Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A report says Apple is advancing another part of its production chain internally, underscoring how the company seeks tighter control over technology, timelines, and supply.
THE APEX TIMES
THE APEX TIMES
NVDA moved higher after an early decline, with investors focused on what AI infrastructure demand will look like as NVIDIA prepares to report results on Aug. 26.
THE APEX TIMES
The move suggests markets are increasingly looking for clearer links between AI-related capex and revenue at Google’s parent, Alphabet.
THE APEX TIMES
A senior Alphabet executive suggested the company’s current AI investment is only the visible part of a bigger roadmap, while acknowledging the timeline to monetize could trail costs.
THE APEX TIMES
A prominent market theory behind Meta’s intraday jump: heavy artificial-intelligence-related capital spending could absorb so much cash that free cash flow declines this year and into next.
THE APEX TIMES
Microsoft stock climbed in a session highlighted by market coverage tying the move to the company’s most recent earnings report, as investors focused on what the results imply for its cloud and AI businesses.
THE APEX TIMES
A sharp rebound in Meta’s stock followed renewed optimism that cloud spending and AI infrastructure costs may not rise as fast as some investors had feared.
THE APEX TIMES
A European court rejected Broadcom’s bid to stop regulators from requiring U.S.-based VMware legal documents, a move that weighed on investor sentiment on Monday.
THE APEX TIMES
A new report says Apple is working on software technology designed to support plasma-based manufacturing, suggesting the company is continuing to invest in specialized production methods beyond traditional equipment and process control.
