Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new report says Meta is quietly spending hundreds of millions of dollars on Azure-linked AI models, underscoring how Microsoft’s cloud and AI stack is becoming embedded in major consumer-platform ecosystems.
THE APEX TIMES
THE APEX TIMES
A $12.2 billion equity-linked custom-chip award to Marvell put AI-related semiconductor expectations back in focus, leaving Broadcom investors watching how the latest customer moves could affect the broader AI supply chain.
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A rare Walmart sales miss and a sharp one-day selloff reignited trader worries that the US consumer may be losing momentum, adding pressure to high-expectations stocks tied to the technology spending cycle.
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In a new warning to content creators, YouTube said publishing the same video on Netflix at the same time as YouTube can reduce promotional support and affect how creators share revenue from brand campaigns.
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GeForce NOW, NVIDIA’s cloud gaming service, now runs in Firefox on Windows, reducing the need for users to install separate apps and expanding where supported PC games can be played from the browser.
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A trial alleging Meta’s social platforms engaged in child-targeting behavior adds a potentially massive liability overhang for the company, coming as its stock remains under pressure from investors’ questions about artificial-intelligence spending.
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A new Intel study estimates that 6 in 10 senior leaders expect their organizations to run robot fleets within five years, yet only 4 in 10 have a formal strategy for a mixed human-robot workforce.
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A Yahoo Finance report says Chase Coleman of Tiger Global reduced his Nvidia position in the second quarter while building positions in Cerebras and Intel, underscoring how quickly AI-chip portfolios are rotating.
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Alphabet’s Google is rolling out new AI Max capabilities aimed at helping advertisers test budget and ROI targets across multiple Search campaigns, then preview how changes could affect performance before applying them.
