kingfisher — news

Wed Oct-21 18:10:56

times in Europe/Lisbon

🗞️ News

Trump says China's Xi liked 'Super Intelligence' as AI dominated the week

Fri Sep-25 20:40:26regulatory65

President Trump announced a policy shift to replace the term 'artificial intelligence' with 'super intelligence' and rejected global regulatory guardrails after meetings with tech leaders including Elon Musk, Jensen Huang, and Lisa Su.

TSLA ▲ REPRICINGNVDA ▲ FRESHAMD ▲ FRESHAAPL · REPRICINGMSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDAMZN ▲ FRESHAVGO ▲ FRESHQCOM ▲ PRICEDMU ▲ FRESHTSM ▲ FRESHASML ▲ REPRICINGSMCI ▲ PRICEDPLTR ▲ REPRICINGfinance.yahoo.com ↗

Big Tech's AI Boom Is Hiding Hundreds Of Billions In Financial Risk

Fri Sep-25 20:20:42analyst65

A Financial Times analysis reveals that major tech companies have accumulated hundreds of billions in off-balance-sheet guarantees to finance AI infrastructure, raising concerns about hidden financial risks and debt-like exposure.

MSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ PRICEDNVDA ▼ FRESHAAPL ▼ REPRICINGAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ PRICEDTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ FRESHdailycaller.com ↗

Big Tech's AI Boom Is Hiding Hundreds Of Billions In Financial Risk |

Fri Sep-25 20:20:41analyst65

A Financial Times analysis reveals that major tech companies have accumulated hundreds of billions in off-balance-sheet guarantees to fund AI infrastructure, raising concerns about hidden financial risks and debt-like exposure.

Catalyst Watch: Jobs report, Trump AI talks, and ticking fee time for Paramount (SPY:NYSEARCA) | Seeking Alpha

Fri Sep-25 20:10:35earnings60

Micron Technology and Tesla are scheduled to report earnings next week, alongside other major economic data releases.

MU · FRESHTSLA · REPRICINGseekingalpha.com ↗

China Poises to Flip Its Entire Civilian Economy into War Mode with Instant Switch Ready in 1 Week

Fri Sep-25 18:50:37regulatory85

China has enacted a revised national defense mobilization law enabling rapid transition of its civilian economy to war mode and imposing stricter controls on sensitive technology exports and personnel movement.

TSM ▼ FRESHNVDA ▼ FRESHAMD ▼ FRESHQCOM ▼ PRICEDAAPL ▼ REPRICINGMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ PRICEDAVGO ▼ FRESHMU ▼ FRESHASML ▼ REPRICINGSMCI ▼ PRICEDwww.westernjournal.com ↗

Tesla is beginning Semi electric truck deliveries

Fri Sep-25 18:40:18product65

Tesla has begun delivering its Semi electric trucks to initial customers including PepsiCo and DHL from its Nevada plant, marking the start of volume production after years of delays.

TSLA ▲ REPRICINGeu.rgj.com ↗

Meta's Muse has crossed 3.4 million downloads in under three weeks -- and it's still accelerating - The Tech Portal

Fri Sep-25 18:40:14product65

Meta's new AI agent Muse has achieved record-breaking adoption with 3.4 million downloads in its first three weeks, significantly outpacing competitors like ChatGPT and Claude.

META ▲ PRICEDGOOGL · FRESHMSFT · PRICEDAAPL · REPRICINGAMZN · FRESHthetechportal.com ↗

Credit Unions Win Class Certification in Class-Action Lawsuit Against Apple Alleging Illicit Revenue from Apple Pay Fees

Fri Sep-25 18:30:12regulatory65

A federal judge granted class certification in an antitrust lawsuit against Apple alleging it monopolized mobile payments through Apple Pay fees.

AAPL ▼ REPRICINGwww.wallstreet-online.de ↗

Jury Finds Meta Platforms Misled New Mexico Consumers In Cambridge Analytica Trial

Fri Sep-25 18:28:30regulatory65

A jury found Meta Platforms liable for misleading New Mexico consumers in the Cambridge Analytica trial.

META ▼ PRICEDwww.benzinga.com ↗

Micron Q1 2026 earnings: Nvidia chip launch benefit may be delayed

Fri Sep-25 18:20:07guidance65

Micron Technology issued fiscal Q1 2026 guidance projecting $12.5 billion in revenue and $3.75 EPS, while noting that benefits from Nvidia's latest chip launches may be delayed.

MU · FRESHNVDA ▼ FRESHqz.com ↗

Meta Vs. Alphabet: The Agentic AI Each Builds Will Be Very Different in 2027

Fri Sep-25 17:50:20earnings85

Alphabet reported a blowout Q2 fiscal 2026 earnings beat driven by Google Cloud growth, while Meta missed EPS consensus due to legal charges and severance costs despite revenue growth.

META ▼ PRICEDGOOGL ▲ FRESHMSFT · PRICEDAMZN · FRESH247wallst.com ↗

Nvidia GPU Demand Is So Extreme, Even Bad Cloud Infrastructure Is Selling, SemiAnalysis Says

Fri Sep-25 17:43:36analyst65

SemiAnalysis reports that extreme demand for Nvidia GPUs allows even cloud providers with poor infrastructure to sell capacity at high margins, highlighting sustained supply constraints.

NVDA ▲ FRESHGOOGL · FRESHMSFT · PRICEDAMZN · FRESHwww.benzinga.com ↗

Microsoft stock nears 10 month high, and here's why

Fri Sep-25 17:40:10product65

Microsoft stock rose following the launch of a unified Copilot super app, a Stifel analyst upgrade, and a $10 billion investment plan for AI infrastructure in Gulf markets.

MSFT ▲ PRICEDGOOGL · FRESHAMZN · FRESHMETA · PRICEDAAPL · REPRICINGrollingout.com ↗

Meta plaintiffs poised to uncover damaging records about concealed research | MLex | Specialist news and analysis on legal risk and regulation

Fri Sep-25 17:30:11regulatory65

Plaintiffs in lawsuits against Meta Platforms are poised to gain access to sensitive internal documents regarding alleged concealed research on addictive design.

META ▼ PRICEDwww.mlex.com ↗

META Strengthens VR Portfolio: Can It Stay Ahead of AAPL and GOOGL?

Fri Sep-25 17:20:25product65

Meta unveiled the Meta VR Glasses featuring Qualcomm's Snapdragon Reality Elite processor, positioning the device against competitors Apple and Alphabet with a spring 2027 release date.

META ▲ PRICEDAAPL ▼ REPRICINGGOOGL ▼ FRESHQCOM ▲ PRICEDfinance.yahoo.com ↗

'Blockbuster story' links $50 million pro-Trump contributions to death of major safeguard

Fri Sep-25 17:11:05regulatory65

A report alleges that major tech companies' political contributions to President Trump influenced the administration's decision to eliminate a proposed AI safety regulation.

MSFT ▲ PRICEDGOOGL ▲ FRESHMETA ▲ PRICEDAMZN ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGPLTR ▲ FRESHwww.rawstory.com ↗

MIT Warns Hyperscalers Must Nearly Triple Productivity By 2030 As Trillion-Dollar AI Bubble Risk Grows For GOOGL, MSFT and AMZN

Fri Sep-25 17:00:28analyst65

A Wharton professor warns that major hyperscalers including Alphabet, Microsoft, Amazon, and Meta must nearly triple AI productivity by 2030 to break even on their massive data center capital expenditures.

GOOGL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ FRESHMETA ▼ PRICEDwww.foreignpolicyjournal.com ↗

Nvidia's Next AI Chip Ramp Could Open the Door to Another Major Stock Move

Fri Sep-25 17:00:20analyst65

Analysts highlight Nvidia's forecast to double chip volume next year and strong consensus price targets as drivers for continued stock upside.

NVDA ▲ FRESHAMD · FRESHwww.investing.com ↗

Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill - AOL

Fri Sep-25 17:00:15earnings85

Meta announced a plan to cut 8,000 jobs and raised its 2026 capital expenditure guidance to $145 billion to fund AI infrastructure investments.

META ▲ PRICEDGOOGL · FRESHMSFT · PRICEDAMZN · FRESHAAPL · REPRICINGwww.aol.com ↗

EU Council Nears GDPR Deal That Would Let Tracking IDs Escape Privacy Law

Fri Sep-25 16:50:46regulatory65

The EU Council is nearing a deal on the Digital Omnibus package that would significantly relax GDPR requirements for AI and ad-tech data processing, drawing sharp criticism from privacy advocates.

META ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ FRESHMSFT ▲ PRICEDAAPL ▲ FRESHwww.techtimes.com ↗

Why Can't AWS Meet AI Demand Despite Amazon's $220 Billion Infrastructure Spend?

Fri Sep-25 16:10:14guidance65

Amazon raised its 2026 capital expenditure guidance to $220 billion but warned that AI capacity constraints will persist through 2027 due to long infrastructure lead times.

AMZN ▲ FRESHMSFT · PRICEDGOOGL · FRESHMETA · PRICEDNVDA ▲ FRESHAVGO ▲ FRESHSMCI ▲ PRICEDwww.ibtimes.sg ↗

Kevin Warsh Has Markets Pricing Three More Rate Hikes Through June - Startup Fortune

Fri Sep-25 16:00:49other65

Markets are pricing in three additional interest rate hikes through June 2027 following hawkish comments from Fed Chair Kevin Warsh and a recent quarter-point rate increase.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ PRICEDTSLA ▼ REPRICINGAVGO ▼ REPRICINGAMD ▼ FRESHQCOM ▼ PRICEDMU ▼ REPRICINGTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ FRESHstartupfortune.com ↗

Micron Technology Stock Wavers Ahead Of Fiscal Q4 Earnings Report

Fri Sep-25 16:00:42earnings65

Micron Technology is scheduled to report its fiscal fourth-quarter earnings on Wednesday, with analysts expecting continued triple-digit year-over-year earnings growth.

MU · REPRICINGNVDA ▲ FRESHAMD ▲ FRESHTSM ▲ REPRICINGwww.investors.com ↗

ITC Opens Netlist Case Against Micron Over 4 DDR5 Patents

Fri Sep-25 15:50:33regulatory65

The US International Trade Commission has opened an investigation into Micron and Super Micro Computer regarding alleged patent infringement of DDR5 memory technology by Netlist.

MU ▼ REPRICINGSMCI ▼ PRICEDfinancefeeds.com ↗

Micron at $1080: The Street Loves What It Sees Underneath The Headlines

Fri Sep-25 15:50:29earnings85

Micron Technology reports massive revenue growth and strong guidance driven by long-term strategic customer agreements for AI memory, leading to a bullish analyst outlook.

MU ▲ REPRICINGNVDA · FRESHAMD · FRESHTSM · FRESH247wallst.com ↗

Jensen Huang Grows Closer to Trump as Nvidia Targets Chinese Chip Market

Fri Sep-25 15:50:27regulatory65

Nvidia CEO Jensen Huang is leveraging a growing relationship with President Trump to seek U.S. government approval for selling H200 AI chips to Chinese customers.

NVDA ▲ FRESHAMD · FRESHQCOM · PRICEDTSM · FRESHAVGO · FRESHgo.kompas.com ↗

Taiwan backs early plan to restart nuclear power in policy shift | Sing Yee Ong

Fri Sep-25 15:31:06regulatory65

Taiwan approved a preliminary plan to restart the Maanshan Nuclear Power Plant by 2028 to address surging electricity demand from data centers and enhance energy security.

TSM ▲ REPRICINGNVDA ▲ REPRICINGAMD ▲ REPRICINGMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ PRICEDMU ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ PRICEDbusinessmirror.com.ph ↗

Microsoft abandons personal AI Chatbot race with Copilot reboot- Moneycontrol.com

Fri Sep-25 15:30:52product65

Microsoft is merging its consumer and enterprise Copilot AI assistants into a single product focused on corporate customers, effectively exiting the standalone personal chatbot market.

MSFT ▲ PRICEDGOOGL · FRESHMETA · PRICEDwww.moneycontrol.com ↗

Blue Origin raises $10 billion in first outside funding

Fri Sep-25 15:30:46other65

Blue Origin raised $10 billion in its first outside funding round at a $140 billion valuation, with Jeff Bezos contributing an additional $2 billion.

AMZN ▲ FRESHTSLA · PRICEDwww.proactiveinvestors.com ↗

Tech stocks gain after tech titan dinner with Trump and China's Xi Jinping: AlphaCheck - AOL

Fri Sep-25 15:30:39other65

Tech stocks including Nvidia, AMD, and Tesla gained following a dinner between President Trump, Chinese leader Xi Jinping, and tech executives, while Microsoft rose and Meta declined.

NVDA ▲ REPRICINGAMD ▲ REPRICINGTSLA ▲ PRICEDMSFT ▲ PRICEDMETA ▼ PRICEDwww.aol.com ↗

I Tested The Newest Snapdragon Chip, And Qualcomm Is Keeping Pace With The iPhone 18 Pro - BGR

Fri Sep-25 15:10:37product65

Qualcomm unveiled its new Snapdragon 8 Elite Gen 6 and Extreme Gen 6 processors, built on TSMC's 2nm process, with early benchmarks showing strong performance against Apple's iPhone 18 Pro.

QCOM ▲ PRICEDTSM ▲ FRESHAAPL · FRESHNVDA · FRESHAMD · REPRICINGwww.bgr.com ↗

AMD's $1 Trillion Milestone Comes With a New AI Bet

Fri Sep-25 15:10:07analyst65

AMD's market capitalization briefly exceeded $1 trillion as investors bet that Meta's Muse AI agent will drive significant new demand for CPUs in data centers.

AMD ▲ REPRICINGMETA ▲ PRICEDNVDA · FRESHQCOM ▲ PRICEDfinance.yahoo.com ↗

Trump's top table challenges Xi's world view

Fri Sep-25 15:00:23regulatory65

Nvidia CEO Jensen Huang's presence at a state dinner with President Trump and President Xi highlights ongoing geopolitical tensions and export restrictions affecting the semiconductor industry.

NVDA ▼ FRESHAMD · REPRICINGTSM ▼ REPRICINGGOOGL · FRESHMSFT · PRICEDMETA · PRICEDAMZN · FRESHAVGO · FRESHQCOM · UNKNOWNMU · FRESHASML · PRICEDAAPL · FRESHuk.news.yahoo.com ↗

Trump and Xi Buy Time on Trade. Farm and Chip Stocks Are Watching Closely.

Fri Sep-25 14:50:45regulatory65

The U.S. and China agreed to extend their trade truce by two months, deferring tariffs on industrial overcapacity and providing temporary relief to the semiconductor supply chain.

TSM ▲ FRESHNVDA ▲ FRESHAMD ▲ REPRICINGQCOM ▲ PRICEDAVGO ▲ FRESHASML ▲ REPRICINGMU ▲ FRESHSMCI ▲ PRICED247wallst.com ↗

Meta Muse Charm Explained: How AI Gadget Brings AI Beyond the Smartphone

Fri Sep-25 14:50:25product65

Meta unveiled the Muse Charm, a keychain-sized hardware device featuring its Muse AI assistant, marking a strategic expansion into dedicated AI wearables.

META ▲ PRICEDAAPL · FRESHGOOGL · FRESHMSFT · PRICEDAMZN · FRESHwww.analyticsinsight.net ↗

Federal Reserve Rate Increase May Cause a Recession

Fri Sep-25 14:40:32other60

An opinion piece argues that Federal Reserve interest rate hikes will worsen the housing crisis and likely trigger a recession.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ PRICEDTSLA ▼ REPRICINGAVGO ▼ FRESHAMD ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ FRESHwww.opednews.com ↗

Micron Likely to Beat Q4 Earnings Estimates: How to Play MU Stock?

Fri Sep-25 14:40:15earnings65

Analyst models predict Micron Technology will beat its fiscal Q4 2026 earnings estimates due to strong revenue growth and positive earnings surprises.

MU ▲ PRICEDNVDA · FRESHAMD · REPRICINGTSM · FRESHAVGO · FRESHQCOM · PRICEDwww.nasdaq.com ↗

Microsoft, PepsiCo Back Record 2,500-Truck Tesla Semi Order

Fri Sep-25 14:40:11product65

A coalition backed by Microsoft and PepsiCo placed a record order for 2,500 Tesla Semi trucks, the largest electric truck order in U.S. history.

TSLA ▲ REPRICINGMSFT · PRICEDesgnews.com ↗

Over 100,000 US Defense Personnel Now Use Palantir's Maven AI: Official

Fri Sep-25 14:40:08product65

The US Pentagon reported that over 100,000 defense personnel are now using Palantir's Maven AI system, more than double the user base from January.

PLTR ▲ FRESHthedefensepost.com ↗

An expert explains | As Xi-Trump meet, why an island 15,000 km away matters

Fri Sep-25 14:30:32regulatory65

Discussions between President Trump and President Xi regarding Taiwan introduce geopolitical uncertainty that poses a significant risk to TSMC's operations and the broader semiconductor supply chain.

TSM ▼ REPRICINGNVDA · FRESHAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGASML · REPRICINGAAPL · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGindianexpress.com ↗

Tesla is fixing its doors in China. A Piedmont crash shows why it should fix them here, too

Fri Sep-25 14:30:19regulatory65

Tesla recalled nearly 3 million vehicles in China due to hard-to-identify emergency door releases, raising safety concerns linked to a fatal US crash lawsuit.

TSLA ▼ REPRICINGwww.sfchronicle.com ↗

Nscale Raises $3.36bn Ahead of IPO

Fri Sep-25 14:20:42other65

AI infrastructure company Nscale raised $3.36 billion in convertible notes led by Third Point with a $1 billion commitment from Nvidia ahead of its planned IPO.

NVDA ▲ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · REPRICINGAVGO · REPRICINGAMD · REPRICINGTSM · FRESHASML · REPRICINGSMCI · REPRICINGwww.marketscreener.com ↗

Oracle's Collapse--$200 Billion In Data Center Shut Downs

Fri Sep-25 14:20:35regulatory65

Reports indicate that regulatory setbacks and local opposition have blocked or delayed up to $200 billion in data center construction projects, raising concerns about the ability of major tech companies to execute their AI infrastructure plans.

AMZN ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ REPRICINGNVDA ▼ FRESH247wallst.com ↗

Tesla faces production challenges with Optimus robot hands, report says By Investing.com

Fri Sep-25 14:20:30product65

Tesla faces manufacturing bottlenecks with the Optimus robot's hands, potentially hindering its goal to produce 1,000 units per week by year-end.

TSLA ▼ FRESHNVDA · FRESHAMD · REPRICINGGOOGL · FRESHMSFT · FRESHMETA · REPRICINGAMZN · FRESHwww.investing.com ↗

EU vote on Tesla's supervised self-driving system pushed back

Fri Sep-25 14:20:28regulatory65

The European Union has delayed the vote on approving Tesla's Full Self-Driving system until at least December, pushing back potential market expansion.

TSLA ▼ FRESHsg.news.yahoo.com ↗

'Trump Tells OpenAI, Anthropic to Withhold Models From UK Agency' - Bloomberg

Fri Sep-25 14:18:47regulatory65

President Trump has instructed OpenAI and Anthropic to withhold AI models from a UK agency, signaling a geopolitical stance on technology export controls.

GOOGL · FRESHMETA · FRESHMSFT · FRESHAMZN · FRESHAAPL · FRESHwww.benzinga.com ↗

The Big One Is Rumbling in the Bond Market

Fri Sep-25 14:10:54other60

Long-term government bond yields have risen to their highest levels in decades, signaling a significant shift in the global economic landscape that typically pressures equity valuations.

AAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ FRESHTSLA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ FRESHMU ▼ REPRICINGTSM ▼ FRESHASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ FRESHwww.bloomberg.com ↗

AMD Stock Eyes Fresh Record High: Anthropic-Akamai Deal Boosts CPU Demand, Says BofA

Fri Sep-25 14:10:27analyst65

Bank of America raised its price target on AMD to $720, citing the Anthropic-Akamai deal as evidence of growing CPU demand in the agentic AI era.

AMD ▲ REPRICINGNVDA · FRESHstocktwits.com ↗

Tesla opens Nevada factory for high-volume Semi truck production

Fri Sep-25 14:00:20product65

Tesla opened a Nevada factory for high-volume Semi truck production with a target of 50,000 units per year and secured new orders from customers including Microsoft.

TSLA ▲ FRESHMSFT · FRESHqz.com ↗

Michael Burry Warns Microsoft, Amazon and Oracle Could Face AI Write-Off Shock

Fri Sep-25 13:50:13analyst65

Michael Burry warned that Microsoft, Amazon, Alphabet, and Meta face potential AI infrastructure asset write-downs by 2028-2029 due to excessive capital commitments relative to demand.

MSFT ▼ FRESHAMZN ▼ FRESHGOOGL ▼ FRESHMETA ▼ FRESHNVDA ▼ FRESHAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ REPRICINGTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ REPRICINGPLTR ▼ FRESHfinance.yahoo.com ↗