Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A high-profile investor’s concentration in Microsoft highlights the market’s ongoing debate about how quickly the company’s AI and cloud spending translates into durable earnings.
THE APEX TIMES
THE APEX TIMES
The Department of Defense granted Impact Level 5 authorization for Salesforce’s Agentforce 360 platform on August 5, a clearance that supports use of the company’s agentic AI in operational settings requiring the highest level of approval.
THE APEX TIMES
The New Jersey attorney general alleges Amazon’s market leverage has suppressed wages, discouraged union organizing and reduced competition in the last-mile delivery labor market.
THE APEX TIMES
A new market commentary points to a quarter that “shattered expectations,” but it also raises a sharper question for Palantir investors: after the surprise upside, is the next leg still big enough to justify the stock’s appetite for risk?
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A reported deal to buy an AI chip startup adds another front in the race for data center acceleration, as Nvidia’s shares remain supported by investor optimism ahead of earnings.
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Google’s parent is moving to raise as much as $25 billion through another bond issuance, pointing to accelerating spending tied to artificial intelligence and supporting data-center infrastructure.
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A Yahoo Finance report argues that Alphabet’s ability to fund large-scale AI computing may matter as much as the performance of next-generation chips, citing a “2.2-point” borrowing edge tied to a broad financing network.
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The acquisition of Taalas by AMD is being framed as a sign that Canada still faces gaps in funding and pathways that help homegrown semiconductor ideas become scalable businesses.
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Alphabet’s Gemini Omni is being positioned as a model that can edit videos and generate new scenes by understanding physics, scenes, and the intent behind prompts.
