Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A look at relative performance suggests investors have kept Nvidia at lower expectations compared with peers, even as the broader semiconductor gauge has surged this year.
THE APEX TIMES
THE APEX TIMES
Palantir (PLTR) surged in early Tuesday trading after reporting a strong Q2 and lifting its full-year outlook, drawing attention even as C3.ai and UiPath did not participate in the same move.
THE APEX TIMES
NVIDIA-backed members of the Open Secure AI Alliance say a new set of SAFE guidelines is being developed to improve how agentic AI systems communicate and document cyber-risk related information, as Black Hat kicks off in Las Vegas.
THE APEX TIMES
LiveRamp said it has added Meta to its Cross-Media Intelligence offering, broadening how advertisers can measure campaigns across different media environments and publishers.
THE APEX TIMES
A contract update from Corvex outlines additional Nvidia Blackwell GPU deployments through 2026, helping drive a sharp move in MOVE’s stock on Tuesday.
THE APEX TIMES
Trading was lifted by renewed hopes for a deal with Iran, a fresh fall in crude prices, and broad optimism around upcoming results, with Palantir (PLTR) and Caterpillar (CAT) among notable movers.
THE APEX TIMES
A fresh market take highlights how NVIDIA’s web of AI partnerships, product updates and large infrastructure commitments could translate into near-term results, even as uncertainty remains around timing and how much gets recognized in upcoming financials.
THE APEX TIMES
A research note from Veteran Bank said Palantir’s latest results point to faster momentum in its AI business, prompting the firm to increase its stock price target, according to a Yahoo Finance report.
THE APEX TIMES
The data-analytics company increased its 2026 guidance to $8.15 billion, citing strong momentum as revenue rose 93%.
