Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A daily Yahoo Finance roundup highlighted new research coverage for Amazon, Marvell and Starbucks, with Amazon’s reports centered on artificial intelligence and the company’s growth outlook.
THE APEX TIMES
THE APEX TIMES
U.S. stocks climbed to fresh highs as Amazon gained after reaching a company milestone, and one high-profile trade associated with Ark Invest’s Cathie Wood reportedly generated roughly $2.9 million in gains. The broader tape was held back in parts by weakness in oil-linked names amid political headlines tied to Iran.
THE APEX TIMES
The VistaShares Target 15 Berkshire Select Income ETF is reporting a higher total return than Berkshire Hathaway’s stock over a recent stretch, while packaging holdings that include Apple and American Express.
THE APEX TIMES
The data-analytics software company reported a sharp second-quarter revenue increase and lifted its annual outlook, citing strong customer momentum for AI-related deployments.
THE APEX TIMES
Palantir Technologies said it delivered strong results for the quarter, and the reaction in late trading was sharply positive.
THE APEX TIMES
The software and analytics company said stronger demand in the United States helped it outperform in the latest quarter, and it raised its revenue guidance for the year.
THE APEX TIMES
In a recent interview on Yahoo Finance, D.A. Davidson’s Gil Luria pointed to Palantir’s second-quarter performance as a key reason he views the company as the “best” publicly traded tech stock among its peers, arguing that the firm is positioned to benefit from the next wave of enterprise and government software.
THE APEX TIMES
A market commentary published by Yahoo Finance’s investing arm argues that Apple’s recent stock outperformance versus Microsoft may not persist, setting up a potential reversal in the companies’ relative market valuations over the next year and a half.
THE APEX TIMES
A Yahoo Finance report framed a turn in how investors interpret the surge in artificial-intelligence infrastructure budgets, arguing that results are starting to outweigh earlier fears. The takeaway: AI capex may be moving from a headline risk to a spending-to-growth story.
