Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Shares slid after Apple posted strong year-over-year growth, with iPhone and Mac revenue hitting June-quarter records, but investors focused on management’s outlook for the September quarter and exposure to ongoing memory costs.
THE APEX TIMES
THE APEX TIMES
A new lawsuit filed in federal court accuses social media companies of knowingly targeting minors and concealing risks associated with their platforms, with claims including YouTube’s role through Alphabet’s advertising and recommendation systems.
THE APEX TIMES
A new market discussion revived a provocative question about whether Oracle’s enterprise-software moat could be broken by AI-driven change. The premise is speculative, and the public materials in circulation do not lay out a specific path to insolvency, but they do highlight where enterprise software investors tend to focus when disruption risk rises.
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The defense electronics supplier says the partnership is aimed at applying Palantir’s AI software approaches to industrial operations, with a focus on accelerating delivery schedules.
THE APEX TIMES
Palantir Technologies, whose software is used by governments and enterprises to analyze data, saw its stock jump in early trading before it releases its next set of quarterly results.
THE APEX TIMES
A side-by-side look at revenue trends highlights how a year-round online retail platform and a travel marketplace can move differently as consumer schedules and travel demand change.
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A recent market-focused report from Yahoo Finance argues that Microsoft is being carried by artificial intelligence demand, positioning the company alongside mega-cap peers associated with a potential $3 trillion market-cap milestone.
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The semiconductor and infrastructure software company said it will report its third quarter fiscal year 2026 financial results on Wednesday, September 2, 2026.
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In an update to investors, London asset manager Fundsmith highlighted what it sees as Netflix’s durable advantage, even as it acknowledged its own Fund returned -2.9% during the period discussed.
