Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A Yahoo Finance report highlights China’s Moonshot Kimi K3 as a major new open AI release, framing it as both “largest so far” and competitively priced on coding benchmarks. The move adds to competitive pressure in the broader race for enterprise and developer AI workloads, where AMD is positioned via its data-center and AI hardware.
THE APEX TIMES
THE APEX TIMES
A market report says Apple has lifted prices on certain recurring services, underscoring the company’s growing reliance on monthly revenue that arrives after the hardware purchase.
THE APEX TIMES
A broad AI-driven sell-off has pushed chip benchmarks into bear-market territory, but Apple’s stock has remained comparatively resilient, according to a market report published July 18.
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An opinion piece compares Intel, AMD and Arm through the lens of “agentic AI,” arguing one semiconductor stock stands out, while offering limited company-specific disclosures.
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A new report says Meta could provide large-scale computing capacity to Anthropic under a deal valued at around $10 billion, underscoring how chip supply and cloud infrastructure are becoming central battlegrounds in the race to deploy frontier AI models.
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Investors cheered outlines that Apple’s next-generation Siri artificial intelligence is beginning to take shape, with analysts Gene Munster and Ming-Chi Kuo describing the shift as feeling closer to a “new phone” than an incremental update.
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Palantir said it will work with Nvidia to offer “sovereign AI” solutions to government customers, positioning Nvidia’s open AI model Nemotron as a core component.
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A recent market report said Meta’s chief financial officer has repeatedly underestimated the amount of computing capacity the company needs to support its AI efforts. One analyst interpreted that as a sign of underestimated demand rather than a liability, and continued adding shares.
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A fresh round of Amazon debt drew immediate skepticism in markets, but a commentary from Yahoo Finance argued The announcement was more nuanced than the initial reaction suggested.
