kingfisher — news

Wed Sep-02 22:58:29

times in Europe/Lisbon

🗞️ News

Nebius Stock Rises After Google CFO Signals Expanded Third-Party Capacity - Nebius Group (NASDAQ:NBIS)

Thu Jul-23 19:02:07guidance65

Alphabet raised its 2026 capital expenditure guidance to $195-$205 billion and confirmed increased reliance on third-party data center providers to meet AI demand.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA ▲ REPRICINGAVGO ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

Google is selling TPUs so enterprises can run AI on premises

Thu Jul-23 19:01:25product65

Alphabet disclosed during its earnings call that it has begun selling its custom Tensor Processing Units (TPUs) to enterprise customers for on-premises deployment, marking a new revenue stream beyond its cloud services.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDwww.networkworld.com ↗

White House Adviser Accuses Chinese AI of Stealing From Anthropic

Thu Jul-23 19:00:32regulatory65

A White House official accused Chinese firm Moonshot AI of stealing technology from Anthropic and accessing restricted Nvidia GB300 chips, causing semiconductor stocks to decline.

NVDA ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGSMCI ▼ PRICEDMU ▼ PRICEDwww.theepochtimes.com ↗

AMD CEO says AI servers in full production, will ship this quarter By Investing.com

Thu Jul-23 18:52:20product75

AMD announced that its second-generation Helios AI servers, featuring MI455X accelerators and Venice CPUs manufactured by TSMC, are in full production and will begin shipping this quarter with OpenAI as a confirmed customer.

AMD ▲ PRICEDTSM ▲ PRICEDNVDA ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDwww.investing.com ↗

Magnificent 7 stocks lose $123.96 billion in market cap in a single session By Investing.com

Thu Jul-23 18:52:17other85

Magnificent 7 stocks lost $123.96 billion in market capitalization in a single session, driven by Tesla's negative free cash flow report and Alphabet's AI model delays.

TSLA ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDMSFT ▼ PRICEDAAPL ▼ PRICEDNVDA · PRICEDwww.investing.com ↗

AMD EPYC Verano "Highest Frequency" & Venice-X "3D V-Cache" CPUs Launch Next Year, Tackling Agentic AI & HPC-Oriented Workloads With Zen 6

Thu Jul-23 18:42:47product65

AMD confirmed the 2027 launch of EPYC Verano and Venice-X Zen 6 CPUs for AI and HPC workloads, with Microsoft set to deploy Venice-X in Azure and Micron supplying relevant memory modules.

AMD ▲ PRICEDMSFT ▲ PRICEDMU ▲ PRICEDNVDA ▼ PRICEDwccftech.com ↗

AMD partners with big chip co. Cerebras for ultra-low-latency and high throughput AI inference system

Thu Jul-23 18:41:45partnership65

AMD has formed a technical partnership with Cerebras to combine AMD's Helios rackscale solution with Cerebras' Wafer-Scale Engine for a disaggregated AI inference system.

AMD ▲ PRICEDNVDA ▼ PRICEDwww.datacenterdynamics.com ↗

ASML: Surging AI CapEx A Catalyst (NASDAQ:ASML) | Seeking Alpha

Thu Jul-23 18:40:53earnings65

ASML reported second-quarter earnings that significantly exceeded Wall Street forecasts, driven by sustained demand from the AI boom.

ASML ▲ FRESHTSM ▲ FRESHNVDA ▲ PRICEDAMD ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ PRICEDTSLA ▲ PRICEDseekingalpha.com ↗

US to Begin Work on New Car Door Safety Rules After Deaths in Teslas

Thu Jul-23 18:33:10regulatory65

US auto safety regulators are initiating the development of new car door safety requirements following fatal incidents involving Tesla vehicles where occupants were trapped.

TSLA ▼ PRICEDwww.bloomberg.com ↗

'Search usage hit an all-time high during FIFA World Cup': Sundar Pichai counters AI concerns

Thu Jul-23 18:32:53earnings65

Alphabet CEO Sundar Pichai stated during the earnings call that AI features are driving record search usage, with AI Mode surpassing one billion monthly users.

GOOGL ▲ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDwww.financialexpress.com ↗

Meta to deploy custom AMD Instinct MI450-based GPU, is 'lead customer' for Venice Epyc CPU

Thu Jul-23 18:32:41partnership75

Meta has been named the lead customer for AMD's Venice EPYC CPUs and plans to deploy custom AMD Instinct MI450 GPUs and Helios rackscale systems.

AMD ▲ PRICEDMETA ▲ PRICEDNVDA ▼ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDwww.datacenterdynamics.com ↗

Alphabet's cash burn raises alarm for Big Tech as AI spending climbs

Thu Jul-23 18:32:34earnings75

Alphabet reported its first-ever quarterly cash burn of $5.9 billion due to surging AI capital expenditures, raising investor concerns about the sustainability of Big Tech's AI spending ahead of upcoming earnings reports from Microsoft, Meta, and Amazon.

GOOGL ▼ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDAAPL · PRICEDNVDA · FRESHAVGO · PRICEDAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · PRICEDTSLA · PRICEDwww.taipeitimes.com ↗

AMD EPYC 9006 Venice Announced & Looks Poised To Be A Grand Slam

Thu Jul-23 18:30:28product65

AMD formally announced its EPYC 9006 'Venice' server CPUs at the Advancing AI 2026 event, featuring enhanced memory support and AVX-512 improvements to compete in the agentic AI era.

AMD ▲ PRICEDNVDA · FRESHwww.phoronix.com ↗

AMD is investing $5 billion in Anthropic and deploying 2 gigawatts of Helios GPUs to run Claude

Thu Jul-23 18:22:32partnership85

AMD announced a strategic partnership to invest up to $5 billion in Anthropic and deploy 2 gigawatts of Helios GPUs to run Claude, aiming to accelerate ROCm software development.

AMD ▲ PRICEDNVDA ▼ FRESHGOOGL · PRICEDAVGO · PRICEDAMZN · PRICEDthenextweb.com ↗

The EU just fined Google $1 billion for favoring its own services in search and Play Store

Thu Jul-23 18:22:17regulatory75

The European Commission imposed two new fines totaling approximately $1 billion on Alphabet's Google for violating the Digital Markets Act by favoring its own services in Search and the Play Store.

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

AMD's push into agentic AI demands a complete rethink of data center architecture

Thu Jul-23 18:21:50product65

AMD argues that agentic AI workloads require a CPU-heavy data center architecture, promoting its EPYC 9005 series and upcoming Venice processors as superior to GPU-centric setups.

AMD ▲ PRICEDNVDA ▼ FRESHcryptobriefing.com ↗

Satya Nadella outlines Microsoft's MAI strategy as Excel model matches GPT-5.6 at lower cost

Thu Jul-23 18:20:43product65

Microsoft CEO Satya Nadella outlined a new cost-efficient AI strategy featuring in-house MAI models deployed in Excel and GitHub Copilot, alongside announcements of job cuts in sales and Xbox divisions.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDAAPL · PRICEDwww.firstpost.com ↗

The Week Ahead: Fed Decision Accompanies a Big Tech Earnings Blitz

Thu Jul-23 18:13:12earnings60

Microsoft, Meta, Amazon, Apple, and Qualcomm are scheduled to report second-quarter earnings during a week featuring the Federal Reserve's interest rate decision.

MSFT · PRICEDMETA · PRICEDAMZN · PRICEDAAPL · PRICEDQCOM · PRICEDGOOGL · PRICEDNVDA · PRICEDTSLA · PRICEDAVGO · PRICEDAMD · PRICEDMU · PRICEDTSM · FRESHASML · FRESHSMCI · PRICEDPLTR · PRICEDwww.schaeffersresearch.com ↗

OpenAI to deploy AMD Helios rackscale system as first part of up to 6GW partnership

Thu Jul-23 18:12:28partnership85

OpenAI confirmed it will deploy AMD's newly launched Helios rackscale AI system as the first phase of a multi-gigawatt partnership, validating AMD's AI infrastructure strategy against Nvidia.

AMD ▲ PRICEDNVDA ▼ PRICEDwww.datacenterdynamics.com ↗

Tesla's robotaxis are moving in reverse

Thu Jul-23 18:11:59other75

Tesla reported a 36% quarter-over-quarter decline in paid Robotaxi miles despite network expansion, contributing to a significant stock drop and raising doubts about its autonomy timeline.

TSLA ▼ PRICEDGOOGL ▲ PRICEDfinance.yahoo.com ↗

Alphabet prices 100-year bond at +120bps over gilts as investors pile into $14B of orders

Thu Jul-23 18:02:00other65

Alphabet successfully priced a $31.5 billion multi-currency debt issuance, including a rare 100-year sterling bond, with order books exceeding $114 billion to fund its AI capital expenditure plans.

GOOGL ▲ PRICEDcryptobriefing.com ↗

Momentum Trade Moves into Bear Market Territory

Thu Jul-23 18:01:45other65

The Philadelphia Semiconductor Index entered bear market territory with a 21% decline from its peak, driving a rotation out of semiconductor stocks and into defensive sectors and Apple.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ FRESHASML ▼ FRESHSMCI ▼ PRICEDAAPL ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDTSLA · PRICEDPLTR · PRICEDwww.advisorperspectives.com ↗

Google Cloud CEO Says Customers Are Spending 50% Above Commitments As AI Demand Outstrips Capacity

Thu Jul-23 18:01:42other65

Google Cloud CEO Thomas Kurian stated that customers are spending 50% above their commitments due to AI demand, prompting Google to rent external capacity to meet surging needs despite potential margin pressure.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · PRICEDNVDA · PRICEDstocktwits.com ↗

Meta Asks 9th Circuit To Halt States' Addiction Lawsuit

Thu Jul-23 18:00:13regulatory65

Meta Platforms is seeking an emergency order from the 9th Circuit Court of Appeals to halt a multi-state lawsuit alleging its platforms are designed to be addictive to teens.

META ▼ PRICEDwww.mediapost.com ↗

Microsoft Is Replacing OpenAI Image Models in PowerPoint, Bing

Thu Jul-23 17:53:46product65

Microsoft is replacing OpenAI's image-generating models with its own proprietary technology in PowerPoint and Bing to improve speed, cost, and quality.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDwww.bloomberg.com ↗

GOOGL Q2 Earnings Beat Estimates, Cloud & Search Aid Top-Line Growth

Thu Jul-23 17:52:04earnings85

Alphabet reported Q2 2026 earnings that beat estimates with $9.11 EPS and strong revenue growth driven by Google Cloud and Search.

GOOGL ▲ PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDfinance.yahoo.com ↗

Tesla plunges most in a year on investor angst over AI spending

Thu Jul-23 17:51:51earnings85

Tesla shares dropped significantly after reporting disappointing quarterly earnings, missing profit estimates, and announcing a massive increase in capital expenditures for AI and robotics initiatives.

TSLA ▼ PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDMSFT · PRICEDNVDA · PRICEDwww.siliconvalley.com ↗

Nvidia, Meet AMD, Your New Competition For Humanoid Robot Brains

Thu Jul-23 17:51:33product65

Foundation Future Industries selected AMD Ryzen AI Embedded processors and FPGAs for its Phantom humanoid robots, citing superior inference speed and deterministic control capabilities over Nvidia's solutions.

AMD ▲ PRICEDNVDA ▼ PRICEDca.news.yahoo.com ↗

3 Things Investors Can Expect When Tim Cook Steps Down as CEO in September After 15 Years and Hands the Reins to John Ternus

Thu Jul-23 17:51:28other65

Apple announced that Tim Cook will step down as CEO in September, handing the role to hardware chief John Ternus while Cook remains executive chairman.

AAPL · PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDwww.nasdaq.com ↗

AMD officially launches Helios rackscale system, with MI455X GPUs, Venice Epyc CPUs, and Pensando

Thu Jul-23 17:51:08product65

AMD officially launched its Helios rackscale AI system featuring MI455X GPUs and Venice CPUs, with Microsoft confirmed as a deployment partner.

AMD ▲ PRICEDMSFT ▲ PRICEDNVDA ▼ PRICEDwww.datacenterdynamics.com ↗

France opposes EU approval of Tesla's FSD driver assistance software for now

Thu Jul-23 17:50:27regulatory65

France has voiced opposition to the European Union's approval of Tesla's Full Self-Driving software, creating a regulatory hurdle for the company's autonomous technology rollout in Europe.

TSLA ▼ PRICEDwww.marketscreener.com ↗

Tesla's bullish tone on robotaxis shifts - kuwaitTimes

Thu Jul-23 17:50:17earnings65

Tesla executives adopted a guarded tone regarding robotaxi rollout speeds during the earnings call, highlighting slower expansion and significantly fewer unsupervised miles compared to Alphabet's Waymo.

TSLA ▼ PRICEDGOOGL ▲ PRICEDkuwaittimes.com ↗

Jobless Claims Come in Decades Low

Thu Jul-23 17:41:37other60

Rising oil prices due to Middle East conflict and broader market volatility are driving pre-market declines across major tech stocks despite positive macroeconomic data on jobless claims.

AAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ REPRICINGMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDfinance.yahoo.com ↗

ICE Illegally Scooped Up Medicaid Data, Then Shared It With Palantir

Thu Jul-23 17:41:27regulatory65

Reports indicate that ICE illegally accessed Medicaid data and shared it with private contractors including Palantir, leading to legal challenges and reputational risk.

PLTR ▼ PRICEDwww.techdirt.com ↗

Trump Expands Crackdown to Make Data Centers Pay Power Costs - Internewscast Journal

Thu Jul-23 17:41:00regulatory65

President Trump is expanding the Ratepayer Protection Pledge to require data center developers and major technology companies to cover their own electricity costs rather than passing them to utility ratepayers.

MSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDNVDA ▼ REPRICINGAAPL ▼ PRICEDAVGO ▼ REPRICINGAMD ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDTSLA ▼ PRICEDinternewscast.com ↗

Elon Musk spelled out how hard it will be to design Optimus, scale up manufacturing

Thu Jul-23 17:32:13earnings65

Tesla CEO Elon Musk warned during the Q2 earnings call that scaling manufacturing for the Optimus humanoid robot will be extremely difficult due to the lack of an existing supply chain and the complexity of the product.

TSLA ▼ PRICEDNVDA · REPRICINGAMD · REPRICINGMU · PRICEDwww.businessinsider.com ↗

Mag 7 Stocks Have Shed $882 Billion in Value Today

Thu Jul-23 17:32:09earnings85

The Magnificent Seven stocks collectively lost $882 billion in market value as Alphabet's earnings report intensified investor concerns regarding high capital expenditures.

GOOGL ▼ PRICEDMSFT ▼ PRICEDAAPL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ REPRICINGMETA ▼ PRICEDTSLA ▼ PRICEDwww.barrons.com ↗

Five Big Tech Giants Have $1.65 Trillion in AI Debt Hidden From Their Balance Sheets, Nikkei Analysis Finds - Tech Startups

Thu Jul-23 17:31:47analyst65

A Nikkei analysis reveals that Alphabet, Microsoft, Amazon, Meta, and Oracle have accumulated approximately $1.65 trillion in off-balance-sheet AI-related obligations, exceeding their combined reported debt.

GOOGL ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDAAPL · PRICEDNVDA · REPRICINGAVGO · REPRICINGAMD · REPRICINGQCOM · PRICEDMU · PRICEDTSM · REPRICINGASML · FRESHSMCI · PRICEDPLTR · PRICEDTSLA · PRICEDtechstartups.com ↗

SK Hynix Nasdaq Listing Raises $28bn, But Nvidia Remains the Safer AI Chip Bet

Thu Jul-23 17:31:22other65

SK Hynix completed a $28 billion Nasdaq listing to fund manufacturing expansion, including the purchase of ASML lithography equipment, while analysts highlighted Nvidia as a safer AI investment.

NVDA ▲ REPRICINGASML ▲ FRESHMU · PRICEDwww.financial-news.co.uk ↗

Amazon Falls 4% as Senate China Probe and AI-Spending Jitters Weigh Ahead of Earnings

Thu Jul-23 17:30:54regulatory65

Amazon shares declined 4% due to a Senate investigation into Chinese influence on its marketplace and broader sector concerns regarding AI capital expenditure returns ahead of its earnings report.

AMZN ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDMSFT · PRICEDAAPL · PRICEDNVDA · REPRICING247wallst.com ↗

Super Micro Computer stock surges 20% on margin recovery

Thu Jul-23 17:30:23guidance85

Super Micro Computer shares surged over 20% after the company raised its fiscal fourth-quarter gross margin guidance to 15-17% and reported a record $60 billion backlog, despite projecting revenue at the low end of its previous forecast.

SMCI ▲ PRICEDNVDA · REPRICINGAMD · REPRICINGwww.theolympian.com ↗

Google, Amazon, Meta, & Microsoft will spend 'unprecedent' $1T on AI capex in 2027: Analyst

Thu Jul-23 17:23:32analyst65

An analyst projects that Alphabet, Amazon, Meta, and Microsoft will collectively spend $1 trillion on AI capital expenditures in 2027, raising concerns about ROI and suggesting investors may prefer suppliers over hyperscalers until capex growth stabilizes.

GOOGL ▼ UNKNOWNAMZN ▼ UNKNOWNMETA ▼ UNKNOWNMSFT ▼ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNAVGO · UNKNOWNTSM · UNKNOWNMU · UNKNOWNASML · UNKNOWNSMCI · UNKNOWNfinance.yahoo.com ↗

Rockefeller CIO Warns: Big Tech's $650B AI Buildout May Be Hiding a Massive Overbuild

Thu Jul-23 17:23:22analyst65

Rockefeller CIO Jimmy Chang warned that the $650 billion AI capital expenditure cycle led by Microsoft and Amazon may be masking a massive overbuild, citing aggressive double-ordering by Nvidia and weakening hyperscaler moats.

MSFT ▼ UNKNOWNNVDA ▼ UNKNOWNAMZN ▼ UNKNOWNMU · UNKNOWNGOOGL ▼ UNKNOWNMETA ▼ UNKNOWNAMD ▼ UNKNOWNTSM ▼ UNKNOWNfinance.yahoo.com ↗

Nvidia and Wistron open $700 million AI superchip factory in Texas, signaling massive infrastructure buildout

Thu Jul-23 17:22:22product65

Nvidia and Wistron opened a $700 million factory in Texas to manufacture GB300 Grace Blackwell Ultra Superchip boards, accelerating US-based AI infrastructure production.

NVDA ▲ UNKNOWNTSM · UNKNOWNAMD · UNKNOWNSMCI · UNKNOWNcryptobriefing.com ↗

US Treasury Threatens Sanctions on China, Claims Its AI Firms Distilled Anthropic's Fable Model

Thu Jul-23 17:21:17regulatory65

The US Treasury is threatening sanctions against China and considering a ban on foreign open-source AI models following allegations that Chinese firm Moonshot stole intellectual property from Anthropic.

MSFT ▼ UNKNOWNGOOGL ▼ UNKNOWNMETA ▼ UNKNOWNNVDA ▼ UNKNOWNAMD ▼ UNKNOWNwww.extremetech.com ↗

Tesla robotaxis now open to riders in 4 cities

Thu Jul-23 17:13:47product65

Tesla has launched driverless Model Y robotaxi services in Austin, Miami, Orlando, and Tampa, marking a significant expansion of its autonomous ride-hailing operations.

TSLA ▲ UNKNOWNwww.smartcitiesdive.com ↗

Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.

Thu Jul-23 17:13:43guidance85

Alphabet disclosed $811 billion in contracted future spending commitments and raised its 2026 capital expenditure guidance to $195-$205 billion, signaling a massive acceleration in AI infrastructure investment.

GOOGL ▼ UNKNOWNMSFT · UNKNOWNMETA · UNKNOWNAMZN · UNKNOWNNVDA ▲ UNKNOWNAMD ▲ UNKNOWNAVGO ▲ UNKNOWNTSM ▲ UNKNOWNMU ▲ UNKNOWNASML ▲ UNKNOWNthenextweb.com ↗

Apple Maps to power the navigation experience for Ford's Universal Electric Vehicle Platform

Thu Jul-23 17:11:47partnership65

Apple announced a partnership with Ford to integrate Apple Maps and its MapKit for Automotive SDK into Ford's Universal Electric Vehicle Platform starting in 2027.

AAPL ▲ UNKNOWNTSLA ▼ UNKNOWNmacdailynews.com ↗

Alphabet's 22 Billion Number Explains Google's AI Chip - Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG)

Thu Jul-23 17:11:45product65

Alphabet is developing a next-generation AI chip called Frozen v2 to address supply constraints and improve efficiency for Gemini models.

GOOGL ▲ UNKNOWNNVDA ▼ UNKNOWNAMD ▼ UNKNOWNMSFT · UNKNOWNAVGO · UNKNOWNwww.benzinga.com ↗

Ransomware hits the world with its maliciousness

Thu Jul-23 17:11:12regulatory65

A global ransomware attack exploited a vulnerability in Microsoft Windows, causing significant disruptions to hospitals and government agencies worldwide.

MSFT ▼ UNKNOWNmeobserver.news ↗