Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A fresh market valuation check argues Netflix’s shares may still be trading below estimated intrinsic value, citing both a discounted cash flow model and comparisons to market multiples, even as the company’s content engine adds new franchise-related rights.
THE APEX TIMES
THE APEX TIMES
The company had indicated earlier this year that it would exit at least one of its three downtown San Francisco offices, but a new report says it has now extended one lease after closing an AI lab in the city.
THE APEX TIMES
AMD’s latest guidance shift suggests management believes its data-center and AI-related roadmap is gaining momentum faster than it had projected earlier, prompting renewed optimism from analysts.
THE APEX TIMES
A new analysis from Trefis argues that holding Meta Platforms shares comes with a “sign-up” for sharp price swings, pointing to option pricing patterns that typically align with meaningful market uncertainty.
THE APEX TIMES
AMD said it will buy chip startup Taalas to bolster its work on AI inference, aiming to capture demand from workloads that run trained models in real time. Financial terms were not disclosed.
THE APEX TIMES
A report says an AI safety evaluation run by Meta’s testing ecosystem was briefly exposed to unintended internet connectivity due to a setup error by a partner. Meta has not publicly detailed what was tested or how the issue was contained.
THE APEX TIMES
In a bid to deepen its role in the AI supply chain, Nvidia is arguing for greater ownership of the workflow around building models, not just the chips that run and train them. The push comes as rivals such as AMD continue scaling the broader hardware stack.
THE APEX TIMES
A new report points to insider share purchases at Nokia and frames them as part of a broader strategy that leans on NVIDIA’s AI compute ecosystem.
THE APEX TIMES
A broad risk-off session pushed the Dow and Nasdaq lower, while chip-related names including Sandisk and Western Digital slid. Microsoft shares were highlighted as moving into a favorable “buy zone” by market commentary tracking technical levels.
