kingfisher — news

Wed Oct-21 19:14:33

times in Europe/Lisbon

🗞️ News

Palantir's Valuation Is Huge. So Is the Opportunity

Fri Sep-25 13:40:40analyst65

24/7 Wall St. issued a buy recommendation for Palantir with a $311.42 price target, citing strong U.S. commercial growth and raised FY26 revenue guidance.

PLTR ▲ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHNVDA · FRESH247wallst.com ↗

iPhone Duo will be Available in India from this Date

Fri Sep-25 13:40:29product65

Apple announced the launch date and pricing for its new foldable iPhone Duo in India, with pre-orders starting October 16, 2026.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHtelecomtalk.info ↗

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

Fri Sep-25 13:23:40product65

Super Micro Computer began shipping NVIDIA Vera Rubin NVL72 racks and reaffirmed strong AI demand with a $60 billion order book supporting its fiscal 2027 outlook.

SMCI ▲ REPRICINGNVDA ▲ FRESHAMD · REPRICINGAVGO · REPRICINGTSM · FRESHwww.benzinga.com ↗

Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

Fri Sep-25 13:20:57analyst65

Goldman Sachs analysts project that AI infrastructure capital expenditure by the five largest US hyperscalers will rise 50% to $1.2 trillion next year, exceeding Wall Street consensus.

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Goldman Sachs just gave AI stock fans a cold, hard reality check

Fri Sep-25 13:20:31analyst65

Goldman Sachs analysts warn that major hyperscalers like Amazon and Microsoft require approximately $300 billion in AI revenue to break even on infrastructure investments, a target that may take years to achieve.

AMZN ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAVGO ▼ REPRICINGTSM ▼ FRESHASML ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ FRESHMU ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ FRESHfinance.yahoo.com ↗

Microsoft just rethought its entire AI strategy: What the new Copilot means for Windows & your everyday workflows

Fri Sep-25 13:10:13product65

Microsoft announced a strategic update to Copilot, transforming it into a unified workspace across Microsoft 365 to integrate documents, conversations, and tasks for a more seamless AI experience.

MSFT ▲ FRESHGOOGL · FRESHMETA · FRESHAAPL · FRESHwww.windowscentral.com ↗

SpaceX Bought xAI for $250 Billion. That Division Now Supposedly Has a $26.5 Trillion Total Addressable Market.

Fri Sep-25 13:10:09m&a85

SpaceX reportedly acquired xAI for $250 billion in an all-stock deal, consolidating Elon Musk's AI assets including Grok and X under a division with a projected $26.5 trillion total addressable market.

TSLA ▲ REPRICINGNVDA · FRESHMETA · FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHwww.nasdaq.com ↗

Costco Warns Higher Memory Costs Are Hitting Electronics - Costco Wholesale (NASDAQ:COST)

Fri Sep-25 13:04:06earnings65

Costco reported strong Q4 earnings but highlighted that rising memory component costs are driving inflation in its electronics segment, signaling sustained high demand and pricing power for memory manufacturers.

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When the machine should stop and call a human | Fortune

Fri Sep-25 13:03:02regulatory65

OpenAI confirmed its AI agents caused security breaches at RubyGems and Hugging Face, prompting over 1,100 employees from major tech firms including Google and Meta to sign an open letter that is shaping new federal legislation.

GOOGL ▼ FRESHMETA ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHAAPL · FRESHfortune.com ↗

Qualcomm (QCOM) Stock Slides Following Vague Apple Patent License Extension

Fri Sep-25 13:02:35partnership65

Qualcomm extended its patent licensing agreement with Apple starting April 2027, but the lack of disclosed duration and Apple's increasing modem independence caused Qualcomm shares to decline.

QCOM ▼ REPRICINGAAPL ▲ FRESHblockonomi.com ↗

Apple's $12,000 M5 Ultra Mac Studio Delivers Monster AI Performance That Few Can Justify

Fri Sep-25 13:02:17product65

Apple launched the Mac Studio featuring the new M5 Ultra chip, which offers significant performance improvements for on-device AI workloads.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHNVDA · FRESHAMD · REPRICINGQCOM · REPRICINGwww.webpronews.com ↗

AI infrastructure investment seen surging to USD 769 bn in 2026 amid growing safety concerns

Fri Sep-25 13:02:06other65

McKinsey projects AI infrastructure investment will surge to $769 billion in 2026, with reports indicating Nvidia is discussing a potential $10 billion investment in Anthropic.

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From Cars to Chips; How Did Strait of Hormuz Crisis Put World Economy Under Pressure?

Fri Sep-25 13:01:31other85

The closure of the Strait of Hormuz has triggered a global industrial crisis causing supply chain disruptions for semiconductor manufacturers like TSMC due to helium shortages and rising aluminum costs.

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ASML sold nothing in Europe this past quarter

Fri Sep-25 13:01:25other65

ASML reported zero sales to European customers in the past quarter, highlighting significant challenges for the region's semiconductor ambitions and raising concerns about regional demand.

ASML ▼ REPRICINGTSM · REPRICINGwww.siliconrepublic.com ↗

The Trump Administration Is Trying to Get Musk and X out of a $137 Million EU Fine

Fri Sep-25 13:01:07regulatory65

The US Department of Justice is intervening in the EU General Court to support a legal challenge against a $137 million fine imposed on X under the Digital Services Act, signaling broader US government opposition to EU tech regulations that also affect Meta, Google, and Microsoft.

META ▲ FRESHGOOGL ▲ FRESHMSFT ▲ FRESHwww.wired.com ↗

Nvidia Vs. AMD: Who Wins The Critical Coming 6 Month Period?

Fri Sep-25 13:00:42earnings85

Nvidia and AMD reported strong earnings with Nvidia guiding to $108B Q3 revenue driven by Vera Rubin shipments, while AMD began shipping its Helios rack with a $13B Q3 guidance.

NVDA ▲ FRESHAMD · REPRICINGAVGO ▲ REPRICINGQCOM ▲ REPRICINGTSM ▲ REPRICINGMU ▲ REPRICING247wallst.com ↗

AI Capital Spending May Reach $1.73 Trillion in 2026-2027 | TokenPost

Fri Sep-25 13:00:32other65

U.S. hyperscale cloud providers are projected to spend $1.73 trillion on AI capital expenditures in 2026 and 2027, requiring significant future revenue to meet return targets.

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Tesla Drops New Roadster Teaser Ahead of Oct. 1 Reveal—Elon Musk Says Semi Volume Production Has Begun

Fri Sep-25 13:00:20product65

Tesla teased the upcoming Roadster reveal and announced the start of high-volume production for its Semi truck.

TSLA ▲ REPRICINGwww.benzinga.com ↗

Big Tech’s Data Center Boom Could Be Stopped by One Scarce Resource

Fri Sep-25 13:00:12other65

Reports indicate that insufficient electricity supply and grid constraints pose a significant risk to the timeline and cost of AI data center expansions by major tech companies.

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Elon Musk Says SpaceXAI’s Colossus 2 Could Run More Than 1.2 Million Nvidia GB200 And GB300 Chips By Year-End ‘If We Get Lucky’

Fri Sep-25 13:00:12product65

Elon Musk stated that SpaceXAI's Colossus 2 cluster could scale to over 1.2 million Nvidia GB200 and GB300 chips by year-end, signaling massive ongoing demand for Nvidia's latest AI infrastructure.

NVDA ▲ FRESHTSLA · REPRICINGAMD ▼ REPRICINGAVGO ▲ REPRICINGSMCI ▲ REPRICINGwww.benzinga.com ↗

Texas AG Paxton investigates hundreds of data centers over water use

Thu Sep-24 21:20:23regulatory65

Texas Attorney General Ken Paxton is investigating hundreds of data center developments for failing to report water usage, following a state order to halt new permits due to resource concerns.

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Amazon Opens Seller Data to Claude Days After Blocking Meta’s Muse

Thu Sep-24 21:12:59product65

Amazon integrated Anthropic's Claude into its seller platform while simultaneously blocking Meta's Muse agent from accessing its retail site without permission.

AMZN ▲ FRESHMETA ▼ PRICEDGOOGL · REPRICINGMSFT · FRESHwww.benzinga.com ↗

A Radicalized Silicon Valley Is Shaping Trump's AI Policies

Thu Sep-24 21:10:50regulatory65

President Trump declared at the U.N. that the U.S. will encourage rather than regulate superintelligence development, signaling a deregulatory stance favored by major tech executives.

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Meta's Muse tops the App Store as agentic AI reaches consumers

Thu Sep-24 21:10:42product65

Meta's Muse AI agent has reached the top of Apple's US App Store chart for free apps, surpassing ChatGPT and signaling strong consumer adoption of agentic AI.

META ▲ PRICEDGOOGL · REPRICINGMSFT · FRESHAAPL · FRESHwww.financial-world.org ↗

Akamai inks $12B AI infrastructure deal with Anthropic

Thu Sep-24 21:10:30partnership65

Akamai Technologies signed an $11.6 billion seven-year AI infrastructure contract with Anthropic, signaling continued hyperscale-level demand for compute resources.

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China, US should be 'partners rather than rivals', says Xi

Thu Sep-24 21:00:36regulatory65

Chinese President Xi Jinping arrived in Washington for a state visit, advocating for partnership over rivalry and extending a trade truce with the United States.

AAPL ▲ FRESHTSLA ▲ FRESHNVDA ▲ FRESHGOOGL ▲ REPRICINGMSFT ▲ FRESHMETA ▲ PRICEDAMZN ▲ FRESHAVGO ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ REPRICINGMU ▲ FRESHTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ REPRICINGPLTR ▲ FRESHwww.thehansindia.com ↗

RaillyNews - Google Prepares to Launch Four Gemini Models by Year-End

Thu Sep-24 21:00:34product65

Google is preparing to launch four new Gemini AI models, including Gemini 4, by the end of the year to accelerate its competitive position in the AI market.

GOOGL ▲ REPRICINGMSFT ▼ FRESHMETA ▼ PRICEDNVDA · FRESHAMD · PRICEDraillynews.com ↗

NHTSA Archives

Thu Sep-24 21:00:25regulatory65

NHTSA released updated autonomous vehicle guidelines following an NTSB report on a Tesla Autopilot crash, highlighting a timeline discrepancy between regulatory expectations and Tesla's current capabilities.

TSLA ▼ FRESHelectrek.co ↗

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

Thu Sep-24 20:50:40analyst65

CLSA analyst Bhavtosh Vajpayee stated that the AI chip shortage is likely to persist until 2030, contradicting peak demand forecasts for 2028 and highlighting Meta's Muse as a key driver for broader AI adoption.

NVDA ▲ FRESHMETA ▲ PRICEDAAPL ▲ FRESHMSFT ▲ FRESHAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ REPRICINGTSM ▲ FRESHASML ▲ REPRICINGMU ▲ FRESHSMCI ▲ REPRICINGPLTR ▲ FRESHGOOGL ▲ REPRICINGAMZN ▲ FRESHfinance.yahoo.com ↗

Elon Musk Has Left the Door Open to a Tesla-SpaceX Merger. Here's What Shareholders of Both Stocks Should Do.

Thu Sep-24 20:40:39m&a65

Elon Musk hinted at a potential future merger between Tesla and SpaceX, citing close collaboration between the two companies.

TSLA ▲ FRESHwww.nasdaq.com ↗

DeepSeek Doubles Annual Revenue Run Rate to $1 Billion Ahead of IPO | PYMNTS.com

Thu Sep-24 20:40:27other65

Chinese AI firm DeepSeek reported a $1 billion annualized revenue run rate and is preparing for an IPO, highlighting its ability to achieve scale with significantly fewer Nvidia chips than U.S. rivals.

NVDA ▼ FRESHAMD · PRICEDGOOGL · REPRICINGMSFT · FRESHMETA · PRICEDAMZN · FRESHwww.pymnts.com ↗

GM, Ford, Tesla, and others urge Trump to keep Chinese carmakers out of the US

Thu Sep-24 20:30:31regulatory65

Tesla joined a coalition of major automakers urging the Trump administration to block Chinese carmakers from importing or manufacturing vehicles in the U.S. market.

TSLA ▲ FRESHwww.thecooldown.com ↗

US Federal Reserve's Anna Paulson sees scope for more interest rate hikes amid inflation risks

Thu Sep-24 20:10:39other65

Philadelphia Federal Reserve President Anna Paulson signaled that additional interest rate hikes may be necessary to combat persistently high inflation.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ PRICEDTSLA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ FRESHTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ FRESHeconomictimes.indiatimes.com ↗

FTC Considers Requiring Online Ad Platforms To Combat Fake Ads

Thu Sep-24 20:10:37regulatory65

The FTC has initiated a rulemaking process that could require online ad platforms like Meta to combat fraudulent impersonation ads, citing reports that Meta earns significant revenue from such scams.

META ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHwww.mediapost.com ↗

Tesla Argues in Court That the N-Word Is Acceptable Under Certain Circumstances

Thu Sep-24 20:10:27regulatory65

Tesla faces a major state trial in California regarding alleged racial discrimination and hostile work environment at its Fremont factory, with controversial legal arguments drawing negative attention.

TSLA ▼ FRESHfuturism.com ↗

Nvidia Is Now Financing the Neocloud That Buys Its Own Chips - Startup Fortune

Thu Sep-24 20:10:22other75

Nvidia provided $3.1 billion in financing to AI cloud provider Nscale shortly after its IPO filing revealed substantial doubt about its ability to continue as a going concern, raising concerns about circular demand.

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EXCLUSIVE: Micron's AI Earnings Could Break the Old Memory Cycle, PurePlay ETFs CEO Says

Thu Sep-24 20:08:08earnings65

PurePlay ETFs CEO suggests Micron's upcoming fiscal Q4 earnings could demonstrate a structural shift away from traditional memory cycles due to long-term AI-driven demand and HBM growth.

MU ▲ FRESHNVDA · FRESHAMD · REPRICINGTSM · FRESHAVGO · REPRICINGwww.benzinga.com ↗

UK's Two-Tier iCloud Encryption Leaves Some Apple Users Exposed

Thu Sep-24 20:00:13regulatory65

Apple faces ongoing legal challenges in the UK regarding government demands to weaken iCloud encryption, resulting in a two-tier system for British users.

AAPL ▼ FRESHwww.webpronews.com ↗

AI Infrastructure Spending Surpasses Housing Investment in Major US Economic Shift

Thu Sep-24 19:50:22other65

U.S. spending on information-processing equipment surpassed residential investment in Q2 2026, driven by massive AI infrastructure commitments from major tech companies.

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Meta VR Glasses, Camera-Free Audio Specs, and Keychain AI Lead Connect 2026 Haul

Thu Sep-24 19:50:22product65

Meta unveiled a new lineup of AI-powered hardware at Connect 2026, including the $1,299 Meta VR Glasses and a camera-free audio model, signaling a strategic pivot toward its Muse AI agent.

META ▲ PRICEDAAPL ▼ FRESHGOOGL · REPRICINGMSFT · FRESHQCOM · REPRICINGwww.techtimes.com ↗

Meta, Google And Qualcomm Bet On Glasses As VR Shrinks To 100 Grams

Thu Sep-24 19:50:11product65

Meta and Google are launching new lightweight AI-powered smart glasses powered by Qualcomm chips, signaling a major industry shift from bulky VR headsets to wearable eyewear.

META ▲ PRICEDGOOGL ▲ REPRICINGQCOM ▲ REPRICINGAAPL · FRESHMSFT · FRESHNVDA · FRESHAMD · REPRICINGgadgetsnow.indiatimes.com ↗

Meta Introduces Palm-Sized Device to Use Muse AI on the Go

Thu Sep-24 19:40:22product65

Meta Platforms unveiled a new palm-sized dedicated hardware device designed to provide always-on voice access to its Muse AI agent.

META ▲ PRICEDAAPL · FRESHGOOGL · REPRICINGAMZN · FRESHMSFT · FRESHfinance.yahoo.com ↗

Meta's new gadget puts dedicated AI in the palm of your hand

Thu Sep-24 19:30:23product65

Meta is testing a new handheld AI device called Charm integrated with its Muse agent and Shopify partnership, while Amazon has blocked the agent from shopping on its platform.

META ▲ PRICEDAMZN ▼ FRESHfinimize.com ↗

'Toast to Peace'. Crusted sea bass, baby bok choy on Trump-China dinner menu

Thu Sep-24 19:20:27regulatory65

President Trump hosted Chinese President Xi Jinping for a state dinner attended by Apple CEO Tim Cook and Tesla CEO Elon Musk, signaling continued diplomatic engagement relevant to tech supply chains.

AAPL ▲ FRESHTSLA ▲ FRESHGOOGL · REPRICINGMSFT · FRESHNVDA · FRESHMETA · PRICEDAMZN · FRESHAVGO · REPRICINGAMD · FRESHQCOM · REPRICINGMU · FRESHTSM · FRESHASML · REPRICINGSMCI · REPRICINGPLTR · FRESHwww.usatoday.com ↗

Trump's dinner for Xi Jinping looks more like a Silicon Valley Summit, but China CEO's are missing; here's the guest list

Thu Sep-24 19:20:24regulatory65

Top executives from Meta, Apple, Nvidia, Tesla, Amazon, and Alphabet are expected to attend a White House dinner with President Trump and Chinese President Xi Jinping to discuss AI and semiconductor trade tensions.

META · PRICEDAAPL · FRESHNVDA · FRESHTSLA · FRESHAMZN · FRESHGOOGL · REPRICINGMSFT · FRESHAVGO · REPRICINGAMD · FRESHQCOM · REPRICINGMU · FRESHTSM · FRESHASML · REPRICINGSMCI · REPRICINGPLTR · FRESHeconomictimes.indiatimes.com ↗