Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A Yahoo Finance roundup of Zacks Investment Ideas highlighted upbeat results and suggested that easing expectations for further rate hikes could help sustain market gains, pulling several major technology-linked names into focus.
THE APEX TIMES
THE APEX TIMES
Oracle is betting that demand for AI compute and related cloud services will keep expanding. A faster pace of contracts and cloud growth is being weighed against concerns that the company’s heavier investment and debt could complicate profitability.
THE APEX TIMES
A Yahoo Finance report argues that Microsoft’s push to build out AI-focused data-center capacity is lifting cloud momentum, even as rising capital spending raises questions about margin pressure and cash-flow sustainability.
THE APEX TIMES
Intel said it plans to issue 210.5 million shares at $95 each, lifting the size of its equity offering to about $20 billion. Traders appeared to interpret the move as less immediately harmful to chipmaking equipment supplier ASML than to Intel’s own stock.
THE APEX TIMES
The chipmaker says it is partnering with six North American investment firms to raise about $500 billion aimed at accelerating AI infrastructure spending, using a securitization structure.
THE APEX TIMES
A fresh snapshot of the U.S. television upfront market shows overall ad commitments increasing, driven by a steep rise in streaming budgets while cable and broadcast networks continue to lose share.
THE APEX TIMES
The company said its latest Oracle Fusion Agentic Applications and related AI agents are designed to help organizations develop talent faster, improve internal job matching, and respond to emerging skills needs.
THE APEX TIMES
A fresh industry report says Microsoft is looking to lock in supply for a large run of chips tied to its Maia 300 effort, a move that could ripple through the custom AI hardware supply chain.
THE APEX TIMES
A U.S. appeals court declined to pause a multistate trial, allowing more than 3,000 federal cases to proceed against Meta, according to a report Tuesday.
