Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market commentary says analysts may have underestimated how much cloud giants will spend on AI infrastructure in 2026, and that the same misread could carry into expectations for 2027.
THE APEX TIMES
THE APEX TIMES
A new report says Apple is discussing arrangements with news organizations that would let it use their content to improve Siri and the way it handles questions.
THE APEX TIMES
A new ISG report suggests German companies are reassessing how they use Microsoft’s stack as cloud deployments mature and AI capabilities become more central to IT roadmaps.
THE APEX TIMES
Nvidia’s 5-year credit default swaps have been near recent highs, and the move has drawn fresh skepticism from high-profile credit investor Michael Burry.
THE APEX TIMES
Netflix has posted the official trailer for “The Perfect Lie,” using its Newsroom page to roll out the new series in advance of its premiere.
THE APEX TIMES
A recent market analysis argues Nvidia’s less-discussed networking business could help capture a broader share of spending tied to artificial intelligence infrastructure, adding upside to the company’s longer-term valuation.
THE APEX TIMES
A report cited by Yahoo Finance says major financial firms are backing roughly $500 billion in AI data-center infrastructure, a announcement of how quickly commercial real estate is being pulled into the artificial intelligence supply chain.
THE APEX TIMES
Palantir Technologies reported second-quarter results that topped expectations on both revenue and profitability, and it followed with higher 2026 revenue guidance. The stock rose in early trading as investors weighed the durability of demand for its data analytics and software deployment platforms.
THE APEX TIMES
A Yahoo Finance report says Meta is moving into a new round of artificial intelligence models and trials, while continuing large data-center spending, raising fresh questions about how quickly generative AI investment can translate into revenue.
