Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A Yahoo Finance report says a Chinese investment firm cut its rating on Apple, arguing that services momentum is weakening and that cost pressures, including those tied to memory components, are likely to weigh on results.
THE APEX TIMES
THE APEX TIMES
AMD said it will buy chip startup Taalas to bolster its work on AI inference, aiming to capture demand from workloads that run trained models in real time. Financial terms were not disclosed.
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A report says an AI safety evaluation run by Meta’s testing ecosystem was briefly exposed to unintended internet connectivity due to a setup error by a partner. Meta has not publicly detailed what was tested or how the issue was contained.
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In a bid to deepen its role in the AI supply chain, Nvidia is arguing for greater ownership of the workflow around building models, not just the chips that run and train them. The push comes as rivals such as AMD continue scaling the broader hardware stack.
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A new report points to insider share purchases at Nokia and frames them as part of a broader strategy that leans on NVIDIA’s AI compute ecosystem.
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A broad risk-off session pushed the Dow and Nasdaq lower, while chip-related names including Sandisk and Western Digital slid. Microsoft shares were highlighted as moving into a favorable “buy zone” by market commentary tracking technical levels.
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A market report says Cathie Wood’s Ark Investment Management reduced its Palantir position for about $11.4 million, highlighting how even high-conviction AI trades can shift when fund activity changes.
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The AI chip leader tried to extend a recent momentum streak, but its stock fell modestly to close lower Thursday, indicating a wait-and-see tone ahead of its next earnings report.
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Alphabet is seeking to raise up to $25 billion through a new bond sale, while a separate report points to SpaceX’s planned 100 million square-foot “terafab” facility for robotics and chip fabrication in Texas. The broader setup reflects how AI-focused industrial and financing plans are competing for capital.
