Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The planned sale, which would amount to about $20 billion based on the disclosed price and share count, is scheduled for August 12 and would add to Intel’s capital resources at a time of heavy spending across chip manufacturing and AI infrastructure.
THE APEX TIMES
THE APEX TIMES
A new market report says Nvidia is drawing major Wall Street investors into an effort to finance AI infrastructure on a massive scale. The catch, the article argues, is what that financing implies for the durability of current AI spending.
THE APEX TIMES
Despite the usual push and pull in chip and infrastructure expectations, Wall Street strategists remain broadly constructive on Broadcom shares, pointing to the stock’s outperformance over the past year.
THE APEX TIMES
The quantum computing company posted results described as beating expectations and offered a brighter annual outlook, but the market reaction in the immediate aftermath was muted.
THE APEX TIMES
In the wake of Microsoft’s latest results, attention is turning to how quickly its AI infrastructure is scaling, how custom silicon and “sovereign cloud” offerings are progressing, and what regulators may scrutinize as the ecosystem expands.
THE APEX TIMES
Alphabet’s Google and Meta Platforms, along with leading AI developers, are slated to discuss voluntary testing for the most advanced AI systems amid growing regulatory pressure from both the U.S. and the EU.
THE APEX TIMES
The stock’s latest low comes after a reported 57% decline over roughly 10 months, with attention shifting to whether Oracle’s artificial intelligence pipeline can offset pressure elsewhere in enterprise spending.
THE APEX TIMES
The company said it is coordinating with local nonprofits as communities work to recover, describing the effort through its Amazon Disaster Relief program.
THE APEX TIMES
A report highlighted a bearish move tied to Oracle’s push into AI infrastructure, focusing attention on how the company’s spending and long-dated commitments could pressure sentiment, even as demand for enterprise cloud and AI accelerates.
