Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market commentary piece argues that three large-cap technology companies, including Apple, could reach a $4 trillion market value by 2028 as artificial intelligence spending and product adoption accelerate.
THE APEX TIMES
THE APEX TIMES
The Financial Times, citing two people familiar with the matter, said Nvidia’s H200 AI accelerator has been entering China in limited quantities, raising questions about how current cross-border restrictions are being handled in practice.
THE APEX TIMES
As the Nasdaq dropped sharply, Apple was reported as one of the few large-cap tech names to end the session higher, highlighting a widening split in how investors are pricing growth versus durability across the Magnificent 7.
THE APEX TIMES
A fresh market note says Bank of America is pressing forward with Nvidia stock conviction despite uncertainties that could hit chip-demand expectations and valuations.
THE APEX TIMES
After a move upward in its stock, Salesforce is back in the conversation for investors weighing the strength of enterprise software demand, the promise of its Agentforce AI platform, and what its next quarterly results may show.
THE APEX TIMES
The AI chip and systems maker says its next-generation CS-4 platform, along with fresh data-center capacity plans and partnerships with OpenAI, Arista Networks and AMD, is designed to reduce latency and improve throughput for model serving.
THE APEX TIMES
Quarterly growth rates cited across the three biggest cloud providers show Google Cloud accelerating faster than Microsoft Azure and Amazon Web Services, all for the period ended June 30.
THE APEX TIMES
A new insider purchase by Intel’s chief executive increases his holdings in the chipmaker as the company pursues a long-running turnaround in foundry and product roadmaps.
THE APEX TIMES
Intel’s stock has dropped sharply, with investors focused on what “dilution” and capital needs could mean for the company’s ability to compete in artificial intelligence and expand its foundry business.
