Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new Yahoo Finance piece highlights billionaire investor Peter Thiel’s reported move to allocate 33% of his portfolio into three energy stocks, drawing renewed attention to his continuing connection to Palantir, the data-analytics software company he co-founded.
THE APEX TIMES
THE APEX TIMES
A move higher since Meta Platforms’ latest earnings release points to how investors are positioning for what comes next, with attention shifting from the reported quarter to upcoming estimates.
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A recent market note says Microsoft (MSFT) has climbed roughly 12% since the company reported earnings about a month ago, with attention turning to how analysts are positioning their next set of expectations.
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Reporting based on two people familiar with the matter says Nvidia has been connecting companies that hold its GPUs with data-center operators looking to fill unused capacity in Nordic markets.
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The chipmaker has temporarily held back components of a program aimed at making it easier for AI-focused cloud providers to buy Nvidia hardware, according to reporting that cited the company’s latest update.
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A Wall Street Journal report highlighted how widely cited AI spending totals can miss major infrastructure and deployment costs, implying that the true figure for big technology companies could be materially higher.
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The proposed scale of Nvidia’s deal with Hugging Face, and the strategic logic behind it, suggests the company is not only selling chips and software, but also trying to shape the plumbing of model deployment as parts of the industry move toward in-house hardware.
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Meta Platforms is in federal court in Oakland, California, as a coalition of 29 state attorneys general led by California Attorney General Rob Bonta pursues penalties that could reach $1.4 trillion and court-ordered changes tied to Meta’s social media features, including “Stories.”
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A reported valuation “stress test” suggests Palantir may be priced below what one value-focused investor expected, yet the investor says he would wait for a defined lower level before stepping in.
