Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market report said the two companies have committed a combined $420 billion to new data-center capacity, underscoring how Alphabet is tying infrastructure buildout to Google Cloud and AI compute demand.
THE APEX TIMES
THE APEX TIMES
The next set of quarterly results from chipmaking bellwethers, including Nvidia’s Taiwan-linked supply chain and key semiconductor equipment makers, could shape sentiment for the AI trade even as geopolitical headlines jolt risk appetite.
THE APEX TIMES
Netflix has appointed Craig Ferguson as director of content acquisition, a role focused on sourcing and negotiating new programming. The move outlines how the streaming giant is thinking about content costs, rights timing, and the pipeline of titles competing for audience attention.
THE APEX TIMES
The company said its Intel-optimized AI, machine learning and Python packages distributed through conda have reached a milestone of 500 million downloads, as it deepens software integrations aimed at running models closer to where data is created.
THE APEX TIMES
A Yahoo Finance column argues Meta’s upcoming earnings could disappoint some investors, setting up the possibility of a sharp near-term drop in the stock price.
THE APEX TIMES
With Alphabet’s stock up about 46% since last October and a jump in cloud-related sales growth, investors are weighing whether the momentum is sustainable.
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Amazon’s workforce changes are reviving questions about how AI productivity gains are shared between the company and employees.
THE APEX TIMES
The streaming company said it plans to reduce staffing by roughly 5%, with the changes expected to begin next week, according to a market report.
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A new Yahoo Finance first-person trial of Meta’s Muse “tool 3” describes using the AI assistant to plan travel, offload an old device, and negotiate a used-car deal, while also running into friction on parts of the workflow.
