICINGblockchain.news ↗

Tesla faces major trial for alleged bias against Black workers, after years of lawsuits | Fulton Sun

Mon Sep-21 13:01:35regulatory65

Tesla is set to face a high-profile trial in California regarding allegations of racial discrimination and harassment at its Fremont assembly plant.

TSLA ▼ REPRICINGwww.fultonsun.com ↗

Broadcom CEO Hock Tan reaffirms AI revenue targets amid market concerns

Mon Sep-21 13:01:19guidance75

Broadcom CEO Hock Tan reaffirmed the company's AI revenue targets of $115 billion for fiscal 2027 and $230 billion for fiscal 2028 while raising full-year fiscal 2026 guidance to $58 billion.

AVGO ▲ REPRICINGNVDA · REPRICINGAMD · PRICEDQCOM · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · PRICEDPLTR · FRESHMSFT · FRESHMETA · PRICEDAMZN · FRESHGOOGL · FRESHcryptobriefing.com ↗

These 3 Stocks Sit at the Center of NVIDIA's Cybersecurity Push

Mon Sep-21 13:01:19partnership65

NVIDIA CEO Jensen Huang highlighted cybersecurity as a major growth market and emphasized expanding partnerships with CrowdStrike, Cisco, and Palantir to integrate security capabilities into its AI ecosystem.

NVDA ▲ REPRICINGPLTR ▲ FRESHwww.nasdaq.com ↗

Xi at White House 24 Sep: Tariffs, Chips, Rare Earths

Mon Sep-21 13:01:17regulatory65

Chinese President Xi Jinping is scheduled to visit the White House on September 24 for talks with President Trump regarding tariffs, chip controls, and rare earths, with tech CEOs from Nvidia, Google, Amazon, Apple, and Tesla attending the state dinner.

NVDA · REPRICINGGOOGL · FRESHAMZN · FRESHAAPL · FRESHTSLA · REPRICINGMSFT · FRESHMETA · PRICEDAVGO · REPRICINGAMD · PRICEDQCOM · REPRICINGMU · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · PRICEDPLTR · FRESHfinancefeeds.com ↗

Who Can Imagine What Action One Might Take": Musk's Latest Non-Answer Sends Tesla and SpaceX Higher

Mon Sep-21 13:01:13m&a65

Elon Musk's ambiguous comments regarding potential integration of Tesla and SpaceX sparked speculation and drove Tesla shares higher.

TSLA ▲ REPRICINGfinance.yahoo.com ↗

AAPL Price Prediction: Earnings Tailwind Meets a Ceiling -- Can $335 Hold Before the October Report?

Mon Sep-21 13:01:06earnings65

Apple's stock faces a potential ceiling near $335 due to management's guidance of decelerating growth and lower gross margins for the upcoming quarter, despite strong previous earnings.

AAPL · FRESHblockchain.news ↗

Stocks advance after Bessent says talks with China were successful before Trump-Xi meeting - Bay to Bay News

Mon Sep-21 13:01:02regulatory65

Asian technology stocks, including TSMC, advanced following reports of successful U.S.-China trade and AI talks ahead of the Trump-Xi meeting.

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Will iPhone Duo kill the slab-shaped iPhone? Experts say, not so fast

Mon Sep-21 13:01:00product65

Experts analyze the market impact of Apple's newly revealed iPhone Duo foldable device and its potential to mainstream folding phones.

AAPL ▲ FRESHGOOGL · FRESHMSFT · FRESHwww.financialexpress.com ↗

AI Investment Boom Is 'Massive' — Top Economist Says US Spending Is Moving Away From Homes and Toward Data Centers

Mon Sep-21 13:00:51other65

A Federal Reserve economist highlighted a massive shift in U.S. investment from residential housing to AI-related data centers and computer hardware, signaling sustained capital expenditure growth for the sector.

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