Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A soft employment read rattled broader risk sentiment, but a late-session surge in Apple helped prevent wider indexes from following through on a chip-fueled decline, according to market coverage on Thursday.
THE APEX TIMES
THE APEX TIMES
A recent comparison highlights how Palantir’s enterprise AI software and SanDisk’s memory and storage position them on separate rungs of the infrastructure stack as demand for AI workloads keeps expanding.
THE APEX TIMES
The software company said it is building its enterprise AI stack around Intel’s latest data center processors and its Arc Pro graphics accelerators, indicating continued momentum for on-prem computing models.
THE APEX TIMES
A Yahoo Finance preview argues Alphabet’s history of surprising the market and a mix of company-specific factors could set up another quarter where results come in above Wall Street expectations.
THE APEX TIMES
WhatsApp is rolling out a way to connect without sharing phone numbers, positioning privacy as a growth lever while reshaping how people find and initiate chats.
THE APEX TIMES
Recent brokerage notes are split on Salesforce as the company leans on acquisitions to accelerate “agentic” AI inside its customer-service and sales software ecosystem. A Guggenheim upgrade to Buy contrasts with a Phillip Securities downgrade to Neutral, reflecting differing views on valuation and AI monetization timing.
THE APEX TIMES
A market analysis argues Meta Platforms’ shares may still be trading below intrinsic value, citing discounted cash flow work that incorporates cash flow assumptions tied to the company’s push to monetize excess AI infrastructure.
THE APEX TIMES
The enterprise IT services firm said it will broaden how it helps customers design and run cloud architectures that meet data-residency and operational requirements, using Microsoft’s sovereign-cloud options alongside Kyndryl’s sovereignty solutioning.
THE APEX TIMES
A wave of price increases across Macs, iPads and other devices is renewing investor focus on how rising memory and storage expenses tied to AI demand could flow through Apple’s hardware margins.
