Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new batch of Wall Street research reports has been circulated for several large-cap stocks, including Salesforce, Seagate Technology and AT&T, according to a Yahoo Finance roundup of “Research Daily” items.
THE APEX TIMES
THE APEX TIMES
A report says billionaire investor Stanley Druckenmiller sold Broadcom shares and bought an artificial intelligence stock associated with the “Magnificent Seven,” while also highlighting new focus on Berkshire Hathaway’s large purchases.
THE APEX TIMES
A legal fight over claims that social platforms can drive addictive behavior may not end cleanly for Meta Platforms, even if the company defeats the case it is currently facing, according to a Yahoo Finance segment.
THE APEX TIMES
A report citing recent fund activity says Tiger Global increased its position in Intel during the second quarter, adding to what investors are watching closely as Intel pushes to grow its AI and data-center roadmap and expand foundry output.
THE APEX TIMES
A recent comparison between Automatic Data Processing and Microsoft pitched sharply different shareholder-value paths, citing wide differences in net margin and free cash flow versus cash generation. The matchup underscores how investors translate operating profitability into returns.
THE APEX TIMES
A prominent value investor has reportedly increased Amazon to his largest single stock position, according to a market report carried by Yahoo Finance.
THE APEX TIMES
A new market take argues that Google’s expanded reliance on Marvell-based custom AI hardware strengthens Marvell’s position more than Broadcom’s, shifting the AI “picks-and-shovels” spotlight.
THE APEX TIMES
A Bloomberg report says YouTube is offering popular channels millions of dollars to post videos on the platform exclusively for a limited time, a strategy that could put pressure on Netflix’s subscription-based programming advantage.
THE APEX TIMES
A reported application-specific chip designed for Waymo’s driverless systems reportedly targets performance above 1,000 TOPS using TSMC’s 5-nanometer process.
