kingfisher — news

Thu Sep-03 08:45:53

times in Europe/Lisbon

🗞️ News

Bitcoin Price Falls Under $63, Onchain Data Points To Buyers

Fri Jul-17 14:50:05other65

Geopolitical tensions and macroeconomic uncertainty triggered a broad market sell-off, pressuring semiconductor stocks including Nvidia, Micron, Broadcom, and Qualcomm.

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Apple Tops Nvidia as World's Largest Company Amid Tech Rotation

Fri Jul-17 14:50:05other65

Apple has surpassed Nvidia to become the world's largest company by market capitalization following a decline in Nvidia shares and a slight rise in Apple stock.

AAPL ▲ FRESHNVDA ▼ PRICEDwww.bloomberg.com ↗

Futures Tumble as Semiconductor Rout Spreads Across Global Markets

Fri Jul-17 14:40:10other75

Semiconductor stocks including AMD, Broadcom, and Micron led a global market sell-off amid concerns over AI investment sustainability and disappointing guidance from Netflix.

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Apple sues OpenAI, public betas, & super apps on the AppleInsider Podcast

Fri Jul-17 14:30:10regulatory65

Apple has filed a trade secrets lawsuit against OpenAI and is shifting its AI foundation models to rely on Google's Gemini technology.

AAPL ▼ FRESHGOOGL ▲ PRICEDforums.appleinsider.com ↗

Chip Stocks' Worst Month Ever Vs Software: Is the AI Trade Over? - Intel (NASDAQ:INTC), NVIDIA (NASDAQ:NV

Fri Jul-17 14:30:10analyst65

Nvidia is the sole semiconductor stock rising this month while the broader chip sector suffers its worst relative performance against software stocks since 2001 due to concerns over hyperscaler AI capital expenditure sustainability.

NVDA ▲ PRICEDMSFT · REPRICINGAMZN · PRICEDGOOGL · PRICEDMETA · PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ REPRICINGPLTR ▲ REPRICINGAAPL ▼ FRESHTSLA ▼ PRICEDwww.benzinga.com ↗

Humanoid Robots Are Moving From Hype to Mass Production. These 2 Stocks Are in Pole Position.

Fri Jul-17 14:30:10product65

Nvidia is positioned as a primary beneficiary of the emerging humanoid robot market through its Isaac robotics platform, Jetson edge computers, and Omniverse simulation software.

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Samsung Reportedly Still Waits For Nvidia HBM4 Volume Order

Fri Jul-17 14:20:22product65

Reports indicate Samsung has not yet received a volume production order for HBM4 memory from Nvidia, limiting its revenue to paid evaluation samples.

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Apple Faces Extreme Drop in Global Smartphone Sales

Fri Jul-17 14:20:22other75

Global smartphone shipments fell 11% year-over-year in Q2 2026 to their lowest second-quarter level since 2013, with Apple losing its market share lead to Samsung amid rising memory costs and supply constraints.

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Sandisk Stock Has Jumped Over 500% in 2026. It Can Still Become a Multibagger Thanks to This Massive News

Fri Jul-17 14:20:22partnership65

Meta Platforms has reportedly entered into a long-term supply agreement with Sandisk to procure flash storage for its data centers to support its in-house AI chip production.

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Nvidia CEO doubles down on AI and stock market verdict

Fri Jul-17 14:20:22partnership65

Nvidia CEO Jensen Huang encouraged investors to buy the recent dip in AI stocks and announced a multi-year partnership with SK Hynix to design future AI memory chips.

NVDA ▲ PRICEDAMD · PRICEDMU · PRICEDTSM · PRICEDAVGO · PRICEDQCOM · PRICEDwww.thestreet.com ↗

Punch List: 'The Playground' opens, Tutor Perini sub scores infrastructure jobs

Fri Jul-17 14:20:22other65

Micron Technology has begun construction on its $100 billion semiconductor campus in New York by pouring the first concrete.

MU ▲ PRICEDwww.constructiondive.com ↗

TSMC Plans Up To 12 Arizona Chip Factories, But You Should Be Skeptical

Fri Jul-17 14:10:22other75

TSMC plans to expand its Arizona manufacturing footprint to up to 12 facilities with an additional $100 billion investment, potentially benefiting domestic supply chains for customers like Apple.

TSM ▲ PRICEDAAPL ▲ PRICEDNVDA · PRICEDAMD · PRICEDAVGO · PRICEDQCOM · PRICEDMU · PRICEDSMCI · PRICEDwww.macobserver.com ↗

Nasdaq 100 Breakdown Shows AI Valuation Risks Are Repricing Fast

Fri Jul-17 14:10:22guidance85

TSMC raised its 2026 capital expenditure guidance to $60-$64 billion, triggering a global sell-off in semiconductor stocks due to concerns over AI infrastructure valuation and spending scale.

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AI Browser Wars Begin: OpenAI Targets Chrome's Dominance

Fri Jul-17 14:10:22product65

OpenAI has launched ChatGPT Atlas, an AI-powered web browser initially available on Apple devices, directly challenging Google Chrome's dominance in the search and browser market.

GOOGL ▼ PRICEDAAPL · PRICEDMSFT · FRESHAMZN · PRICEDMETA · PRICEDmeobserver.news ↗

John Ternus Is Apple's Next CEO. The Skills That Propelled His Career Could Sink Him

Fri Jul-17 14:10:22other85

The article discusses the appointment of John Ternus as Apple's next CEO and analyzes the challenges of his transition from product leadership to executive management.

AAPL · PRICEDwww.inc.com ↗

Chinese startup Moonshot closes in on Anthropic with world's largest open-weight AI model, Kimi K3

Fri Jul-17 14:10:22product65

Chinese startup Moonshot unveiled Kimi K3, a 2.8 trillion-parameter open-weight AI model that challenges U.S. competitors, while reports indicate Alphabet's Gemini launch is delayed due to performance shortcomings.

GOOGL ▼ PRICEDMSFT ▼ FRESHMETA ▼ PRICEDAMZN ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDwww.theglobeandmail.com ↗

Tech Stocks Likely To Lead Extended Pullback On Wall Street

Fri Jul-17 14:10:22other65

Technology stocks are projected to decline further due to disappointing guidance from Netflix, valuation concerns ahead of major earnings reports, and rising oil prices driven by geopolitical conflict in the Middle East.

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Apple Nears Nvidia in Race for World's Most Valuable Company

Fri Jul-17 14:10:22other65

Apple's market capitalization has nearly equaled Nvidia's as investor sentiment shifts toward Apple's AI monetization potential and earnings durability.

AAPL ▲ PRICEDNVDA ▼ PRICEDMSFT · FRESHGOOGL · PRICEDAMZN · PRICEDMETA · PRICEDwww.globalbankingandfinance.com ↗

Apple targets OpenAI workers over trade secrets theft lawsuit

Fri Jul-17 14:00:08regulatory65

Apple is actively gathering evidence from former employees now at OpenAI to support its lawsuit alleging institutional theft of hardware trade secrets.

AAPL ▼ PRICEDGOOGL · PRICEDMSFT · FRESHMETA · PRICEDAMZN · PRICEDwww.siliconrepublic.com ↗

NVIDIA Just Released a Seriously Impressive AI Model for Robots -- This Could Be the Big Catalyst

Fri Jul-17 14:00:08product65

Nvidia has released Cosmos 3 Edge, a new generative world foundation model for robotics and physical AI, aiming to provide a catalyst for its stock amid recent semiconductor sector volatility.

NVDA ▲ PRICEDAMD · PRICEDAVGO · PRICEDQCOM · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDMU · PRICED247wallst.com ↗

Among AI crowd, some investors position for slower hyperscaler spending growth

Fri Jul-17 14:00:08analyst65

Investors are rotating out of semiconductor stocks and into hyperscalers like Microsoft, Amazon, Alphabet, and Meta amid forecasts that AI capital expenditure growth will slow significantly in 2027 and 2028.

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Stocks Sink on Anxiety About Tech and A.I. Spending

Fri Jul-17 14:00:08other65

Global technology stocks, led by TSMC, declined amid growing investor skepticism regarding AI spending returns and renewed geopolitical tensions involving Iran.

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U.S. Equity in Intel Aims to Recenter Global Chip Production on American Soil

Fri Jul-17 14:00:08other60

The U.S. government has acquired a roughly 10% passive stake in Intel by converting prior federal support into equity to bolster domestic chip production.

NVDA · PRICEDAMD · PRICEDTSM · PRICEDAVGO · PRICEDQCOM · PRICEDMU · PRICEDASML · PRICEDSMCI · PRICEDmeobserver.news ↗

Samsung's stock just dropped despite promising an 1,800% jump in profits. Is big tech about to break? Protect yourself

Fri Jul-17 14:00:08earnings65

Samsung Electronics shares fell sharply despite reporting an 1,800% jump in operating profit, raising concerns about the stability of the broader semiconductor and big tech sector.

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Upcoming earnings watch: Tesla, Alphabet, and 100+ companies reporting next week By Investing.com

Fri Jul-17 14:00:08earnings85

Tesla and Alphabet are scheduled to report quarterly earnings next week, with investor focus on AI monetization for Alphabet and margin dynamics for Tesla.

TSLA · PRICEDGOOGL · PRICEDMSFT · FRESHNVDA · PRICEDMETA · PRICEDwww.investing.com ↗

Should You Buy Tesla Stock Before Earnings on July 22?

Fri Jul-17 13:50:22earnings60

The article analyzes Tesla's upcoming July 22 earnings report, highlighting strong EV delivery growth and projected automotive revenue increases while debating the timing of stock purchases.

TSLA · PRICEDfinance.yahoo.com ↗

Here's Why Google's Gemini 3.5 Pro is Still Unavailable

Fri Jul-17 13:50:22product65

Google's flagship Gemini 3.5 Pro AI model is reportedly delayed by several months due to persistent shortcomings in coding performance compared to rivals.

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AI Data Centers Need AMD Chips, Share Price Shows It

Fri Jul-17 13:50:22earnings85

AMD reported strong Q1 fiscal 2026 earnings with significant revenue growth and raised its data center product outlook, driving a surge in its share price.

AMD ▲ PRICEDNVDA · PRICEDAVGO · PRICEDQCOM · PRICEDwww.fxempire.com ↗

Energy is the best-performing U.S. sector since the sell-off, led by refiners By Investing.com

Fri Jul-17 13:50:22other65

Geopolitical tensions with Iran have driven a surge in oil prices and a simultaneous sell-off in technology stocks, with TSMC dropping 5% despite beating earnings as investors unwind crowded AI positions.

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Futures tumble as DeepSeek sparks chip meltdown, crypto scam tokens flood Solana and Ethereum

Fri Jul-17 13:50:22other95

Nvidia shares plummeted and broader tech futures tumbled after Chinese AI startup DeepSeek released efficient models that challenged the assumption of escalating GPU demand.

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Apple Intelligence Is Coming to China, but It Will Use Alibaba and Baidu Instead of ChatGPT

Fri Jul-17 13:40:04partnership65

Apple has received regulatory approval to launch Apple Intelligence in China by partnering with Alibaba and Baidu to provide local AI models instead of OpenAI's ChatGPT.

AAPL ▲ PRICEDGOOGL · PRICEDMSFT · FRESHwww.ibtimes.sg ↗

Europe Introduces New Rules That Could Reshape AI Assistants on Android Devices

Fri Jul-17 13:40:04regulatory65

The European Union has approved new regulations requiring Google to allow third-party AI assistants and search services greater access to Android operating system functions.

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Apple Briefly Overtakes Nvidia as World's Most Valuable Company -- Can It Hold the Crown? | Stock Market News Stocks

Fri Jul-17 13:40:04other65

Apple briefly surpassed Nvidia in market capitalization amid strong iPhone demand and a broader selloff in AI-related semiconductor stocks.

AAPL ▲ PRICEDNVDA ▼ PRICEDGOOGL ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDcryptorank.io ↗

Almost all electronics in the world could become more expensive because of one company in the Netherlands: How, what, why? | NEWS.am TECH - Innovations and science

Fri Jul-17 13:30:24other65

ASML is considering raising prices for its chip-making equipment due to strong demand and limited capacity, a move that has drawn criticism from key customer TSMC and could increase costs across the semiconductor industry.

ASML ▲ PRICEDTSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ PRICEDMU ▼ PRICEDSMCI ▼ PRICEDtech.news.am ↗

Taiwan computer chipmaker TSMC pledges another $100 billion to expand U.S. chipmaking capacity

Fri Jul-17 13:30:24guidance85

TSMC announced an additional $100 billion investment in U.S. chipmaking capacity and raised its annual revenue forecast and capital expenditure budget due to strong AI demand.

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Google Unveils Agentic Defense After Wiz Deal

Fri Jul-17 13:30:24product65

Google has launched a new AI-driven agentic defense security platform following the completion of its $32 billion acquisition of Wiz.

GOOGL ▲ PRICEDMSFT · FRESHAMZN · PRICEDMETA · PRICEDPLTR · PRICEDwww.darkreading.com ↗

Oil prices rise as US, Iran trade attacks in return to full-blown war

Fri Jul-17 13:20:20other65

Technology stocks including Nvidia and Amazon declined amid a broader market selloff driven by escalating military conflict between the US and Iran and rising oil prices.

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Smartphone shipments fall 10% in Q2

Fri Jul-17 13:10:24other65

Global smartphone shipments fell 10% in Q2 as surging DRAM and NAND memory costs forced manufacturers to raise prices, disproportionately impacting the mass-market segment.

MU ▲ PRICEDAAPL ▼ PRICEDGOOGL ▼ PRICEDMSFT ▼ FRESHAMZN ▼ PRICEDMETA ▼ PRICEDNVDA · PRICEDAMD · PRICEDQCOM ▼ PRICEDTSM · PRICEDwww.financialexpress.com ↗

Palantir's Wild Ride: Inside the Stock Wall Street Can't Agree On

Fri Jul-17 13:10:24partnership65

Palantir shares rallied following announcements of a new partnership with Nvidia for secure government AI deployment and confirmation of its role in the Army's NGC2 modernization program.

PLTR ▲ PRICEDNVDA ▲ PRICEDwww.marketbeat.com ↗

Nasdaq to lead US stocks lower as chip sell-off deepens; Netflix disappoints

Fri Jul-17 13:10:24earnings85

TSMC's earnings failed to reassure investors regarding AI valuations, triggering a broad sell-off in semiconductor stocks and dragging down peers like Nvidia, AMD, and Broadcom.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDMU ▼ PRICEDGOOGL ▼ PRICEDca.finance.yahoo.com ↗

ASML Stock: Next Stop $3,000?

Fri Jul-17 13:10:24earnings85

ASML reported Q2 2026 earnings that beat expectations and significantly raised its full-year 2026 net sales and gross margin guidance.

ASML ▲ PRICEDTSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDMU ▲ PRICEDAVGO ▲ PRICEDwww.fool.com ↗

US stock futures, Asian markets down on concerns over Chinese AI advances | CNN Business

Fri Jul-17 13:10:24other65

US stock futures and Asian markets declined due to concerns that Chinese AI advances by Moonshot could threaten the sustainability of the AI spending rally, negatively impacting major US tech and semiconductor stocks.

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Wall Street's week ahead: Alphabet, Intel results in focus for AI trade as U.S. earnings ramp up

Fri Jul-17 13:10:24earnings65

Alphabet is scheduled to report its quarterly earnings, with investor focus on AI spending and profit expectations amid a broader market rally.

GOOGL · PRICEDAAPL · PRICEDMSFT · FRESHAMZN · PRICEDNVDA · PRICEDMETA · PRICEDTSLA · PRICEDAVGO · PRICEDAMD · PRICEDQCOM · PRICEDMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDwww.theglobeandmail.com ↗