kingfisher — news

Alphabet's Spark Agentic AI Will Beat Meta's Muse in the Long Run

Wed Sep-23 15:30:13earnings85

Alphabet reported strong Q2 FY2026 results with accelerating cloud growth and enterprise adoption, while Meta missed EPS consensus despite revenue growth due to surging costs and margin compression.

GOOGL ▲ PRICEDMETA ▼ REPRICINGMSFT · REPRICINGAMZN · PRICED247wallst.com ↗

OpenAI IPO Collapse?

Wed Sep-23 15:20:57other65

Reports of delayed AI data center construction and rising financing costs for AI infrastructure projects raise concerns about the sustainability of current AI adoption rates and IPO viability for major AI firms.

NVDA ▼ REPRICINGMSFT ▼ REPRICINGGOOGL ▼ PRICEDMETA ▼ REPRICINGAMZN ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDTSM ▼ REPRICINGASML ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ PRICED247wallst.com ↗

Alibaba Cloud's V900 AI Chip Links 500,000 Accelerators: Europe Regions Next

Wed Sep-23 15:20:51product65

Alibaba Cloud unveiled its V900 AI chip and announced new European cloud regions, positioning itself as a direct competitor to major US hyperscalers in the enterprise market.

AMZN ▼ PRICEDMSFT ▼ REPRICINGGOOGL ▼ PRICEDNVDA ▼ REPRICINGwww.techtimes.com ↗

Tesla's 'hardcore lawyers' went a little too hardcore

Wed Sep-23 15:20:29regulatory65

Tesla's legal team faced judicial criticism for alleged witness tampering and inappropriate remarks during the opening of a major racial discrimination trial in California.

TSLA ▼ REPRICINGelectrek.co ↗

Tesla goes on trial over alleged racial bias at California plant

Wed Sep-23 15:20:21regulatory65

Tesla is set to face trial in California over allegations of racial discrimination and wage disparities against Black workers at its Fremont plant.

TSLA ▼ REPRICINGwww.sierraleonetimes.com ↗

DARPA Gets First On-Site Access to Microsoft Majorana 2 Qubits Under Scrutiny

Wed Sep-23 15:10:14product65

Microsoft has granted DARPA direct on-site access to its Majorana quantum qubit system at a new University of Maryland research center for independent validation.

MSFT ▲ REPRICINGwww.techtimes.com ↗

Why Apple's stock chart is probably putting a smile on the face of new CEO John Ternus

Wed Sep-23 15:00:41product65

Apple shares hit a record high following the launch of the foldable iPhone Duo and strong demand for the iPhone 18 suite.

AAPL ▲ REPRICINGfinance.yahoo.com ↗

What Is Really Driving Palantir's Growth?

Wed Sep-23 15:00:38earnings65

Palantir Technologies reported strong Q2 2026 results with U.S. commercial revenue surging 149% and raised its full-year guidance for that segment.

PLTR ▲ PRICEDwww.trefis.com ↗

Supermicro Introduces Blueprint for Eight-Rack NVIDIA Vera Rubin System | TokenPost

Wed Sep-23 14:30:50product65

Super Micro Computer unveiled a blueprint for an eight-rack liquid-cooled system featuring NVIDIA's upcoming Vera Rubin NVL4 platform, scheduled for availability in Q4 2026.

SMCI ▲ REPRICINGNVDA ▲ FRESHAMD · REPRICINGAVGO · FRESHTSM · FRESHwww.tokenpost.com ↗

Micron Wall Street Target Hits $2,000 as Traders Pile In Before Earnings

Wed Sep-23 14:30:33analyst65

Micron Technology shares have surged with analyst price targets reaching $2,000 ahead of its September 30 earnings report, supported by significant long-term customer agreements.

MU ▲ REPRICINGNVDA · FRESHAMD · REPRICINGAVGO · FRESHQCOM · REPRICINGTSM · FRESHfinance.yahoo.com ↗

DeepSeek CEO Liang Wenfeng plans early adaptation to Huawei AI chips

Wed Sep-23 14:20:50other65

Chinese AI lab DeepSeek plans to deploy 160,000 Huawei Ascend chips for model training, signaling a strategic shift away from Nvidia hardware due to US export controls.

NVDA ▼ FRESHAMD · FRESHAVGO · FRESHQCOM · FRESHTSM · FRESHcryptobriefing.com ↗

AMD Is Up 293% in a Year and Still Climbing. This is Where It'll Trade in 2027

Wed Sep-23 14:20:42analyst65

Analysts project AMD shares could reach $900 by 2027 driven by strong AI chip demand and upward earnings revisions.

AMD ▲ FRESHMETA · FRESHNVDA ▼ FRESHAVGO ▼ FRESHQCOM · FRESH247wallst.com ↗

Meta's Muse AI Assistant Rolled Out With a Serious Security Flaw

Wed Sep-23 14:11:06product65

Meta's new AI assistant Muse faces a critical security vulnerability and has been blocked by Amazon, undermining its privacy claims and limiting its ecosystem integration.

META ▼ FRESHAMZN ▲ FRESHAAPL · REPRICINGwww.wired.com ↗

Will there be no tech under the Christmas tree this year?

Wed Sep-23 14:10:59product65

Rising memory costs are forcing Apple to increase device prices and delay the iPhone 18 launch until 2027.

AAPL ▼ REPRICINGMU ▲ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHevertiq.com ↗

Dutch chip-tool giant ASML sells nothing in Europe as no fabs get built

Wed Sep-23 14:10:39earnings65

ASML reported zero net system sales in Europe for Q2 due to a lack of fab construction but raised full-year sales guidance to €43bn-€45bn driven by AI demand.

ASML ▲ REPRICINGTSM · FRESHNVDA · FRESHAMD · FRESHwww.intellinews.com ↗

Nvidia Just Qualified Tesla and Vertiv Products for Its New AI-Factory Standard

Wed Sep-23 14:10:31partnership65

Nvidia has qualified Tesla's battery storage and Vertiv's cooling systems for its new DSX Ready AI-factory standard, expanding its ecosystem influence into data center infrastructure.

NVDA ▲ FRESHTSLA ▲ FRESHSMCI · REPRICINGAVGO · FRESHfinance.yahoo.com ↗

Super Micro Computer, Inc.: Supermicro Now Shipping NVIDIA Vera Rubin NVL72 Racks

Wed Sep-23 14:10:24product65

Super Micro Computer announced it is now shipping NVIDIA Vera Rubin NVL72 racks integrated with its direct liquid cooling stack and Data Center Building Block Solutions.

SMCI ▲ REPRICINGNVDA ▲ FRESHAMD · FRESHAVGO · FRESHTSM · FRESHwww.finanznachrichten.de ↗

Meta Platforms' National TV Ad Shows a Major Shift in the Business Model

Wed Sep-23 14:00:47product65

Meta Platforms launched a national TV ad campaign for its new Muse AI agent, signaling a strategic shift to diversify revenue beyond its core advertising business.

META ▲ FRESHAMZN ▼ FRESHGOOGL · FRESHwww.fool.com ↗

Arms, chips and communiqués: Why Taiwan looms over the Xi-Trump summit

Wed Sep-23 13:31:00regulatory65

Geopolitical tensions regarding US arms sales to Taiwan are expected to dominate the upcoming Xi-Trump summit, raising risks for cross-strait relations and the semiconductor supply chain.

TSM ▼ REPRICINGNVDA ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHAVGO ▼ REPRICINGASML ▼ PRICEDMU ▼ FRESHAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHwww.hindustantimes.com ↗

Nvidia Backs Firmus Technologies in $10 Billion Data Center Financing

Wed Sep-23 13:30:55partnership65

Nvidia has backed Firmus Technologies in a $10 billion data center financing deal to support AI infrastructure expansion.

NVDA ▲ FRESHAMD · FRESHAVGO · REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.marketscreener.com ↗

China's Xi set to arrive in Washington for high-stakes Trump summit as AI supremacy battle looms large

Wed Sep-23 13:11:36regulatory65

President Trump and President Xi are set to hold high-stakes talks in Washington focusing on AI supremacy, trade practices, and rare-earth mineral exports.

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Meta Camera-Free AI Smart Glasses Unveiled at Connect Conference to Tackle Global Privacy Backlash

Wed Sep-23 13:11:03product65

Meta is unveiling a new camera-free variant of its AI smart glasses at its Connect conference to address privacy concerns and legal challenges regarding covert recording.

META ▲ FRESHAAPL · FRESHGOOGL · FRESHAMZN · FRESHMSFT · REPRICINGwww.latestly.com ↗

UK competition watchdog wants to give Android and Chrome users more search engine choices - Engadget

Wed Sep-23 13:04:43regulatory65

The UK Competition and Markets Authority has proposed new rules requiring Google to offer Android and Chrome users a choice of search engines and AI assistants to reduce its market dominance.

GOOGL ▼ FRESHMSFT ▲ FRESHMETA ▲ FRESHAMZN ▲ FRESHwww.engadget.com ↗

Super Micro Computer (SMCI) Stock Gains Ground on Massive $60B AI Pipeline

Wed Sep-23 13:03:27guidance65

Super Micro Computer shares rose on renewed investor focus regarding its $60 billion order pipeline and fiscal 2027 revenue guidance of $65-72 billion despite a lack of new corporate catalysts.

SMCI ▲ FRESHNVDA · FRESHAMD · FRESHAVGO · FRESHblockonomi.com ↗

Institutions Drive Micron Higher as Earnings Approach

Wed Sep-23 13:02:41earnings85

Micron Technology reported strong Q3 fiscal 2026 earnings with significant revenue growth and issued bullish guidance for the upcoming quarter, driving institutional buying interest.

MU ▲ FRESHNVDA · FRESHAMD · FRESHTSM · FRESHwww.fxempire.com ↗

Musk hints at Tesla-SpaceX merger amid Terafab project collaboration

Wed Sep-23 13:01:58m&a85

Elon Musk hinted at a potential merger between Tesla and SpaceX alongside collaboration on the Terafab semiconductor project.

TSLA ▲ FRESHcryptobriefing.com ↗

Qualcomm reportedly in talks to acquire PickNik Robotics for edge AI expansion

Wed Sep-23 13:01:46m&a65

Qualcomm is in talks to acquire PickNik Robotics to integrate its MoveIt Pro software platform into Qualcomm's edge AI and robotics ecosystem.

QCOM ▲ FRESHNVDA · FRESHAMD · FRESHAVGO · FRESHcryptobriefing.com ↗

Meta leans into AI, smart glasses amid privacy pushback

Wed Sep-23 13:01:21product65

Meta is set to unveil new AI products and smart glasses at its Connect conference while facing resistance from Amazon regarding the use of AI bots for automated shopping.

META ▲ FRESHAMZN ▼ FRESHwww.iraqinews.com ↗

Nvidia may seek EU review of Hugging Face deal amid filing uncertainty | MLex | Specialist news and analysis on legal risk and regulation

Wed Sep-23 13:00:50m&a85

Nvidia is considering seeking a European Commission review for its $12.9 billion acquisition of Hugging Face amid uncertainty over EU merger-control filing requirements.

NVDA ▼ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHwww.mlex.com ↗

Microsoft Chases Mass Copilot Adoption With Deep Discounts for Large Companies

Wed Sep-23 13:00:40product65

Microsoft is offering 30% to 50% discounts on Copilot subscriptions for large corporate customers and preparing to launch a revamped Copilot super app to accelerate adoption.

MSFT ▲ FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHwww.benzinga.com ↗

AI Chip Boom Peaking in 2028? Analyst Says That’s ‘Utterly Wrong’ As Shortage Could Last Until 2030

Wed Sep-23 13:00:39analyst65

CLSA analyst Bhavtosh Vajpayee states that the AI chip shortage will persist until 2030, contradicting peak demand forecasts for 2028, and highlights Meta's Muse and Apple's potential as key AI drivers.

META ▲ FRESHAAPL ▲ FRESHMSFT ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ FRESHTSM ▲ FRESHQCOM ▲ FRESHwww.benzinga.com ↗

AI Trade Is ‘Dead Money’: Fidelity Strategist Warns $3.3 Trillion Buildout Is Inflationary With ‘Unknown Returns’

Wed Sep-23 13:00:36analyst65

A Fidelity strategist characterizes the AI infrastructure trade as stagnant with flat GPU lease rates and token expenditures, while highlighting rising DRAM prices as the sole positive trend in the sector.

MU ▲ FRESHNVDA ▼ FRESHAMD ▼ FRESHAVGO ▼ FRESHTSM ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHwww.benzinga.com ↗

Broadcom Faces China Data Center Threat as Beijing Finds Its Switches in Up to 90% of State-Owned Firms: Report

Wed Sep-23 13:00:35regulatory65

Chinese authorities are investigating Broadcom's dominance in state-owned data centers and may issue guidance to reduce reliance on its switches in favor of domestic alternatives.

AVGO ▼ FRESHNVDA · FRESHAMD · FRESHQCOM · FRESHTSM · FRESHwww.benzinga.com ↗

OpenAI's GPT-6 Just Got 50% Cheaper — Box CEO Says AI Agent Opportunity Could 'Dramatically' Expand: 'What an Insane Day'

Wed Sep-23 13:00:21product65

OpenAI announced a 50% price reduction for its GPT-6 models, intensifying competition in the AI market where Alphabet is a key participant.

GOOGL ▲ FRESHMSFT ▼ FRESHMETA · FRESHAMZN · FRESHwww.benzinga.com ↗

Qualcomm (NASDAQ: QCOM) Bets On Cars And Data Centers To Offset Apple Revenue Loss

Tue Sep-22 21:11:19guidance85

Qualcomm warns that its revenue from Apple will drop approximately 50% quarter-over-quarter due to supply constraints and reduced modem share, though automotive growth is accelerating.

QCOM ▼ REPRICINGAAPL ▲ FRESHwww.foreignpolicyjournal.com ↗

Qualcomm Splits Its First 2nm Snapdragon Flagship Chip Into Two

Tue Sep-22 21:11:18product65

Qualcomm unveiled its first 2nm Snapdragon 8 Elite Gen 6 and Extreme Gen 6 chips featuring 6G modems and enhanced AI capabilities for flagship smartphones.

QCOM ▲ REPRICINGNVDA · REPRICINGAMD · REPRICINGAVGO · FRESHTSM ▲ REPRICINGwww.pcmag.com ↗

Snapdragon 8 Elite Gen 6 vs Apple A20 Pro: Did Qualcomm Finally Beat the iPhone?

Tue Sep-22 21:10:38product65

Qualcomm's new Snapdragon 8 Elite Gen 6 chip, built on TSMC's 2nm process, reportedly outperforms Apple's A20 Pro in multi-core metrics and connectivity, challenging Apple's mobile dominance.

QCOM ▲ REPRICINGAAPL ▼ FRESHTSM ▲ REPRICINGwww.androidheadlines.com ↗

Qualcomm Unveils Two 2nm Snapdragon 8 Elite Chips for Agentic AI

Tue Sep-22 21:10:33product65

Qualcomm unveiled two new 2nm Snapdragon 8 Elite chips designed to enhance on-device agentic AI capabilities for flagship smartphones.

QCOM ▲ REPRICINGAAPL · FRESHGOOGL · FRESHNVDA · REPRICINGAMD · REPRICINGwww.chosun.com ↗

Freight conglomerate orders 2,500 Tesla Semi trucks

Tue Sep-22 20:50:20product65

Freight consortium ZET SCALE has placed an order for 2,500 Tesla Semi trucks, nearly doubling the current U.S. electric Class 8 truck fleet.

TSLA ▲ REPRICINGwww.dcvelocity.com ↗

Opinion | Meta's $17.1 Billion Settlement: A Chance for a Social Media Natural Experiment

Tue Sep-22 20:30:22regulatory85

Meta has agreed to a $17.1 billion settlement imposing new user protections for young people on Facebook and Instagram.

META ▼ FRESHwww.medpagetoday.com ↗

Meta AI agent triggers heavy selloff in banks, insurers, and travel stocks By Investing.com

Tue Sep-22 20:20:27product65

Meta's Muse AI agent success is driving a sector rotation as investors anticipate disruption to financial, insurance, and travel industries through automated service switching.

META ▲ FRESHGOOGL · FRESHMSFT · FRESHAMZN · REPRICINGAAPL · FRESHwww.investing.com ↗

California wants to write America's AI rules

Tue Sep-22 20:10:57regulatory65

California Governor Gavin Newsom issued an executive order to accelerate AI oversight and explore safety mechanisms like a 'kill switch' for frontier models.

GOOGL ▼ FRESHMETA ▼ FRESHMSFT ▼ FRESHNVDA ▼ REPRICINGAAPL · FRESHAMZN · REPRICINGAMD · FRESHPLTR · FRESHreason.com ↗

Apple's New CEO Is Already Being Pressured to Drop the Chinese Chip Deal Tim Cook Fought to Keep

Tue Sep-22 20:00:28regulatory65

Apple's new CEO John Ternus faces political pressure to end Chinese memory chip sourcing deals amid rising DRAM costs and geopolitical tensions.

AAPL ▼ FRESHMU ▲ PRICEDMSFT · FRESHGOOGL · FRESHAMZN · REPRICINGMETA · FRESH247wallst.com ↗

NATO's thumbs-up for AWS shows Europe still needs America

Tue Sep-22 20:00:16partnership65

Amazon Web Services became the first cloud provider to receive NATO approval for handling sensitive data across all member nations, securing a competitive advantage over rivals like Microsoft.

AMZN ▲ REPRICINGMSFT ▼ FRESHGOOGL · FRESHwww.washingtontechnology.com ↗

Amicus briefs show strong support of Apple's arguments ahead of Epic Supreme Court judgeme...

Tue Sep-22 19:40:24regulatory65

The US Solicitor General filed an amicus brief supporting Apple's legal arguments regarding the standard for civil contempt in its Supreme Court appeal against Epic Games.

AAPL ▲ FRESHforums.appleinsider.com ↗

EU opens probe into Microsoft's $68.7B Activision Blizzard acquisition: Know more - Silicon Canals

Tue Sep-22 19:40:22regulatory85

The European Commission has opened an in-depth antitrust investigation into Microsoft's proposed $68.7 billion acquisition of Activision Blizzard due to competition concerns in the video game and cloud streaming markets.

MSFT ▼ FRESHMETA · FRESHGOOGL · FRESHAAPL · FRESHsiliconcanals.com ↗

Nasdaq Hits Record as AI Stocks Rally, Oil Falls and Treasury Yields Ease

Tue Sep-22 19:31:01analyst65

The Nasdaq hit a record high driven by a semiconductor rally that pushed AMD's market cap above $1 trillion and a surge in Meta shares following a Wells Fargo price target upgrade.

AMD ▲ FRESHMETA ▲ FRESHNVDA ▲ FRESHAVGO ▲ FRESHQCOM ▲ FRESHTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ REPRICINGPLTR ▲ FRESHMU ▲ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ REPRICINGTSLA ▲ REPRICINGwww.tekedia.com ↗

China's CXMT just entered mass production of memory chips that can rival Samsung's

Tue Sep-22 19:30:59product65

Chinese memory manufacturer CXMT has entered mass production of its fifth-generation DRAM platform, increasing competitive pressure in the global memory market.

MU ▼ PRICEDNVDA · FRESHAMD · FRESHTSM · FRESHwww.techspot.com ↗

Michael Burry's Memory Stocks Thesis Gets Fresh Support From Acer CEO's Supply Warning

Tue Sep-22 19:20:35analyst65

Michael Burry cited Acer's warning about rising Chinese memory production to support his bearish thesis and short position on Micron Technology.

MU ▼ PRICEDNVDA ▼ FRESHAMD · FRESHQCOM · FRESHnewsable.asianetnews.com ↗

AMD Stock Just Entered Rarefied Territory

Tue Sep-22 19:10:36other85

Advanced Micro Devices (AMD) shares surged over 9% to cross the $1 trillion market capitalization threshold for the first time, joining Nvidia, Broadcom, and Micron in the elite club.

AMD ▲ REPRICINGNVDA ▲ FRESHAVGO ▲ FRESHMU ▲ PRICEDfinance.yahoo.com ↗

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