Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
An asset-light streaming cash machine at Netflix is throwing off the kind of cash Disney needs to defend a much broader media empire, a comparison drawn from the two companies’ latest reporting.
THE APEX TIMES
THE APEX TIMES
A Swedish Patent and Market Court ruling directing Alphabet’s Google to pay damages to Klarna’s PriceRunner unit highlights the financial spillover from Europe’s antitrust enforcement, with Klarna’s longer-term BNPL funding picture now tied to how an appeal and payout calculations play out.
THE APEX TIMES
Meta Platforms says it is launching a cloud-infrastructure offering, “Meta Compute,” designed to sell access to its AI computing capacity to outside developers and businesses. The effort, if executed at scale, would place Meta closer to the core markets now dominated by Amazon Web Services and Microsoft Azure, while addressing concerns that its AI spending is difficult to monetize directly.
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Jim Cramer highlighted reports that Meta may explore renting access to its AI models and compute. JPMorgan analysts see potential for a much larger opportunity than many investors expect, while Meta has not publicly detailed the plan.
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A July partnership announcement points to a growing strategy for embedding financial data workflows directly into productivity software, using AI assistants that can summarize, chart and forecast without switching apps.
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The deal aims to combine FactSet’s market data and compliance-aware workflows with Google’s Gemini enterprise models, including plans to add AI capabilities directly into FactSet Workstation and to jointly develop agentic finance workflows.
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The companies say Qualcomm will provide future data-center processors to power Meta’s expanding AI and infrastructure, with production planned to begin later in the decade. Financial terms and performance specifics were not disclosed in the initial reporting.
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In a pointed critique of how major AI labs charge for model use, Palantir’s CEO argues that token pricing is driving up costs for enterprises and pushing buyers toward lower-cost, open-weight alternatives.
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A new comparison frames AppLovin as a fast-growing mobile advertising platform with strong profitability, while Palantir is positioned as an AI software company built on cash generation and low balance-sheet risk.
