Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The market reacted positively to Microsoft’s latest quarter, with investors focusing on outlines that the company’s artificial intelligence investments are not derailing revenue momentum.
THE APEX TIMES
THE APEX TIMES
Solstice, a supplier of cooling technology, reported adjusted earnings that came in above Wall Street expectations, as investors continued to focus on the energy and heat constraints of expanding AI data centers.
THE APEX TIMES
Apple stock fell in early trading Thursday ahead of the company’s fiscal third-quarter earnings release, scheduled after the market close.
THE APEX TIMES
As Tesla stock opened stronger following a six-day slide of about 21%, a market report highlighted Microsoft-related developments as one possible reason investors were willing to re-engage.
THE APEX TIMES
Apple has rolled out a U.S. “Apple Upgrade” program shortly before its latest earnings period, drawing attention from analysts who say it could make iPhone upgrades easier to afford while giving Apple more leverage over the upgrade cycle.
THE APEX TIMES
A report says Nvidia is the previously unnamed customer behind Beacon Point leases tied to Hut 8’s large-scale buildout in Texas, underscoring the continuing push to lock in power and capacity for AI infrastructure.
THE APEX TIMES
A report says NVIDIA plans a new shipbuilding investment with Kawasaki aimed at building a digital model of ship production, a bid to apply AI and high-performance computing beyond data centers.
THE APEX TIMES
On July 30, the Dow rose despite broad weakness across its members, with Microsoft cited as one of the stocks doing the heavy lifting after its most recent earnings results.
THE APEX TIMES
A market-focused analysis says the bigger near-term risk for Intel (INTC) shareholders is less about whether chips will be demanded and more about paying for foundry capacity long before the revenue stream it is meant to support becomes visible.
