Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new analysis argues that Microsoft’s next earnings narrative may hinge less on another headline-grabbing AI feature and more on a shift to charging customers for outcomes, highlighted by rapid adoption of Microsoft 365 Copilot.
THE APEX TIMES
THE APEX TIMES
In comments relayed by CNBC coverage republished by The Motley Fool, Palantir CEO Alex Karp said competitors are starting to copy the company’s ontology-driven way of connecting data, even as the stock has fallen sharply this year.
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Bank of America has brought coverage back to Adobe Inc. with an Underperform rating and a $190 price objective, arguing that generative AI is eroding the software maker’s competitive position, according to a report carried by Yahoo Finance.
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The wardrobe-focused social app says it will use new seed funding to improve AI outfit suggestions, enhance photo-based item recognition, and deepen tools aimed at getting clothes worn, resold, and re-styled instead of discarded.
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The software company said it reached an enterprise expansion agreement with GNP Seguros (Grupo Nacional Provincial) to strengthen its AI offering for the insurer.
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Reports say Meta is exploring ways to sell spare computing capacity and potentially access to AI models, echoing the playbook of hyperscalers that generate revenue from infrastructure.
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Market commentary and related reporting highlight a disconnect between Meta’s share-price moves and the bullish case built around its AI infrastructure push, including plans aimed at monetizing excess computing capacity.
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Media commentary about Jim Cramer’s continuing support for NVIDIA came as NVDA traded with limited net gains since the remark, while broader market jitters and AI-industry news helped drive short-term volatility.
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The Shenzhen-listed Apple supplier Luxshare Precision Industry said it priced its Hong Kong H-share offering at HK$63.28, the top end of its marketed range, to raise roughly HK$24.27 billion (about $3.09 billion).
