Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Amazon said it is launching a lower-cost option for eligible Medicare beneficiaries through a new federal program, positioning its pharmacy service as an alternative channel for demand surging around GLP-1 weight-loss treatments.
THE APEX TIMES
THE APEX TIMES
The move, described as part of a wider scramble for sufficient memory supply tied to AI demand, suggests Apple is exploring alternative suppliers for critical components used across its devices.
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A report says Apple held early discussions with CXMT about supplying memory components for some devices sold in China, a move that underscores how intensifying trade and technology restrictions are reshaping supply chains.
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A sharp jump in cloud revenue, coupled with a backlog and heavy investment, is fueling expectations that Alphabet’s next-quarter results could improve further.
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A JPMorgan analyst raised his stock price target for Advanced Micro Devices, adding a fresh Wall Street vote of confidence as AMD shares declined following its most recent earnings report.
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A fresh infrastructure partnership with Advanced Micro Devices gives Core Scientific access to more than 500 megawatts of U.S. power, at a time when Core investors are still debating whether a much larger proposed transaction made sense.
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A revised valuation framework for Electrovaya’s shares lifts a tracked fair-value range from CA$12.55 to CA$13.99, according to a recent market note that ties the update to increased investor focus around Amazon-related developments and progress at Jamestown.
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AMD’s quarter showed revenue and earnings rising, yet free cash flow fell versus the prior quarter, underscoring how investors are weighing profitability against cash generation. Separately, some traders are using short-put options positioned at a lower strike to seek returns in a one-month window.
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A strong quarter for Google Cloud helped push Alphabet’s push into infrastructure spending, according to a market analysis tied to Google’s recent cloud performance.
