Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A fresh burst of optimism around artificial intelligence performance in Amazon’s cloud business helped push AMZN higher before the open, with at least one analyst view pointing to potential upside of as much as 23%.
THE APEX TIMES
THE APEX TIMES
Ahead of Palantir’s quarterly results, Wall Street is watching not just whether revenue keeps rising, but whether profitability is beginning to slip as growth rates normalize.
THE APEX TIMES
The steelmaker said it is extending its collaboration with Microsoft, positioning Azure as its primary cloud platform in a broader push to make data and cloud infrastructure central to operations.
THE APEX TIMES
The steelmaker says it is building on its existing relationship with Microsoft to strengthen the way it uses data and applies AI across its business.
THE APEX TIMES
A Yahoo Finance post tied fresh comments from Mark Zuckerberg to renewed optimism for Meta investors, even as the broader mega-cap tech complex continues to trade under pressure.
THE APEX TIMES
A new small-team release highlights the growing emphasis on running large AI models directly on smartphones. The discussion, amplified by market commentary, points back to the question of whether Apple’s current iPhone hardware can handle more ambitious on-device AI workloads.
THE APEX TIMES
A new market commentary points to a sharp selloff in Oracle’s stock and argues that accelerating AI spending could eventually help the database-and-cloud vendor justify the valuation investors are now questioning.
THE APEX TIMES
After Apple’s latest results, Morgan Stanley indicated that even a company with strong momentum is not insulated from the rapidly evolving AI landscape, as investors reacted to renewed uncertainty around Apple’s positioning.
THE APEX TIMES
A fresh rally in Microsoft’s stock reflects market optimism that AI-related demand is translating into faster sales and stronger profitability. The company has not commented in the cited report on new figures, but investors are reacting to outlines of improving performance.
