Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A widely circulated market account says Pershing Square founder Bill Ackman took a roughly $400 million loss in Netflix and now argues the broader bet has paid off. Netflix shares remain a lightning rod as investors weigh narratives about competition, pricing power, and long-term subscriber economics.
THE APEX TIMES
THE APEX TIMES
A Yahoo Finance-linked report says copper stocks are moving ahead of the metal on expectations that artificial intelligence demand will tighten supply, and suggests one miner could capture more upside than Nvidia in the next phase.
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The deal centers on deploying Nvidia Blackwell Ultra hardware at HIVE’s Bell AI Fabric facility in British Columbia, bringing its targeted annual recurring revenue (ARR) closer to a stated $200 million goal.
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Yahoo Finance reports that all three mega-cap platforms have lifted capex outlooks, pointing to continued investment in the data-center and networking buildout needed for AI workloads.
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Ahead of expected fiscal second-quarter results, Morgan Stanley’s view points to a familiar setup for Nvidia investors: near-term performance may look solid, but the bigger debate is whether longer-horizon growth drivers can keep expanding.
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A new Zacks Investment Ideas feature argues that demand for data-center optics is rising as copper faces practical limits, placing Applied Optoelectronics in focus and tying the theme to NVIDIA and Amazon.
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A portfolio reshuffle by Stanley Druckenmiller’s Duquesne Family Office in the second quarter includes selling Micron and Intel positions, while more than 11xing exposure to an “AI pioneer” linked to Amazon, a report says.
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Amazon says revised terms took effect immediately, and that continued use of its services will be treated as agreement to the changes.
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The CRM software company said it will fund a large buyback through new borrowing and revised down its outlook for cash-flow growth, a shift that also shows up in its fiscal 2027 cash-flow forecast.
