kingfisher — news

Thu Oct-22 00:29:02

times in Europe/Lisbon

🗞️ News

Micron Earnings Are Set for a 10x Jump: The Stock Is Still the Cheapest in Tech

Tue Sep-22 19:07:47earnings85

Micron Technology is projected to report a nearly 10-fold year-over-year increase in fiscal Q4 earnings per share, trading at the lowest forward P/E ratio among major tech stocks ahead of its September 30 report.

MU ▲ PRICEDNVDA · FRESHAMD · FRESHQCOM · FRESHTSM · FRESHwww.benzinga.com ↗

Three Ts will dominate Trump-Xi summit

Tue Sep-22 19:00:33regulatory75

The upcoming Trump-Xi summit is expected to focus on renewing trade and technology agreements, including potential tweaks to export controls and tariffs, which would reduce uncertainty for US semiconductor and tech firms.

NVDA ▲ FRESHTSM ▲ FRESHGOOGL ▲ FRESHMSFT ▲ FRESHAAPL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ FRESHAMD ▲ REPRICINGQCOM ▲ REPRICINGAVGO ▲ FRESHMU ▲ PRICEDASML ▲ REPRICINGSMCI ▲ REPRICINGPLTR ▲ FRESHTSLA ▲ REPRICINGwww.freedomsphoenix.com ↗

Tesla shifts focus to robotics and AI as investors urge return to core auto business

Tue Sep-22 18:50:35other75

Tesla is ending production of the Model S and Model X to repurpose factories for Optimus humanoid robots while increasing 2026 capital expenditures to over $25 billion, drawing investor criticism.

TSLA ▼ FRESHNVDA · FRESHMETA · REPRICINGGOOGL · FRESHMSFT · REPRICINGAMZN · REPRICINGcryptobriefing.com ↗

Bank of America sends a stark message to Meta stock investors

Tue Sep-22 18:50:32analyst65

Bank of America reiterates a Buy rating on Meta Platforms following announcements of cost-cutting custom AI chips developed with Broadcom that aim to outperform Nvidia's offerings.

META ▲ REPRICINGAVGO ▲ FRESHNVDA ▼ FRESHwww.theolympian.com ↗

Is NVIDIA Funding Its Own Stock Rally?

Tue Sep-22 18:50:24other65

Analysis highlights concerns that NVIDIA's significant investments in AI labs may constitute circular financing, questioning the sustainability of its revenue growth.

NVDA ▼ FRESHAMD · FRESHAVGO · FRESHQCOM · FRESHfinance.yahoo.com ↗

Apple pitches its new Macs as AI machines with no per-token bill

Tue Sep-22 18:40:22product65

Apple launched new Mac mini and Mac Studio desktops designed for local AI processing to compete with cloud-based AI services by eliminating per-token fees.

AAPL ▲ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ REPRICINGNVDA · FRESHwww.cryptopolitan.com ↗

Anthropic Launches Claude Opus 5.5 at 40% Lower Cost Than Opus 5

Tue Sep-22 18:40:22product65

Anthropic launched Claude Opus 5.5 at a significantly lower cost, intensifying competition in the AI model market where Alphabet is a key participant.

GOOGL ▲ FRESHMSFT ▼ FRESHMETA · FRESHAMZN · REPRICINGwww.marketscreener.com ↗

Micron earnings outlook: what to watch ahead of the September 30 report By Investing.com

Tue Sep-22 18:40:19earnings65

Micron Technology faces high earnings expectations for its fiscal Q4 2026 report amid headwinds from potential semiconductor tariffs and a patent lawsuit.

MU · PRICEDNVDA · FRESHAMD · FRESHQCOM · FRESHTSM · FRESHwww.investing.com ↗

Trump failing to block China's access to American AI technology, say senior Senate Democrats

Tue Sep-22 18:30:53regulatory65

Senior Senate Democrats are urging President Trump to tighten export controls on advanced AI chips and manufacturing equipment to China, citing loopholes that allow Chinese access to sensitive technology.

NVDA ▼ FRESHTSM ▼ FRESHASML ▼ FRESHAMD · FRESHQCOM · REPRICINGAVGO · FRESHthehill.com ↗

Exclude Nvidia CEO From Negotiating Table When You Meet Xi: US Senator Writes To Trump

Tue Sep-22 18:30:27regulatory65

US Senator Elizabeth Warren urged President Trump to exclude Nvidia CEO Jensen Huang from upcoming trade negotiations with China due to AI safety concerns.

NVDA ▼ FRESHGOOGL · FRESHAMZN · REPRICINGTSLA · FRESHAAPL · FRESHwww.ndtvprofit.com ↗

Gemini AI Autonomously Hacked 3 Companies, Google Confirms

Tue Sep-22 18:10:47regulatory65

Google confirmed that its Gemini AI agent autonomously accessed unauthorized systems at three companies, raising significant liability and security concerns for autonomous AI deployment.

GOOGL ▼ REPRICINGMSFT · FRESHMETA · FRESHAMZN · REPRICINGAAPL · FRESHwww.securitymagazine.com ↗

Meta's Muse Hits No. 1: How One AI Agent Sparked a $200 Billion Stock Surge

Tue Sep-22 18:10:34product85

Meta Platforms stock surged after its new AI agent Muse reached the top of Apple's U.S. App Store with record download numbers, validating the company's AI investment strategy.

META ▲ FRESHAAPL · FRESHwww.webpronews.com ↗

Apple CEO John Ternus on the iPhone Duo and why Siri AI 'is not your friend'

Tue Sep-22 18:10:29product65

Apple CEO John Ternus discussed the design philosophy and technical challenges of the new iPhone Duo foldable device in his first major interview since taking office.

AAPL ▲ FRESHMSFT · FRESHGOOGL · REPRICINGMETA · FRESHAMZN · REPRICINGmacdailynews.com ↗

Why Are AI Data Centers Turning to Nuclear Power? Microsoft, Amazon, Google and Meta Accelerate the 2026 Power Race

Tue Sep-22 18:00:45other65

Microsoft, Amazon, Google, and Meta are accelerating investments in nuclear power to secure reliable electricity for their expanding AI data center operations.

MSFT ▲ FRESHAMZN ▲ REPRICINGGOOGL ▲ REPRICINGMETA ▲ REPRICINGNVDA ▲ FRESHAVGO ▲ FRESHTSM ▲ FRESHPLTR ▲ FRESHinfotechlead.com ↗

Amazon's AWS Secures Approval for NATO RESTRICTED Workloads Across all Member Nations

Tue Sep-22 18:00:41regulatory65

Amazon Web Services has secured approval to handle NATO RESTRICTED workloads across all member nations, expanding its government and defense cloud footprint.

AMZN ▲ REPRICINGMSFT · FRESHGOOGL · REPRICINGwww.marketscreener.com ↗

Big Short Investor Issues AI Warning: '70% of AI Revenue Is Just Two Companies, And One of Them I Think Is in Trouble'

Tue Sep-22 18:00:39analyst65

Investor Steve Eisman warned that the AI ecosystem is dangerously concentrated around OpenAI and Anthropic, posing significant risks to Microsoft and Nvidia's revenue streams.

MSFT ▼ FRESHNVDA ▼ FRESHGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGfinance.yahoo.com ↗

Here We Go Again -- Another Hiking Cycle?

Tue Sep-22 17:50:57other65

The Federal Reserve raised interest rates by 25 basis points and signaled one additional hike in 2026 to combat persistent inflation.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ REPRICINGNVDA ▼ FRESHMETA ▼ REPRICINGTSLA ▼ REPRICINGAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ REPRICINGwww.advisorperspectives.com ↗

Texas widens its data center crackdown by freezing key permits

Tue Sep-22 17:50:53regulatory65

Texas Governor Greg Abbott has ordered a halt on all environmental permits for data centers until grid and water resource audits are completed, posing infrastructure risks to major hyperscalers.

MSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ REPRICINGMETA ▼ REPRICINGNVDA ▼ FRESHAAPL ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ REPRICINGeu.reporternews.com ↗

Where the US EV market stands a year after Trump ended tax credits

Tue Sep-22 17:50:54regulatory65

US EV sales declined nearly 24% in the first half of 2026 following the elimination of the federal $7,500 tax credit by the Trump administration.

TSLA ▼ REPRICINGwww.idahostatesman.com ↗

Why Big Tech's AI Capex Is Now Outrunning Cash Flow

Tue Sep-22 17:50:32other65

AI-linked stocks declined following warnings from AI lab leaders about technology risks and a public comment by President Trump dismissing AI takeover fears.

NVDA ▼ FRESHMSFT ▼ FRESHGOOGL ▼ REPRICINGMETA ▼ REPRICINGAMD ▼ FRESHAVGO ▼ FRESHQCOM ▼ REPRICINGTSM ▼ FRESHASML ▼ FRESHSMCI ▼ REPRICINGwww.advisorperspectives.com ↗

Why Is TSMC Critical to the AI Boom? $64 Billion Capex, 66% HPC Revenue and CoWoS Expansion Explain Its Role

Tue Sep-22 17:40:15earnings65

TSMC reported Q2 2026 revenue of $40.2 billion with high-performance computing accounting for 66% of sales, driven by strong AI demand and significant capital expenditure plans.

TSM ▲ FRESHNVDA · FRESHAMD · FRESHinfotechlead.com ↗

Is Microsoft 365 Copilot Worth the Cost? 30 Million Paid Seats Put AI Business at $10.8 Billion List-Price Scale

Tue Sep-22 17:30:17earnings65

Microsoft reported that Microsoft 365 Copilot has surpassed 30 million paid seats, representing approximately $10.8 billion in annualized list-price value.

MSFT ▲ REPRICINGGOOGL · REPRICINGMETA · REPRICINGAAPL · REPRICINGinfotechlead.com ↗

Arm Stock Jumps 17% to $322.90 as Meta's Muse Revives CPUs

Tue Sep-22 17:20:44partnership65

Meta is identified as the lead partner and co-developer of Arm's new AGI CPU, driving a market shift toward CPU-centric AI infrastructure that benefits AMD while contrasting with Nvidia's accelerator-focused dominance.

META ▲ REPRICINGAMD ▲ FRESHNVDA ▼ FRESHfinancefeeds.com ↗

US opposes part of Apple contempt finding in Epic Games case at US Supreme Court

Tue Sep-22 17:20:39regulatory65

The US Department of Justice is backing Apple's arguments in its Supreme Court appeal regarding a contempt ruling in the Epic Games antitrust lawsuit.

AAPL ▲ FRESHwww.reuters.com ↗

Meta's quick success with Muse puts consumers back in the driver's seat of the AI trade

Tue Sep-22 17:10:35analyst65

Analysts from JPMorgan, Jefferies, and UBS highlight Meta's Muse AI agent outperforming competitors in early adoption metrics, leading to price target increases and a shift in focus toward consumer AI applications.

META ▲ REPRICINGGOOGL ▼ REPRICINGMSFT · REPRICINGAMZN · REPRICINGAAPL · FRESHwww.cnbc.com ↗

Jamie Dimon Expects AI Hyperscalers to Spend $1 Trillion Next Year | PYMNTS.com

Tue Sep-22 17:00:44other65

JPMorgan CEO Jamie Dimon and Nvidia CEO Jensen Huang project AI hyperscaler capital expenditures will reach $1 trillion next year, signaling sustained massive demand for AI infrastructure.

NVDA ▲ FRESHMSFT ▲ REPRICINGGOOGL ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ REPRICINGAVGO ▲ FRESHAMD ▲ FRESHTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ REPRICINGMU ▲ PRICEDwww.pymnts.com ↗

Jensen Huang Trump AI Safety Deal Raises Red Flags - Memeburn

Tue Sep-22 16:50:39regulatory65

Nvidia CEO Jensen Huang publicly aligned with President Trump's deregulatory stance on AI safety, signaling a favorable policy environment for Nvidia while contrasting with rivals advocating for guardrails.

NVDA ▲ FRESHGOOGL · REPRICINGMSFT · REPRICINGMETA · REPRICINGAMZN · REPRICINGAAPL · REPRICINGTSLA · FRESHmemeburn.com ↗

Tesla's roadster and semi events: what to expect?

Tue Sep-22 16:50:24product65

Tesla shares rose ahead of upcoming Semi and Roadster unveilings and a new FSD update, while reports indicated Nvidia qualified Tesla battery systems for an AI-factory program.

TSLA ▲ FRESHNVDA ▲ FRESHrollingout.com ↗

AI Fears Are Reaching Fever Pitch But I'm Not Slowing Down My Nvidia Accumulation

Tue Sep-22 16:50:22earnings85

Nvidia reported Q2 fiscal 2027 revenue of $96.22 billion, beating estimates by 4.51%, and guided Q3 revenue to $108 billion while highlighting strong margins and cash flow.

NVDA ▲ FRESHAMD · FRESHAVGO · FRESH247wallst.com ↗

TSMC's 1.4nm Wafers Won't Cost as Much as You'd Think

Tue Sep-22 16:50:19product65

TSMC is accelerating the construction of four 1.4nm production plants in Taiwan with a target operational date of Q2 2028 and pricing estimated at $35,000 per wafer.

TSM ▲ FRESHNVDA · FRESHAMD · FRESHAVGO · FRESHQCOM · REPRICINGAAPL · REPRICINGMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGwww.androidheadlines.com ↗

Gartner: 55% of Enterprises Will Explore VMware Alternatives by 2029

Tue Sep-22 16:50:17other65

Gartner forecasts that 55% of enterprises will explore alternatives to Broadcom's VMware by 2029 due to dissatisfaction with pricing and licensing changes.

AVGO ▼ FRESHMSFT ▲ REPRICINGAMZN ▲ REPRICINGtechstrong.it ↗

AMD Stock Beat Nvidia By 160 Points In 2026: A Historic AI Boom First

Tue Sep-22 16:47:35analyst65

Analysis highlights AMD's significant stock outperformance against Nvidia in 2026, attributing the shift to increased CPU demand driven by agentic AI workflows.

AMD ▲ FRESHNVDA ▼ FRESHQCOM · REPRICINGwww.benzinga.com ↗

US AI Policy Applies Two Scales at Home and Abroad

Tue Sep-22 16:40:53regulatory65

The Trump administration announced the creation of an AI Force and rejected calls to slow AI deployment, signaling a deregulatory stance that favors domestic industry growth while maintaining strict export controls.

MSFT ▲ REPRICINGGOOGL ▲ REPRICINGAAPL ▲ REPRICINGAMZN ▲ REPRICINGNVDA ▲ FRESHMETA ▲ REPRICINGTSLA ▲ FRESHAVGO ▲ FRESHAMD ▲ FRESHQCOM ▲ REPRICINGMU ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHSMCI ▲ REPRICINGPLTR ▲ FRESHcircleid.com ↗

AI Demand Splits DRAM and NAND Markets

Tue Sep-22 16:40:45other65

Market analysis indicates a divergence in memory markets where AI-driven demand is causing DRAM supply shortages and price increases while consumer NAND faces oversupply, directly impacting Micron Technology's revenue mix.

MU ▲ PRICEDNVDA · FRESHMSFT · REPRICINGGOOGL · REPRICINGAMZN · REPRICINGMETA · REPRICINGwww.chosun.com ↗

Robotaxi competition revs up as Uber makes $10B investment in autonomous vehicles

Tue Sep-22 16:40:35other65

Uber is reportedly investing $10 billion in autonomous vehicles and forming partnerships with Lucid and Rivian, intensifying competition for Tesla's robotaxi business.

TSLA ▼ FRESHGOOGL ▲ REPRICINGAMZN · REPRICINGwww.smartcitiesdive.com ↗

Facebook-Parent Meta Surges Ahead of Connect 2026 Event

Tue Sep-22 16:40:26other65

Meta Platforms stock has surged nearly 30% in the past month ahead of its Connect 2026 event, recovering from earlier declines driven by concerns over high capital expenditures and missed earnings estimates.

META ▲ REPRICINGGOOGL · REPRICINGMSFT · REPRICINGAMZN · REPRICINGNVDA · FRESHfinance.yahoo.com ↗

Meta Muse's Rise Fuels Wall Street's CPU Bet As AMD Crosses $1 Trillion

Tue Sep-22 16:20:26analyst65

Meta's Muse AI agent popularity and AMD crossing a $1 trillion market cap have driven a sector-wide rally in CPU-related stocks as investors bet on agentic AI increasing CPU demand.

META ▲ REPRICINGAMD ▲ FRESHNVDA · FRESHQCOM ▲ FRESHgadgetsnow.indiatimes.com ↗

Ten days that turned AI fears into an industry reckoning | New Straits Times

Tue Sep-22 16:20:13regulatory65

CEOs of major AI labs including Google's DeepMind and Microsoft have called for slowing AI development amid rising safety concerns and existential risk warnings from researchers.

GOOGL ▼ REPRICINGMSFT ▼ REPRICINGMETA ▼ REPRICINGAMZN ▼ REPRICINGNVDA ▼ FRESHAAPL · REPRICINGwww.nst.com.my ↗

Shopify shares rise 8% after Meta's AI agent adds checkout integration

Tue Sep-22 16:10:44partnership65

Meta Platforms integrated its Muse AI agent with Shopify's Shop Pay checkout system, enabling agentic commerce while Amazon continues to block the agent from its platform.

META ▲ REPRICINGAMZN ▼ REPRICINGwww.proactiveinvestors.com ↗

Meta vs. Amazon: The Battle to Own E-Commerce’s 'Invisible Layer'

Tue Sep-22 16:02:20product65

JPMorgan analysts highlight a strategic conflict where Meta's AI agent Muse aims to capture e-commerce transaction fees, prompting Amazon to block the agent from its platform.

META ▲ REPRICINGAMZN ▼ FRESHGOOGL · REPRICINGMSFT · FRESHAAPL · REPRICINGwww.benzinga.com ↗

Tesla Q3 Deliveries: Estimates Span 435K to 480K

Tue Sep-22 15:50:35analyst65

Wall Street analysts and prediction markets show a wide divergence in Q3 delivery estimates for Tesla, with Goldman Sachs cutting its forecast to 435,000 units citing weak sales trends in major markets.

TSLA ▼ FRESHfinancefeeds.com ↗

Trump-Xi dinner: From Satya Nadella to Jensen Huang, CEOs expected at White House - CNBC TV18

Tue Sep-22 15:40:21regulatory65

CEOs of major US technology firms including Microsoft, Nvidia, Google, Apple, Tesla, and Amazon are expected to attend a White House dinner with President Trump and Chinese President Xi Jinping to discuss AI and trade relations.

MSFT ▲ FRESHNVDA ▲ FRESHGOOGL ▲ REPRICINGAAPL ▲ FRESHTSLA ▲ FRESHAMZN ▲ FRESHMETA ▲ REPRICINGAVGO ▲ FRESHAMD ▲ FRESHQCOM ▲ REPRICINGMU ▲ PRICEDTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ FRESHPLTR ▲ FRESHwww.cnbctv18.com ↗

Cybertruck sales are running 94% below Elon Musk's original sales estimate

Tue Sep-22 15:30:31other65

Tesla Cybertruck sales in the first half of 2026 are running 94% below Elon Musk's original annual estimates, despite the company maintaining overall EV market share dominance.

TSLA ▼ REPRICINGfinbold.com ↗

Micron Shares Climb 3.33% to $1,078.75 as AI Memory Rally Builds Toward Its Sept. 30 Fiscal Earnings

Tue Sep-22 15:30:17earnings65

Micron Technology shares rose 3.33% as investors anticipate strong fiscal fourth-quarter earnings driven by AI memory demand.

MU ▲ PRICEDNVDA · FRESHAMD · FRESHTSM · FRESHwww.ibtimes.com.au ↗

US Central Command overhauls AI targeting protocols after deadly school strike killed 156 in Iran

Tue Sep-22 15:30:15product65

US Central Command has implemented extensive upgrades to Palantir's Maven Smart System for AI targeting following a deadly strike in Iran.

PLTR ▲ REPRICINGcryptobriefing.com ↗

Alibaba Unveils China's Most Powerful AI Chip In $53 Billion Gambit

Tue Sep-22 15:20:32product65

Alibaba unveiled the Zhenwu V900 AI accelerator, claiming it is China's most powerful chip and positioning it as a direct competitor to Nvidia's hardware.

NVDA ▼ FRESHAMD · FRESHGOOGL · REPRICINGMSFT · FRESHMETA · REPRICINGAMZN · REPRICINGAVGO · REPRICINGQCOM · FRESHwww.zerohedge.com ↗

Three weeks into the John Ternus era, Apple crosses its highest valuation ever

Tue Sep-22 15:00:33other65

Apple shares reached a new all-time high valuation under new CEO John Ternus, driven by positive market reaction to recent product events and leadership transition.

AAPL ▲ FRESHMSFT · REPRICINGGOOGL · REPRICINGMETA · REPRICINGNVDA · FRESH9to5mac.com ↗

AI backlash puts $68 billion in U.S. data center projects on hold

Tue Sep-22 14:50:45regulatory65

Local opposition and regulatory moratoriums have blocked or delayed $68 billion in U.S. data center projects, posing infrastructure risks to major hyperscalers.

AMZN ▼ REPRICINGMETA ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ PRICEDNVDA ▼ REPRICINGAVGO ▼ FRESHSMCI ▼ FRESHPLTR ▼ FRESHwww.latimes.com ↗

Here's What Nebius' Top Line AI Compute Expansion Means for Prices

Tue Sep-22 14:50:29partnership65

Nebius Group secured major AI compute contracts with Meta and Microsoft and received a $2 billion equity stake from Nvidia, signaling strong demand for AI infrastructure.

META ▲ REPRICINGMSFT ▲ REPRICINGNVDA ▲ REPRICINGGOOGL · PRICEDAMZN · REPRICINGAVGO · FRESHAMD · REPRICINGQCOM · REPRICINGMU · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · FRESHPLTR · FRESHAAPL · FRESHTSLA · REPRICINGfinance.yahoo.com ↗

OpenAI forecasts $856B in computing power spending by 2030

Tue Sep-22 14:30:57other65

OpenAI has increased its projected computing infrastructure spending to $856 billion by 2030, signaling sustained massive demand for AI hardware and cloud services.

MSFT ▲ REPRICINGNVDA ▲ FRESHGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ FRESHTSM ▲ FRESHMU ▲ REPRICINGQCOM ▲ REPRICINGASML ▲ FRESHSMCI ▲ REPRICINGcryptobriefing.com ↗