Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
After a period in which Palantir’s results appeared to outpace the stock, the market response to its latest quarter suggested the sell-the-news dynamic did not fully take hold.
THE APEX TIMES
THE APEX TIMES
A recent market analysis argues that Oracle’s expanding artificial intelligence build-out is pressuring gross margin, while investors have already reduced the earnings multiple by more than before.
THE APEX TIMES
Investors and portfolio managers pointed to strong commercial momentum as Palantir’s second-quarter results helped push the stock higher, with the discussion framing the company’s trajectory as unusually durable for a software name.
THE APEX TIMES
In a broad move across CRM, HubSpot, Okta, Workday and Datadog, investors bid up several enterprise software names after reports pointed to a sector-wide tailwind tied to easing geopolitical worries and renewed momentum around AI-focused M&A.
THE APEX TIMES
A quarterly profitability comparison circulating in market coverage placed Alphabet’s net income at $112.1 billion, a figure that exceeds what Apple, Microsoft, Amazon, and NVIDIA earned in the same period, according to the report.
THE APEX TIMES
A fast 25% three-day rally in Microsoft stock has reignited questions about whether the move reflects durable momentum or a short-covering reaction, with investors now watching for follow-through.
THE APEX TIMES
A report says YouTube Premium will soon include access to Peacock’s content, a move that would put Alphabet’s video subscription closer to Netflix and other streaming-first rivals.
THE APEX TIMES
The AI security company said it is broadening its collaboration with Amazon Web Services to help customers manage and govern AI deployments running on AWS.
THE APEX TIMES
Ahead of the Future of Memory and Storage 2026 conference, Broadcom is set to put its data center and storage technologies in front of an industry audience, while a Yahoo Finance piece raises the question of whether the stock could be materially undervalued.
