kingfisher — news

Samsung, SK Hynix to unveil major chip deals with US tech firms as AI memory demand surges

Fri Jul-24 20:01:19partnership65

Samsung and SK Hynix are set to announce major long-term memory chip supply contracts with US tech firms, securing critical HBM supply for AI infrastructure.

NVDA ▲ REPRICINGMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHMETA ▲ PRICEDAMD ▲ PRICEDMU ▼ PRICEDTSM ▲ PRICEDAVGO ▲ PRICEDcryptobriefing.com ↗

Elon Musk announces Grok 4.6 in two weeks, Grok 4.7 in four weeks as AI arms race accelerates

Fri Jul-24 20:01:16product65

Elon Musk announced an accelerated release schedule for Grok 4.6 and 4.7 AI models, highlighting a strategic integration of AI development within SpaceXAI.

TSLA ▲ PRICEDMSFT · FRESHGOOGL · FRESHMETA · PRICEDAMZN · FRESHNVDA · REPRICINGcryptobriefing.com ↗

The Latest: Trump imposes double-digit tariffs on dozens of countries

Fri Jul-24 19:53:03regulatory85

President Trump imposed new double-digit tariffs on 16 U.S. trading partners, triggering an immediate legal challenge and coinciding with escalating military conflict in the Middle East.

AAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ REPRICINGMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ REPRICINGwww.newsday.com ↗

AMD and Cerbras Create a New Blueprint for Hardware

Fri Jul-24 19:41:41partnership65

AMD and Cerebras Systems announced a partnership to combine AMD's Helios rack-scale systems with Cerebras' Wafer-Scale Engine to optimize AI inference workloads.

AMD ▲ PRICEDNVDA ▼ REPRICINGwww.investing.com ↗

The AI Buildout Is Not Overbuilt -- It Is Becoming an Asset Class

Fri Jul-24 19:41:37analyst65

An analyst report argues that AI capital expenditures are transforming into valuable assets rather than sunk costs, highlighting strong profitability in the hardware layer including Micron and positive trends for hyperscalers like Alphabet and Meta.

GOOGL ▲ FRESHMETA ▲ PRICEDMU ▲ PRICEDNVDA ▲ REPRICINGMSFT ▲ FRESHAMZN ▲ FRESHAMD ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDAVGO ▲ PRICEDwww.investing.com ↗

China Seeks AI Talks Clarity as US Pressure on Chinese AI Intensifies

Fri Jul-24 19:40:08regulatory65

The Trump administration is intensifying pressure on China's AI industry and accusing Chinese firms of improperly using Nvidia chips, prompting Chinese officials to seek clarity on upcoming AI talks.

NVDA ▼ REPRICINGAMD · PRICEDQCOM · PRICEDAVGO · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDMU · PRICEDca.finance.yahoo.com ↗

AI Memory Stocks Lead Chip Selloff

Fri Jul-24 19:32:23other65

Micron and other AI memory and semiconductor stocks declined broadly following steep losses in Asian markets, with Micron falling approximately 6%.

MU ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDfinance.yahoo.com ↗

EU Hits Google With $1 Billion Fine for Search Bias and Play Store Restrictions

Fri Jul-24 19:31:35regulatory75

The European Union imposed a roughly $1 billion fine on Alphabet's Google for antitrust violations related to search bias and Play Store restrictions under the Digital Markets Act.

GOOGL ▼ FRESHwww.webpronews.com ↗

AMD's Lisa Su Bets Big on Open AI Infrastructure With Helios Rack

Fri Jul-24 19:31:11product75

AMD CEO Lisa Su unveiled the Helios rack-scale AI system featuring Instinct MI455X accelerators and advocated for open-source AI infrastructure at the Advancing AI 2026 conference.

AMD ▲ PRICEDNVDA ▼ REPRICINGwww.webpronews.com ↗

Ford Ditches Google for Native Apple Maps in Bid to Slash EV Prices and Sharpen Hands-Free Driving

Fri Jul-24 19:30:57partnership65

Ford Motor Co. will replace Google's Android Automotive OS with native Apple Maps integration in its 2027 electric vehicle platform to enhance navigation and reduce costs.

AAPL ▲ PRICEDGOOGL ▼ FRESHTSLA · PRICEDwww.webpronews.com ↗

Nvidia reveals deep dive into what makes Vera CPU tick -- with the super-powered Olympus core promising huge performance increases and more

Fri Jul-24 19:30:44product65

Nvidia released detailed technical specifications for its Vera CPU featuring the custom Olympus core, claiming significant per-core performance advantages over AMD's EPYC processors for agentic AI workloads.

NVDA ▲ REPRICINGAMD ▼ PRICEDwww.techradar.com ↗

What Frost's Neighbors Have to Say About Trump's Tariffs

Fri Jul-24 19:21:20regulatory60

The Trump administration has filed a new plan for tariffs in the Federal Register, effective immediately, continuing trade war efforts.

AAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ REPRICINGMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ REPRICINGSMCI ▼ PRICEDPLTR ▼ FRESHwww.bloomberg.com ↗

Apple Has Big Plans for Its Mac Lineup. And Yes, That Includes a Touch Screen

Fri Jul-24 19:20:49product65

Apple plans to introduce MacBooks with OLED touch screens and new M-series chips in late 2026 or 2027, alongside updates to the iMac and MacBook Air lines.

AAPL ▲ PRICEDMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHwww.pcmag.com ↗

In an Industry First, Ford Will Use Apple Tech to Power Self-Driving Cars: 'One of the Most Important Announcements'

Fri Jul-24 19:11:28partnership75

Ford announced a strategic partnership to embed Apple's software directly into its upcoming electric vehicles for autonomous driving capabilities, marking a significant expansion of Apple's automotive presence.

AAPL ▲ PRICEDTSLA ▼ PRICEDwww.entrepreneur.com ↗

Tesla's hidden door handles face redesign after deaths

Fri Jul-24 19:01:02regulatory65

The NHTSA plans to introduce new safety rules addressing Tesla's electronic door handle failures following multiple fatal incidents, potentially forcing a costly redesign.

TSLA ▼ PRICEDfinance.yahoo.com ↗

Iran attacks US military assets in Bahrain, Jordan, Kuwait in retaliation

Fri Jul-24 18:52:28other65

Iran's Revolutionary Guard claimed to have targeted an Amazon data center in Bahrain during retaliatory attacks on US military assets, though the claim remains unconfirmed by Amazon or US officials.

AMZN ▼ FRESHwww.trtworld.com ↗

Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others

Fri Jul-24 18:52:14analyst65

Moody's Ratings warned that unprecedented AI capital expenditures are eroding free cash flow and threatening the credit quality of major hyperscalers including Amazon, Meta, Alphabet, and Microsoft.

AMZN ▼ FRESHMETA ▼ FRESHGOOGL ▼ FRESHMSFT ▼ FRESHwww.cnbc.com ↗

AMD powers Microsoft's next wave

Fri Jul-24 18:51:04partnership75

Microsoft expanded its partnership with AMD to deploy AMD's Helios Rackscale AI infrastructure, including Instinct MI455X GPUs and EPYC Venice processors, across Azure for large-scale AI inference and enterprise workloads.

AMD ▲ PRICEDMSFT ▲ FRESHNVDA ▼ FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHtribune.net.ph ↗

Amazon (AMZN) Stock: Faces Senate Probe and $2.5B FTC Settlement Pressure

Fri Jul-24 18:42:54regulatory65

Amazon faces a Senate investigation into marketplace oversight and a proposed $2.5 billion FTC settlement regarding Prime subscription practices.

AMZN ▼ FRESHblockonomi.com ↗

Nvidia is challenging 20 years of datacenter CPU design with its new Vera chip

Fri Jul-24 18:41:01product75

Nvidia unveiled detailed specifications for its new Vera CPU featuring the custom Olympus core, marking a direct challenge to established x86 datacenter architectures.

NVDA ▲ FRESHAMD ▼ PRICEDwww.techspot.com ↗

Trump threatens 'substantial' tariff on EU in response to fines on US tech giants

Fri Jul-24 18:30:54regulatory75

President Trump threatened substantial tariffs on the European Union in retaliation for a $1 billion antitrust fine imposed on Google under the Digital Markets Act.

GOOGL ▼ FRESHAAPL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHwww.the-independent.com ↗

Wells Fargo doubles down on AMD stock after Anthropic deal

Fri Jul-24 18:21:56analyst65

Wells Fargo reaffirmed its $615 price target for AMD following the confirmation of a multi-billion dollar deal with Anthropic for AI infrastructure.

AMD ▲ FRESHMSFT · FRESHMETA · FRESHNVDA ▼ FRESHfinance.yahoo.com ↗

Weak Chip Stocks Put Downward Pressure on Broader Market

Fri Jul-24 18:20:55other65

Semiconductor stocks are driving a broader market sell-off due to concerns over AI demand sustainability and new US tariffs, despite positive forecasts from Intel.

NVDA ▼ FRESHAMD ▼ FRESHQCOM ▼ PRICEDAVGO ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDMU ▼ PRICEDSMCI ▼ REPRICINGAAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDPLTR ▼ FRESHwww.nasdaq.com ↗

Trump says US will launch probe into EU after Google fine

Fri Jul-24 18:20:14regulatory65

President Trump announced a US investigation into the European Union in response to the recent antitrust fine imposed on Google.

GOOGL ▼ FRESHwww.marketscreener.com ↗

Jensen Huang's First Post Ever: Decoding The Open-Weights Manifesto

Fri Jul-24 18:13:20other65

Nvidia CEO Jensen Huang led a coalition of 25 companies in publishing a manifesto advocating for open-weight AI models to maintain US leadership and drive hardware demand.

NVDA ▲ FRESHMETA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHAMZN ▲ FRESHAMD ▲ PRICEDAVGO ▲ PRICEDQCOM ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ REPRICINGPLTR ▲ FRESHAAPL ▲ PRICEDTSLA ▲ PRICEDMU ▲ PRICEDwww.zerohedge.com ↗

Trump's war powers oil and bond yields higher

Fri Jul-24 18:13:08other65

Rising oil prices, geopolitical tensions in the Middle East, and new US tariffs are driving higher bond yields and inflation fears, leading to a broad market sell-off.

AAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ FRESHwww.berkshireeagle.com ↗

The Future of the Auto Industry is Subscriptions, Like it Or Not

Fri Jul-24 18:12:46earnings65

Tesla's Q2 2026 earnings highlight a strategic shift to high-margin software subscriptions, with Full Self-Driving active users surpassing 1.1 million and accelerating adoption trends.

TSLA ▲ PRICEDfinance.yahoo.com ↗

Tesla stock drops sharply amid glut of unsold EVs, crash report uptick

Fri Jul-24 18:10:49other85

Tesla shares fell over 14% following reports of a record inventory of unsold electric vehicles and an increase in automated driving crashes.

TSLA ▼ PRICEDwww.idahostatesman.com ↗

Alphabet Crushed Earnings, But One Number Spooked the Market

Fri Jul-24 18:01:29earnings85

Alphabet reported record Q2 2026 revenue and earnings with Google Cloud growth accelerating to 82%, but the stock declined in after-hours trading despite beating consensus estimates.

GOOGL ▼ FRESHMSFT · FRESHAMZN · FRESHwww.nasdaq.com ↗

AMD Just Mapped Out Its Chips All the Way to 2030 -- Here's What's Coming

Fri Jul-24 18:01:22product65

AMD unveiled its long-term semiconductor roadmap through 2030, confirming Zen 7 and Zen 8 EPYC processors and the Instinct MI600 accelerator series to compete in the AI data center market.

AMD ▲ FRESHNVDA ▼ FRESHtechnosports.co.in ↗

GM and BYD Hike Prices as AI Boom Triggers Automotive Memory Shortage

Fri Jul-24 18:01:15other65

Automakers GM and BYD are raising vehicle prices due to increased memory chip costs caused by supply constraints from the AI data center boom.

MU ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHTSM ▲ PRICEDfinance.yahoo.com ↗

AMD price target boosted on strengthening AI outlook

Fri Jul-24 17:50:26analyst65

Wedbush raised AMD's price target to $600 citing strengthening AI outlook and new partnerships with Microsoft and Anthropic.

AMD ▲ REPRICINGMSFT ▲ FRESHNVDA ▼ FRESHca.finance.yahoo.com ↗

Qualcomm Tells Customers That Prices Are Going Up by Double Digits

Fri Jul-24 17:41:50other65

Qualcomm has informed customers it will raise processor prices by double digits to offset rising costs.

QCOM ▲ REPRICINGAAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDNVDA ▼ REPRICINGAMD ▼ REPRICINGwww.bloomberg.com ↗

SpaceX's $94 Billion Investor Is Also a $920 Million-a-Month Customer - Alphabet (NASDAQ:GOOGL), Alphabet

Fri Jul-24 17:32:10partnership75

Alphabet disclosed a $94.1 billion equity stake in SpaceX and a $30 billion multiyear agreement to lease approximately 110,000 Nvidia GPUs housed in SpaceX data centers for AI computing.

GOOGL ▲ FRESHNVDA ▲ FRESHwww.benzinga.com ↗

AI Capex Depreciation Risk Is The Catch To Record Earnings

Fri Jul-24 17:32:02analyst65

An analysis warns that the current earnings growth in AI and semiconductor stocks is partially distorted by accounting timing and faces future headwinds from massive AI capital expenditure depreciation.

GOOGL ▼ FRESHNVDA ▼ FRESHMSFT ▼ FRESHMETA ▼ FRESHAMZN ▼ FRESHAMD ▼ FRESHAVGO ▼ PRICEDTSM ▼ PRICEDwww.zerohedge.com ↗

GOOGL Bets on AI to Defend Search Leadership: More Upside Ahead?

Fri Jul-24 17:31:39earnings65

Alphabet reported strong Q2 2026 search revenue growth and highlighted successful AI integration driving user engagement and ad monetization.

GOOGL ▲ FRESHMSFT · FRESHfinance.yahoo.com ↗

Nvidia Expands US AI Chip Packaging With $1.5B Deal

Fri Jul-24 17:30:40partnership65

Nvidia signed a $1.5 billion multiyear agreement with Amkor Technology to expand advanced semiconductor packaging and testing capacity in the United States.

NVDA ▲ FRESHAMD · FRESHTSM · PRICEDAVGO · PRICEDQCOM · PRICEDwww.techrepublic.com ↗

Elon Musk Says Tesla's Future Is Optimus, Not Cars

Fri Jul-24 17:22:07earnings85

Tesla reported Q2 2026 revenue growth of 26% but warned of massive capital expenditures for its Optimus robot and AI initiatives, causing adjusted EBITDA to decline.

TSLA · PRICEDNVDA ▲ REPRICINGAMD ▲ REPRICINGMETA · REPRICINGMSFT · FRESHGOOGL · FRESHwww.autoweek.com ↗

TSMC Just Flexed Its Cash and Raised the Stakes in America After Record AI-Driven Earnings

Fri Jul-24 17:22:04earnings85

TSMC announced a $100 billion increase in U.S. investment to $265 billion alongside record Q2 earnings driven by AI chip demand.

TSM ▲ PRICEDNVDA · REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · PRICEDSMCI · REPRICINGwww.barchart.com ↗

Google Goes Cash Flow Negative for First Time Since 2004, Is Apple the Anti-CapEx AI Trade?

Fri Jul-24 17:21:45earnings85

Alphabet reported negative free cash flow for the first time since 2004 due to massive AI capital expenditures, prompting investors to view Apple as a low-capex alternative ahead of its earnings report.

GOOGL ▼ FRESHAAPL ▲ PRICEDMSFT · FRESHMETA · REPRICINGAMZN · FRESHfinance.yahoo.com ↗

The MacRumors Show: Can OpenAI Really Beat the iPhone?

Fri Jul-24 17:20:29regulatory65

Apple has filed a trade secret lawsuit against OpenAI and sent legal preservation letters to former employees, escalating legal tensions following the souring of their Siri integration partnership.

AAPL ▼ PRICEDwww.macrumors.com ↗

The second Chinese AI shock rattles US as China narrows the race

Fri Jul-24 17:02:34other65

The emergence of China's Kimi K3 AI model has raised concerns about narrowing technological gaps and national security implications for US tech firms.

GOOGL ▼ REPRICINGMSFT ▼ FRESHMETA ▼ REPRICINGAMZN ▼ FRESHNVDA ▼ REPRICINGAMD ▼ REPRICINGAVGO ▼ REPRICINGQCOM ▼ PRICEDTSM ▼ REPRICINGASML ▼ REPRICINGMU ▼ PRICEDSMCI ▼ REPRICINGPLTR ▼ FRESHAAPL ▼ PRICEDTSLA ▼ PRICEDeconomictimes.indiatimes.com ↗

Elon Musk's trillion-dollar meltdown: How SpaceX and Tesla erased $700 billion By Investing.com

Fri Jul-24 17:01:52other65

Elon Musk's net worth has dropped by approximately $700 billion following a sharp decline in SpaceX's stock price after its recent IPO, raising concerns about his financial leverage and control over Tesla.

TSLA ▼ PRICEDwww.investing.com ↗

Microsoft swaps out OpenAI, and kills the SMS login

Fri Jul-24 17:01:43product65

Microsoft is replacing OpenAI's image models with its own proprietary MAI models in PowerPoint and Bing to reduce costs and improve security by retiring SMS logins.

MSFT ▲ FRESHGOOGL · REPRICINGMETA · REPRICINGAMZN · FRESHthenextweb.com ↗

OpenAI president Greg Brockman: 'We will remain in this compute shortage no matter what'

Fri Jul-24 17:01:16other65

OpenAI president Greg Brockman stated that the AI industry will face persistent compute shortages, reinforcing strong demand for hardware from Nvidia and its supply chain partners.

NVDA ▲ REPRICINGMSFT ▲ FRESHAMZN ▲ FRESHMETA ▲ REPRICINGGOOGL ▲ REPRICINGAMD ▲ REPRICINGAVGO ▲ REPRICINGTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ REPRICINGMU ▲ PRICEDfinance.yahoo.com ↗