Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The AI cloud provider says its new facility is designed to bring large-scale training and deployment capacity to the CIS region, with plans to expand to more than 70,000 NVIDIA Rubin and Blackwell GPUs and 300 megawatts by end-2027.
THE APEX TIMES
THE APEX TIMES
In a new market commentary, analyst Dan Ives compared the current phase of AI adoption to a “third inning,” suggesting Nvidia’s stock weakness may not change the broader bullish case for the company.
THE APEX TIMES
The company’s latest results were boosted by a major contribution from its investment in SpaceX, highlighting how much Alphabet’s financial swings can hinge on private-market valuation moves.
THE APEX TIMES
Intel’s decision to quash its dividend in 2024 has become a focal point again after the shares surged over the past year. Investors are once more asking whether Intel will restart shareholder payouts.
THE APEX TIMES
An exchange-traded fund built to provide double the daily move of NVIDIA stock showed sharply different performance over a one-year period, underscoring how leverage can diverge from simple expectations when markets move around.
THE APEX TIMES
Intel has moved to a joint-venture model tied to its broader push to expand semiconductor manufacturing capacity, but details on economics and roles remain unclear from the public reporting.
THE APEX TIMES
After a roughly 58% drop over five years, recent market action is drawing fresh attention to whether Adobe’s valuation reflects the full risk facing the software sector, or whether the stock is simply trading at a discount.
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A report says Nvidia would put as much as $3 billion into Blackstone-backed Lancium, taking an estimated 20% stake in the power infrastructure developer known for “Stargate.” Nvidia has not publicly detailed the investment terms in the report.
THE APEX TIMES
In its quarterly earnings discussion, Apple pointed to a 22% jump in iPhone revenue while acknowledging ongoing bottlenecks affecting product availability and the impact of rising memory expenses.
