kingfisher — news

Intel Rides AI CPU Boom, Foundry Recovery

Fri Jul-24 17:00:27earnings65

Intel reported Q2 earnings that significantly beat revenue and EPS expectations, driven by strong data center CPU demand, causing its stock to rise 10% in after-hours trading.

NVDA ▲ REPRICINGAMD ▼ REPRICINGwww.chosun.com ↗

Tesla quietly closes its secret ~$2 billion AI hardware deal

Fri Jul-24 16:52:28m&a65

Tesla confirmed the $1.95 billion acquisition of an unnamed AI hardware company via its Q2 2026 10-Q filing, structuring the deal primarily as an acqui-hire with contingent equity awards.

TSLA ▲ PRICEDNVDA · FRESHAMD · PRICEDelectrek.co ↗

Heavy IRGC strikes hit US bases in Kuwait, Bahrain, Jordan, and Iraq, reducing Patriots to ash and leaving Americans dead

Fri Jul-24 16:52:19other65

Iran's IRGC claims to have conducted missile strikes on US military bases in the Middle East, escalating geopolitical tensions in a region where Amazon operates data centers.

AMZN ▼ FRESHwww.bankingnews.gr ↗

President Lee Jae Myung Meets U.S. Tech CEOs

Fri Jul-24 16:51:12partnership65

South Korean President Lee Jae Myung is meeting with NVIDIA and Broadcom CEOs in San Francisco to discuss AI collaboration and anticipate large-scale contracts between South Korean and U.S. tech firms.

NVDA ▲ FRESHAVGO ▲ PRICEDAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ PRICEDASML ▲ REPRICINGSMCI ▲ REPRICINGPLTR ▲ FRESHAAPL ▲ PRICEDMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHTSLA ▲ PRICEDwww.chosun.com ↗

AMD Details Epyc Venice Zen 6 Server CPUs at Advancing AI Event

Fri Jul-24 16:43:03product65

AMD officially unveiled its next-generation Zen 6 Epyc server CPUs, codenamed Venice, featuring up to 256 cores to compete in the AI and data center markets.

AMD ▲ PRICEDNVDA ▼ FRESHwww.extremetech.com ↗

Amazon's AI Spending Is About to Face Its Most Important AWS Test Yet

Fri Jul-24 16:42:37analyst65

TD Cowen analysts forecast Amazon's AWS revenue growth will accelerate to 35.5% in Q2, surpassing consensus expectations ahead of the July 30 earnings report.

AMZN ▲ FRESHMSFT · FRESHGOOGL · REPRICINGMETA · REPRICINGwww.investing.com ↗

Global Chip Race Fractures Into Four Strategies: US Packaging Gap Remains After $265B Bet

Fri Jul-24 16:40:32other65

Analysis confirms that despite TSMC's $265 billion US investment, advanced packaging for AI chips will remain in Taiwan until at least 2028, highlighting a persistent US supply chain gap.

TSM ▲ REPRICINGNVDA · FRESHAMD · REPRICINGAVGO · REPRICINGQCOM · REPRICINGwww.techtimes.com ↗

Waymo Lead Over Tesla Jumps

Fri Jul-24 16:40:30other65

IIHS research indicates Waymo's autonomous vehicles have a lower crash rate than human drivers, while Tesla's Robotaxi was excluded from the safety rankings.

GOOGL ▲ REPRICINGTSLA ▼ PRICED247wallst.com ↗

Trump Under Pressure From All Sides Over Chinese AI Surge

Fri Jul-24 16:31:50regulatory65

The US Commerce Department is investigating Chinese AI firms for allegedly circumventing export curbs on Nvidia chips and stealing IP from US models like Anthropic's Claude, prompting potential new sanctions or bans.

NVDA ▼ FRESHAMD · PRICEDGOOGL · REPRICINGMSFT · FRESHMETA · FRESHAMZN · FRESHtheglobepost.com ↗

Tesla Reaffirms Massive Capital Spending In 2026 For Robotaxis And Artificial Intelligence

Fri Jul-24 16:22:28earnings85

Tesla reaffirmed its plan to spend over $25 billion on capital expenditures in 2026 for AI and Robotaxi development despite missing Q2 profit expectations, causing shares to drop significantly.

TSLA ▼ PRICEDNVDA · REPRICINGAMD · REPRICINGMETA · FRESHGOOGL · FRESHMSFT · REPRICINGAMZN · FRESHwww.fool.com ↗

AI Chip Imports Eclipse PC and Phone Shipments as Memory Shortage Squeezes Consumers

Fri Jul-24 16:22:06other65

New trade data reveals AI chip imports have surpassed combined PC and smartphone shipments, while Apple and other manufacturers cite memory supply constraints as a headwind.

AAPL ▼ PRICEDNVDA ▲ REPRICINGAMD ▲ REPRICINGMU ▲ PRICEDTSM ▲ PRICEDMSFT · REPRICINGGOOGL · FRESHMETA · FRESHAMZN · FRESHwww.techtimes.com ↗

Tesla's car door defect could lead to tougher rules for everyone

Fri Jul-24 16:21:40regulatory65

NHTSA declined to open a defect investigation into Tesla's door handles but announced plans for broader industry rulemaking mandating robust door egress systems.

TSLA ▼ PRICEDwww.theverge.com ↗

Amazon stock slides as Prime Day data reveals shopper shift ahead of earnings

Fri Jul-24 16:20:35other65

Amazon shares declined following Prime Day data showing a shift in consumer spending toward competing retailers and lower spend per order, raising concerns ahead of its upcoming earnings report.

AMZN ▼ FRESHAAPL · PRICEDMSFT · REPRICINGGOOGL · FRESHMETA · FRESHwww.thestreet.com ↗

Pentagon Business Chief on Leave After Confessing He Is Undermining Trump, Hegseth

Fri Jul-24 16:13:47regulatory65

A suspended Pentagon official alleged that the Department of Government Efficiency is canceling wasteful contracts and redirecting data contracts to Palantir Technologies.

PLTR ▲ REPRICINGthenewamerican.com ↗

Chip Selloff Deepens: Micron, AMD, Intel, Sandisk Crack Up To 10%; Nasdaq Heads For Weekly Loss

Fri Jul-24 16:13:03other65

Semiconductor stocks including Micron, AMD, Nvidia, and Qualcomm declined sharply amid broader market volatility and profit-taking, despite Intel reporting better-than-expected earnings.

MU ▼ PRICEDAMD ▼ REPRICINGNVDA ▼ REPRICINGQCOM ▼ PRICEDwww.ndtvprofit.com ↗

Wall Street's AI trade faces its biggest valuation test

Fri Jul-24 16:11:45earnings85

Alphabet reported strong cloud revenue growth but its stock fell due to massive capital expenditures and negative free cash flow, raising concerns about AI spending sustainability ahead of Microsoft and Meta earnings.

GOOGL ▼ FRESHMSFT · FRESHMETA · FRESHAMZN · FRESHwww.thestreet.com ↗

As Musk Teases Tesla-SpaceX Merger, Here's What Shareholders Should Expect

Fri Jul-24 16:11:25m&a85

Speculation regarding a potential merger between Tesla and SpaceX has intensified following CEO Elon Musk's comments on an earnings call and high probability estimates from prediction markets and analysts.

TSLA ▲ PRICEDwww.barchart.com ↗

South Korean Chipmakers Samsung and SK Hynix Prepare Massive US Memory Deals

Fri Jul-24 16:10:56partnership65

South Korean memory chipmakers Samsung and SK Hynix are preparing to announce major supply agreements and strategic collaborations with US tech firms, including Nvidia, during a diplomatic visit to San Francisco.

NVDA ▲ REPRICINGAMD · REPRICINGAVGO · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDAAPL · PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHblockonomi.com ↗

Back-to-school laptop shopping gets pricier as chip shortage drives up costs

Fri Jul-24 16:10:35other65

Apple and other PC manufacturers are raising laptop and device prices by 15-20% due to a global memory chip shortage driven by AI data center demand, benefiting memory suppliers like Micron while potentially dampening consumer hardware sales.

AAPL ▼ PRICEDMU ▲ PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHNVDA · REPRICINGMETA · FRESHAMD · REPRICINGQCOM · PRICEDTSM · PRICEDAVGO · PRICEDwww.timesunion.com ↗

Nextera secures full ownership of Iowa nuclear power plant being restarted for Google data centers, CEO says

Fri Jul-24 16:03:10other65

Nextera Energy has secured full ownership of an Iowa nuclear power plant that is being restarted to supply power to Google data centers.

GOOGL ▲ FRESHwww.marketscreener.com ↗

SK Hynix and Micron Sink 6%, SanDisk Drops 9% as Korea Chip Selloff Hits U.S. Memory Stocks

Fri Jul-24 16:00:18other65

Micron Technology shares fell 6% alongside SK Hynix in a broad memory sector selloff driven by weakness in South Korean markets and broader tech pullback.

MU ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDSMCI ▼ PRICED247wallst.com ↗

Microsoft (MSFT) Expands Mistral Deal To Back European Sovereign AI

Fri Jul-24 15:53:02partnership65

Microsoft expanded its partnership with French AI firm Mistral through a multibillion-dollar deal focused on European sovereign AI infrastructure and data residency.

MSFT ▲ FRESHGOOGL · REPRICINGAMZN · FRESHMETA · FRESHfinance.yahoo.com ↗

AMD CEO Lisa Su on AI demand and hyperscaler spending: 'We're seeing the returns'

Fri Jul-24 15:52:23partnership85

AMD announced partnerships with Microsoft and Anthropic to deploy its new Helios AI systems and Instinct MI450 GPUs, validating strong AI demand and challenging Nvidia's market share.

AMD ▲ PRICEDMSFT ▲ FRESHGOOGL · REPRICINGNVDA ▼ REPRICINGca.finance.yahoo.com ↗

Iran's IRGC says: Amazon's intelligence data centre building in Bahrain 'destroyed'; claims played 'major role in providing intelligence support for American child-killing army'

Fri Jul-24 15:41:34other85

Iran's IRGC claims to have destroyed an Amazon data center in Bahrain, alleging it supported US military intelligence operations.

AMZN ▼ FRESHtimesofindia.indiatimes.com ↗

AMD slips despite upbeat comments from Jefferies

Fri Jul-24 15:41:08analyst65

Jefferies raised its AI revenue estimates for AMD significantly through 2028, citing strong demand for Helios and Venice products from major customers like Anthropic and OpenAI.

AMD ▲ PRICEDNVDA ▼ FRESHwww.marketscreener.com ↗

AMD Helios AI server rack enters production with Samsung HBM4 memory supply

Fri Jul-24 15:41:06product75

AMD announced that its Helios AI server rack, featuring Samsung HBM4 memory and Instinct MI455X accelerators, has entered production with shipments starting in late Q3 to compete with Nvidia.

AMD ▲ PRICEDNVDA ▼ FRESHMU · PRICEDwww.southkoreanews.net ↗

Why Big Tech barnings could define the market next week

Fri Jul-24 15:30:36earnings60

Upcoming earnings reports from Apple, Meta, Amazon, and Microsoft are anticipated to significantly influence broader market sentiment next week.

AAPL · PRICEDMETA · REPRICINGAMZN · FRESHMSFT · FRESHGOOGL · REPRICINGNVDA · REPRICINGca.finance.yahoo.com ↗

EU hits Google with $1 billion fine over its Play app store and search

Fri Jul-24 15:23:56regulatory65

The European Commission imposed a $1 billion fine on Google for antitrust violations related to its Play Store and search practices.

GOOGL ▼ PRICEDAAPL · PRICEDAMZN · REPRICINGMETA · FRESHMSFT · FRESHclubofmozambique.com ↗

BlackRock markets $12B in bonds to fund Meta's data center project

Fri Jul-24 15:23:45other65

BlackRock is raising $12.3 billion in bonds to finance a 1-gigawatt data center campus in El Paso with Meta as the anchor tenant through an 80/20 joint venture structure.

META ▲ FRESHMSFT · FRESHGOOGL · PRICEDAMZN · REPRICINGcryptobriefing.com ↗

Top neocloud stocks to watch as Google expands third-party AI compute By Investing.com

Fri Jul-24 15:23:22guidance65

Alphabet raised its fiscal 2026 capital expenditure guidance to $195-$205 billion and announced plans to expand third-party AI compute capacity, signaling increased demand for external infrastructure providers.

GOOGL ▲ PRICEDNVDA ▲ FRESHMSFT · FRESHAMZN · REPRICINGMETA · FRESHwww.investing.com ↗

Stocks Stabilize as Oil Prices Fall Back, But Caution Prevails

Fri Jul-24 15:23:17regulatory65

President Trump announced new tariffs of 10% to 12.5% on imports from 60 nations, raising inflation concerns and causing caution in equity markets.

AAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ PRICEDAMZN ▼ REPRICINGNVDA ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.barchart.com ↗

TPU-As-A-Service could boost Google's 2028 profit by over 15%: Barclays By Investing.com

Fri Jul-24 15:23:12analyst65

Barclays projects that Alphabet's potential launch of a TPU-as-a-Service model could increase its 2028 gross profit by 15% and has raised its Google Cloud forecasts.

GOOGL ▲ PRICEDAVGO ▲ PRICEDMSFT · FRESHAMZN · REPRICINGMETA · FRESHNVDA ▼ FRESHAMD · PRICEDwww.investing.com ↗

CBRS Stock Alert: What to Know as Cerebras Teams Up With AMD

Fri Jul-24 15:22:41partnership65

AMD and Cerebras Systems announced a technical partnership to combine AMD Helios Rackscale solutions with Cerebras Wafer-Scale Engines for optimized AI inference workloads.

AMD ▲ PRICEDNVDA ▼ FRESHwww.barchart.com ↗

Why Meta, Microsoft, and Nvidia are championing open-weight AI By Investing.com

Fri Jul-24 15:13:19regulatory65

Meta, Microsoft, and Nvidia led a coalition urging the U.S. government to support open-weight AI models to maintain global competitiveness and enhance security.

META ▲ FRESHMSFT ▲ FRESHNVDA ▲ FRESHGOOGL · FRESHAMZN · FRESHAMD · PRICEDwww.investing.com ↗

Reddit and Major Outlets Threaten to Cut Off Google AI Amid Sharp Traffic Decline

Fri Jul-24 15:01:28regulatory65

Reddit and major news publishers are considering blocking Google's web crawlers due to traffic declines caused by AI Overviews, threatening the renewal of a $60 million data-licensing deal.

GOOGL ▼ REPRICINGMSFT · REPRICINGMETA · REPRICINGAMZN · REPRICINGwww.androidheadlines.com ↗

Voluntary on Paper, Mandatory in Practice: White House AI Review Hits August 1 Deadline

Fri Jul-24 14:52:48regulatory65

The White House is finalizing a formal AI oversight framework by August 1 that involves Google, Microsoft, and Amazon but excludes Meta, following recent enforcement actions against Anthropic and OpenAI.

GOOGL ▼ REPRICINGMSFT ▼ REPRICINGAMZN ▼ FRESHMETA ▲ FRESHNVDA · FRESHAMD · REPRICINGwww.techtimes.com ↗

Databricks Just Bet Its Own Business on Microsoft -- Here's Why That Matters

Fri Jul-24 14:41:02partnership65

Databricks and Microsoft have expanded their long-term partnership, with Databricks moving its core operations to Azure and deepening its use of Microsoft's Arm-based Cobalt infrastructure.

MSFT ▲ FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHtechnosports.co.in ↗

Momentum Crash Hits YOLO Traders' Returns By Most In 4 Years

Fri Jul-24 14:40:43other65

Retail-driven momentum strategies are experiencing their worst monthly performance since 2022 as hedge funds unwind crowded positions in semiconductor and AI hardware stocks amid geopolitical and macroeconomic concerns.

NVDA ▼ FRESHAMD ▼ REPRICINGSMCI ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGAAPL ▼ REPRICINGMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ REPRICINGPLTR ▼ REPRICINGwww.fa-mag.com ↗

Tesla Stock Drops as Musk Speaks

Fri Jul-24 14:32:23earnings65

Tesla shares declined during its Q2 earnings conference call as CEO Elon Musk discussed Full Self-Driving expansion without triggering a positive stock reaction.

TSLA ▼ REPRICINGwww.barrons.com ↗

Demand for AI Computing Is So High That Apple Is Redesigning Every Mac It Sells

Fri Jul-24 14:32:18product65

Apple is redesigning its entire Mac lineup with OLED displays and new chips to meet surging demand for local AI computing, resulting in significant shipping delays.

AAPL ▲ FRESHMSFT · REPRICINGGOOGL · FRESHAMZN · FRESHMETA · REPRICINGwww.entrepreneur.com ↗

Google Faces €890M EU Fines Over Search, Play Store

Fri Jul-24 14:32:01regulatory65

The European Commission fined Google €890 million for violating the Digital Markets Act regarding Search bias and Play Store restrictions.

GOOGL ▼ FRESHAAPL · FRESHMSFT · REPRICINGAMZN · FRESHMETA · REPRICINGwww.techrepublic.com ↗

More Details Surface on Why Google is Suddenly Missing from the AI Race

Fri Jul-24 14:31:50product65

Reports indicate Google's flagship Gemini 3.5 Pro model is delayed due to internal morale and leadership issues at DeepMind, while competitors like Meta gain ground.

GOOGL ▼ FRESHMETA ▲ REPRICINGMSFT ▲ REPRICINGAMZN ▲ FRESHpropakistani.pk ↗

Intel Rises 3% on Q2 Earnings Beat, Upbeat Q3 Outlook as Chip Sector Stays Flat

Fri Jul-24 14:31:01earnings65

Intel reported a Q2 earnings beat and strong revenue growth, announcing that Google ordered 3 million custom TPUs from its foundry and that Nvidia is evaluating Intel as a backup manufacturer.

GOOGL ▲ FRESHNVDA · FRESHTSM ▼ PRICEDAVGO · REPRICINGAMD · FRESHfinance.yahoo.com ↗

Microsoft Earnings Are Coming -- But Azure and CapEx Will Decide the Reaction

Fri Jul-24 14:23:19earnings85

Microsoft is scheduled to report fiscal fourth-quarter 2026 earnings on July 29, with investor focus centered on FY2027 capital expenditure guidance rather than expected earnings beats.

MSFT · PRICEDGOOGL · PRICEDMETA · PRICEDAMZN · PRICEDNVDA · PRICEDAMD · REPRICINGwww.investing.com ↗

After Palantir Beef, US Withdraws Bid to Improve Military Intel

Fri Jul-24 14:12:32regulatory65

A US government agency withdrew a bid to improve a military intelligence system following a protest from Palantir Technologies.

PLTR ▲ REPRICINGwww.bloomberg.com ↗

Bitcoin Steady Near $65,000 Even as Tech Megacaps Shed $800 Billion

Fri Jul-24 14:12:23other65

The Magnificent Seven tech stocks shed nearly $800 billion in market value amid concerns over AI spending sustainability, marking their worst single-day decline since April 2025.

AAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ REPRICINGTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ REPRICINGwww.coininsider.com ↗

'Amazon Can Do Whatever It Wants': Accused of Pressuring Suppliers to Raise Rival Prices

Fri Jul-24 14:10:39regulatory65

California Attorney General Rob Bonta filed a lawsuit alleging Amazon pressured suppliers to raise prices at rival retailers or remove products to maintain its market dominance.

AMZN ▼ PRICEDwww.ibtimes.co.uk ↗

GM Now Expects New Car Prices To Rise This Year, And The AI Boom Is Part Of Why | Carscoops

Fri Jul-24 13:50:55other65

General Motors forecasts a $1.5 billion to $2 billion increase in input costs this year, driven largely by surging DRAM prices resulting from AI demand, highlighting significant pricing power for memory chip manufacturers.

MU ▲ REPRICINGNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ REPRICINGGOOGL · PRICEDMSFT · PRICEDAMZN · PRICEDMETA · PRICEDwww.carscoops.com ↗

TSMC's Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

Fri Jul-24 13:45:12other75

TSMC is finalizing negotiations to implement 5% to 10% base price increases and additional surcharges for high-performance computing orders starting in early 2027.

TSM ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDQCOM · PRICEDSMCI · PRICEDwww.marketbeat.com ↗

Why Trump's Renewed Trade War Could Be Costly

Fri Jul-24 13:32:20regulatory65

The Trump administration has implemented new tariffs of at least 10 percent on imports from over 80 countries, raising concerns about global trade relationships and economic impact.

AAPL ▼ FRESHMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ REPRICINGQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ FRESHwww.nytimes.com ↗

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