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

Oracle named a key vendor in enterprise blockchain and 5G edge cloud research through 2030
The Apex Times

THE APEX TIMES

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Apple’s next iPhone playmaking could hinge on a $2,500 price test
The Apex Times

THE APEX TIMES

Business / The Apex Times

Apple’s next iPhone playmaking could hinge on a $2,500 price test

A new line of speculation about Apple’s iPhone strategy is raising a practical question for consumers and margins alike: how high would prices need to go if the company sells fewer iPhone models.

Aug 31, 2:36 PM EDT
Amazon shares fall more than 2% as investors reprice the cost of its AI buildout
The Apex Times

THE APEX TIMES

Business / The Apex Times

Amazon shares fall more than 2% as investors reprice the cost of its AI buildout

A market selloff on August 31 followed a recalculation of the implied economics behind Amazon’s ongoing artificial intelligence infrastructure spending, with commentary in the financial press pointing to a move toward a higher 4.75% yield assumption.

Aug 31, 2:21 PM EDT
Broadcom earnings week puts focus on how far AVGO could swing
The Apex Times

THE APEX TIMES

Business / The Apex Times

Broadcom earnings week puts focus on how far AVGO could swing

Ahead of its next results, Broadcom faces heightened attention from options traders and market participants seeking clues about chip demand, margins, and guidance. The size of the stock move implied by derivatives is expected to be unusually large, according to a report from Investopedia.

Aug 31, 1:51 PM EDT