kingfisher — news

Wed Sep-02 19:26:46

times in Europe/Lisbon

🗞️ News

China begins limited production of homegrown immersion DUV lithography machines

Mon Jul-27 14:20:38product65

China has begun limited production of domestic immersion DUV lithography machines, challenging ASML's monopoly and potentially impacting the global semiconductor supply chain.

ASML ▼ PRICEDTSM ▼ PRICEDNVDA · FRESHAMD · PRICEDQCOM · FRESHAVGO · FRESHSMCI · REPRICINGMU · PRICEDcryptobriefing.com ↗

Monday's Top Stock Performers: Broadcom (AVGO), Forte Biosciences, and Chip Sector Rally

Mon Jul-27 14:13:05partnership85

Broadcom shares rose 2.7% after announcing a $200 billion strategic agreement with Samsung Electronics extending through 2030, while the broader semiconductor sector rallied on geopolitical de-escalation and anticipation of upcoming tech earnings.

AVGO ▲ FRESHNVDA ▲ FRESHAMD ▲ PRICEDQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDASML ▲ PRICEDSMCI ▲ REPRICINGblockonomi.com ↗

Why another shocking Meta capex number may keep the stock underwater

Mon Jul-27 14:11:15analyst65

Deutsche Bank analysts project Meta's capital expenditures could rise significantly to over $200 billion by 2027, raising investor concerns about spending efficiency ahead of its upcoming earnings report.

META ▼ FRESHGOOGL · PRICEDMSFT · PRICEDAMZN · FRESHAAPL · PRICEDNVDA · FRESHca.finance.yahoo.com ↗

Ilya Sutskever's Safe Superintelligence Inc. and NVIDIA Announce Long-Term Strategic Partnership

Mon Jul-27 14:11:09partnership65

NVIDIA announced a long-term strategic partnership with Ilya Sutskever's Safe Superintelligence Inc. to provide compute infrastructure for its AI research.

NVDA ▲ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMD · PRICEDwww.wallstreet-online.de ↗

Moonshot's Kimi K3, the Chinese AI model spooking Silicon Valley

Mon Jul-27 13:53:02product65

Chinese startup Moonshot AI released Kimi K3, a powerful and cheaper open-weight AI model that outperforms key US rivals in benchmarks, triggering a negative market reaction for US tech stocks.

MSFT ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ FRESHTSM ▼ PRICEDASML ▼ FRESHSMCI ▼ REPRICINGPLTR ▼ PRICEDAAPL ▼ PRICEDTSLA ▼ PRICEDMU ▼ PRICEDtheweek.com ↗

AMD's 2026, 2027 data center revenue growing faster than expected: Wedbush | Seeking Alpha

Mon Jul-27 13:51:56analyst65

Wedbush analysts project AMD's data center revenue will grow faster than expected through 2027, driven by new partnerships with Microsoft and Anthropic.

AMD ▲ PRICEDMSFT ▲ PRICEDMU ▲ PRICEDSMCI ▲ REPRICINGNVDA ▼ FRESHseekingalpha.com ↗

Microsoft Q4 Earnings Preview: What To Expect From Upcoming Report

Mon Jul-27 13:51:48earnings65

Microsoft is scheduled to report fiscal fourth-quarter earnings with a focus on Azure growth and AI capital expenditures amid analyst expectations of continued revenue beats.

MSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHca.finance.yahoo.com ↗

Nvidia Lands $500 Billion AI Partnership as South Korea Unveils Massive AI Push

Mon Jul-27 13:50:48partnership85

Nvidia expanded its AI partnership with South Korea's SK Group involving a $500 billion initiative and SK hynix memory supply, while Samsung Electronics signed a $200 billion chip deal with Broadcom.

NVDA ▲ FRESHAVGO ▲ FRESHAMD ▲ PRICEDQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ PRICEDASML ▲ FRESHSMCI ▲ REPRICINGca.finance.yahoo.com ↗

Elon Musk's 'honeymoon is over' as investors wise up: report

Mon Jul-27 13:42:13other65

Tesla stock has dropped 18% in a week following disappointing earnings, as investor sentiment toward Elon Musk's ventures deteriorates amid SpaceX valuation concerns.

TSLA ▼ PRICEDwww.rawstory.com ↗

Apple Puts Privacy at Center of Smart Glasses Push

Mon Jul-27 13:41:57product65

Apple is prioritizing privacy features in its upcoming smart glasses to differentiate from competitors like Meta, with a target launch by the end of 2027.

AAPL ▲ PRICEDMETA ▼ FRESHfinance.yahoo.com ↗

Why Microsoft, Meta, and Amazon earnings could crush the S&P 500

Mon Jul-27 13:41:37earnings65

Analysts warn that upcoming earnings from Microsoft, Amazon, and Meta could negatively impact the S&P 500 if they reveal accelerating AI capital expenditures, following a negative market reaction to Alphabet's recent capex guidance.

MSFT ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHGOOGL ▼ PRICEDAAPL · PRICEDNVDA · FRESHAVGO · FRESHAMD · PRICEDQCOM · FRESHMU · PRICEDTSM · PRICEDASML · REPRICINGSMCI · FRESHPLTR · PRICEDTSLA · PRICEDfinance.yahoo.com ↗

Nvidia's $750 billion AI deals spark AI bubble fears as OpenAI financing raises circular financing concerns

Mon Jul-27 13:41:20partnership85

Nvidia is pursuing over $750 billion in AI infrastructure deals, including a $500 billion partnership with SK Group and potential financing for OpenAI, sparking investor concerns about circular financing and an AI bubble.

NVDA ▼ FRESHGOOGL · PRICEDMSFT · PRICEDMETA · FRESHAMZN · FRESHTSLA · PRICEDAVGO · FRESHAMD · PRICEDQCOM · FRESHMU · PRICEDTSM · PRICEDASML · REPRICINGSMCI · FRESHPLTR · PRICEDAAPL · PRICEDwww.hindustantimes.com ↗

IBM, Amazon, Alphabet And More: CNBC's 'Final Trades' - Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL)

Mon Jul-27 13:40:58earnings65

Alphabet reported Q2 earnings that beat revenue estimates with a significant rise in EPS, while Amazon is highlighted ahead of its upcoming Q2 earnings release.

GOOGL ▲ PRICEDAMZN · FRESHwww.benzinga.com ↗

Meta expands Louisiana Hyperion data center to 5 gigawatts

Mon Jul-27 13:33:09product65

Meta announced a $50 billion expansion of its Louisiana Hyperion data center to 5 gigawatts of compute capacity, doubling the previous investment estimate.

META ▲ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHNVDA ▲ FRESHfinance.yahoo.com ↗

Microsoft strikes 'multibillion-dollar' deal with French AI firm Mistral

Mon Jul-27 13:32:13partnership65

Microsoft has struck a multibillion-dollar deal with French AI firm Mistral to expand its AI capabilities and Azure cloud offerings.

MSFT ▲ PRICEDGOOGL · PRICEDMETA · FRESHnourished.news ↗

Qualcomm price bump will impact the cost of phones

Mon Jul-27 13:32:08other65

Qualcomm is reportedly planning to increase the price of its processor products by double-digit percentages starting in September due to component scarcity.

QCOM ▲ REPRICINGNVDA · FRESHAMD · PRICEDAVGO · FRESHhtxt.co.za ↗

China accuses US of 'AI hegemonism', threatens countermeasures over potential probes

Mon Jul-27 13:30:42regulatory65

China's commerce ministry threatened countermeasures against the US following accusations of AI technology theft and potential sanctions on Chinese AI firms, escalating trade tensions in the semiconductor and AI sectors.

NVDA ▼ FRESHGOOGL ▼ PRICEDMSFT ▼ PRICEDMETA ▼ FRESHAMD ▼ PRICEDTSM ▼ PRICEDAVGO ▼ FRESHQCOM ▼ REPRICINGMU ▼ PRICEDASML ▼ FRESHAAPL ▼ PRICEDAMZN ▼ FRESHTSLA ▼ PRICEDPLTR ▼ PRICEDSMCI ▼ PRICEDca.news.yahoo.com ↗

Meta Earnings Put AI Spending and Ad Growth Back in Focus

Mon Jul-27 13:22:17earnings85

Analysts preview Meta's upcoming Q2 earnings report, focusing on advertising growth deceleration and AI spending guidance amid preliminary cloud deals.

META · FRESHGOOGL · PRICEDMSFT · PRICEDAMZN · FRESHAAPL · PRICEDNVDA · FRESHwww.marketbeat.com ↗

Trump Threatens EU With Trade Tariffs Over Massive Big Tech Fines

Mon Jul-27 13:20:08regulatory75

President Trump announced a Section 301 trade investigation and potential tariffs against the EU in response to a $1 billion fine imposed on Google, signaling broader protection for US tech firms including Apple.

GOOGL ▼ PRICEDAAPL · PRICEDMSFT · PRICEDAMZN · FRESHMETA · FRESHNVDA · FRESHwww.macobserver.com ↗

Amazon files application for direct-to-device satellite constellation

Mon Jul-27 13:12:31product65

Amazon has filed an application with the FCC to deploy a constellation of over 5,100 satellites for direct-to-device connectivity services.

AMZN ▲ FRESHspacenews.com ↗

Google Cloud revenue jumps 82% to $25B in Q2 2026 amid capacity concerns

Mon Jul-27 13:11:31earnings85

Alphabet reported an 82% year-over-year increase in Google Cloud revenue to $24.8 billion in Q2 2026, driven by AI demand, while acknowledging capacity constraints and raising capital expenditure forecasts.

GOOGL ▲ PRICEDMSFT · PRICEDAMZN · FRESHNVDA ▲ FRESHAAPL · PRICEDcryptobriefing.com ↗

NAVER, NVIDIA and Brookfield to Expand Korea's National AI Factory Infrastructure Buildout

Mon Jul-27 13:11:16partnership65

NVIDIA, NAVER, and Brookfield announced a plan to expand Korea's AI factory infrastructure to 200 megawatts by 2028 using NVIDIA's DSX platform.

NVDA ▲ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · FRESHAVGO · FRESHAMD · FRESHTSM · PRICEDwww.wallstreet-online.de ↗

Michael Burry Highlights Rising AI Spending By Big Tech And Its Impact On S&P 500 -- 'The Market Has Voted And The Results Are Clear'

Mon Jul-27 13:11:12other65

Michael Burry highlights that rising AI capital expenditure by major tech firms including Alphabet, Tesla, Microsoft, Amazon, Meta, and Micron has negatively impacted their stock performance, while Apple's restrained spending has yielded positive returns.

GOOGL ▼ PRICEDTSLA ▼ PRICEDMSFT ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHMU ▼ PRICEDAAPL ▲ PRICEDNVDA ▼ FRESHAVGO ▼ FRESHAMD ▼ FRESHQCOM ▼ FRESHPLTR ▼ PRICEDstocktwits.com ↗

China memory chipmaker CXMT's shares soar in a blockbuster share listing in Shanghai - The Zimbabwe Mail China memory chipmaker CXMT's shares soar in a blockbuster share listing in Shanghai | Zimbabwe News - The Zimbabwe Mail

Mon Jul-27 13:03:53other65

Chinese memory chipmaker CXMT completed a massive IPO in Shanghai, surging 466% to become a major competitor in the DRAM market against US firms like Micron.

MU ▼ PRICEDNVDA · FRESHAMD · FRESHTSM · PRICEDAVGO · FRESHQCOM · FRESHthezimbabwemail.com ↗

Tech giants are getting caught in a compute conundrum

Mon Jul-27 13:03:18earnings65

Microsoft faces significant stock underperformance and strategic challenges in AI monetization ahead of its upcoming earnings report.

MSFT · PRICEDMETA · FRESHGOOGL · PRICEDAMZN · FRESHNVDA · FRESHdnyuz.com ↗

Taiwan Semiconductor's Latest Move Shows It's a Screaming Buy

Mon Jul-27 13:02:01other65

Taiwan Semiconductor announced a $100 billion investment in its U.S. production facilities, signaling strong future demand and growth in the AI chip sector.

TSM ▲ PRICEDNVDA · FRESHAMD · FRESHAVGO · FRESHQCOM · FRESHfinance.yahoo.com ↗

Nvidia in talks to back OpenAI Ohio data center with $250 billion

Mon Jul-27 13:01:46partnership85

Nvidia is in talks to provide a $250 billion financial backstop for OpenAI's massive data center project in Ohio, potentially securing further chip sales and cementing its role in AI infrastructure.

NVDA ▲ FRESHAMD · FRESHAVGO · FRESHMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · FRESHTSM ▲ PRICEDSMCI ▲ FRESHqz.com ↗

Tesla Wins UK Supreme Court Bid in 5G Patent Licence Dispute

Mon Jul-27 13:01:05regulatory65

Tesla won a UK Supreme Court bid to revive a lawsuit seeking a FRAND 5G patent license from InterDigital and Avanci, potentially lowering future licensing costs for its connected vehicles.

TSLA ▲ PRICEDAAPL · PRICEDGOOGL · PRICEDMSFT · PRICEDMETA · FRESHAMZN · FRESHNVDA · FRESHQCOM · FRESHwww.globalbankingandfinance.com ↗

NVIDIA Launches Open Secure AI Alliance with Tech Giants

Mon Jul-27 13:00:50partnership65

NVIDIA launched the Open Secure AI Alliance with founding partners including Microsoft and Palantir to develop open-source AI security tools.

NVDA ▲ FRESHMSFT ▲ PRICEDPLTR ▲ PRICEDwww.chosun.com ↗

Fox News AI Newsletter: White House monitoring OpenAI containment escape, Hugging Face hack

Mon Jul-27 13:00:44other65

Apple briefly surpassed Nvidia as the world's most valuable company amid investor doubts regarding AI investment returns.

AAPL ▲ PRICEDNVDA ▼ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMD · FRESHAVGO · FRESHTSM · PRICEDwww.foxnews.com ↗

Qualcomm (QCOM) Raises Product Prices And Deepens Samsung Snapdragon Ties

Fri Jul-24 23:04:45product65

Qualcomm announced double-digit price increases on select products and expanded its partnership with Samsung for Snapdragon platforms in Galaxy devices and wearables.

QCOM ▲ PRICEDNVDA · FRESHAMD · PRICEDAVGO · PRICEDTSM · PRICEDfinance.yahoo.com ↗

Under Federal Bill, AI Companies Would Need a 'Kill Switch'

Fri Jul-24 23:04:29regulatory65

New bipartisan legislation proposes a mandatory 'kill switch' for powerful AI models and grants the Department of Homeland Security authority to order shutdowns and impose heavy fines for non-compliance.

MSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ PRICEDAMZN ▼ FRESHNVDA ▼ FRESHAMD ▼ PRICEDPLTR ▼ FRESHAVGO ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDMU ▼ PRICEDAAPL ▼ PRICEDTSLA ▼ PRICEDwww.govtech.com ↗

How do the new Trump tariffs differ from what the Supreme Court struck down?

Fri Jul-24 23:04:24regulatory65

The Trump administration imposed new tariffs ranging from 10% to 12.5% on 60 U.S. trade partners, including major allies like Japan and the EU, citing forced labor concerns under Section 301 of the Trade Act.

AAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHNVDA ▼ FRESHMETA ▼ PRICEDTSLA ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHwww.wbaltv.com ↗

Tesla Stock: Here's Why Elon Musk's Big AI Promises Are No Longer Enough

Fri Jul-24 23:03:57earnings65

Tesla stock declined significantly following its Q2 earnings report as investors expressed skepticism regarding the financial viability of CEO Elon Musk's AI and robotics ambitions.

TSLA ▼ PRICEDAAPL · PRICEDMSFT · FRESHGOOGL · FRESHAMZN · FRESHNVDA · FRESHMETA · PRICEDfinance.yahoo.com ↗

Pricing, profit and cycles: Three questions surrounding long-term memory chip supply deals

Fri Jul-24 23:01:53other65

Micron CEO Sanjay Mehrotra stated that long-term supply agreements in the memory chip industry are fundamentally transforming the business model, potentially stabilizing earnings and altering pricing dynamics.

MU ▲ PRICEDNVDA · FRESHAMD · PRICEDTSM · PRICEDwww.koreajoongangdaily.com ↗

What to Expect From NVIDIA's Q2 2027 Earnings Report

Fri Jul-24 21:20:43earnings85

Analysts project strong earnings growth for NVIDIA ahead of its upcoming Q2 2027 earnings report, with EPS expected to rise 103% year-over-year.

NVDA · FRESHAMD · PRICEDAVGO · PRICEDQCOM · PRICEDTSM · PRICEDMU · PRICEDSMCI · PRICEDfinance.yahoo.com ↗

Tesla's Latest Earnings Signal a New Era of AI, Robotics, and Automation

Fri Jul-24 21:20:40earnings65

Tesla reported a 142% increase in capital expenditures to $5.79 billion focused on AI and robotics alongside a decline in its Bitcoin holdings, reflecting a strategic shift away from traditional EV manufacturing.

TSLA · REPRICINGGOOGL · FRESHMETA · PRICEDMSFT · FRESHAMZN · FRESHNVDA · FRESHwww.tekedia.com ↗

Super Micro Just Reported $60 Billion of New Orders -- Here's Why Smart Investors Should Buy Dell Stock Now

Fri Jul-24 21:01:41earnings65

Super Micro Computer reported a record backlog exceeding $60 billion and improved gross margins in its preliminary Q4 fiscal 2026 update, despite revenue tracking near the low end of guidance.

SMCI ▲ PRICEDfinance.yahoo.com ↗

Amazon Bets €10bn on AI, Robotics and the Future of European Logistics

Fri Jul-24 21:01:05product65

Amazon unveiled its new AI-powered Proteus robot and announced a €10 billion investment in European logistics and automation infrastructure.

AMZN ▲ FRESHmeobserver.news ↗

1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending

Fri Jul-24 20:51:23earnings85

Alphabet raised its 2026 capital expenditure forecast to $190-$205 billion, intensifying investor concerns over free cash flow pressure ahead of earnings reports from Amazon, Meta, and Microsoft.

GOOGL ▼ FRESHAMZN · FRESHMETA · REPRICINGMSFT · FRESHwww.cnbc.com ↗

Samsung Is Reportedly Ramping Up NAND Supply to Feed NVIDIA's AI Storage Needs

Fri Jul-24 20:50:52partnership65

Samsung is reportedly expanding its supply partnership with NVIDIA to include NAND flash storage for AI servers, potentially tightening global supply and raising prices for consumer electronics.

NVDA ▲ PRICEDMU ▼ PRICEDAMD · PRICEDTSM · PRICEDwww.androidheadlines.com ↗

Apple's foldable iPhone to grab 25% of foldable smartphone sales this year - Counterpoint Research

Fri Jul-24 20:42:04product65

Counterpoint Research forecasts Apple's upcoming foldable iPhone will capture 25% of global foldable smartphone shipments in its debut year, significantly reshaping the premium market.

AAPL ▲ PRICEDmacdailynews.com ↗

AMD invests up to $5 billion in Anthropic, secures AI deal

Fri Jul-24 20:40:20partnership85

AMD announced a strategic partnership to invest up to $5 billion in Anthropic and supply tens of billions of dollars worth of Instinct MI450 AI chips.

AMD ▲ PRICEDNVDA ▼ PRICEDwww.longbeachstar.com ↗

US tech giants lobby Trump against ban on Chinese AI

Fri Jul-24 20:31:52regulatory65

Nvidia, Meta, Microsoft, and Palantir are jointly lobbying the Trump administration against a proposed ban on Chinese AI and restrictions on open-source technology following the launch of the Kimi K3 model.

NVDA ▲ PRICEDMETA ▲ FRESHMSFT ▲ FRESHPLTR ▲ REPRICINGGOOGL · FRESHAMZN · FRESHAMD · PRICEDAVGO · PRICEDQCOM · PRICEDfinance.yahoo.com ↗

Nvidia Just Launched a Product That Will Drive Future AI Factories. SpaceX and Tesla Already Want In.

Fri Jul-24 20:31:24product65

Nvidia unveiled its Spectrum-6 networking system for AI data centers, with Tesla and SpaceX listed as early adopters alongside Microsoft.

NVDA ▲ PRICEDMSFT ▲ FRESHTSLA ▲ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDGOOGL · FRESHMETA · FRESHAMZN · FRESHfinance.yahoo.com ↗

Before You Chase SMCI's SpaceX Rally, Remember This Rocket Has Misfired Before

Fri Jul-24 20:20:54guidance65

An analysis warns that Supermicro's recent stock surge driven by improved gross margin guidance and inferred SpaceX partnership lacks fundamental revenue support and carries risks of reversal given the company's history.

SMCI ▼ PRICEDNVDA · REPRICINGAMD · PRICEDAVGO · PRICEDwww.barchart.com ↗

Megacap earnings and Fed meeting could test a market on edge next week. Here's what's ahead

Fri Jul-24 20:20:49earnings65

Upcoming earnings reports from Amazon, Meta, Microsoft, Apple, and Qualcomm are expected to test market sentiment amid investor concerns over high AI capital expenditures and negative free cash flow trends observed in Alphabet's recent results.

AMZN · FRESHMETA · FRESHMSFT · FRESHAAPL · PRICEDQCOM · PRICEDGOOGL ▼ FRESHNVDA · REPRICINGAMD · PRICEDAVGO · PRICEDTSM · PRICEDMU · PRICEDPLTR · FRESHSMCI · PRICEDASML · PRICEDwww.cnbc.com ↗

BREAKING: Trump lambastes the EU for continuing to fine American companies, says they will PAY

Fri Jul-24 20:20:17regulatory85

President Trump announced an immediate Section 301 investigation and threatened substantial tariffs against the European Union in retaliation for a new $1 billion antitrust fine imposed on Google and previous fines against other US tech firms.

GOOGL ▼ FRESHAAPL · PRICEDMETA · FRESHAMZN · FRESHMSFT · FRESHtherightscoop.com ↗

A US tariff that Beijing will love

Fri Jul-24 20:12:31regulatory65

An opinion piece argues that proposed broad US tariffs on imported semiconductors would be a mistake that increases costs for US manufacturers and benefits China, contrasting with previous targeted restrictions on specific advanced chips from Nvidia and AMD.

NVDA ▼ REPRICINGAMD ▼ PRICEDTSM ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ FRESHASML ▼ PRICEDwww.americanthinker.com ↗

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

Fri Jul-24 20:12:15product65

Apple is redesigning its entire Mac lineup to meet surging demand for AI computing capabilities.

AAPL ▲ PRICEDMSFT · FRESHGOOGL · FRESHMETA · FRESHAMZN · FRESHinternewscast.com ↗