Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Oracle (ORCL) closed at $117.77 on July 29, down 1.83% from the prior day, a steeper move than the overall market tracked in the same session.
THE APEX TIMES
THE APEX TIMES
The Facebook-parent company posted results that fell short of Wall Street profit expectations, while reiterating a commitment to high spending on artificial intelligence infrastructure and related costs.
THE APEX TIMES
The company reported results that topped Wall Street targets for its fiscal fourth quarter, pointing to strength in cloud services and AI workloads as key drivers.
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A new market brief frames 2027 as a potential turning point for mega-cap valuations, putting Amazon, Broadcom, and Taiwan Semiconductor Manufacturing in the same spotlight.
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In Meta’s second-quarter earnings discussion, CEO Mark Zuckerberg said the company sees a broad enterprise opportunity that links AI agents with APIs, compute and internal software, without offering detailed financial targets.
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In comments accompanying Microsoft’s fiscal 2026 results, the company highlighted a $3.2 billion figure connected to its investment in AI lab Anthropic, while describing its OpenAI exposure in a more mixed way. The disclosure underscores how Microsoft’s AI strategy is increasingly shaped by multiple model providers rather than a single partner.
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Lawmakers warned that buying memory components tied to CXMT Corp. and Yangtze Memory Technologies Co. could run counter to U.S. export and national-security restrictions. Apple has not publicly detailed any such sourcing decisions in connection with the warning, according to the report.
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A market-focused recap of Microsoft’s latest quarter points investors toward the specific performance measures that tend to announcement whether revenue growth, profitability, and cloud momentum are strengthening or fading.
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In a market-focused push for belief in its AI bet, Meta’s chief executive says personal AI agents will be widespread within five years, as the company seeks to connect heavy infrastructure investment to future returns.
