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Sun Oct-25 16:26:34

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🗞️ News

China Fires Back as US Targets Moonshot AI Over Kimi K3 Anthropic Fable Theft Claim

Tue Jul-28 14:40:52regulatory65

China's Ministry of Commerce responded to US sanctions threats regarding alleged IP theft by Moonshot AI, escalating government-to-government tensions over AI technology.

GOOGL · FRESHMSFT · PRICEDMETA · FRESHAMZN · REPRICINGNVDA · REPRICINGAMD · PRICEDQCOM · PRICEDAVGO · PRICEDTSM · PRICEDASML · PRICEDMU · PRICEDSMCI · PRICEDPLTR · PRICEDwww.techtimes.com ↗

Apple's big Siri AI push into smart homes signals where Big Tech is spending, and it's not crypto

Tue Jul-28 14:33:28product65

Apple unveiled a revamped Siri AI and a new smart home hardware lineup including a Home Hub, Apple TV 4K, and HomePod models at WWDC26.

AAPL ▲ FRESHMSFT · PRICEDGOOGL · FRESHAMZN · FRESHMETA · REPRICINGcryptobriefing.com ↗

Micron, Nvidia, AMD on Watch as Asia's Chip Selloff Sends a Warning - Advanced Micro Devices (NASDAQ:AMD)

Tue Jul-28 14:33:12other65

Asian semiconductor stocks, led by Samsung and SK Hynix, plunged due to retail leverage unwinding and competitive pressures from China's CXMT, triggering a premarket selloff in US chip stocks including Micron, Nvidia, and AMD.

MU ▼ PRICEDNVDA ▼ FRESHAMD ▼ PRICEDQCOM ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAVGO ▼ PRICEDwww.benzinga.com ↗

Qualcomm's Big Report Card: Can Chips Beat The Slowdown Chatter?

Tue Jul-28 14:30:55earnings65

Qualcomm is scheduled to report its fiscal Q3 earnings after market close on Wednesday, with investor focus on semiconductor demand trends and guidance.

QCOM · PRICEDNVDA · FRESHAMD · PRICEDAVGO · PRICEDTSM · PRICEDMU · PRICEDtechnosports.co.in ↗

Meta plans $10B campus to launch in 2028 as AI infrastructure arms race heats up

Tue Jul-28 14:24:03product65

Meta Platforms is escalating its AI infrastructure investment with a new $10 billion data center campus in El Paso, Texas, bringing its total committed spending on three major US campuses to over $30 billion.

META ▲ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHNVDA ▲ PRICEDcryptobriefing.com ↗

Microsoft Gives Up Exclusive Rights to OpenAI Models Amid Partnership Reset

Tue Jul-28 14:13:04partnership75

Microsoft has revised its partnership with OpenAI, relinquishing exclusive rights to OpenAI's models and allowing the AI lab to utilize other cloud providers, while retaining a non-exclusive license through 2032.

MSFT ▼ PRICEDGOOGL ▲ PRICEDAMZN ▲ FRESHMETA · FRESHNVDA · PRICEDpropakistani.pk ↗

Paper plant smokestack damaged after M7.1 quake hits southwestern Japan

Tue Jul-28 14:12:55other65

A magnitude 7.1 earthquake in southwestern Japan forced TSMC to evacuate its Kumamoto facility, raising concerns about potential supply chain disruptions for the semiconductor industry.

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Ahead of Meta Earnings, Here's What Barchart Data Says Comes Next for META Stock

Tue Jul-28 14:03:40earnings65

Options data and consensus estimates suggest a potential bullish outcome for Meta Platforms ahead of its Q2 earnings report on July 29, despite investor concerns over capital expenditures.

META · FRESHwww.barchart.com ↗

AI Chip Stocks Tumble on China Competition Fears: Sandisk (SNDK), Intel (INTC), and ASML (ASML) Lead Declines

Tue Jul-28 14:03:34other65

ASML and other semiconductor stocks declined sharply due to reports of Chinese competitors beginning mass production of chipmaking equipment, raising concerns about increased competition and operational costs.

ASML ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDMU ▼ PRICEDTSM ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGSMCI ▼ PRICEDblockonomi.com ↗

OpenAI co-founder Ilya Sutskever's Safe Superintelligence secures NVIDIA backing after showing it secret research -- TFN

Tue Jul-28 14:02:49partnership65

NVIDIA has entered a strategic partnership and investment deal with Safe Superintelligence, providing the AI lab with early access to Vera Rubin chips in exchange for equity and research insights.

NVDA ▲ PRICEDAMD ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · FRESHtechfundingnews.com ↗

The AI race faces a reality check: the Magnificent 7 earnings, Macro commentary by etoro analyst for Romania, Bogdan Maioreanu

Tue Jul-28 14:02:08earnings65

An analyst commentary highlights the upcoming Q2 earnings reports for Microsoft, Meta, Apple, and Amazon as a critical test for AI spending ROI, while noting year-to-date performance disparities among the Magnificent 7 stocks.

MSFT · PRICEDMETA · FRESHAAPL · PRICEDAMZN · FRESHNVDA · PRICEDGOOGL · PRICEDTSLA · PRICEDnineoclock.ro ↗

Amkor and NVIDIA expand advanced packaging capacity - Engineering.com

Tue Jul-28 14:01:36partnership65

NVIDIA announced a multi-year strategic partnership with Amkor Technology to expand advanced semiconductor packaging capacity in the United States, supported by a prepayment from NVIDIA.

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

Microsoft and Amazon earnings outlook: capex story above all else By Investing.com

Tue Jul-28 14:01:02earnings65

Investors are focusing on AI capital expenditure guidance rather than earnings beats for Microsoft and Amazon, following a negative market reaction to Alphabet's high spending and negative free cash flow.

MSFT · PRICEDAMZN · FRESHGOOGL ▼ PRICEDMETA ▼ FRESHAAPL · PRICEDNVDA · PRICEDwww.investing.com ↗

AI Memory Boom Goes Bust. Micron, SK Hynix, Sandisk Plunge 30% -- and Are Still Falling

Tue Jul-28 14:00:59analyst65

An analyst report excludes Micron from a top AI stock list amid a sharp 30% decline in memory stocks, raising concerns that the AI memory boom cycle is turning lower.

MU ▼ PRICEDNVDA · PRICEDAMD · PRICEDTSM · PRICEDAVGO · PRICEDQCOM · FRESH247wallst.com ↗

TSMC Raises Spending, Prices as AI Chip Boom Collides With Rising Costs

Tue Jul-28 13:52:45earnings85

TSMC reported record Q2 earnings driven by AI demand but announced increased capital spending and a potential 10% price hike for customers starting in 2027 due to rising manufacturing costs.

TSM ▲ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ FRESHASML · PRICEDSMCI ▼ PRICEDMU · PRICEDinews.zoombangla.com ↗

Is this DeepSeek 2.0?

Tue Jul-28 13:51:47other65

A Chinese AI lab released the open-source Kimi K3 model, triggering a sector-wide sell-off in AI stocks and causing Nvidia to briefly lose its top market cap position to Apple.

NVDA ▼ PRICEDAAPL ▲ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDinvestmacro.com ↗

Nvidia Gets Drawn Into Supermicro Chip Smuggling Scandal. Should Investors Be Worried?

Tue Jul-28 13:50:54regulatory75

Taiwanese prosecutors detained an Nvidia employee in connection with an investigation into Super Micro Computer's alleged smuggling of restricted AI servers to China.

NVDA ▼ PRICEDSMCI ▼ PRICEDAMD · PRICEDAVGO · PRICEDQCOM · FRESHMU · PRICEDTSM · PRICEDASML · PRICED247wallst.com ↗

Fitch warns AI market correction emerging as major global credit risk

Tue Jul-28 13:43:36analyst65

Fitch Ratings warns that the AI market correction is emerging as a major global credit risk due to unprecedented spending and soaring valuations.

NVDA ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHAAPL ▼ PRICEDAVGO ▼ PRICEDAMD ▼ PRICEDQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDTSLA ▼ REPRICINGeconomictimes.indiatimes.com ↗

I'm Buying Broadcom This Week For One Powerful Reason

Tue Jul-28 13:43:06earnings85

Broadcom reported strong AI semiconductor bookings exceeding $30 billion and guided next-quarter AI revenue to $16 billion, highlighting a shift toward custom ASICs for hyperscalers.

AVGO ▲ PRICEDGOOGL ▲ PRICEDMETA ▲ FRESHNVDA ▼ PRICEDfinance.yahoo.com ↗

Meta is up against a wall of AI pessimism heading into earnings

Tue Jul-28 13:42:07earnings75

Meta Platforms is set to report second-quarter earnings amid investor concerns regarding AI capital expenditures and pessimism following Alphabet's recent results.

META · FRESHMSFT · PRICEDGOOGL · PRICEDwww.morningstar.com ↗

PlayStation 6 and Next Xbox Coming 2027 With Triple the PS5 Power

Tue Jul-28 13:40:49product65

AMD has secured silicon contracts with Sony and Microsoft for the PlayStation 6 and next-generation Xbox consoles, targeting a 2027 launch with significantly increased performance.

AMD ▲ PRICEDNVDA · PRICEDinews.zoombangla.com ↗

At AMD Advancing AI, Helios was the star around which everything else revolved

Tue Jul-28 13:40:34product65

AMD officially revealed the specific GPU specifications and major customer partnerships for its Helios rack-scale AI infrastructure platform at its Advancing AI conference.

AMD ▲ PRICEDNVDA ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAVGO · PRICEDQCOM · REPRICINGMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDwww.itpro.com ↗

Nvidia Backs Massive Texas AI Data Center

Tue Jul-28 13:32:53partnership85

Nvidia has agreed to a long-term lease commitment worth up to $50 billion for a massive AI data center in Texas developed by Hut 8, while also discussing a potential $250 billion financial backstop for an OpenAI project.

NVDA ▲ PRICEDAMD · PRICEDAVGO · PRICEDSMCI · PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHfinance.yahoo.com ↗

Apple plans to lease iPhones for $17.99 a month through partnership with Klarna

Tue Jul-28 13:32:14product65

Apple announced a new iPhone leasing program called Upgrade in partnership with Klarna, allowing customers to lease devices for monthly payments to mitigate the impact of recent price hikes.

AAPL ▲ PRICEDwww.cnbc.com ↗

AI Back-end Switch Sales to Approach $1 Trillion over the Next Five Years, According to Dell'Oro Group

Tue Jul-28 13:31:24analyst65

Dell'Oro Group forecasts cumulative spending on AI back-end data center switches will approach $1 trillion from 2026 to 2030, with scale-up networking dominating the market.

NVDA ▲ PRICEDAVGO ▲ PRICEDAMD ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ PRICEDAMZN ▲ FRESHMETA ▲ FRESHTSM ▲ PRICEDSMCI ▲ PRICEDwww.cnhinews.com ↗

Google Faces Up to $10 Billion in Rival Lawsuits After EU Fine

Tue Jul-28 13:31:11regulatory65

Alphabet faces potential private lawsuits totaling up to $10 billion following a record $1 billion EU fine for Digital Markets Act violations.

GOOGL ▼ PRICEDca.finance.yahoo.com ↗

Nvidia bets $5B on AI, so why is the stock falling

Tue Jul-28 13:30:41other65

Nvidia's stock declined amid a broader semiconductor sector selloff despite announcing a $5 billion investment in AI startup Safe Superintelligence.

NVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGMU ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDPLTR ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDMETA ▼ FRESHAMZN ▼ FRESHAAPL ▼ PRICEDrollingout.com ↗

Tesla manager says self-driving vehicle team was so overworked that cars were 'rolling hazards on public streets', lawsuit reveals

Tue Jul-28 13:24:00regulatory65

A federal lawsuit alleges Tesla created severe safety oversight defects in its autonomous vehicle testing operations by overworking managers and violating safety baselines.

TSLA ▼ PRICEDca.news.yahoo.com ↗

Amazon Bahrain Data Centers Attacked in Iranian Missile Strikes

Tue Jul-28 13:23:46other85

Amazon's data centers in Bahrain were reportedly attacked in Iranian missile strikes, posing a significant risk to its cloud infrastructure operations.

AMZN ▼ FRESHwww.marketscreener.com ↗

NVIDIA's rising CDS the talk of Wall Street amid circular financing fears By Investing.com

Tue Jul-28 13:23:17other85

Nvidia's credit default swaps surged to record levels and its stock fell sharply amid reports of massive, risky financing guarantees for AI infrastructure deals with OpenAI.

NVDA ▼ PRICEDAAPL ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHAVGO ▼ PRICEDAMD ▼ PRICEDTSM · PRICEDSMCI · PRICEDwww.investing.com ↗

Bill Ackman Is Piling In Again -- Pershing Square's Newest Big Bet

Tue Jul-28 13:23:02analyst65

Pershing Square Capital Management has disclosed significant stakes in Microsoft and Amazon while reducing its position in Alphabet.

MSFT ▲ PRICEDAMZN ▲ FRESHGOOGL ▼ PRICED247wallst.com ↗

World shares are mixed, while South Korea's Kospi sinks nearly 11% on heavy selling of chipmakers

Tue Jul-28 13:22:29other65

South Korea's Kospi index plunged nearly 11% driven by heavy selling of chipmakers like Samsung and SK Hynix amid fears that the AI boom is a bubble and rising competition from Chinese firms like CXMT.

MU ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ PRICEDQCOM ▼ REPRICINGTSM ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHwww.barchart.com ↗

Think Tesla's Robotaxis and Humanoid Robots Are Coming Soon? Maybe Think Again, as Elon Musk Cites "Substantial" Challenge.

Tue Jul-28 13:21:53earnings65

Elon Musk warned that scaling production for Tesla's Optimus humanoid robots will be substantially difficult and follow a flat initial trajectory, tempering investor expectations following the recent earnings call.

TSLA ▼ PRICEDwww.theglobeandmail.com ↗

Tesla's Flush Door Handles Spark a Sweeping Federal Probe Into Vehicle Egress Safety

Tue Jul-28 13:21:45regulatory65

The NHTSA is initiating a sweeping rulemaking process to overhaul vehicle door egress safety standards following fatal accidents involving Tesla's flush electronic door handles.

TSLA ▼ PRICEDwww.motorbiscuit.com ↗

Microsoft to report Q4 earnings as investors look for return on AI investments

Tue Jul-28 13:12:24earnings85

Microsoft is scheduled to report its fourth-quarter earnings, with investor focus centered on the return on AI investments and capital expenditure levels.

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

Microsoft Creates 6,000-Person Unit to Build AI Systems for Businesses - The AI & Software Report

Tue Jul-28 13:10:36product65

Microsoft is launching a new 6,000-person unit called Microsoft Frontier Company to embed engineers within customer organizations to build and deploy custom AI systems.

MSFT ▲ PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHAAPL · PRICEDtheaisoftwarereport.com ↗

Nvidia Is No Longer The World's Most Valuable Company As The Chipmaker Rout Continues. Apple Has Taken The Lead

Tue Jul-28 13:10:25other65

Apple has surpassed Nvidia as the world's most valuable company amid a decline in Nvidia's stock driven by product delays and broader semiconductor sector weakness.

NVDA ▼ PRICEDAAPL ▲ PRICEDMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHAVGO · REPRICINGAMD · PRICEDQCOM · REPRICINGMU · PRICEDTSM · PRICEDASML · PRICEDSMCI · PRICEDPLTR · PRICEDwww.ibtimes.com ↗

Meta faces trial over platforms' impact on teen mental health

Tue Jul-28 13:02:47regulatory65

Meta is facing a trial regarding allegations that its platforms negatively impact teen mental health, with the company defending its transparency and moderation efforts.

META ▼ FRESHwww.newsbytesapp.com ↗

BlackRock, Meta Platforms in $14 Billion Texas Data Center Venture -- Update

Tue Jul-28 13:02:27partnership65

Meta Platforms and BlackRock are forming a joint venture to develop a $14 billion data center campus in Texas, with Meta leasing the entire facility to support its AI infrastructure needs.

META ▲ FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHNVDA ▲ PRICEDwww.marketscreener.com ↗

Oil Falls Further, Tech Stocks Tank On AI Jitters

Tue Jul-28 13:02:04other65

Global tech and semiconductor stocks declined sharply due to renewed concerns over AI demand longevity and reports of Chinese advancements in chipmaking technology.

NVDA ▼ PRICEDAMD ▼ PRICEDTSM ▼ PRICEDASML ▼ PRICEDMU ▼ PRICEDQCOM ▼ FRESHAVGO ▼ REPRICINGAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHSMCI ▼ PRICEDPLTR ▼ PRICEDwww.channelstv.com ↗

Amazon Scales Back Its Own AI Models to Focus on Infra, OpenAI and Anthropic

Tue Jul-28 13:01:32product65

Amazon is winding down most of its in-house Nova AI models to focus resources on infrastructure and partnerships with OpenAI and Anthropic.

AMZN ▲ FRESHMSFT · PRICEDGOOGL · PRICEDMETA · FRESHwww.trendingtopics.eu ↗

Core Scientific signs AI infrastructure deal with AMD

Tue Jul-28 13:00:54partnership65

AMD signed a deal with Core Scientific to secure up to 2.5 gigawatts of U.S. data center capacity starting in 2027 to support its AI system deployments.

AMD ▲ PRICEDNVDA ▼ PRICEDMSFT · PRICEDGOOGL · PRICEDMETA · FRESHAMZN · FRESHAVGO · REPRICINGQCOM · FRESHTSM · PRICEDSMCI · PRICEDwww.channelnewsasia.com ↗

Shoppers trapped after explosion at Japanese mall as earthquake injures dozens

Tue Jul-28 13:00:47other65

A magnitude-7.1 earthquake in Kyushu, Japan, has forced TSMC and other major manufacturers to halt operations as a precaution, disrupting semiconductor supply chains.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ FRESHMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ PRICEDAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ PRICEDPLTR ▼ PRICEDwww.yahoo.com ↗

Nvidia's $600 billion cloud gamble could reshape AI infrastructure, or backfire spectacularly

Mon Jul-27 21:22:35other65

A Breakingviews column warns that Nvidia's strategy of providing massive financial guarantees for AI data center projects, potentially up to $600 billion, risks overextending the company's balance sheet.

NVDA ▼ PRICEDAMD · PRICEDAVGO · FRESHMSFT · PRICEDGOOGL · PRICEDAMZN · FRESHMETA · FRESHTSM · PRICEDSMCI · REPRICINGcryptobriefing.com ↗

Palantir Reports Earnings August 3. Trade the Volatility With Leveraged and Inverse ETFs

Mon Jul-27 21:22:17earnings60

Palantir is scheduled to report Q2 2026 earnings on August 3, with the article highlighting its recent revenue growth and historical volatility around earnings events.

PLTR · PRICEDwww.barchart.com ↗

EDITORIAL: Make smarter investment choices

Mon Jul-27 21:20:22other65

Taiwan's stock market experienced record volatility and sharp declines driven by geopolitical tensions, inflation, and doubts regarding AI infrastructure monetization, negatively impacting semiconductor and tech equities.

TSM ▼ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDAVGO ▼ FRESHQCOM ▼ PRICEDMU ▼ PRICEDASML ▼ PRICEDSMCI ▼ REPRICINGAAPL ▼ PRICEDMSFT ▼ PRICEDGOOGL ▼ PRICEDAMZN ▼ FRESHMETA ▼ FRESHPLTR ▼ PRICEDwww.taipeitimes.com ↗