Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Shares of Broadcom Inc. fell more than 5% as a new estimate highlighted how much debt and capital Broadcom may need to fund its AI-related expansion, putting pressure on investors focused on timing and returns.
THE APEX TIMES
THE APEX TIMES
A new report says Apple has developed an AI model for the Chinese market, partnering with Alibaba Group for help in-country. Apple has not publicly detailed the effort.
THE APEX TIMES
The call comes after Microsoft’s July 29 quarter, which appears to have shifted investor focus from AI spending to near-term proof points, at least enough for Wall Street to revisit its longer-term valuation framework.
THE APEX TIMES
A judge has reduced the amount of time Apple iPhone users will have to wait to receive part of a $250 million settlement, according to a report cited by Yahoo Finance.
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New U.S. Space Force communications contracting activity is pointing to a mix of aerospace primes and tech companies, while SpaceX reported a major closure around its Cursor program valued at $60 billion, according to Yahoo Finance.
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As companies race to deploy AI systems that can take actions, Salesforce is betting its CRM installed base and its Agentforce push can differentiate it against software giants Microsoft and Oracle, according to a report published by Yahoo Finance.
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A fresh post from Yahoo Finance argues that even Apple’s recent results may not be enough to protect the stock if a key technical floor gives way, leaving investors to watch for what breaks first.
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A recent report points to a record quarter in Apple’s Services business and claims Siri AI is on track to reach billions of active devices, combining two catalysts investors are likely to reprice.
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Oracle is expanding the availability of its Exadata-class database offerings on Amazon Web Services to more AWS regions, a move aimed at accelerating AI-ready workloads on public cloud.
