Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A rally on the back of a strong earnings print turned into a pullback after investors focused on Services, Apple’s broader ecosystem of subscription and digital revenue. The market reaction underscores how sensitive Apple’s outlook has become to anything that affects the durability of its Services growth.
THE APEX TIMES
THE APEX TIMES
Satya Nadella has questioned whether companies are underestimating the true cost of enterprise AI. Palantir’s chief executive weighed in, adding pressure to the argument that adopters may be paying twice for AI capabilities.
THE APEX TIMES
In a Yahoo Finance interview published Monday, Bank of America Securities analyst Mariana Perez Mora pointed to accelerating demand for Palantir’s “Commercial AI” offering, noting that existing customers are expanding how they deploy the company’s platform.
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Bezos intends to unload 15 million “founder shares” acquired in 1994 under a plan designed to space out trades, but the exact outcome for investors hinges on execution and market price.
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Technical investors are watching a potential base forming near a key moving-average level after a rapid rally, ahead of the next earnings update.
THE APEX TIMES
The chipmaker said on July 31 it wants a bigger slice of the custom AI accelerator market, a battleground that includes in-house chips built for major cloud providers and the broader supply chain that supports them.
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A Yahoo Finance analysis frames Amazon’s reported $13 billion AI-related bet as being valued at roughly $190 billion, highlighting how investors are increasingly connecting Amazon Web Services’ artificial intelligence push to measurable financial impact.
THE APEX TIMES
A market report pointed to renewed momentum for AMD tied to strong earnings from a major artificial-intelligence chip player, helping move risk appetite in the broader sector.
THE APEX TIMES
A report says NVIDIA has made a substantial investment tied to an unusually close relationship with a high-profile, low-disclosure AI lab associated with Ilya Sutskever. The deal’s financial terms and scope were not fully described publicly, but it underscores the strategic race for frontier AI capability.
