Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market update tied to AMD’s latest quarterly results points to a more favorable 2027 outlook, while a Morgan Stanley view suggests potential upside may be limited by the structure of its forward-looking assumptions.
THE APEX TIMES
THE APEX TIMES
A market report says Azure’s fiscal-year revenue run-rate has passed $100 billion as Microsoft leans further into AI-driven cloud demand. Investors will now weigh the durability of the growth against concerns about spending and pricing for the AI era.
THE APEX TIMES
A reported shift away from the classic Android Assistant and toward Gemini is likely to affect how advertisers plan for app- and search-ad experiences, especially once new real-time, context-driven surfaces are fully rolled out.
THE APEX TIMES
CNBC’s Jim Cramer pointed to Amazon CEO Andy Jassy’s comments on AI investment during the company’s most recent earnings call as a rare example of a Big Tech executive landing a clearer rationale for AI-related spending.
THE APEX TIMES
A market commentary argues that if Broadcom’s operating momentum and valuation remain favorable, a small investment in AVGO could grow materially by late 2028.
THE APEX TIMES
A U.S. Senate panel moved forward with a package of proposed laws aimed at improving children’s safety online, escalating pressure on major platforms including Meta and Alphabet.
THE APEX TIMES
A report citing Meta’s India operations says the company is struggling to contain a cluster of challenges, including harmful material, deepfakes, and enforcement or process breakdowns. Meta has not publicly detailed the specific incidents in the cited post.
THE APEX TIMES
Zoox, Amazon’s autonomous-vehicle subsidiary, plans to begin charging passengers for rides in Las Vegas next week, shortly after U.S. regulators cleared commercial deployment of robotaxis that operate without human controls.
THE APEX TIMES
A tough stretch in Oracle’s share price has not shaken analyst optimism, according to a market report that highlights continued bullish sentiment.
