Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Google’s navigation app will roll out additional ways to tailor the driving experience, including updates tied to its Gemini AI system and a motorcycle-focused mode.
THE APEX TIMES
THE APEX TIMES
A market commentary says Amazon’s shares look cheap versus their own history, while pointing to expected momentum for Amazon Web Services as the main catalyst to watch.
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A semiconductor research note cited a printed circuit board problem as a reason NVIDIA’s next-generation AI system could be pushed out to 2028. NVIDIA has not publicly confirmed the specific cause or timetable in the material reviewed for this story.
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The hedge-fund investor known for “The Big Short” is again challenging the market’s enthusiasm for artificial-intelligence hardware, this time by targeting chip and memory names tied to the AI buildout.
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A fresh selloff in several Nvidia-related hardware names followed a new research report alleging delays tied to a Kyber NVL144 rack system. CNBC’s Jim Cramer pushed back, urging investors to focus on Nvidia’s broader trajectory.
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Meta Platforms’ stock rose on a day traders pointed to the company outlining what it plans to offer next, a announcement that some investors read as constructive for growth and monetization.
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The move aims to connect retail transaction outlines with Adobe’s GenStudio AI tools used by brands and media buyers, expanding the data sources available for commerce-focused ad creation and performance workflows.
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A reported push by China’s DeepSeek to build custom semiconductors could, if successful, reduce how much the company depends on Nvidia hardware for model training and deployment, according to coverage of the development.
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The Facebook parent says Muse Image, built by Meta Superintelligence Labs, can blend multiple photos, incorporate Instagram profile imagery via @-mentions, and support sketching and local edits through its Muse Spark system.
