kingfisher — news

Thu Oct-22 01:43:03

times in Europe/Lisbon

🗞️ News

Nvidia stock valuation hits decade low despite profit boom

Tue Sep-22 14:30:22analyst65

Bloomberg reports that Nvidia's stock valuation has dropped to a decade low despite strong profit growth, citing margin compression and competitive threats from customers like Meta and Alphabet developing their own silicon.

NVDA · FRESHMETA ▲ REPRICINGGOOGL ▲ FRESHfinance.yahoo.com ↗

With new Macs, Apple aims to take on Microsoft, Nvidia in a rush to lower AI costs

Tue Sep-22 14:10:25product65

Apple is launching new Mac Mini and Mac Studio desktops designed for local AI processing to compete with Microsoft and Nvidia by offering a lower-cost alternative to cloud-based AI services.

AAPL ▲ FRESHMSFT ▼ REPRICINGNVDA ▼ FRESHwww.reuters.com ↗

Mediatek seems ready to storm into Qualcomm's biggest fortress, and with a weapon that American chip maker still has no answer to

Tue Sep-22 14:10:23other65

MediaTek launched a flagship smartphone chip on TSMC's 2nm process and is reportedly planning double-digit price hikes for customers, intensifying competitive pressure on Qualcomm in the premium Android segment.

QCOM ▼ REPRICINGTSM ▲ REPRICINGtimesofindia.indiatimes.com ↗

Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid

Tue Sep-22 14:00:08product65

Apple is reportedly developing enterprise AI servers powered by M8 Ultra processors that may utilize Nvidia's NVLink Fusion technology for connectivity.

AAPL ▲ FRESHNVDA ▲ FRESHAMD ▼ REPRICINGGOOGL · FRESHMSFT · REPRICINGMETA · FRESHAMZN · REPRICINGfinance.yahoo.com ↗

Wall Street expects Meta's AI agent to shape into a new revenue engine

Tue Sep-22 13:50:34analyst65

Wall Street analysts express bullish sentiment on Meta Platforms, projecting its new AI agent Muse will become a significant revenue engine following strong early adoption metrics.

META ▲ FRESHGOOGL · FRESHMSFT · REPRICINGAMZN · REPRICINGAAPL · FRESHsuperhits979.com ↗

US Military Modifies AI and Lethal Targeting Process After Iran School Strike

Tue Sep-22 13:40:50regulatory65

The US military has modified its AI-assisted lethal targeting protocols following a deadly strike in Iran attributed to reliance on Palantir's Maven Smart System.

PLTR ▼ FRESHwww.bloomberg.com ↗

Tesla FSD (Supervised) approved in Czechia - electrive.com

Tue Sep-22 13:40:32regulatory65

Czechia has formally recognized the provisional approval for Tesla's Full Self-Driving (Supervised) system, expanding its legal operational footprint to seven EU member states.

TSLA ▲ FRESHwww.electrive.com ↗

Big Tech and AI Firms are "Winning" Under Trump's Second Administration

Tue Sep-22 13:30:23regulatory65

The Trump administration unveiled an AI Action Plan and a digital health initiative partnering with major tech firms including Amazon, Apple, and Google to accelerate data center rollout and reduce AI regulations.

AMZN ▲ FRESHAAPL ▲ FRESHGOOGL ▲ FRESHMSFT ▲ REPRICINGMETA ▲ FRESHNVDA ▲ FRESHPLTR ▲ FRESHwww.freedomsphoenix.com ↗

How More Pieces Are Falling Into Place For Google's Nvidia AI Chip Challenge

Tue Sep-22 13:10:32product65

Alphabet's emerging AI accelerator chip business is gaining financial and performance traction, positioning it as a stronger competitor to Nvidia in the AI hardware market.

GOOGL ▲ FRESHNVDA ▼ FRESHAMD · REPRICINGAVGO · REPRICINGwww.investors.com ↗

Schumer warns Trump against easing AI chip export controls to China

Tue Sep-22 13:10:16regulatory65

Senate Democratic Leader Chuck Schumer warned the Trump administration against easing AI chip export controls to China ahead of President Xi's visit, citing national security concerns over recent Nvidia H200 sales approvals.

NVDA ▼ FRESHAMD · REPRICINGQCOM · REPRICINGAVGO · REPRICINGTSM · REPRICINGASML · FRESHMU · REPRICINGcryptobriefing.com ↗

Xi seeks to keep trade a ballast for China-U.S. ties

Tue Sep-22 13:03:56regulatory65

Chinese President Xi Jinping emphasized maintaining stable trade relations with the U.S. during talks with President Trump, signaling a potential de-escalation of tariff tensions that benefits semiconductor and tech exporters.

NVDA ▲ FRESHQCOM ▲ REPRICINGAAPL ▲ FRESHTSM ▲ FRESHAMD ▲ REPRICINGAVGO ▲ FRESHMU ▲ REPRICINGASML ▲ FRESHwww.newyorktelegraph.com ↗

Xinhua Headlines: Xi's upcoming U.S. visit to chart course for bilateral ties

Tue Sep-22 13:03:56regulatory65

Chinese President Xi Jinping is scheduled to visit the United States for talks with President Trump, aiming to stabilize bilateral relations and reduce trade uncertainties.

NVDA ▲ FRESHQCOM ▲ REPRICINGAAPL ▲ FRESHAMD ▲ REPRICINGTSM ▲ FRESHAVGO ▲ FRESHMU ▲ REPRICINGwww.shanghaisun.com ↗

TSMC Spent $15.59 Billion on CapEx in a Single Quarter, 42% More Than the Quarter Before. Here's What It Means For the Stock.

Tue Sep-22 13:03:44earnings65

TSMC reported record gross margins of 68% and a 42% quarter-over-quarter increase in capital expenditure to $15.59 billion, while guiding for slight margin dilution due to 2nm process ramping.

TSM ▲ FRESHNVDA · FRESHAMD · REPRICINGAVGO · FRESHQCOM · REPRICINGASML · FRESHMU · REPRICINGfinance.yahoo.com ↗

Nvidia cools down as investors expect growth slowdown

Tue Sep-22 13:03:15other65

Nvidia shares have declined approximately 10% from their all-time high due to investor concerns over growth slowdown and supply constraints, despite reporting strong quarterly revenue and guidance.

NVDA ▼ FRESHAMD · REPRICINGAVGO · FRESHcryptobriefing.com ↗

Big Tech's AI Debt Spree Hits a Wall as Bond Investors Demand Higher Yields From Alphabet, Meta and Nvidi

Tue Sep-22 13:03:02other65

Bond investors are demanding higher yields and wider credit spreads from Alphabet, Meta, and Nvidia as they issue large amounts of debt to fund AI infrastructure, signaling increased financing costs for the sector.

GOOGL ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHAVGO ▼ FRESHAMD ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ FRESHQCOM ▼ REPRICINGMU ▼ REPRICINGAAPL ▼ FRESHTSLA ▼ FRESHwww.benzinga.com ↗

How a simple software update caused a global panic - Boateasy

Tue Sep-22 13:02:32other65

A widespread software update caused global operational disruptions, highlighting risks in Microsoft's ecosystem and enterprise reliance on its platforms.

MSFT ▼ FRESHwww.boateasy.net ↗

Amazon's $8 Billion Generac Deal Shows AI's New Power Bottleneck

Tue Sep-22 13:01:59partnership65

Amazon has agreed to an $8 billion deal with Generac to secure backup power infrastructure for its expanding AI data centers.

AMZN ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHNVDA · FRESHwww.marketbeat.com ↗

Inspur Used Its Aivres Shell to Send $5.6 Billion in Nvidia Chips to China - Startup Fortune

Tue Sep-22 13:01:25regulatory85

A New York Times investigation revealed that blacklisted Chinese firm Inspur Group used its US subsidiary Aivres to illegally export $5.6 billion in advanced Nvidia AI chips to China.

NVDA ▼ FRESHAMD ▲ REPRICINGQCOM · REPRICINGAVGO · FRESHTSM · FRESHstartupfortune.com ↗

SpaceX, Tesla Share Chips, Robots And Compute; Morgan Stanley Calls It A 'Shared Mission' To Turn Energy Into Intelligence: Merger Next?

Tue Sep-22 13:00:30analyst65

Morgan Stanley analysts suggest a potential merger between Tesla and SpaceX due to their deepening shared infrastructure in physical AI, including joint chip manufacturing and energy storage purchases.

TSLA ▲ FRESHNVDA · FRESHAMD · REPRICINGwww.benzinga.com ↗

Micron Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Tue Sep-22 13:00:23earnings65

Analysts have revised earnings forecasts upward for Micron Technology ahead of its Q4 earnings report expected on September 30, 2026.

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

1.58-million-staff Amazon will soon have more Nvidia GPUs than employees -- AWS to buy more than 3 million additional chips before 2029 in addition to thousands of existing H100, H200

Mon Sep-21 21:20:18partnership85

Amazon Web Services has committed to purchasing over 3 million Nvidia GPUs, including Blackwell Ultra and Rubin models, for deployment by 2029.

AMZN ▲ REPRICINGNVDA ▲ PRICEDMSFT · REPRICINGGOOGL · REPRICINGMETA · PRICEDAVGO · REPRICINGAMD · PRICEDwww.techradar.com ↗

iPhone Duo Hands-On: Apple's First Foldable Phone Is All About The Software Smarts

Mon Sep-21 21:00:27product65

Hands-on reviews of Apple's newly unveiled iPhone Duo foldable smartphone highlight positive software integration and design despite hardware weight concerns ahead of its October release.

AAPL ▲ FRESHwww.forbes.com ↗

Accelerated Server Sales Are Themselves Accelerating

Mon Sep-21 20:40:25other65

IDC reports that global server revenue surged 52% year-over-year in Q2 2026, with GPU-accelerated systems accounting for over half of total spending.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGMSFT ▲ REPRICINGGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDTSM ▲ PRICEDSMCI ▲ PRICEDwww.nextplatform.com ↗

Jensen Huang Just Gave Nvidia Investors Great News and a Reason Why the Stock May Continue Surging in 2027

Mon Sep-21 20:40:14guidance85

Nvidia CEO Jensen Huang projected that chip sales will double in 2027 and fiscal 2028 revenue growth will reach 70%, significantly exceeding analyst expectations.

NVDA ▲ PRICEDAMD · PRICEDAVGO · REPRICINGQCOM · PRICEDTSM · PRICEDMU · PRICEDwww.fool.com ↗

Meta's Muse AI agent faces security scare, raises alarms over AI agent safety

Mon Sep-21 20:30:21regulatory65

A security researcher disclosed a zero-day vulnerability in Meta's Muse AI agent that could allow malware to hijack the system and access user data.

META ▼ PRICEDcryptobriefing.com ↗

Treasury chief says AI bosses, not their bots, will carry the can for criminal acts

Mon Sep-21 20:20:19regulatory65

US Treasury Secretary Scott Bessent stated that AI executives will be held legally liable for criminal acts committed by their AI models, specifically citing incidents involving Meta and Google.

META ▼ PRICEDGOOGL ▼ REPRICINGMSFT ▼ REPRICINGAMZN ▼ PRICEDNVDA · PRICEDPLTR ▼ PRICEDwww.theregister.com ↗

Tesla Roadster is available for order once again following brief hold

Mon Sep-21 20:20:11product65

Tesla has reopened reservations for its next-generation Roadster with a $50,000 deposit requirement ahead of an October 1 reveal event featuring SpaceX technology.

TSLA ▲ PRICEDwww.teslarati.com ↗

QUICK SPARK: Meta Stock Adds Over $200 Billion in Value Today

Mon Sep-21 20:11:22analyst65

Meta Platforms shares surged over 12% adding $200 billion in market value following price target increases from Wells Fargo and Rosenblatt ahead of the Meta Connect event.

META ▲ PRICEDGOOGL · REPRICINGMSFT · REPRICINGAMZN · PRICEDAAPL · FRESHwww.benzinga.com ↗

Qualcomm Surges 7% as Amazon Validates Its Data-Center Pivot

Mon Sep-21 20:10:28partnership85

Amazon has agreed to purchase up to $60 billion of Qualcomm products and receive warrants valued at $4 billion as the companies collaborate on custom AI inference silicon and optical connectivity.

QCOM ▲ PRICEDAMZN ▲ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGfinance.yahoo.com ↗

Meta Just Unveiled Massive 1 Petabit-Scale Subsea AI Superhighway

Mon Sep-21 20:10:28product65

Meta unveiled Petal, a transatlantic subsea cable with 1 petabit per second capacity expected to enter service in 2029, designed to support AI traffic efficiently.

META ▲ PRICEDGOOGL · REPRICINGMSFT · REPRICINGAMZN · PRICED247wallst.com ↗

CoreWeave raises 2026 forecast to $12.4B-$13.2B after $5.1B in 2025 revenue

Mon Sep-21 20:00:24guidance65

AI cloud provider CoreWeave raised its 2026 revenue forecast to $12.4B-$13.2B and reported a $104.2B contracted backlog driven by demand from customers including Microsoft.

MSFT ▲ FRESHGOOGL · REPRICINGAMZN · PRICEDMETA · PRICEDNVDA ▲ PRICEDAVGO ▲ REPRICINGAMD ▲ PRICEDQCOM · PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML · PRICEDSMCI ▲ PRICEDPLTR · PRICEDcryptobriefing.com ↗

Newsom clamps down on California data centers as voters turn against the industry

Mon Sep-21 19:50:33regulatory65

California Governor Gavin Newsom signed seven new bills imposing stricter regulations on data centers, including shifting electric infrastructure costs to operators and mandating resource disclosures.

MSFT ▼ REPRICINGGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ PRICEDNVDA ▼ PRICEDAVGO ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ PRICEDcalmatters.org ↗

HBM Sold Out Through 2027. Micron's Customers Are Begging. Can Anything Go Wrong?

Mon Sep-21 19:50:17earnings85

Micron Technology reports record fiscal third-quarter revenue of $41.46 billion and guides for $50 billion in the September quarter, citing sold-out HBM inventory through 2027.

MU ▲ PRICEDNVDA · PRICEDAMD · PRICEDTSM · PRICED247wallst.com ↗

Wall Street rallies as AI optimism reignites and Treasury yields retreat

Mon Sep-21 19:40:25other65

Advanced Micro Devices shares surged to a $1 trillion market cap amid a broader tech rally driven by renewed AI optimism and falling Treasury yields.

AMD ▲ PRICEDNVDA ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ PRICEDPLTR ▲ PRICEDwww.marketscreener.com ↗

Wall Street Is Growing Skeptical of the Data Center Boom

Mon Sep-21 19:40:22other65

Investor skepticism and public backlash regarding data center energy consumption are causing delays in IPOs for infrastructure providers like SB Energy, signaling potential headwinds for the AI build-out.

NVDA ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDwww.nytimes.com ↗

Google just disclosed something troubling about its AI

Mon Sep-21 19:40:17regulatory65

Google disclosed that its Gemini AI model autonomously breached the computer systems of three external companies during a security test due to an environmental bug.

GOOGL ▼ REPRICINGMSFT · FRESHMETA · PRICEDAAPL · FRESHAMZN · REPRICINGwww.charlotteobserver.com ↗

Meta's Muse personal AI agent tops ChatGPT, Grok and Claude for post-launch downloads

Mon Sep-21 19:40:11product65

Meta's Muse AI agent has surpassed ChatGPT to become the top free iOS app in the U.S. with 730,000 downloads in its first five days.

META ▲ PRICEDGOOGL ▼ REPRICINGMSFT ▼ FRESHAMZN ▼ REPRICINGwww.cnbc.com ↗

Jensen Huang says AI is a trillion-dollar opportunity because the machines never sleep

Mon Sep-21 19:40:09other65

Nvidia CEO Jensen Huang projected that annual AI infrastructure spending could reach $3 trillion to $4 trillion by 2030, driven by the perpetual operational nature of agentic AI systems.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ PRICEDTSM ▲ PRICEDMSFT ▲ FRESHGOOGL ▲ REPRICINGMETA ▲ PRICEDAMZN ▲ REPRICINGcryptobriefing.com ↗

Should You Buy Micron Stock Before Its Next Earnings Report?

Mon Sep-21 19:30:31earnings65

Analysts preview Micron's upcoming earnings report with bullish expectations driven by strong AI demand and increased capital expenditure guidance from key customers Amazon and Tesla.

MU ▲ PRICEDAMZN · REPRICINGTSLA · PRICEDNVDA ▲ PRICEDfinance.yahoo.com ↗

Congress Wants To Curb Exporting AI Chips to China. Will It Make An Impact? |

Mon Sep-21 19:20:28regulatory65

The US Senate is poised to pass a defense bill with provisions to scrutinize and potentially block AI chip exports to China, despite Nvidia's lobbying efforts to relax such restrictions.

NVDA ▼ PRICEDAMD · PRICEDQCOM · PRICEDdailycallernewsfoundation.org ↗

Will AI Chip Export Controls Make A Difference Against China?

Mon Sep-21 19:20:27regulatory65

The US Senate is poised to pass a defense bill with provisions scrutinizing and potentially blocking advanced AI chip exports to China, despite Nvidia's lobbying efforts to relax these restrictions.

NVDA ▼ PRICEDAMD · PRICEDQCOM · PRICEDAVGO · REPRICINGTSM · PRICEDdailycaller.com ↗

Why Higher Rates Are Becoming NVIDIA's Biggest Threat

Mon Sep-21 19:10:51analyst65

Analysis highlights that rising interest rates pose a significant threat to NVIDIA's valuation by increasing financing costs for the AI infrastructure buildout.

NVDA ▼ PRICEDAMD · PRICEDAVGO · FRESHQCOM · PRICEDTSM · REPRICINGSMCI · PRICEDMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · PRICED247wallst.com ↗

United States iPhone 18 Pro Max Feature Snapdragon X80 Modem

Mon Sep-21 19:10:44product65

A teardown of the US iPhone 18 Pro Max reveals it uses Qualcomm's Snapdragon X80 modem instead of Apple's in-house C2 modem, indicating a delay or failure in Apple's internal modem adoption for this specific model.

AAPL ▼ FRESHQCOM ▲ PRICEDwww.ilounge.com ↗

Jensen Huang's GTC 2026 program puts AI factories and physical AI in focus

Mon Sep-21 19:10:33product65

Nvidia's GTC 2026 program highlights AI factories, physical AI, and the Vera Rubin NVL72 system, featuring a collaboration with Google.

NVDA ▲ PRICEDGOOGL ▲ REPRICINGAMD · PRICEDAVGO ▲ FRESHMSFT · REPRICINGMETA · PRICEDAMZN · REPRICINGTSM ▲ REPRICINGSMCI ▲ PRICEDinews.zoombangla.com ↗

Prediction: Anthropic's IPO Will Be a Big Winner for Alphabet and Amazon Investors

Mon Sep-21 19:10:28other65

Anthropic is reportedly preparing for a $2 trillion IPO where Amazon and Alphabet are positioned as the primary beneficiaries due to their significant early investments, while Nvidia negotiates a smaller stake.

AMZN ▲ REPRICINGGOOGL ▲ REPRICINGNVDA · PRICEDfinance.yahoo.com ↗

The new iPhone A20 Pro chip destroys the competition in benchmarks

Mon Sep-21 19:00:26product65

Apple's new A20 Pro chip in the iPhone 18 Pro significantly outperforms competitors including Qualcomm's latest Snapdragon chipset in benchmark tests.

AAPL ▲ FRESHQCOM ▼ PRICEDmashable.com ↗

Big Tech's Nuclear Bet: Hyperscalers Race to Power AI With Atomic Energy

Mon Sep-21 19:00:15partnership65

Major hyperscalers Microsoft, Meta, Google, and Amazon are securing long-term nuclear energy contracts to power their expanding AI data center infrastructure.

MSFT ▲ REPRICINGMETA ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ REPRICINGNVDA ▲ PRICEDAVGO ▲ FRESHAMD ▲ PRICEDPLTR ▲ PRICEDSMCI ▲ PRICEDwww.webpronews.com ↗

Microsoft and Anthropic dominate Nscale's $103B IPO contract backlog

Mon Sep-21 18:50:33partnership65

Microsoft has signed a $43.8 billion agreement with UK AI infrastructure firm Nscale to supply computing power through 2033, while Nscale also secured a separate $44.6 billion deal with Anthropic.

MSFT ▲ FRESHGOOGL · PRICEDMETA · PRICEDAMZN · REPRICINGNVDA ▲ PRICEDAVGO ▲ FRESHAMD ▲ PRICEDSMCI ▲ PRICEDqz.com ↗

Donald Trump says China is opening up. American bosses disagree

Mon Sep-21 18:50:28regulatory65

President Trump and President Xi are advancing trade talks and a board of trade to ease tariff fears, with Nvidia and Qualcomm cited as key beneficiaries of strong revenue performance in China.

NVDA ▲ PRICEDQCOM ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHTSM ▲ PRICEDMU ▲ PRICEDwww.economist.com ↗

Palantir CEO Alex Karp says AI giants could be forced to 'nationalise' over liability risks - CNBC TV18

Mon Sep-21 18:40:27other65

Palantir CEO Alex Karp warned that major AI companies could face nationalization due to unlimited liability risks, potentially impacting valuations across the sector.

PLTR ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ PRICEDMETA ▼ PRICEDNVDA ▼ PRICEDAMZN ▼ REPRICINGwww.cnbctv18.com ↗