Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new downgrade argument aimed at Apple’s outlook stumbled almost right away, with one part of the case said to have broken within 24 hours and another described as running into the company’s strongest June quarter on record, according to a market opinion posted Monday.
THE APEX TIMES
THE APEX TIMES
A fresh Wall Street downgrade pointed to concerns about Apple’s upcoming iPhone economics, citing product-cycle changes and higher component costs.
THE APEX TIMES
A new report circulating in markets points to a Microsoft-designed artificial-intelligence chip as a potential source of incremental demand for chipmakers and suppliers, with downstream knock-on effects for companies tied to data-center networking and manufacturing.
THE APEX TIMES
The selloff in Amazon (AMZN) comes amid a retreat in a fast-moving stock-market rally that had pushed the market value of major equities toward the $3 trillion mark, according to Yahoo Finance’s market wrap.
THE APEX TIMES
A report highlighted momentum in Microsoft’s Maia effort to run more AI inference on its own silicon, aiming to reduce per-query costs and dependence on third-party accelerators, even as investors weigh the broader timeline for custom hardware benefits.
THE APEX TIMES
Intel increased the size of its stock offering again, the latest report says, pricing shares at $95 and setting a close of Aug. 12, 2026.
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Markets reacted in opposite directions to shifting momentum in the AI infrastructure race, with investors rewarding one “neocloud” platform while discounting Oracle after NVIDIA’s latest large-scale funding narrative entered the discussion.
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The chipmaker expanded a large capital-raise plan, indicating that its fast-ramping manufacturing investments are still driving demand for cash.
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A new market discussion set up a contrast between C3.ai’s heavy cash burn and narrower customer base and Salesforce’s profitability and balance-sheet strength as investors weigh risk in artificial intelligence-related software.
