Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market note points to Palantir trading at roughly 64 times sales, reviving questions about how long the market will pay up for the company’s growth profile, especially after investors suffered during a prior run-up near prior highs.
THE APEX TIMES
THE APEX TIMES
AMD stock climbed in the afternoon session as multiple analysts raised their price targets, a move traders treated as a fresh vote of confidence in the semiconductor company’s near-term outlook.
THE APEX TIMES
The move, described in a market report, points to tighter compliance around AI-gpu exports and downstream sales channels as regulators in China and the US increase scrutiny.
THE APEX TIMES
Semiconductor shares moved higher after a sharp selloff, as traders appeared to pare back concerns tied to geopolitical risk. NVIDIA, Intel and Micron led the rebound in Monday’s market action reported by Yahoo Finance.
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The latest round of reviews is reportedly creating slower timelines and additional friction for cloud providers seeking to buy Nvidia’s AI hardware and software in China.
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South Korean memory-chip maker SK Hynix has begun trading on a U.S. venue, a development that investors are watching through the lens of the AI server boom and the supply chain around advanced computing systems.
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In a new Yahoo Finance segment posted July 14, Jim Cramer discussed a list of 22 stocks that included Micron Technology (MU) and Meta (META), adding a reference to a less obvious oil and energy theme among the names.
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In a new Yahoo Finance segment, Jim Cramer again singled out Meta Platforms Inc. (META), saying he is still backing a prior “big prediction” about the company as the market weighs the outlook for technology and advertising.
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In a recent Yahoo Finance appearance, Jim Cramer included Alphabet among 22 stocks he discussed and highlighted the company as a notable factor in the current market narrative around contracts and execution.
