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Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.

Meta weighed acquiring Kalshi before building its own prediction-market app, raising stakes for its ad-driven business
The Apex Times

THE APEX TIMES

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Wall Street splits over reports that Meta may monetize idle GPUs as a cloud offering
The Apex Times

THE APEX TIMES

Business / The Apex Times

Wall Street splits over reports that Meta may monetize idle GPUs as a cloud offering

Shares of Meta rose in recent trading after reports that the company is weighing renting out spare GPU capacity, while specialist AI compute provider CoreWeave fell. Analysts are split on whether the move outlines loosening chip scarcity or simply an internal mismatch between Meta’s build-out and its own demand.

Jul 3, 9:07 AM EDT
Palantir shares surge, but investors are still sorting announcement from noise
The Apex Times

THE APEX TIMES

Business / The Apex Times

Palantir shares surge, but investors are still sorting announcement from noise

The software and data-analytics company has drawn fresh attention after a sharp one-day rally tied to an NVIDIA-related “sovereign AI” push. Yet market watchers are warning that the stock’s latest momentum does not automatically resolve the broader question of how quickly Palantir’s product wins translate into sustainable, independently verifiable earnings strength.

Jul 3, 8:51 AM EDT
Microsoft Backlog Metric Highlights Contracted Revenue While Shares Struggle
The Apex Times

THE APEX TIMES

Business / The Apex Times

Microsoft Backlog Metric Highlights Contracted Revenue While Shares Struggle

As Microsoft’s stock has lagged over the past year, analysts are pointing to a less-discussed figure, “remaining performance obligation,” to argue that contracted demand is building even as the market debates the payback on heavy investment.

Jul 3, 8:51 AM EDT