Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market analysis points to Nvidia expanding beyond GPUs into custom central processing units, pitching a potentially large addressable market. Nvidia has not publicly laid out a specific “$200 billion” roadmap in the materials reviewed here.
THE APEX TIMES
THE APEX TIMES
A new Yahoo Finance analysis argues that AMD’s recent performance and investor expectations are colliding, leaving the stock’s “intrinsic value” estimates sensitive to assumptions about future cash flows.
THE APEX TIMES
Alphabet’s AI research arm says its new WeatherNext 2 model delivers state-of-the-art performance in predicting cyclone tracks, intensity and wind structure, and is making the system available to the global research community.
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A new market analysis says Palantir Technologies’ links to broader indexes are strong enough that investors should not expect steady returns, even when holding a diversified mix.
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A Yahoo Finance market note points investors to AlphaSpace statistics to gauge whether Intel’s recent trading strength is more than a brief bounce.
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In a new conversation with Meta executives, the company outlines the reasons it designs and operates custom data centers rather than relying on third-party capacity, framing the choice as part of its preparation for the next phase of AI.
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The film, directed by David O. Russell, follows Madden’s path from Super Bowl-winning coach to the creator and inspiration behind the video game icon.
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A new market column frames how hedge-fund founder Kenneth Griffin tends to think about risk-reward in megacap technology, and applies that lens to three widely owned names: Tesla, Nvidia and Meta.
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A recent stock-prediction note tied to Microsoft’s latest Azure results has Citi raising its price target to $600, a call that other forecasting tools have reportedly aligned with as the market gauges momentum in Microsoft’s cloud business.
