Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A bullish note on Advanced Micro Devices helped push its shares higher and renewed focus on whether AMD is narrowing the gap with Nvidia in AI accelerators, even as Nvidia remains the sector’s benchmark.
THE APEX TIMES
THE APEX TIMES
Investors focused on a regulatory filing indicating Broadcom will build custom ASIC chips for the iPhone maker, reinforcing the role of specialized silicon in its growth story.
THE APEX TIMES
NVIDIA’s stock has fallen about 6.6% over the past month, mirroring broader pressure in the chip sector, even as investors weigh whether AI-related demand and valuation measures can steady the outlook.
THE APEX TIMES
A leading Apple supply-chain analyst says the first foldable iPhone could arrive with limited early availability, potentially delaying broader sales and raising questions about how quickly demand can be met.
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A report cited by a market newsletter says Nvidia’s next-generation Kyber AI computing platform could slip by as much as 12 months, though Nvidia has not publicly confirmed any schedule changes.
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A market narrative is emerging that large investors are easing out of Meta Platforms while leaning more toward Google, as rising AI-related spending raises near-term uncertainty before a key July 29 earnings date.
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Microsoft said it plans to reduce 4,800 roles globally, largely concentrated at Xbox, as the company moves to overhaul its gaming strategy amid what its new Xbox leadership calls unhealthy unit performance and a costlier console hardware environment.
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The latest restructuring at Microsoft targets roles across Xbox and its commercial sales organization, as the company argues that work is changing due to faster technology transformation and automation, not that artificial intelligence is directly replacing the eliminated positions.
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A new market commentary argues Netflix’s long-term track record and recent share drawdown could appeal to investors positioned ahead of a potential market upswing.
