kingfisher — news

Wed Oct-21 22:18:52

times in Europe/Lisbon

🗞️ News

Chamath Palihapitiya Warns Amazon's Blocking of Meta's Muse AI Signals Bigger Battle Ahead: 'Everyone Will Start Blocking Everyone'

Wed Sep-23 19:40:21regulatory65

Amazon has blocked Meta's Muse AI shopping assistant from accessing its platform, prompting warnings from Chamath Palihapitiya about a broader trend of platforms blocking AI agents.

AMZN ▲ PRICEDMETA ▼ REPRICINGGOOGL · PRICEDMSFT · FRESHAAPL · FRESHfinance.yahoo.com ↗

A $2,400 Price Target on SanDisk Just Lit a Fire Under Every Memory Stock

Wed Sep-23 19:40:20analyst65

A Rosenblatt Securities analyst initiated coverage on SanDisk with a $2,400 price target, citing a structural shift in NAND demand driven by AI, which lifted Micron Technology shares by 5% due to sector sympathy.

MU ▲ PRICED247wallst.com ↗

NVIDIA's Valuation Hits Decade Low Despite Booming Earnings as Market Skepticism Grows - Techstrong IT

Wed Sep-23 19:40:13analyst65

Analysts highlight that NVIDIA's valuation has dropped to a decade low despite strong earnings due to market skepticism regarding AI boom longevity, margin compression, and customers like Meta and Alphabet developing proprietary chips.

NVDA ▼ REPRICINGMETA ▲ REPRICINGGOOGL ▲ PRICEDAMD ▲ REPRICINGAVGO · PRICEDQCOM · FRESHtechstrong.it ↗

Five-year US Treasury yield tops 5% for first time since 2007

Wed Sep-23 19:20:34other65

The five-year US Treasury yield rose above 5% for the first time since 2007 due to strong economic data and expectations of further Federal Reserve rate hikes.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ REPRICINGMETA ▼ REPRICINGTSLA ▼ FRESHAVGO ▼ PRICEDAMD ▼ REPRICINGQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ PRICEDfinance.yahoo.com ↗

Trump plans grand spectacle for potentially tense Xi talks

Wed Sep-23 19:00:52regulatory60

President Trump is hosting Chinese President Xi Jinping for a three-day visit to discuss trade, technology tensions, and geopolitical issues, with low expectations for a major breakthrough.

AAPL · FRESHMSFT · FRESHGOOGL · PRICEDAMZN · PRICEDNVDA · REPRICINGMETA · PRICEDTSLA · FRESHAVGO · PRICEDAMD · REPRICINGQCOM · REPRICINGMU · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · FRESHPLTR · PRICEDeconomictimes.indiatimes.com ↗

Meta Prepares New Smart Glasses Without Cameras As Privacy Controversy Looms Over Connect Event

Wed Sep-23 19:00:48product65

Meta Platforms is expected to unveil new camera-free smart glasses and updated AR devices at its Connect conference to address privacy concerns while expanding its wearable lineup.

META ▲ PRICEDAAPL · FRESHGOOGL · PRICEDMSFT · FRESHwww.ibtimes.com ↗

Context-Aware AI Assistants

Wed Sep-23 19:00:46product65

Apple is advancing its Siri assistant with new context-aware capabilities that integrate personal data and cross-app actions to enhance user engagement within its ecosystem.

AAPL ▲ FRESHGOOGL · PRICEDMSFT · FRESHMETA · PRICEDAMZN · PRICEDwww.trendhunter.com ↗

Schumer presses Thune for vote on chip export bills

Wed Sep-23 18:50:22regulatory65

Senate Democrats are pressing for a vote on bipartisan bills to restrict AI chip exports to China, with specific criticism directed at Nvidia's lobbying efforts.

NVDA ▼ REPRICINGAMD · REPRICINGQCOM · REPRICINGAVGO · PRICEDTSM · REPRICINGASML · REPRICINGwww.politico.com ↗

How Meta built a 1GW data center in Ohio and is planning for a 5GW data center in Louisiana

Wed Sep-23 18:40:58other65

Meta Platforms detailed its operational success with the 1GW Prometheus AI data center in Ohio and announced plans for a significantly larger 5GW AI supercluster in Louisiana.

META ▲ REPRICINGMSFT · FRESHGOOGL · PRICEDAMZN · PRICEDNVDA ▲ REPRICINGgamesbeat.com ↗

The 20th Anniversary iPhone Pro Is Getting a Four-Sided Curved Screen, Report Reconfirms

Wed Sep-23 18:40:43product65

Apple plans a four-sided curved screen for its 20th-anniversary iPhone Pro but is postponing advanced display technologies due to rising memory costs.

AAPL ▲ FRESHGOOGL · PRICEDMSFT · FRESHMETA · REPRICINGAMZN · PRICEDwww.androidheadlines.com ↗

SPCX, RKLB, LUNR, ASTS In Focus -- Space Economy Investment Surges To $23B In Year Ending June, A Near 140% Jump

Wed Sep-23 18:40:37m&a85

Amazon acquired Globalstar for $11.6 billion as part of a record surge in space sector investment and M&A activity.

AMZN ▲ PRICEDnewsable.asianetnews.com ↗

Qualcomm's top AI chip runs 30-billion-parameter models on a mobile phone

Wed Sep-23 18:40:36product65

Qualcomm announced its Snapdragon 8 Elite Extreme Gen 6 chip capable of running 30-billion-parameter AI models locally on mobile devices, surpassing Apple's recent on-device AI capabilities.

QCOM ▲ REPRICINGAAPL ▼ FRESHNVDA · REPRICINGAMD · REPRICINGwww.cryptopolitan.com ↗

Acer CEO Says Memory Shortage Has Ended, Forecasts 2027 Price Decline as CXMT Ramps Output - NaturalNews.com

Wed Sep-23 18:30:37other65

Acer's CEO stated that the global memory shortage has ended and predicted price declines by 2027 due to rising Chinese output, contradicting bullish forecasts from major suppliers like SK Hynix.

MU ▼ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ PRICEDAMZN ▲ PRICEDNVDA · REPRICINGMETA ▲ REPRICINGTSLA ▲ FRESHAVGO ▲ PRICEDAMD ▲ REPRICINGQCOM ▲ REPRICINGTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ FRESHPLTR ▲ PRICEDwww.naturalnews.com ↗

Can Apple Overtake Nvidia as the World's Most Valuable Company?

Wed Sep-23 18:30:26other65

Apple is closing the market capitalization gap with Nvidia, driven by a recent stock rally following its September product launch, raising the possibility of overtaking Nvidia as the world's most valuable company.

AAPL ▲ FRESHNVDA ▼ REPRICINGwww.investing.com ↗

Will Nvidia be allowed to sell more chips to China? This former Trump economic adviser has a hot take.

Wed Sep-23 18:20:18regulatory65

Former Trump adviser Gary Cohn expressed support for maintaining US chip export restrictions on China, suggesting Nvidia may face continued barriers to selling advanced AI chips to the Chinese market.

NVDA ▼ REPRICINGAMD · REPRICINGQCOM · REPRICINGAVGO · PRICEDTSM · REPRICINGASML · REPRICINGMU · PRICEDau.finance.yahoo.com ↗

Micron's Chip Shortage Expected to Deepen Into 2027 as Demand Surges, UBS Says

Wed Sep-23 18:10:43analyst65

UBS analysts project that Micron Technology's chip shortage will deepen into 2027 due to surging demand.

MU ▲ PRICEDNVDA · REPRICINGAMD · PRICEDAVGO · PRICEDQCOM · REPRICINGTSM · REPRICINGwww.marketscreener.com ↗

Tesla Roadster launch event announced: SpaceX thrusters, speed, and production

Wed Sep-23 18:10:33product65

Tesla has officially confirmed the October 1 unveiling of the second-generation Roadster, featuring SpaceX thruster technology and finalized production designs.

TSLA ▲ FRESHme.mashable.com ↗

Galaxy S26 price: Samsung hikes flagship phone prices by up to Rs 25,000 in India

Wed Sep-23 18:10:27other65

Samsung and other smartphone manufacturers are raising flagship device prices in India due to a severe global shortage and over 300% surge in DRAM and flash storage costs.

MU ▲ PRICEDAAPL · FRESHQCOM · REPRICINGwww.deccanherald.com ↗

What Are Amazon Stock Bears Missing?

Wed Sep-23 18:10:24analyst65

An analysis highlights Amazon's custom chip business as a significant $25 billion annual revenue driver within AWS, challenging bearish views on the company's heavy capital expenditure.

AMZN ▲ PRICEDMSFT · FRESHGOOGL · PRICEDNVDA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ PRICEDwww.trefis.com ↗

Nasdaq 100 Slips, 10-Year Yields Hit 19-Year Highs: Stock Market Today

Wed Sep-23 18:09:48other65

U.S. stocks declined and Treasury yields hit 19-year highs as strong PMI data increased expectations for Federal Reserve rate hikes, disproportionately affecting high-growth tech stocks.

GOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDAAPL ▼ FRESHMSFT ▼ FRESHMETA ▼ PRICEDTSLA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ PRICEDwww.benzinga.com ↗

Rural Americans are increasingly fed up with data centers

Wed Sep-23 18:00:35regulatory65

Rising rural opposition and political pushback against data center construction in the US threaten to delay or halt AI infrastructure expansion for major tech companies.

MSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDNVDA ▼ REPRICINGAVGO ▼ PRICEDAMD ▼ REPRICINGTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ FRESHPLTR ▼ PRICEDwww.businessinsider.com ↗

Qualcomm launches Snapdragon 8 Elite Gen 6 and Extreme Gen 6 chips

Wed Sep-23 18:00:25product65

Qualcomm launched its next-generation Snapdragon 8 Elite Gen 6 and Extreme Gen 6 mobile processors built on a 2nm process with 5GHz clock speeds.

QCOM ▲ REPRICINGNVDA · REPRICINGAMD · REPRICINGme.mashable.com ↗

Mini Desktop Performance Systems

Wed Sep-23 18:00:24product65

Apple updated the Mac Mini with new M6 and M5 Pro chips featuring enhanced AI capabilities and faster connectivity.

AAPL ▲ FRESHMSFT · FRESHGOOGL · PRICEDMETA · PRICEDwww.trendhunter.com ↗

The One Neocloud I Keep Buying Again and Again Has a Secret

Wed Sep-23 18:00:08partnership65

Meta signed a $27 billion five-year contract with AI cloud provider Nebius, while NVIDIA holds a strategic equity stake in the company.

META ▲ PRICEDNVDA ▲ REPRICINGMSFT · FRESHGOOGL · PRICEDAMZN · PRICEDAVGO · PRICEDAMD · REPRICINGTSM · REPRICINGASML · REPRICINGSMCI · FRESHfinance.yahoo.com ↗

Micron Faces Short Pressure Ahead Earnings, Analysts Reaffirm Buy Consensus

Wed Sep-23 17:59:31earnings65

Micron Technology faces increased short interest and mixed analyst sentiment ahead of its September 30 earnings report, while Michael Burry has taken bearish positions in Micron and Palantir.

MU · PRICEDPLTR ▼ PRICEDNVDA · PRICEDAMD · REPRICINGQCOM · REPRICINGAVGO · PRICEDTSM · REPRICINGASML · REPRICINGSMCI · FRESHwww.benzinga.com ↗

Microsoft commits $15.2 billion to UAE as Middle East AI push accelerates

Wed Sep-23 17:50:37partnership65

Microsoft announced a $15.2 billion investment in the UAE through 2029, including an equity stake in G42 and significant AI infrastructure expansion using Nvidia GPUs.

MSFT ▲ FRESHNVDA ▲ PRICEDcryptobriefing.com ↗

The Tesla Semi Just Got A Massive Boost From The Biggest U.S. Electric Truck Order Ever

Wed Sep-23 17:50:15product65

Tesla secured the largest single order for electric Class 8 trucks in U.S. history, with a shipper alliance selecting 2,500 Tesla Semis as the primary vehicle.

TSLA ▲ FRESHwww.freedomsphoenix.com ↗

Microsoft plans $10 billion-plus Gulf investment with focus on resilience

Wed Sep-23 17:50:13other65

Microsoft plans to invest over $10 billion in cloud and AI infrastructure across the Gulf region by 2030 to enhance digital resilience.

MSFT ▲ FRESHAMZN · PRICEDGOOGL · PRICEDMETA · PRICEDwww.idahostatesman.com ↗

U.S. Justice Department urges Supreme Court to tighten contempt standard in Apple-Epic Games App Store fight

Wed Sep-23 17:10:39regulatory65

The U.S. Justice Department urged the Supreme Court to adopt a stricter standard for civil contempt in Apple's appeal against Epic Games, a move that supports Apple's legal position.

AAPL ▲ FRESHmacdailynews.com ↗

Meta's Muse Is Building Momentum With Another Major Partnership

Wed Sep-23 17:10:30partnership65

Meta Platforms is expanding its Muse AI agent ecosystem through a new partnership with Instacart, following the launch of its Meta One subscription service.

META ▲ PRICEDGOOGL · PRICEDAMZN · REPRICINGMSFT · FRESHAAPL · FRESHwww.nasdaq.com ↗

Apple CEO Tim Cook Meets EU's von der Leyen Over Child Safety Message Scanning Rules

Wed Sep-23 17:10:24regulatory65

Apple CEO Tim Cook met with European Commission President Ursula von der Leyen to discuss proposed EU regulations requiring client-side scanning of private communications for child safety.

AAPL ▼ FRESHMETA · PRICEDGOOGL · PRICEDMSFT · FRESHwww.webpronews.com ↗

AWS, OpenAI Building AI Agents That Run For Years With 'Elastic Pricing:' AWS AI Chief

Wed Sep-23 17:10:07partnership65

Amazon Web Services and OpenAI are deepening their partnership to build fully managed AI agents with elastic pricing models.

AMZN ▲ REPRICINGMSFT ▼ FRESHGOOGL ▼ PRICEDwww.crn.com ↗

An Epyc trip to Venice: Everything we do and don't know about AMD's 256-core monster chip

Wed Sep-23 17:00:36product65

AMD released a whitepaper detailing its upcoming Zen 6-based Venice Epyc CPUs with up to 256 cores, positioning the architecture as a competitive alternative to Nvidia's Vera CPUs in the data center market.

AMD ▲ REPRICINGNVDA ▼ REPRICINGwww.theregister.com ↗

Meta Connect 2026: What Tonight's Keynote Must Deliver

Wed Sep-23 17:00:20product65

Meta Platforms is set to host its Connect keynote following a 13% stock rally driven by the success of its Muse AI agent, with investors awaiting product details to validate the recent price appreciation.

META · PRICEDGOOGL · PRICEDMSFT · FRESHAMZN · REPRICINGAAPL · FRESHfinancefeeds.com ↗

China Sets Four Red Lines: Taiwan, Rights, System, Development

Wed Sep-23 16:50:52regulatory75

China has defined semiconductor and AI restrictions as a red line ahead of President Xi's U.S. visit, raising risks for the global tech supply chain.

TSM ▼ REPRICINGNVDA ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGAVGO ▼ PRICEDASML ▼ REPRICINGMU ▼ PRICEDAAPL · FRESHMSFT · FRESHGOOGL · PRICEDAMZN · REPRICINGMETA · PRICEDwww.chosun.com ↗

Broadcom Just Made a Move That Further Solidifies My Decision to Buy on Repeat

Wed Sep-23 16:50:36earnings85

Broadcom reported strong Q3 FY2026 earnings with AI semiconductor revenue up 221% year-over-year and issued aggressive guidance projecting AI revenue to reach $115 billion in fiscal 2027.

AVGO ▲ PRICEDNVDA · REPRICINGAMD · REPRICINGQCOM · REPRICINGTSM · REPRICING247wallst.com ↗

The investigation into Tesla Autopilot's emergency vehicle problem is getting bigger

Wed Sep-23 16:50:27regulatory65

The NHTSA is expanding its investigation into Tesla's Autopilot system by requesting advanced driver assist data from 12 other automakers to compare safety metrics regarding crashes into emergency vehicles.

TSLA ▼ FRESHwww.theverge.com ↗

GPT-6 Sol vs Claude Opus 5.5: Half The Price, And The Jobs Where Opus Still Earns Its Fee

Wed Sep-23 16:40:35product65

OpenAI released GPT-6 Sol at half the price of Anthropic's newly launched Claude Opus 5.5, intensifying competition in the enterprise AI model market.

MSFT ▲ FRESHGOOGL · PRICEDMETA · PRICEDAMZN · REPRICINGgadgetsnow.indiatimes.com ↗

What Changed In AMD's Story?

Wed Sep-23 16:30:31earnings65

AMD reported strong Q2 fiscal 2026 earnings with data center revenue doubling year-over-year and announced a major partnership for its Helios rack-scale AI platform.

AMD ▲ REPRICINGNVDA · REPRICINGwww.trefis.com ↗

Michael Burry sends stark warning on AI hyperscalers

Wed Sep-23 16:20:21analyst65

Michael Burry warns that major AI hyperscalers including Amazon, Meta, Alphabet, and Microsoft are hiding over $3 trillion in off-balance-sheet liabilities related to AI infrastructure commitments.

AMZN ▼ REPRICINGMETA ▼ PRICEDGOOGL ▼ PRICEDMSFT ▼ FRESHNVDA ▼ REPRICINGAVGO ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ FRESHPLTR ▼ PRICEDAMD ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ REPRICINGwww.thestreet.com ↗

Qualcomm Killer Chip Targets Supersized Phones

Wed Sep-23 16:10:35product65

Qualcomm reportedly announced a new silicon architecture designed to eliminate thermal throttling in large-screen smartphones, targeting sustained performance for gaming and multitasking.

QCOM ▲ REPRICINGAAPL ▼ FRESHTSM · REPRICINGtechnosports.co.in ↗

Citi expects Micron stock to rally into this event By Investing.com

Wed Sep-23 16:00:59analyst65

Citi raised its price target for Micron Technology to $1,300 and increased earnings estimates ahead of the SEMICON West conference, citing strong DRAM pricing and supply constraints.

MU ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGTSM ▲ REPRICINGASML ▲ REPRICINGwww.investing.com ↗

EU chief proposes bloc-wide social media ban for kids under 13

Wed Sep-23 16:00:58regulatory65

The European Commission President proposed a bloc-wide ban on social media usage for children under 13 and stricter safety limits for teens, targeting major platforms like Meta.

META ▼ REPRICINGGOOGL ▼ PRICEDAMZN ▼ REPRICINGmobile.naharnet.com ↗

Time limits and midnight cutoff: Critics say Meta new rules for kids still not enough

Wed Sep-23 16:00:38regulatory65

Meta Platforms reached an $18 billion settlement with 48 U.S. states requiring strict time limits and safety features for users under 18.

META ▼ REPRICINGmobile.naharnet.com ↗

Michael Burry Says SpaceX Isn't Worth $1 Trillion. Its AI Business Could Prove Him Wrong.

Wed Sep-23 16:00:34partnership65

SpaceX secured major AI compute contracts with Alphabet and Anthropic, positioning its AI division as a significant competitor to established cloud providers.

GOOGL ▲ PRICEDAMZN ▼ REPRICINGMSFT ▼ REPRICINGMETA ▼ REPRICINGNVDA · REPRICINGwww.fool.com ↗

Meta is working on making Muse its smart glasses assistant

Wed Sep-23 15:50:31product65

Meta is integrating its Muse AI agent into smart glasses with new navigation and fitness features while developing a native Meta Pay wallet for autonomous transactions.

META ▲ REPRICINGAAPL ▼ FRESHGOOGL ▼ PRICEDMSFT ▼ FRESHAMZN · PRICEDwww.androidauthority.com ↗

Meta's new AI agent rattles banks, insurers and travel stocks

Wed Sep-23 15:50:18product65

Meta's new AI agent Muse is causing stock declines in banking, insurance, and travel sectors due to fears of disrupted consumer inertia, while rising to the top of Apple's app store.

META ▲ REPRICINGAAPL · FRESHwww.latimes.com ↗

Uber: Insider Buying and Selling Activity to Watch Amid Panic After Tesla Cybercab Rollout

Wed Sep-23 15:50:11product65

Tesla's Cybercab rollout is generating market concern for Uber due to lower costs and autonomous capabilities, while Uber executives engage in mixed insider trading activity.

TSLA ▲ FRESHfinance.yahoo.com ↗

Apple Just Put Nvidia's Inference Trade To The Test

Wed Sep-23 15:40:20product65

Apple is leveraging Google's Gemini technology for its next-generation AI models and promoting on-device inference via the new Mac Studio to reduce reliance on cloud-based API costs.

AAPL ▲ FRESHGOOGL · PRICEDMSFT ▼ FRESHMETA ▼ REPRICINGNVDA ▼ REPRICINGwww.zerohedge.com ↗

China's Xi to visit Washington without CEO delegation, sources say

Wed Sep-23 15:40:15regulatory65

Chinese President Xi Jinping will visit Washington without a delegation of Chinese business leaders, while US tech CEOs from Amazon, Alphabet, Apple, Tesla, Nvidia, and Meta are expected to attend meetings with President Trump.

AMZN · PRICEDGOOGL · PRICEDAAPL · FRESHTSLA · REPRICINGNVDA · REPRICINGMETA · REPRICINGMSFT · FRESHAVGO · PRICEDAMD · PRICEDQCOM · REPRICINGMU · REPRICINGTSM · REPRICINGASML · PRICEDSMCI · REPRICINGPLTR · PRICEDwww.straitstimes.com ↗