Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market report on Intel’s foundry business points to momentum from the cybersecurity sector, which could help Intel’s effort to grow sales of hardware-based security components.
THE APEX TIMES
THE APEX TIMES
Oracle is working with Google Cloud to bring Google’s Gemini AI models into Oracle’s business applications, expanding the ability for enterprises to use multimodal AI tools within existing workflows.
THE APEX TIMES
A recent market chart comparison highlights how IonQ’s fast-rising top line over two years contrasts with Meta’s far larger but more gradual growth pattern, a divergence that can shape investor expectations for volatility, timelines, and commercialization.
THE APEX TIMES
Nvidia reported eight straight quarters of revenue growth, while Navitas Semiconductor’s results have pointed in the opposite direction, according to a market-focused revenue-trend comparison.
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AMD is leaning harder into AI chips used for inference, the phase where models run on demand for real-world applications. The latest step, reported by Yahoo Finance, comes as the company’s stock has more than doubled in 2026 and its data center business continues to expand.
THE APEX TIMES
A Yahoo Finance report highlighted a split among investors following Palantir’s strong second-quarter performance, as some focus on the company’s growth momentum while others question how much the market is already pricing in.
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A post-earnings rally in AMD’s quarter was met with a quick pullback from the market, underscoring how investors are weighing near-term expectations against the durability of growth in semiconductors.
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A new Nvidia investment in energy-focused AI infrastructure suggests that, as chip supply and compute scale up, the limiting factor for deploying artificial intelligence may be electricity and power delivery, not just processors.
THE APEX TIMES
A new analysis of the group’s AI data-center spending profile singles out Microsoft as the quarter’s standout, framing its infrastructure build as a announcement of where demand and capacity are being prioritized.
