Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A report says Apple has discussed possible chip deals with bankers, pointing to challenges in the performance of custom server processors used for AI workloads.
THE APEX TIMES
THE APEX TIMES
A recent market pullback has prompted renewed debate about Oracle’s outlook, with some analysts pointing to past gains and a valuation “value score” that they say may imply the selloff is overshooting fundamentals.
THE APEX TIMES
The Finnish networking vendor says it is rolling out an AI-native radio access network (RAN) platform in connection with Nvidia’s ongoing partnership efforts in telecommunications, highlighting the growing push to use accelerated computing for network automation and optimization.
THE APEX TIMES
A new options-oriented note says Broadcom shares are trading between their 50-day and 200-day moving averages, a setup that some options traders associate with potential support and resistance levels when structuring an iron condor.
THE APEX TIMES
A group of Meta employees filed suit claiming the company used artificial intelligence tools and automated workplace metrics to decide who to lay off, including employees who were on approved leave.
THE APEX TIMES
A market selloff in Nebius stock was attributed to renewed concerns tied to cloud and infrastructure risk, even as the company faces attention for a reported large-scale AI arrangement.
THE APEX TIMES
A market commentary says Amazon has built a major in-house data-center chip business that investors still do not fully price in, even as the broader market focuses on headline growth in cloud computing.
THE APEX TIMES
Three analysts lowered their estimates for Microsoft, citing concerns about the timing and durability of AI gains as the company’s recent results fail to fully reassure the market.
THE APEX TIMES
Apple’s lawsuit targeting OpenAI underscores how quickly AI competition is spilling into courtroom disputes, with spillover risks for platform partners and major enterprise software players.
