Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The Google parent says it is tapping the bond market again, continuing a push to fund a higher-capex environment after reporting its first-ever negative free cash flow.
THE APEX TIMES
THE APEX TIMES
A reported deal to buy an AI chip startup adds another front in the race for data center acceleration, as Nvidia’s shares remain supported by investor optimism ahead of earnings.
THE APEX TIMES
Google’s parent is moving to raise as much as $25 billion through another bond issuance, pointing to accelerating spending tied to artificial intelligence and supporting data-center infrastructure.
THE APEX TIMES
A Yahoo Finance report argues that Alphabet’s ability to fund large-scale AI computing may matter as much as the performance of next-generation chips, citing a “2.2-point” borrowing edge tied to a broad financing network.
THE APEX TIMES
The acquisition of Taalas by AMD is being framed as a sign that Canada still faces gaps in funding and pathways that help homegrown semiconductor ideas become scalable businesses.
THE APEX TIMES
Alphabet’s Gemini Omni is being positioned as a model that can edit videos and generate new scenes by understanding physics, scenes, and the intent behind prompts.
THE APEX TIMES
A key debate for Apple investors is whether demand for new iPhones is being pulled forward by faster, more visible artificial intelligence features, and whether Apple’s own reporting showed signs of that shift earlier than the stock market.
THE APEX TIMES
The column argues that markets have narrowed their definition of the AI boom, largely to companies tied to chips and large software platforms. It says Caterpillar offers a contrasting announcement, suggesting AI investment may be spreading deeper into industrial deployment rather than staying confined to the familiar beneficiaries.
THE APEX TIMES
A Palantir-linked leveraged exchange-traded fund surged week over week, but a separate report argues that the fund’s structure can still drive long-horizon losses even when the underlying stock’s day-to-day moves look modest.
