kingfisher — news

Wed Oct-21 20:23:09

times in Europe/Lisbon

🗞️ News

Ford Set To Lose Ground To Hyundai In Q3 Sales, Says Cox Automotive -- 'Detroit 3' Market Share Seen Hitting Record Low

Thu Sep-24 18:40:26other65

Cox Automotive forecasts Tesla's U.S. Q3 sales will slump more than 30% as Asian automakers gain market share.

TSLA ▼ FRESHstocktwits.com ↗

Meta dominates nascent AI glasses market

Thu Sep-24 18:30:25product65

Meta captured an 81.3% share of the AI glasses market in the first half of the year with 3.4 million shipments, significantly outpacing competitors.

META ▲ PRICEDGOOGL ▼ REPRICINGAAPL ▼ FRESHQCOM · REPRICINGwww.telecoms.com ↗

Muse will apparently let you download its entire filesystem

Thu Sep-24 18:20:46regulatory65

Security researchers disclosed a critical vulnerability in Meta's Muse AI agent that allows users to download its entire filesystem, marking the second security issue revealed this week.

META ▼ PRICEDwww.theverge.com ↗

Snapdragon Summit 2026: Qualcomm's Bid to Be the Silicon Behind Every Agent on Every Device

Thu Sep-24 18:20:37product65

Qualcomm outlined its strategy for agentic AI at the Snapdragon Summit, emphasizing on-device processing and showcasing a partnership with Google to support local AI workloads across various device form factors.

QCOM ▲ REPRICINGGOOGL ▲ REPRICINGAAPL · FRESHMETA · PRICEDMSFT · FRESHNVDA · FRESHAMD · REPRICINGwww.idc.com ↗

Market Open: Bond Yields Surge to 19-Year High, Tech Stocks Slammed | Sep 24th

Thu Sep-24 18:20:35other65

Tech stocks declined broadly due to surging Treasury yields hitting 19-year highs, with Nvidia leading the drop while Meta rose on news of its new Muse AI hardware form factor.

NVDA ▼ FRESHMETA ▲ PRICEDAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ FRESHTSM ▼ FRESHASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ REPRICINGTSLA ▼ FRESHstockhouse.com ↗

The A20 Pro chip of the iPhone 18 Pro confirms the jump to 2 nm: this is what it is like inside - GEARRICE

Thu Sep-24 18:20:26product65

TechInsights confirmed that Apple's A20 Pro chip in the iPhone 18 Pro utilizes TSMC's 2nm process with gate-all-around nanosheet transistors, validating performance and efficiency improvements.

AAPL ▲ FRESHTSM ▲ FRESHNVDA · FRESHAMD · REPRICINGQCOM · REPRICINGwww.gearrice.com ↗

From cybersecurity to AI to Taiwan, what's at stake in Trump's summit with Xi

Thu Sep-24 18:11:05regulatory65

The upcoming Trump-Xi summit will address critical geopolitical risks including Taiwan security, AI controls, and trade tariffs that directly impact the semiconductor supply chain.

TSM · REPRICINGNVDA · FRESHAMD · REPRICINGQCOM · REPRICINGAVGO · REPRICINGASML · FRESHMU · FRESHAAPL · FRESHwww.npr.org ↗

Micron, SuperMicro, HPE Face ITC Investigation Over Netlist Patent Infringement Claims

Thu Sep-24 18:10:30regulatory65

The U.S. International Trade Commission opened an investigation into Micron and Super Micro Computer regarding alleged patent infringement of Netlist's DDR5 memory technologies.

MU ▼ FRESHSMCI ▼ FRESHnewsable.asianetnews.com ↗

Why Oracle's force majeure notice is freaking out AI bulls

Thu Sep-24 18:10:23other65

Oracle issued a force majeure notice for its Project Jupiter AI data center, causing stock declines in Oracle and broader AI semiconductor stocks due to concerns over hyperscaler spending stability.

NVDA ▼ FRESHAMD ▼ REPRICINGMU ▼ FRESHMSFT ▼ FRESHGOOGL ▼ REPRICINGAMZN ▼ FRESHMETA ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ REPRICINGTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ FRESHPLTR ▼ FRESHfinance.yahoo.com ↗

Not all new iPhones are worth it. This one blows them all away.

Thu Sep-24 18:10:24product65

Apple launched the iPhone 18 Pro Max featuring a mechanical variable aperture camera system and refined design updates.

AAPL ▲ FRESHwww.theblaze.com ↗

Apple Entering Smart Glasses Industry

Thu Sep-24 17:50:33product65

Apple is reportedly developing smart glasses with Siri and augmented reality features to compete in the rapidly growing AI glasses market currently dominated by Meta.

AAPL ▲ FRESHMETA ▼ PRICEDGOOGL · REPRICINGwww.ilounge.com ↗

NVIDIA Stock Looks Expensive Until You Price The Vera Rubin Ramp

Thu Sep-24 17:40:27guidance65

NVIDIA management guided to 70% revenue growth for fiscal 2028 driven by the Vera Rubin platform ramp, citing supply constraints rather than demand as the limiting factor.

NVDA ▲ REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGTSM ▲ REPRICINGMU ▲ REPRICINGSMCI ▲ REPRICINGwww.trefis.com ↗

Tesla is calling on China-based robotics suppliers for its humanoid robot

Thu Sep-24 17:40:22product65

Tesla is sourcing components for its Optimus humanoid robot from Chinese suppliers and expanding production capacity at its Texas facility.

TSLA ▲ REPRICINGwww.statesman.com ↗

Meta's $14 billion AI bet looks like it's finally paying off - AOL

Thu Sep-24 17:30:41m&a85

Meta's $14.3 billion acquisition of Scale AI and the subsequent launch of the Muse Charm device are driving significant market value and shifting perception of Meta's AI leadership.

META ▲ PRICEDGOOGL · REPRICINGMSFT · REPRICINGAMZN · FRESHAAPL · FRESHwww.aol.com ↗

Apple stock is giving new CEO John Ternus plenty to smile about

Thu Sep-24 17:30:29other65

Apple shares reached an all-time high under new CEO John Ternus, driven by market endorsement of the recent iPhone Duo launch.

AAPL ▲ FRESHMSFT · REPRICINGGOOGL · REPRICINGMETA · PRICEDTSLA · REPRICINGwww.islandpacket.com ↗

TSMC begins 1.4nm pilot production: next-gen chips move closer

Thu Sep-24 17:30:29product65

TSMC has commenced pilot production of its 1.4nm semiconductor process, with volume manufacturing targeted for 2028.

TSM ▲ REPRICINGAAPL · FRESHAMD · REPRICINGNVDA · FRESHQCOM · REPRICINGen.softonic.com ↗

List of Apple Product Event Highlights

Thu Sep-24 17:20:26product65

Apple announced the iPad Pro with Apple Pencil and Smart Keyboard, new Apple Watch features including Facebook Messenger integration, and an updated Apple TV with Siri.

AAPL ▲ REPRICINGMSFT ▲ REPRICINGwww.animationinsider.com ↗

U.S. to Approve Nvidia Chip Exports to China - What It Means for Cryptos

Thu Sep-24 17:20:25regulatory85

The U.S. Commerce Department is preparing to approve Nvidia's H200 chip exports to China, marking a significant easing of trade restrictions following a diplomatic truce.

NVDA ▲ REPRICINGAMD ▲ REPRICINGQCOM ▲ REPRICINGAVGO ▲ REPRICINGTSM ▲ REPRICINGcryptoticker.io ↗

Meta unveils $1,299 VR glasses, but says metaverse can wait

Thu Sep-24 17:10:06product65

Meta announced the $1,299 Meta VR Glasses powered by Qualcomm's Snapdragon Reality Elite processor while signaling a strategic shift to reduce VR device production and metaverse focus.

META ▲ PRICEDQCOM ▲ PRICEDAAPL · FRESHwww.hypergridbusiness.com ↗

Google Launches Gemini 3.8 Live With Live Avatar For Enterprise AI Agents

Thu Sep-24 17:02:53product65

Google launched Gemini 3.8 Live with live avatar capabilities designed for enterprise AI agents.

GOOGL ▲ FRESHMSFT · REPRICINGMETA · PRICEDAMZN · REPRICINGNVDA · REPRICINGwww.benzinga.com ↗

Tesla's Biggest Semi Deal Yet: Is TSLA Stock a Buy Now?

Thu Sep-24 17:00:35product65

Tesla has been selected as the lead supplier for a 2,500-truck electric Semi order from the ZET SCALE freight coalition, coinciding with the formal opening of its Nevada Semi factory.

TSLA ▲ FRESHfinance.yahoo.com ↗

Palantir (PLTR) Stock Surges Past $190 Mark on Defense Contracts and AI Expansion

Thu Sep-24 17:00:28other65

Palantir stock surged past $190 driven by a new U.S. Army contract, international expansion, and collaborations with Nvidia.

PLTR ▲ FRESHNVDA ▲ REPRICINGblockonomi.com ↗

NVIDIA Is Buying Hugging Face for $13 Billion. Here's the Strategy Behind It

Thu Sep-24 16:30:18m&a95

NVIDIA has agreed to acquire AI model platform Hugging Face for $13 billion to secure its ecosystem against competitors developing custom silicon.

NVDA ▲ REPRICINGMETA ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ REPRICINGMSFT ▼ REPRICINGwww.tikr.com ↗

China Examines Broadcom Hardware in State Data Centers as Beijing Pushes Domestic AI Infrastructure

Thu Sep-24 16:20:34regulatory65

Chinese authorities are surveying the use of Broadcom networking hardware in state-controlled data centers as part of a broader push to reduce reliance on foreign AI infrastructure.

AVGO ▼ PRICEDNVDA · REPRICINGAMD · REPRICINGQCOM · PRICEDTSM · FRESHwww.tekedia.com ↗

Michael Burry keeps pointing at unloved stocks for a reason

Thu Sep-24 16:20:29analyst65

Investor Michael Burry disclosed new short positions in Micron Technology and Palantir Technologies while taking long positions in other unloved stocks.

MU ▼ REPRICINGPLTR ▼ REPRICINGwww.newsobserver.com ↗

Michael Burry Doubles Down On Short Positions In Micron (NASDAQ: MU) And Palantir (NASDAQ: PLTR), Betting On AI Chip Price Collapse

Thu Sep-24 16:20:27analyst65

Investor Michael Burry has expanded his short positions in Micron and Palantir, betting on an imminent collapse in AI chip prices and a broader market correction.

MU ▼ REPRICINGPLTR ▼ REPRICINGNVDA ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ PRICEDAVGO ▼ PRICEDTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ PRICEDwww.foreignpolicyjournal.com ↗

Uber (NYSE: UBER) Insider Buying Signals Confidence As Tesla (NASDAQ: TSLA) Cybercab Threat Rattles Markets

Thu Sep-24 16:20:27other65

Tesla's Cybercab autonomous operations are raising competitive concerns for Uber, while Uber insiders signal confidence through significant stock purchases.

TSLA ▲ FRESHwww.foreignpolicyjournal.com ↗

Apple extends Qualcomm patent deal despite push to reduce chip reliance | News.az

Thu Sep-24 16:10:50partnership65

Apple has extended its global patent-licensing agreement with Qualcomm, maintaining their business relationship despite Apple's efforts to reduce reliance on Qualcomm's modem chips.

AAPL ▲ FRESHQCOM ▲ PRICEDnews.az ↗

Advanced Micro Devices reaches $1T market cap amid AI boom

Thu Sep-24 16:10:39other85

AMD's market capitalization surpassed $1 trillion following a significant stock surge driven by a 107% year-over-year increase in data center revenue.

AMD ▲ REPRICINGMETA · PRICEDMSFT · REPRICINGNVDA · REPRICINGAVGO · PRICEDMU · REPRICINGcryptobriefing.com ↗

Washington opts for unregulated artificial intelligence

Thu Sep-24 16:00:46regulatory65

The Trump administration has abandoned plans for a dedicated AI oversight body, opting for a self-regulated approach following industry lobbying.

META ▲ PRICEDGOOGL ▲ FRESHMSFT ▲ REPRICINGAMZN ▲ REPRICINGNVDA ▲ REPRICINGAAPL ▲ FRESHAVGO ▲ PRICEDAMD ▲ REPRICINGQCOM ▲ PRICEDPLTR ▲ FRESHTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ PRICEDMU ▲ REPRICINGTSLA ▲ FRESHcryptobriefing.com ↗

New Meta smart glasses class action could test where privacy claims land

Thu Sep-24 16:00:34regulatory65

A consolidated class action lawsuit has been filed against Meta Platforms and Luxottica alleging that Meta's smart glasses recorded users in private settings without consent to train AI systems.

META ▼ PRICEDAAPL · FRESHGOOGL · FRESHwww.insurancebusinessmag.com ↗

Treasury Yields Hit Multi-Year Highs as U.S. Futures Slide Before Open | TokenPost

Thu Sep-24 16:00:33regulatory65

The U.S. International Trade Commission opened a Section 337 investigation into DRAM devices naming Micron Technology as a respondent, while Treasury yields hit multi-year highs.

MU ▼ REPRICINGAAPL · FRESHGOOGL · FRESHQCOM · PRICEDwww.tokenpost.com ↗

Storage news ticker 24 Sep

Thu Sep-24 15:50:53guidance85

Everpure (identified as Super Micro Computer in the S&P 500 storage list) provided preliminary fiscal 2028 guidance significantly exceeding consensus estimates for revenue and operating income.

SMCI ▲ PRICEDMU · REPRICINGwww.blocksandfiles.com ↗

Tech Exec Says China Is About to Burst the Memory Chip Pricing Bubble

Thu Sep-24 15:50:41analyst65

Acer chairman Jason Chen warned that Chinese memory chip capacity expansion is ending the DRAM and NAND shortage, predicting a collapse in pricing that contradicts bullish industry forecasts.

MU ▼ REPRICING247wallst.com ↗

Pentagon seeks $29.5 billion under AI Arsenal initiative in fiscal 2027 budget

Thu Sep-24 15:20:57regulatory65

The Pentagon has requested $29.5 billion in its fiscal 2027 budget to build proprietary AI supercomputing infrastructure, aiming to reduce reliance on commercial cloud providers like AWS and Azure.

GOOGL ▼ FRESHMSFT ▼ REPRICINGAMZN ▼ REPRICINGNVDA · REPRICINGMETA · PRICEDPLTR ▲ FRESHcryptobriefing.com ↗

Meta's Muse AI Used Human Contractors for Calls. Some Of Them Were Racist.

Thu Sep-24 15:20:55regulatory65

Reports reveal Meta's Muse AI agent utilized undisclosed human contractors to handle phone calls, some of whom made racist remarks, raising significant transparency and reputational risks.

META ▼ PRICEDwww.gadgetreview.com ↗

Trump Bought SpaceX Stock Weeks After the IPO, Filing Shows - AOL

Thu Sep-24 15:00:47partnership65

SpaceX has committed its entire AI infrastructure buildout exclusively to NVIDIA Vera Rubin chips, securing a significant portion of NVIDIA's order book.

NVDA ▲ REPRICINGTSLA · FRESHMETA · REPRICINGGOOGL · FRESHMSFT · REPRICINGAMZN · REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · PRICEDPLTR · FRESHSMCI · REPRICINGMU · REPRICINGTSM · FRESHASML · REPRICINGAAPL · FRESHwww.aol.com ↗

NVIDIA's Biggest AI Customers in 2026: AWS, Meta, Microsoft and OpenAI Drive GPU Boom

Thu Sep-24 15:00:41earnings90

NVIDIA reported record Q2 fiscal 2027 revenue of $96.2 billion and announced that AWS plans to deploy an additional 2 million NVIDIA GPUs in 2027-2028.

NVDA ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ REPRICINGMSFT ▲ REPRICINGinfotechlead.com ↗

AI Data Centers Are Burning Worn-Out Grid Equipment and Blocking Industrial Replacements

Thu Sep-24 14:50:40other65

Industry analysis reveals that AI data center load patterns are accelerating the aging of electrical grid equipment, causing severe shortages that delay industrial replacements and increase maintenance costs for hyperscalers.

MSFT ▼ REPRICINGGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ REPRICINGNVDA ▼ REPRICINGAVGO ▼ REPRICINGTSM ▼ FRESHAMD ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ REPRICINGAAPL ▼ FRESHTSLA ▼ FRESHwww.techtimes.com ↗

Wells Fargo Says the AI Spending Math Breaks in 2028 and Just Cut Its S&P 500 Target to 7,700

Thu Sep-24 14:50:34analyst65

Wells Fargo cut its S&P 500 year-end target to 7,700, citing unsustainable hyperscaler capital expenditure levels and the risk that AI infrastructure spending will outpace demand by 2028.

MSFT ▼ REPRICINGGOOGL ▼ FRESHAMZN ▼ REPRICINGMETA ▼ REPRICINGNVDA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ REPRICINGTSM ▼ FRESHMU ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ REPRICINGAAPL ▼ FRESHQCOM ▼ REPRICING247wallst.com ↗

Anthropic Builds Own AI Export Restriction Into Opus 5.5: Amazon's Chip Caught Too

Thu Sep-24 14:50:18product65

Anthropic's new Claude Opus 5.5 model includes a built-in restriction that downgrades performance on Amazon's Trainium3 chips, potentially hindering AWS's competitive position in AI infrastructure.

AMZN ▼ REPRICINGMSFT ▲ REPRICINGGOOGL ▲ FRESHMETA ▲ REPRICINGwww.techtimes.com ↗

What's Going On With Super Micro Computer Stock Thursday?

Thu Sep-24 14:41:53product65

Super Micro Computer announced it is shipping NVIDIA Vera Rubin NVL72 racks and reaffirmed a strong $60 billion order book supporting its fiscal 2027 revenue outlook.

SMCI ▲ REPRICINGNVDA ▲ REPRICINGAMD · REPRICINGMU ▲ PRICEDwww.benzinga.com ↗

YouTube CEO Neal Mohan says 'no' to joining Meta's multistate child safety settlement; Facebook parent has agreed to $18 billion fine, says: We are no ...

Thu Sep-24 14:40:40regulatory65

YouTube CEO Neal Mohan rejected joining Meta's $18 billion multistate child safety settlement, arguing that YouTube already has sufficient protections in place.

META ▼ REPRICINGGOOGL ▲ FRESHtimesofindia.indiatimes.com ↗

Jensen Huang Says AI Boom Will Eventually Hit a 'Period of Digestion,' But Not for 2-3 Years

Thu Sep-24 14:31:58analyst65

Nvidia CEO Jensen Huang stated that the AI infrastructure boom will continue for another two to three years before entering a period of market digestion, reinforcing confidence in near-term demand.

NVDA ▲ REPRICINGAMD · PRICEDAVGO · REPRICINGQCOM · FRESHTSM ▲ REPRICINGMSFT ▲ REPRICINGGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ REPRICINGwww.benzinga.com ↗

Microsoft Stock's Big Test: Delivering on a $678 Billion Backlog

Thu Sep-24 14:30:53other65

Microsoft highlights a $678 billion commercial backlog and plans to double data center capacity to meet exceeding demand for its Azure cloud services.

MSFT ▲ REPRICINGGOOGL · FRESHAMZN · REPRICINGMETA · REPRICINGNVDA ▲ REPRICINGwww.trefis.com ↗

Snapdragon 8 Elite Extreme Gen 6: 5GHz Power, 2nm Chip and Benchmark Scores Explained

Thu Sep-24 14:30:50product65

Qualcomm unveiled the Snapdragon 8 Elite Extreme Gen 6, a 2nm mobile processor featuring a 5GHz Oryon CPU and significant AI performance upgrades.

QCOM ▲ FRESHAAPL · FRESHGOOGL · FRESHMETA · REPRICINGMSFT · REPRICINGNVDA · REPRICINGAMD · PRICEDwww.stackumbrella.com ↗

US strike that killed 157 Iranians 'stemmed from AI overreliance'

Thu Sep-24 14:30:37regulatory65

A Bloomberg investigation attributes a deadly US strike in Iran to overreliance on Palantir's Maven Smart System and outdated intelligence, raising scrutiny of the platform's operational reliability.

PLTR ▼ REPRICINGwww.newsbytesapp.com ↗

Google plans satellite launch to test AI data center in space

Thu Sep-24 14:21:03product65

Google announced Project Suncatcher, a partnership with Planet Labs to launch prototype satellites equipped with Tensor Processing Units into orbit by 2027 to test solar-powered AI data centers.

GOOGL ▲ FRESHMSFT · FRESHAMZN · REPRICINGMETA · REPRICINGNVDA · REPRICINGcryptobriefing.com ↗

US and China Extend Trade Truce Until January, Easing Tariff Tensions

Thu Sep-24 14:10:56regulatory65

The United States and China have agreed to extend their current trade truce until January, delaying potential tariff hikes and easing bilateral economic tensions.

AAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ REPRICINGNVDA ▲ REPRICINGMETA ▲ REPRICINGTSLA ▲ FRESHAVGO ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ PRICEDPLTR ▲ REPRICINGwww.webpronews.com ↗

Donald Trump and Xi Jinping extend trade truce to January

Thu Sep-24 14:10:52regulatory75

The US and China have agreed to extend their trade truce until January 10, reducing immediate geopolitical risks for semiconductor supply chains and tech exports.

TSM ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ FRESHAAPL ▲ FRESHMSFT ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ REPRICINGMETA ▲ REPRICINGwww.ft.com ↗