Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new market note on Meta argues the stock’s upside is less about headlines and more about how AI investment is already translating into better performance across its main platforms.
THE APEX TIMES
THE APEX TIMES
A market recap tied the day’s move in Palantir Technologies to reactions around its latest earnings, centering on free cash flow as the key follow-through investors want to see.
THE APEX TIMES
In a blog post celebrating the 25th anniversary of Google Images, Alphabet’s Google said the visual search product has evolved from finding pictures to helping people explore and create visual content, while outlining a timeline of major milestones.
THE APEX TIMES
Alphabet’s Google says it will invest in and buy energy and battery storage output from the Steel River Energy Center, calling it its largest solar and battery storage project to date.
THE APEX TIMES
In a market-focused read, Palantir (PLTR) is positioning its Ontology software approach as a way to turn artificial intelligence from standalone prediction engines into systems that fit real operational workflows.
THE APEX TIMES
A market narrative is forming around whether Palantir can keep accelerating while improving profitability, even as the stock has fallen over the past year.
THE APEX TIMES
The company said it is building a highly automated robotic fulfillment center in Texas while also making its Trainium infrastructure more widely available to customers using AWS.
THE APEX TIMES
The firm lifted its Amazon.com price objective by $1, keeping its stance on the stock unchanged, according to a market update posted by Yahoo Finance.
THE APEX TIMES
CNBC coverage highlighted a large new Microsoft investment plan and framed the company as a potential beneficiary of durable market power, but specifics on the hedge-fund thesis were not included in the available post.
