Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new market discussion says investors are likely to look past near-term earnings and judge whether Amazon Web Services can keep pace with the company’s accelerating artificial intelligence investment.
THE APEX TIMES
THE APEX TIMES
A long-term partnership between AMD and Core Scientific highlights how the economics of artificial intelligence are increasingly pulling compute infrastructure into the center of the market, not just chip design.
THE APEX TIMES
Alphabet’s stock fell sharply last week following its earnings release, prompting fresh commentary that the market may be pricing in too much pessimism.
THE APEX TIMES
Wall Street is positioning for Apple’s best June-quarter revenue growth since 2021, after the company kept iPhone pricing steady and the market recalibrated around expectations for its next results.
THE APEX TIMES
Even after AMD secured a sizable data-center capacity commitment described as a 2.5-gigawatt deal, the stock fell sharply during a global risk-off move tied to AI trade expectations.
THE APEX TIMES
Synopsys says it is expanding AI-assisted chip design with work that ties into Microsoft and AMD platforms, aiming to accelerate how semiconductor teams build and verify new silicon. The update lands as investors debate valuation after a recent stock move.
THE APEX TIMES
The company’s latest borrowing drew weaker-than-expected demand as investors weigh a broader wave of corporate funding for artificial intelligence, according to market reporting.
THE APEX TIMES
Amazon shares have been on a losing streak entering the company’s second-quarter report, and market attention is turning to whether its approach to artificial intelligence is translating into measurable enterprise momentum.
THE APEX TIMES
A move in Oracle’s credit-default-swap pricing helped drive a sharp one-day decline in the stock, as investors focused on what the market is indicating about downside risk and the economics of infrastructure spending.
