Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Shares of Broadcom fell sharply over the past month, driven by a mix of near-term guidance concerns and an investor expectation that the company’s AI outlook would rise even faster.
THE APEX TIMES
THE APEX TIMES
Shares rose after the company disputed claims that its next-generation Kyber NVL144 rack-scale system had slipped into 2028.
THE APEX TIMES
The reported “Meta Compute” concept would formalize Meta’s internal AI infrastructure into an outside offering, sharpening competition for cloud and data-center demand that Microsoft, Amazon and Google already chase.
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A fresh Wall Street note from Goldman Sachs is renewing focus on AMD’s data-center growth story, with the bank also adjusting its longer-range earnings view.
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A veteran Wall Street bank upgraded Palantir to Buy and pushed its stock price target out to 2027, arguing that AI demand themes are starting to reassert themselves.
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A set of reports citing SemiAnalysis say Nvidia’s Kyber NVL144 cabinet for scaling its Rubin Ultra generation has slipped more than a year, highlighting how fast AI product cycles can run into supply-chain and component constraints.
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The reduction, described as about 2% of Microsoft’s global workforce, comes as the company reshapes its sales operations and reorganizes the Xbox gaming business.
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A market discussion of Nvidia’s AI demand argues that the biggest risk may not be slower spending, but customers seeking leverage by reducing how much they buy from Nvidia while still buying massive amounts of AI infrastructure.
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Broadcom said it will keep supplying Apple with custom ASIC chips for multiple generations of Apple products through 2031. Investors treated the update as a announcement that Apple’s AI push will keep driving demand for specialized silicon.
