kingfisher — news

Sun Oct-25 23:05:14

times in Europe/Lisbon

🗞️ News

Nvidia, Amkor Sign $1.5 Billion U.S. Chip Packaging Deal

Fri Jul-24 13:30:53partnership65

Nvidia signed a $1.5 billion multi-year agreement with Amkor Technology to expand advanced chip packaging and testing capacity in the United States.

NVDA ▲ PRICEDAMD · REPRICINGTSM · PRICEDAVGO · PRICEDfinance.yahoo.com ↗

Samsung and SK Hynix to announce major US tech deals By Investing.com

Fri Jul-24 13:30:29partnership65

Samsung and SK Hynix are set to announce major memory chip supply deals and strategic partnerships with US tech companies, including Nvidia and Broadcom, during a high-level diplomatic visit to Silicon Valley.

NVDA ▲ PRICEDAVGO ▲ PRICEDAMD · REPRICINGMU · PRICEDTSM · PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDwww.investing.com ↗

Anthropic Invests $5 Billion in AMD Chips to Expand Claude AI Capabilities

Fri Jul-24 13:20:49partnership85

Anthropic has announced a $5 billion partnership with AMD to purchase chips for expanding its Claude AI capabilities, signaling a shift away from Nvidia's dominance in AI hardware.

AMD ▲ REPRICINGNVDA ▼ PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · PRICEDAMZN · PRICEDwww.tekedia.com ↗

Iran military says attacked US bases in Bahrain, Jordan, Kuwait

Fri Jul-24 13:12:37other65

Iranian state media claimed drone strikes targeted an Amazon data center in Bahrain, though the company and local authorities have not confirmed any damage or impact.

AMZN ▼ PRICEDwww.channelnewsasia.com ↗

Anthropic Hits $47B Annual Revenue Run Rate, Doubling in a Year

Fri Jul-24 13:11:17other65

Anthropic reached a $47 billion annual revenue run rate, validating the significant investments made by its backers Google and Amazon.

GOOGL ▲ PRICEDAMZN ▲ PRICEDMSFT · PRICEDMETA · PRICEDNVDA ▲ PRICEDAMD ▲ REPRICINGinews.zoombangla.com ↗

Tesla Just Delivered Record Sales -- So Why Did the Stock Sell Off?

Fri Jul-24 13:10:58earnings85

Tesla reported record revenue and deliveries but missed earnings estimates due to a sharp contraction in automotive gross margins and operating income, causing the stock to drop significantly.

TSLA ▼ PRICEDwww.marketbeat.com ↗

China's CXMT Now Charges More Than Samsung For DRAM As Memory Demand Skyrockets, Even Denying Relief To Huawei

Fri Jul-24 13:03:16other65

Chinese DRAM manufacturer CXMT is charging premium prices for server memory modules due to surging domestic AI demand, signaling a broader supply shortage and pricing power in the memory sector.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDwccftech.com ↗

Bond Market Sounds the Alarm as Iran War and Debt Reality Crush Borrowing Costs

Fri Jul-24 13:01:26other65

Rising Treasury yields and oil prices driven by geopolitical tensions and inflation fears are causing a broad market sell-off affecting major tech stocks.

TSLA ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ FRESHeconomiccollapse.report ↗

AMD Stock Gets Jaw Dropping Price Target Hike from Benchmark

Thu Jul-23 21:20:28analyst65

Benchmark raised AMD's price target to $685 citing validation from Microsoft's Azure roadmap and Anthropic's planned deployment of AMD AI hardware.

AMD ▲ REPRICINGMSFT ▲ PRICEDNVDA ▼ REPRICINGGOOGL · PRICEDMETA · PRICEDAVGO · REPRICINGQCOM · PRICEDfinance.yahoo.com ↗

Amazon (AMZN) Faces Senate Probe As FTC Settlement Puts Prime Practices In Focus

Thu Jul-23 21:20:26regulatory65

Amazon faces a new Senate investigation into marketplace practices and has agreed to a $2.5 billion FTC settlement regarding unauthorized Prime enrollments.

AMZN ▼ PRICEDGOOGL · PRICEDMETA · PRICEDAAPL · PRICEDfinance.yahoo.com ↗

AMD unveils Instinct MI430X GPU for AI supercomputing

Thu Jul-23 21:12:21product75

AMD unveiled the Instinct MI430X AI accelerator with superior specifications to Nvidia's Vera Rubin and confirmed its use in a deal with Anthropic.

AMD ▲ REPRICINGNVDA ▼ REPRICINGgamesbeat.com ↗

Alphabet's Anthropic Stake Jumps to Around $124 Billion

Thu Jul-23 21:11:50other65

Alphabet's investment stake in AI startup Anthropic has increased in value to approximately $124 billion, marking a significant gain for the company.

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

Big Tech's Off-Balance-Sheet AI Debt Reportedly Tops $1.65 Trillion: Ed Zitron Says It 'Should Be a Share

Thu Jul-23 21:11:43other65

A report highlights that major tech companies, particularly Meta, have accumulated over $1.65 trillion in off-balance-sheet debt related to AI infrastructure leases and contracts, raising significant financial risk concerns.

META ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ REPRICINGwww.benzinga.com ↗

Intel posts fastest growth in 15 years as AI fuels chip sales

Thu Jul-23 21:11:12earnings65

Intel reported its fastest revenue growth in 15 years and increased capital spending plans, signaling a strong rebound in the semiconductor sector driven by AI demand.

AMD ▼ REPRICINGNVDA ▼ REPRICINGTSM · PRICEDwww.ft.com ↗

AI companies are trying to escape the screen. Apple's lawsuit against OpenAI shows how hard it will be

Thu Jul-23 21:10:50regulatory65

Apple has filed a lawsuit against OpenAI alleging industrial espionage related to hardware manufacturing techniques as OpenAI enters the physical device market.

AAPL ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDtheconversation.com ↗

The RAMpocalypse Is Starting to Hit the Auto Industry

Thu Jul-23 21:00:48other65

General Motors cited rising DRAM costs and confirmed long-term supply agreements with Micron to secure memory components amid an AI-driven memory shortage.

MU ▲ PRICEDTSM · PRICEDgizmodo.com ↗

NASDAQ Index, SP500, Dow Jones Forecasts - NASDAQ Retreats As Tesla Dives 14%

Thu Jul-23 20:50:56other65

Tesla shares dropped 14% amid broader market declines driven by inflation fears, rising Treasury yields, and geopolitical tensions affecting oil prices.

TSLA ▼ PRICEDwww.fxempire.com ↗

Meta's $10 Billion Anthropic Deal Could Change the AI Story. How to Play META Stock Here.

Thu Jul-23 20:41:51partnership75

Reports indicate Meta Platforms is negotiating a potential $10 billion compute-leasing agreement with Anthropic, which would mark a significant new revenue stream from its AI infrastructure investments.

META ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · PRICEDNVDA · PRICEDAMD · PRICEDwww.barchart.com ↗

iPhone Ultra Production Enters Final Adjustment Phase, New Report Says

Thu Jul-23 20:32:49product65

Apple's first foldable iPhone, the iPhone Ultra, is entering the final mass-production adjustment phase with Foxconn ahead of an expected September launch.

AAPL ▲ PRICEDwww.macobserver.com ↗

Intel and AMD just got leverage they haven't had in years

Thu Jul-23 20:31:19other65

AMD and Intel are securing longer-term purchase agreements with Chinese server customers at rising prices, shifting leverage to sellers ahead of Intel's earnings report.

AMD ▲ REPRICINGwww.thestreet.com ↗

Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock

Thu Jul-23 20:30:49earnings65

Analysts warn that Microsoft's anticipated surge in AI capital expenditures could negatively impact its stock price following its upcoming earnings report, mirroring recent market reactions to Alphabet's spending guidance.

MSFT ▼ PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDAAPL · PRICEDNVDA · PRICEDAMD · REPRICINGAVGO · PRICEDwww.barchart.com ↗

Adam Candeub's Plan for Section 230, Obscenity, and Your Hands

Thu Jul-23 20:22:18regulatory65

President Trump nominated Adam Candeub to lead the Justice Department's antitrust division, placing him in charge of ongoing monopoly cases against Google and Apple while he advocates for weakening Section 230 protections.

GOOGL ▼ PRICEDAAPL ▼ PRICEDMETA ▼ PRICEDreclaimthenet.org ↗

Trump plugs states, utilities into pledge for Big Tech to pay for data centers' energy bills

Thu Jul-23 20:20:59regulatory65

President Trump expanded the Ratepayer Protection Pledge, requiring major tech companies to cover the energy costs of their AI data centers rather than passing them to consumers.

GOOGL ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDNVDA ▼ PRICEDAAPL ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDMU ▼ PRICEDwww.washingtontimes.com ↗

Big Drop in Alphabet Stock Underscores Investor Unease With AI Spending

Thu Jul-23 20:20:24guidance85

Alphabet shares fell over 6% after the company raised its full-year capital expenditure guidance to $195-$205 billion, sparking investor concerns about the sustainability and ROI of massive AI infrastructure spending across the hyperscaler sector.

GOOGL ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDMETA ▼ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDTSM · PRICEDASML · FRESHSMCI · PRICEDAAPL · PRICEDQCOM · PRICEDMU · PRICEDPLTR · PRICEDwww.investopedia.com ↗

Nasdaq Futures Slip as Chip Rally Falters Ahead of Alphabet Earnings

Thu Jul-23 20:12:49earnings65

Nasdaq futures declined as chip stocks retreated ahead of Alphabet's earnings report, with investors expressing caution regarding the sustainability of AI infrastructure spending.

GOOGL · PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ REPRICINGQCOM ▼ PRICEDfinance.yahoo.com ↗

Micron gains as Musk thanks it for 'significant' memory chip allocation By Investing.com

Thu Jul-23 20:12:15partnership65

Elon Musk publicly thanked Micron for securing a significant long-term memory chip allocation for Tesla during Tesla's Q2 2026 earnings call, boosting Micron shares while Tesla stock declined due to poor financial results.

MU ▲ PRICEDTSLA ▼ PRICEDNVDA · PRICEDAMD · PRICEDQCOM · PRICEDwww.investing.com ↗

Apple's foldable entry to reshape market as global shipments set to grow 21% in 2026

Thu Jul-23 20:12:12product65

Counterpoint Research forecasts Apple will capture a 25% market share in the foldable smartphone segment in its first year, contributing to a projected 21% global shipment growth in 2026.

AAPL ▲ PRICEDwww.newindianexpress.com ↗

OpenAI Launches ChatGPT Health Feature to Connect Medical Records

Thu Jul-23 20:12:06product65

OpenAI has launched a ChatGPT Health feature that integrates with Apple's HealthKit to connect medical records.

AAPL ▲ PRICEDwww.marketscreener.com ↗

The 'App Store Freedom Act' Would Be Bad for Freedom

Thu Jul-23 20:11:58regulatory65

The House Subcommittee on Commerce, Manufacturing, and Trade held a hearing on the App Store Freedom Act, a bipartisan bill that would mandate side-loading and prohibit exclusive in-app payment systems for Apple and Google.

AAPL ▼ PRICEDGOOGL ▼ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDtech.yahoo.com ↗

Mark Zuckerberg's Meta Is Expected to Report $60 Billion in Q2 Revenue on July 29. The Stock Has Recovered From a 20% Drawdown to Within 5% of Flat for the Year.

Thu Jul-23 20:00:19earnings65

Meta Platforms is expected to report $60 billion in Q2 revenue on July 29, with a focus on its $125-$145 billion capital expenditure plan for AI infrastructure involving chips from Nvidia, AMD, and Broadcom.

META · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ PRICEDfinance.yahoo.com ↗

Cheap AI Models are a Game-Changer

Thu Jul-23 19:52:26other65

Chinese startup Moonshot AI released a highly efficient and low-cost AI model that challenges US tech giants' pricing power and raises concerns about the return on AI infrastructure spending.

MSFT ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ PRICEDAAPL ▼ PRICEDTSLA ▼ PRICEDMU ▼ PRICEDwww.zerohedge.com ↗

SMCI outlook: margin beat and $60B backlog weighed against dilution and governance risks By Investing.com

Thu Jul-23 19:52:16earnings85

Super Micro Computer reported a preliminary Q4 gross margin beat of 15-17% and a $60B backlog, driving a significant stock surge despite revenue landing at the low end of guidance.

SMCI ▲ REPRICINGNVDA · PRICEDAMD · PRICEDwww.investing.com ↗

Alphabet beats estimates as Google doubles down on AI-powered Search ads

Thu Jul-23 19:50:37earnings85

Alphabet reported quarterly earnings that beat Wall Street estimates, highlighting significant growth in AI-powered search advertising through its AI Max platform.

GOOGL ▲ PRICEDMETA · PRICEDMSFT · PRICEDAMZN · PRICEDsearchengineland.com ↗

AMD debuts next-generation AI infrastructure for frontier models, agentic workloads and autonomous robots

Thu Jul-23 19:43:08product85

AMD announced its next-generation Instinct MI400 Series GPUs, sixth-generation EPYC CPUs, and new robotics-focused hardware at its Advancing AI 2026 event to compete for market share in AI and autonomous systems.

AMD ▲ PRICEDNVDA ▼ PRICEDTSM ▲ PRICEDMU ▲ PRICEDAVGO · PRICEDQCOM · PRICEDsiliconangle.com ↗

AMD's 2nm EPYC Venice CPU Mass Produced, Outperforms NVIDIA

Thu Jul-23 19:41:16product85

AMD announced the mass production of its 2nm EPYC Venice CPUs, claiming superior computational performance over NVIDIA's Vera and Intel's Xeon processors for agentic AI workloads.

AMD ▲ PRICEDNVDA ▼ PRICEDTSM ▲ PRICEDwww.chosun.com ↗

AMD's Instinct MI455X Leverages HBM4 for 2.9x Bandwidth Jump

Thu Jul-23 19:41:09product65

AMD unveiled its Instinct MI455X AI accelerator featuring 12-layer HBM4 memory, delivering a 2.9x bandwidth increase over previous generations to enhance AI infrastructure performance.

AMD ▲ PRICEDNVDA ▼ PRICEDMU ▲ PRICEDTSM ▲ PRICEDwww.chosun.com ↗

AAI 2026: AMD Delivers Full-Stack Compute for the Agentic AI Era

Thu Jul-23 19:40:23product85

AMD launched its next-generation AI infrastructure portfolio, including 6th Gen EPYC CPUs, Instinct MI400 GPUs, and Helios rackscale solutions, with confirmed collaborations from Meta, Anthropic, and OpenAI.

AMD ▲ PRICEDMETA ▲ PRICEDNVDA ▼ PRICEDAVGO · PRICEDQCOM · PRICEDwww.barchart.com ↗

Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC™ 9006 Series CPUs, Delivering 1.7x Generational Performance Improvements

Thu Jul-23 19:40:14product65

Super Micro Computer announced its new H15 server portfolio powered by AMD's 6th Gen EPYC 9006 Series CPUs and Instinct GPUs, targeting AI and HPC workloads.

SMCI ▲ PRICEDAMD ▲ PRICEDNVDA ▼ PRICEDwww.barchart.com ↗

Alphabet's Future Spending Commitments Soar to $811 Billion

Thu Jul-23 19:33:26other65

Alphabet disclosed $811 billion in contracted future spending commitments, a nearly $500 billion increase from the previous quarter, driven by AI infrastructure expansion.

GOOGL ▼ PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ PRICEDASML ▲ FRESHnews.bloomberglaw.com ↗

Google's Gemini Nears 1 Billion Users as Cloud Revenue Soars in Q2 Beat

Thu Jul-23 19:33:06earnings85

Alphabet reported Q2 earnings with revenue rising 24% to $119.8 billion and Cloud revenue jumping 82%, driven by strong AI adoption with Gemini nearing 1 billion monthly users.

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

Microsoft Commits Billions to Mistral AI in Bid for European Data Sovereignty

Thu Jul-23 19:32:47partnership65

Microsoft announced a multibillion-dollar partnership with French AI startup Mistral to expand AI infrastructure in Europe, utilizing Nvidia's Vera Rubin GPUs for Azure cloud services.

MSFT ▲ PRICEDNVDA ▲ PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDwww.webpronews.com ↗

Google Cloud Revenue Surpasses $30B as AI Demand Fuels 28% Growth

Thu Jul-23 19:32:42earnings65

Alphabet's Google Cloud division reported annual revenue exceeding $30 billion with 28% growth driven by AI demand, despite rising infrastructure costs impacting margins.

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

AP Business SummaryBrief at 2:20 p.m. EDT

Thu Jul-23 19:31:34other65

Brent oil prices exceeded $100 per barrel due to Middle East conflict, while sharp declines in Tesla and Alphabet shares contributed to a broader market sell-off.

TSLA ▼ PRICEDGOOGL ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ PRICEDwww.messenger-inquirer.com ↗

Tesla Reports $1 Billion Gain On Its SpaceX Equity Stake

Thu Jul-23 19:31:25earnings65

Tesla reported a $1 billion net gain on its equity stake in SpaceX following the space company's recent IPO and merger with xAI.

TSLA ▲ PRICEDfinance.yahoo.com ↗

AMD's Helios bets AI networking on open Ethernet

Thu Jul-23 19:30:13product85

AMD launched its Helios rack-scale AI system with commitments from Anthropic, OpenAI, Meta, and Microsoft, positioning it as a cost-effective alternative to Nvidia's proprietary infrastructure.

AMD ▲ PRICEDMETA ▲ PRICEDMSFT ▲ PRICEDNVDA ▼ PRICEDGOOGL · PRICEDAMZN · PRICEDAVGO · PRICEDQCOM · PRICEDMU ▲ PRICEDTSM ▲ PRICEDwww.fierce-network.com ↗

U.S. House Reps introduce AI 'Kill Switch' bill to mandate off-switches for AI models - Cryptopolitan

Thu Jul-23 19:21:51regulatory65

U.S. House representatives introduced the AI Kill Switch Act, which would grant the Department of Homeland Security authority to order major AI companies like Google and Microsoft to shut down or throttle dangerous models.

GOOGL ▼ PRICEDMSFT ▼ PRICEDMETA ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ REPRICINGAAPL ▼ PRICEDwww.cryptopolitan.com ↗

Qualcomm deepens ties with major Apple rival

Thu Jul-23 19:21:35partnership65

Qualcomm expanded its partnership with Samsung to supply Snapdragon chips for the entire Galaxy lineup, including smartphones, watches, and smart glasses, eliminating the previous regional split with Exynos processors.

QCOM ▲ PRICEDAAPL · PRICEDfinance.yahoo.com ↗

Scott Bessent sends unprecedented warnings to China on AI models

Thu Jul-23 19:20:43regulatory65

U.S. Treasury Secretary Scott Bessent warned that Chinese AI companies engaging in IP theft via open-source model distillation will face sanctions and Entity List designations, escalating regulatory risks for the global AI semiconductor and software ecosystem.

NVDA ▼ REPRICINGAMD ▼ PRICEDGOOGL ▼ PRICEDMSFT ▼ PRICEDMETA ▼ PRICEDAMZN ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ PRICEDAAPL ▼ PRICEDMU ▼ PRICEDwww.thestreet.com ↗

Tesla record revenue masks cash burn, $1B SpaceX swing

Thu Jul-23 19:20:29earnings85

Tesla reported record quarterly revenue of $28.24 billion but faced investor concern over cash burn and margin compression following the loss of regulatory credit income.

TSLA ▼ PRICEDwww.islandpacket.com ↗

Musk Fuels Tesla-SpaceX Merger Talk During Second-Quarter Earnings Call

Thu Jul-23 19:13:41m&a85

Elon Musk's comments during Tesla's earnings call regarding potential operational overlap and future combination with SpaceX have reignited merger speculation, though no formal process has been confirmed.

TSLA ▲ PRICEDwww.analyticsinsight.net ↗