Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Public Knowledge argues in a friend-of-the-court brief that Google’s ownership of Chrome allows it to steer how browser users get access to its privacy-related choices.
THE APEX TIMES
THE APEX TIMES
In its first quarterly results since going public in June, SpaceX reported revenue more than doubling year over year, with growth linked to demand connected to Anthropic and Google computing arrangements and continued momentum at Starlink.
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A report suggests TSMC is developing an Intel-inspired approach to advanced chip packaging, a shift that could move competition away from only transistor scaling and toward how AI chips are assembled and interconnected.
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AMD reported second-quarter results after the market close, with adjusted EPS edging above Wall Street expectations and revenue slightly higher than forecast. The aftermath focused less on the beat itself and more on how investors should read the company’s capital spending.
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Palantir Technologies’ stock jumped Tuesday, adding to momentum as investors reacted to a quarter that beat expectations and to a management outlook described as highly optimistic.
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Amazon is looking to use its Prime Video experience as a visible testbed for artificial intelligence features, betting that improved recommendations can translate into more viewing and a clearer ROI story for its broader AI investment.
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The CRM vendor says it secured a three-year Agentic Enterprise License Agreement with the U.S. Department of Veterans Affairs, a deal framed as evidence that demand is building for its AI-driven enterprise software.
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The chip designer said it generated $11.5 billion in second-quarter revenue and reported a 54% gross margin, alongside results it framed as continuing execution on its product roadmap.
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The semiconductor company reported second-quarter sales of $11.54 billion, up 50.1% year over year, but the stock moved lower after its outlook for the next quarter raised questions among investors.
