kingfisher — news

TSMC to Hike Chip Prices by Up to 10% in 2027 -- And Your Next Phone Will Feel It

Thu Jul-23 17:04:53other65

TSMC is set to raise chip prices by up to 10% starting in 2027 due to rising material costs and expensive overseas fab expansions, impacting major clients like Apple, Nvidia, Qualcomm, and AMD.

TSM ▲ UNKNOWNAAPL ▼ UNKNOWNNVDA ▼ UNKNOWNQCOM ▼ UNKNOWNAMD ▼ UNKNOWNAVGO ▼ UNKNOWNASML ▲ UNKNOWNSMCI ▼ UNKNOWNMU · UNKNOWNtechnosports.co.in ↗

Zuckerberg Starts AI Optimism Campaign, Meta Backs Massive Infrastructure Push

Thu Jul-23 17:04:38other65

Meta CEO Mark Zuckerberg launched a public campaign promoting AI optimism while confirming a massive infrastructure investment exceeding $100 billion, including a $50 billion expansion of its Louisiana AI campus.

META ▲ UNKNOWNGOOGL · UNKNOWNMSFT · UNKNOWNAMZN · UNKNOWNNVDA ▲ UNKNOWNwww.newsmax.com ↗

Elon Musk and Tesla's next big engineering challenge? Thumbs.

Thu Jul-23 17:04:12product75

Tesla is pivoting Fremont factory production to its Optimus humanoid robot, committing $25 billion in 2026 capex and launching Optimus V3 with advanced dexterity and AI integration.

TSLA ▲ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNfinance.yahoo.com ↗

AP News Summary at 11:41 a.m. EDT

Thu Jul-23 17:03:17other65

Escalating military conflict between the U.S. and Iran in the Red Sea has driven oil prices above $100 per barrel, raising global economic uncertainty and market volatility.

AAPL ▼ UNKNOWNMSFT ▼ UNKNOWNGOOGL ▼ UNKNOWNAMZN ▼ UNKNOWNNVDA ▼ UNKNOWNMETA ▼ UNKNOWNTSLA ▼ UNKNOWNAVGO ▼ UNKNOWNAMD ▼ UNKNOWNQCOM ▼ UNKNOWNMU ▼ UNKNOWNTSM ▼ UNKNOWNASML ▼ UNKNOWNSMCI ▼ UNKNOWNPLTR ▼ UNKNOWNwww.kulr8.com ↗

Databricks expands Microsoft Azure partnership, to use more custom chips

Thu Jul-23 17:02:50partnership65

Databricks announced an expanded partnership with Microsoft to increase Azure usage and adopt Microsoft's custom Azure Cobalt chips through the 2030s.

MSFT ▲ UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNeconomictimes.indiatimes.com ↗

Tesla reports safety data showing FSD reduces collisions significantly, but critics aren't buying it

Thu Jul-23 17:02:34regulatory65

Tesla faces increased regulatory scrutiny and senatorial calls for an NHTSA review after publishing disputed Full Self-Driving safety data that critics and a Reuters investigation labeled as misleading.

TSLA ▼ UNKNOWNcryptobriefing.com ↗

Title of the Page

Thu Jul-23 17:01:24other65

U.S. stock markets declined significantly due to rising oil prices from Middle East tensions and sharp drops in Alphabet and Tesla shares.

GOOGL ▼ UNKNOWNTSLA ▼ UNKNOWNAAPL ▼ UNKNOWNMSFT ▼ UNKNOWNAMZN ▼ UNKNOWNNVDA ▼ UNKNOWNMETA ▼ UNKNOWNAVGO ▼ UNKNOWNAMD ▼ UNKNOWNQCOM ▼ UNKNOWNMU ▼ UNKNOWNTSM ▼ UNKNOWNASML ▼ UNKNOWNSMCI ▼ UNKNOWNPLTR ▼ UNKNOWNktbb.com ↗

Jim Cramer Still Loves Micron. Here Is the 1 Number That Shows Why He Is Right.

Thu Jul-23 14:32:27earnings85

Micron Technology reported fiscal Q3 2026 earnings with GAAP gross margins surging to 84.6% and revenue beating consensus by 17.6%, driven by strong AI memory demand.

MU ▲ REPRICINGNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICED247wallst.com ↗

Google Unveils Gemini Intelligence, AI Glasses and Notebook at Galaxy Unpacked 2026

Thu Jul-23 14:31:55product65

Google unveiled Gemini Intelligence, AI-powered glasses, and expanded automation features for Samsung devices at the Galaxy Unpacked 2026 event.

GOOGL ▲ PRICEDAAPL · REPRICINGMSFT · REPRICINGMETA · PRICEDAMZN · PRICEDwww.stackumbrella.com ↗

AI Consortium Closes $40B Data Center Buy

Thu Jul-23 14:22:35partnership65

The Artificial Infrastructure Partnership, backed by Nvidia and Microsoft, completed a $40 billion acquisition of Aligned Data Centers and committed an additional $5 billion for expansion.

NVDA ▲ FRESHMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDAVGO ▲ FRESHAMD ▲ FRESHTSM ▲ PRICEDSMCI ▲ PRICEDwww.commercialsearch.com ↗

Microsoft Just Validated AMD's Biggest AI Bet. This Could Be the Start of a New Growth Phase for AMD Stock.

Thu Jul-23 14:12:37partnership75

Microsoft announced it will deploy AMD's Helios rack-scale solution for Azure frontier AI inference workloads, validating AMD's AI infrastructure strategy.

AMD ▲ FRESHMSFT ▲ PRICEDNVDA ▼ FRESHwww.barchart.com ↗

Elon Musk Just Gave SpaceX a Bigger Role Inside Tesla - Tesla (NASDAQ:TSLA), SpaceX (NASDAQ:SPCX)

Thu Jul-23 14:12:28product65

Elon Musk announced deeper integration of SpaceX technologies, including Grok AI for Digital Optimus and Starlink connectivity for Cybercab, into Tesla's autonomous vehicle and robotics roadmap.

TSLA ▲ PRICEDwww.benzinga.com ↗

Ford Will Use Apple Software in New Self-Driving System

Thu Jul-23 14:11:48partnership65

Ford Motor announced a strategic partnership to embed Apple Maps and software directly into its new electric vehicles' driver-assistance systems, marking a deeper integration than previous CarPlay arrangements.

AAPL ▲ PRICEDGOOGL ▼ PRICEDTSLA ▼ PRICEDwww.nytimes.com ↗

EU Risks Trump's Ire with New Fine on Big Tech

Thu Jul-23 14:10:21regulatory65

The European Commission fined Alphabet's Google €890 million for alleged violations of EU regulations.

GOOGL ▼ PRICEDMSFT · PRICEDMETA · PRICEDAAPL · PRICEDAMZN · PRICEDwww.bloomberg.com ↗

Oil prices rise another 3%, while Wall Street drifts in mixed trading | Stan Choe | AP Business Writer

Thu Jul-23 14:03:33earnings65

Super Micro Computer stock surged on improved margin guidance while Alphabet shares declined ahead of its earnings report.

SMCI ▲ PRICEDGOOGL ▼ PRICEDbusinessmirror.com.ph ↗

Nvidia Expands Physical AI With Vera Rubin Factory, Omniverse Libraries

Thu Jul-23 13:53:14product65

Nvidia announced expansions in physical AI infrastructure, including a partnership with Noetra Corp for Vera Rubin AI factories and updates to its Agent Toolkit and Omniverse libraries.

NVDA ▲ FRESHAMD · FRESHQCOM · REPRICINGTSM ▲ REPRICINGinews.zoombangla.com ↗

Tesla Misses Badly on Earnings as Free Cash Flow Turns Negative

Thu Jul-23 13:53:00earnings85

Tesla reported Q2 earnings with EPS significantly missing estimates and negative free cash flow due to surging capital expenditures, despite revenue beating forecasts.

TSLA ▼ PRICEDAAPL · PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDNVDA · FRESHMETA · PRICEDca.finance.yahoo.com ↗

US lawmakers press Trump administration to close alleged semiconductor export loophole

Thu Jul-23 13:42:20regulatory65

US lawmakers are urging the Trump administration to close an alleged semiconductor export loophole involving intermediary manufacturers like TSMC, despite agency denials that such a gap exists.

TSM ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ REPRICINGMU ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ PRICEDcryptobriefing.com ↗

Apple's Foldable iPhone Could Grab 25% of the Market in Its First Year

Thu Jul-23 13:32:53product65

A report projects Apple will capture 25% of the foldable smartphone market in its first year with the rumored launch of the iPhone Ultra.

AAPL ▲ PRICEDwww.androidheadlines.com ↗

Micron Gets Vote of Confidence From Musk

Thu Jul-23 13:30:45partnership65

Tesla CEO Elon Musk confirmed a significant memory chip allocation from Micron on reasonable terms to support AI initiatives, while also praising TSMC's capacity expansion.

MU ▲ REPRICINGTSLA ▲ PRICEDTSM ▲ PRICEDca.finance.yahoo.com ↗

US plans to introduce AI 'Kill Switch' bill that asks Google, Microsoft, OpenAI, Anthropic and other companies to slowdown or shutdown their AI systems in these cases

Thu Jul-23 13:30:37regulatory65

A bipartisan US bill proposes granting the Department of Homeland Security authority to order major AI companies to throttle or shut down models under specific security threats, directly impacting Google and Microsoft.

GOOGL ▼ PRICEDMSFT ▼ PRICEDMETA ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ REPRICINGTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ PRICEDMU ▼ REPRICINGAAPL ▼ PRICEDTSLA ▼ PRICEDtimesofindia.indiatimes.com ↗

Google's AI capital spending plans trigger technical warning on stock

Thu Jul-23 13:30:34guidance75

Alphabet's plan to raise $80 billion in equity and increase AI capital expenditure guidance to $180-190 billion has triggered technical sell warnings from analysts citing overbought conditions.

GOOGL ▼ PRICEDAMZN · PRICEDMSFT · PRICEDMETA · PRICEDcryptobriefing.com ↗

Nvidia CEO Jensen Huang warns AI bubble unlikely in next five years

Thu Jul-23 13:13:46other65

Nvidia CEO Jensen Huang stated at the World Economic Forum that an AI bubble is unlikely in the next five years due to massive infrastructure gaps and hardware constraints.

NVDA ▲ PRICEDAMD ▲ FRESHAVGO ▲ PRICEDQCOM ▲ FRESHTSM ▲ PRICEDASML ▲ FRESHSMCI ▲ PRICEDMU ▲ FRESHMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDMETA ▲ PRICEDcryptobriefing.com ↗

Qualcomm and Meta Partner on Data Center CPUs, Dragonfly C1000 Deal Announced

Thu Jul-23 13:13:10partnership75

Qualcomm and Meta announced a strategic partnership to develop and deploy Qualcomm's Dragonfly C1000 data center CPUs for Meta's server fleet, with production scheduled for late 2028.

QCOM ▲ FRESHMETA ▲ PRICEDTSM ▲ PRICEDAMD ▼ FRESHGOOGL · PRICEDAMZN · PRICEDMSFT · PRICEDinews.zoombangla.com ↗

Google records its first negative free cash flow since going public as its AI spending explodes

Thu Jul-23 13:11:05earnings85

Alphabet reported its first negative quarterly free cash flow since going public and raised its 2026 capital expenditure guidance to $205 billion, causing its stock to decline in after-hours trading.

GOOGL ▼ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDNVDA ▲ PRICEDAMD · FRESHAVGO ▲ PRICEDTSM ▲ PRICEDMU ▲ FRESHwww.techspot.com ↗

Intel and AMD lock in year-long CPU deals with Chinese AI firms as prices surge 40%

Thu Jul-23 13:10:55partnership65

AMD and Intel have signed year-long agreements to supply CPUs to Chinese AI data center firms amid a 40% price surge driven by agentic AI demand.

AMD ▲ FRESHNVDA · PRICEDwccftech.com ↗

Furtures Slide After Google Earnings, Oil & Bond Yields Jump On Houthi Escalation

Thu Jul-23 13:10:32earnings65

US equity futures declined and bond yields rose following Alphabet's underwhelming earnings results and escalating geopolitical tensions in the Red Sea.

GOOGL ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDNVDA · PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDwww.zerohedge.com ↗

NVIDIA Vera Rubin Goes Global With 10x Tokens-Per-Megawatt Gains And New Cloud Rollouts

Thu Jul-23 13:10:21product75

NVIDIA is ramping up global production of its Vera Rubin NVL72 AI platform with major cloud partners including Google and Microsoft, citing significant performance-per-watt improvements.

NVDA ▲ PRICEDGOOGL ▲ PRICEDMSFT ▲ PRICEDAMD ▼ FRESHAVGO ▲ PRICEDTSM ▲ PRICEDwww.4rfv.co.uk ↗

EU hits Google with yet another $1.4 billion antitrust fine

Thu Jul-23 13:04:30regulatory65

The European Union fined Alphabet's Google $1.43 billion for antitrust violations related to Google Play and search engine practices favoring its own services.

GOOGL ▼ PRICEDAAPL · PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDwww.countryman.com.au ↗

AMD expected to launch next generation of AI infrastructure to challenge Nvidia

Thu Jul-23 13:02:53product65

AMD is launching its Helios AI server racks and Venice CPUs to challenge Nvidia's dominance in the data center inference market.

AMD ▲ PRICEDNVDA ▼ PRICEDAVGO · PRICEDQCOM · FRESHtribune.com.pk ↗

Memory Chip Makers Micron (MU) and SK Hynix (SKHY) Surge on Google's Massive Capex Increase

Thu Jul-23 13:02:41guidance65

Alphabet raised its 2026 capital expenditure guidance to $195B-$205B, driving a surge in Micron shares due to increased demand for high-bandwidth memory chips.

MU ▲ FRESHGOOGL ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDblockonomi.com ↗

Google holds $94B in SpaceX shares after IPO as lockup restrictions kick in

Thu Jul-23 13:02:20other85

Alphabet's stake in SpaceX is valued at $94 billion following its IPO, and Google has agreed to a $920 million monthly contract to lease Nvidia GPUs from SpaceX.

GOOGL ▲ PRICEDTSLA ▲ PRICEDNVDA ▲ PRICEDcryptobriefing.com ↗

Europe 'invites' Donald Trump anger as EU fines Google $1 billion under Digital Markets Act, here's 'threat' US president issued months ago

Thu Jul-23 13:01:58regulatory85

The European Commission fined Alphabet $1 billion for violating the Digital Markets Act by promoting its own services over competitors and restricting app developer sales.

GOOGL ▼ PRICEDMETA ▼ PRICEDAMZN ▼ PRICEDMSFT ▼ PRICEDAAPL ▼ PRICEDtimesofindia.indiatimes.com ↗

White House accuses Chinese AI developer of IP theft

Wed Jul-22 22:05:55regulatory65

The White House accused Chinese AI developer Moonshot AI of stealing Anthropic's intellectual property to train its K3 model using NVIDIA chips allegedly obtained in Thailand.

NVDA ▼ PRICEDAMD · PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDAVGO · PRICEDQCOM · PRICEDTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · PRICEDwww.nextgov.com ↗

Alphabet Posts $98 Billion in Second-Quarter Investment Gains

Wed Jul-22 22:05:09earnings85

Alphabet reported $98 billion in investment gains as part of its second-quarter earnings results, driven primarily by net unrealized gains.

GOOGL ▲ PRICEDwww.bloomberg.com ↗

The future of physical AI is coming

Wed Jul-22 22:03:56product65

Nvidia CEO Jensen Huang unveiled the Isaac GR00T platform for humanoid robots and highlighted the rise of physical AI at GTC Taipei, reinforcing Nvidia's leadership in AI infrastructure.

NVDA ▲ PRICEDTSM ▲ FRESHAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDwww.taipeitimes.com ↗

Tesla says 'Robotaxi' is expanding -- its own chart shows it's not

Wed Jul-22 22:03:09other65

Analysis of Tesla's Q2 2026 data reveals that Robotaxi paid miles plateaued at 900,000 in Q2, contradicting the company's narrative of accelerating expansion.

TSLA ▼ PRICEDelectrek.co ↗

Google Says Cloud Services Backlog Expands to $514 Billion

Wed Jul-22 22:03:06earnings65

Alphabet disclosed a $514 billion cloud computing backlog for the second quarter, indicating strong demand for its AI infrastructure services.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA · PRICEDwww.bloomberg.com ↗

Anthropic to buy up to two gigawatts of GPU capacity from AMD

Wed Jul-22 21:25:03partnership85

AMD announced a multibillion-dollar partnership with Anthropic to supply up to two gigawatts of MI450 GPU capacity and invest up to $5 billion in the AI developer.

AMD ▲ PRICEDNVDA ▼ PRICEDMSFT · PRICEDGOOGL · REPRICINGMETA · PRICEDAMZN · FRESHsiliconangle.com ↗

Alphabet nearly doubles capital spending as AI push powers Q2 growth By Investing.com

Wed Jul-22 21:21:28earnings90

Alphabet reported strong Q2 earnings with revenue rising 24% to $119.8 billion and nearly doubling capital expenditure to $44.9 billion to support AI infrastructure growth.

GOOGL ▲ FRESHMSFT · REPRICINGAMZN · FRESHMETA · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDTSM ▲ FRESHASML ▲ FRESHMU ▲ REPRICINGwww.investing.com ↗

Tesla reports Q2 earnings miss but beats on revenue; cash burn rate less than expected

Wed Jul-22 21:20:49earnings85

Tesla reported Q2 earnings with revenue beating expectations but EPS missing estimates, while cash burn was lower than anticipated.

TSLA ▼ PRICEDca.finance.yahoo.com ↗

Can Alphabet Set the Tone for Mag 7 Earnings?

Wed Jul-22 21:11:32earnings85

Alphabet is scheduled to report Q2 earnings this afternoon with consensus estimates projecting significant revenue and EPS growth amid mixed momentum in its AI development relative to competitors.

GOOGL · PRICEDTSLA ▼ PRICEDwww.nasdaq.com ↗

Tesla (TSLA) Q2 2026 earnings results:

Wed Jul-22 21:10:39earnings90

Tesla reported Q2 2026 earnings with revenue beating expectations but EPS missing, alongside a massive beat in vehicle deliveries, ahead of its scheduled earnings call.

TSLA · PRICEDwww.teslarati.com ↗

Earnings Flash (GOOGL) Alphabet Posts Q2 EPS $9.11, vs. FactSet Est of $2.88

Wed Jul-22 21:10:33earnings95

Alphabet reported Q2 earnings per share of $9.11, significantly exceeding the FactSet consensus estimate of $2.88.

GOOGL ▲ PRICEDwww.marketscreener.com ↗

Google quarterly cloud revenue growth beats expectations

Wed Jul-22 21:10:25earnings85

Alphabet reported quarterly cloud revenue growth of 82% to $24.8 billion, significantly beating Wall Street estimates of 64% due to strong AI-driven enterprise demand.

GOOGL ▲ PRICEDAMZN · PRICEDMSFT · PRICEDMETA · PRICEDNVDA · PRICEDAVGO · PRICEDAMD · REPRICINGQCOM · PRICEDMU · REPRICINGTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · PRICEDAAPL · REPRICINGTSLA · PRICEDwww.marketscreener.com ↗

America Says Its AI Has No Kill Switch, But The World Is Hedging

Wed Jul-22 20:51:26regulatory65

The U.S. State Department is instructing diplomats to reassure foreign governments that American AI technology does not have a 'kill switch,' aiming to counter digital sovereignty trends that threaten U.S. tech exports.

MSFT ▼ PRICEDGOOGL ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDNVDA ▼ PRICEDAAPL ▼ FRESHAVGO ▼ PRICEDAMD ▼ REPRICINGQCOM ▼ PRICEDMU ▼ FRESHTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDca.news.yahoo.com ↗