Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The Windows maker said it will eliminate about 2.1% of its workforce, part of a broader tech layoff trend amid heavy investment in AI infrastructure and rising costs across the supply chain.
THE APEX TIMES
THE APEX TIMES
Shares of Intel and memory-storage peers advanced as the market leaned into a rebound in technology, setting up a fresh test of demand and profitability ahead of upcoming results.
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Industry analyst Ming-Chi Kuo expects limited early production for Apple’s first foldable iPhone, with sales at scale not arriving until 2027, even if initial demand is strong.
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A Yahoo Finance update tied SpaceX’s recent satellite deorbiting activity to ongoing work on Starlink and new disclosures about artificial intelligence plans in space. The episode also highlights the growing operational and regulatory pressure facing satellite operators as low-Earth orbit fills up.
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Investors have been weighing whether Nvidia remains the central supplier of chips powering artificial intelligence, and a Goldman view argues the stock’s discounted multiple already reflects that risk.
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A manufacturing problem tied to a key circuit-board component is delaying shipment of Nvidia’s Kyber NVL144 rack by more than 12 months, according to SemiAnalysis, raising new questions about near-term supply tightness in AI data center hardware and the knock-on impact for Asian component suppliers.
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A recent market analysis draws a contrast between two stocks that rewarded long-term holders and the distinct pressures they now face.
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Even as Nvidia’s results and growth narrative remain intact, the market is rewarding other chip names and treating some Nvidia expectations as already priced in, according to market commentary reviewed for this story.
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The document-workflow SaaS provider said it has appointed Claude Alexandre to lead the company, tapping leadership experience from Adobe’s software and digital document business.
