Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent selloff in Alphabet’s stock has investors looking for near-term clarity and longer-term reinforcement from 2026 expectations, amid continuing scrutiny of the company’s AI strategy following internal change at DeepMind.
THE APEX TIMES
THE APEX TIMES
A Wall Street downgrade tied to concerns about Apple’s next iPhone roadmap pressured the stock, with Jefferies flagging a potential hurdle for an “all-glass” iPhone plan.
THE APEX TIMES
A recent Yahoo Finance review points to strong performance in Microsoft shares over the past five years, but says common “cheap vs. expensive” valuation tests no longer look as clear-cut in the face of durable AI expectations.
THE APEX TIMES
Analysts cited supply-chain checks suggesting Apple has scrapped an all-glass iPhone concept meant for September 2027, a move that weighed on sentiment even as another analyst argued the next 12 months could remain solid.
THE APEX TIMES
Market chatter tied to component costs and a cautious take on an all-glass iPhone design left traders focused on what Apple might have to do to protect demand and margins.
THE APEX TIMES
A new market column argues Intel’s challenge in artificial intelligence has intensified, raising the question of how much of the cost will ultimately fall to shareholders.
THE APEX TIMES
Market coverage said Intel is offering $15 billion of common stock while Microsoft plans to step up output of a homegrown AI chip, as traders awaited further updates on broader negotiations.
THE APEX TIMES
A Yahoo Finance report points to signs of developer adoption around Meta’s newest artificial intelligence push, a factor analysts say can affect how investors view the company’s expanding spending on the systems that power AI.
THE APEX TIMES
A report says Microsoft’s next-generation in-house AI accelerator, Maia 300, could be unveiled as early as September, as the company reportedly seeks additional manufacturing capacity tied to a scale-up beyond 300,000 chips.
