Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market commentary highlighted 12 remarks from Andy Jassy meant to explain why Amazon is putting more money behind AI compute and cloud capacity, reinforcing the idea that AI will be a sustained driver of demand rather than a short-term bet.
THE APEX TIMES
THE APEX TIMES
The vendor says enterprises can procure its AI-driven PRM and channel automation platform through Microsoft Marketplace and fund the purchase using a Microsoft Azure Consumption Commitment.
THE APEX TIMES
A Yahoo Finance market wrap on AMD’s latest results pointed to seven “AlphaSpace” statistics that it framed as indicating an increasingly bullish outlook, even as the stock dropped.
THE APEX TIMES
Yahoo Finance reports AMD is leaning harder into AI chips and accelerators after a second-quarter surge in data center revenue, alongside a new, higher AI growth target investors are watching closely.
THE APEX TIMES
A sharp rally in Palantir (PLTR) stock on August 5, 2026 appears to have inflicted large mark-to-market losses on investors positioned for a decline, according to a report cited by Yahoo Finance.
THE APEX TIMES
Shares slid sharply after the company’s latest quarter topped expectations, yet management’s AI guidance did not clear what markets now consider a higher bar for growth in data-center chips.
THE APEX TIMES
A Morgan Stanley-led banking group is reportedly lining up a large bond sale as a refinancing vehicle connected to a Google-backed Anthropic data center project.
THE APEX TIMES
Private-sector employment growth appeared to slow in July, according to ADP’s payroll estimate, helping reinforce expectations for a less restrictive interest-rate path. Early trading still showed pockets of weakness, including in AMD.
THE APEX TIMES
U.S. stock futures edged higher Wednesday as some traders pointed to improving odds of talks to reopen the Strait of Hormuz, but AMD shares slid in premarket trading following a weaker-than-hoped earnings read.
