Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The bond and loan-market manager PIMCO is moving to impose stricter financing terms on AI data-center deals, starting with Oracle’s $16 billion Michigan campus financing, according to Yahoo Finance via Credaily.
THE APEX TIMES
THE APEX TIMES
In a Q2 2026 update discussed on an earnings call, Palantir said it delivered its strongest quarter to date, citing 93% revenue growth, US commercial revenue up 149%, and a Rule of 40 score of 155.
THE APEX TIMES
Amazon’s executive chairman plans to unload as many as 15 million shares under a prearranged trading arrangement, according to a report that cites market reaction following the company’s latest earnings.
THE APEX TIMES
Trading after the close surged for Palantir Technologies following a widely praised earnings update. Commentary also reflected a debate about whether the company’s early growth narrative can sustain “old days” momentum.
THE APEX TIMES
In the wake of an earnings performance that one commentator called a hurdle for superlatives, Palantir’s CEO used the moment to argue that competing AI companies want to keep customers dependent by controlling the customer data their models learn from.
THE APEX TIMES
Ahead of a scheduled Falcon 9 launch carrying BlueBird satellites 11 to 13, a Meta executive’s comments circulated in market coverage linked WhatsApp connectivity to AST SpaceMobile’s satellite plans.
THE APEX TIMES
A new market-valuation check suggests Palantir’s shares could be materially undervalued, even as the company’s outlook on AI-related demand adds to the complexity for investors trying to model future cash flows.
THE APEX TIMES
A new Yahoo Finance piece frames Palantir as a standout growth narrative, pointing to strength in both commercial and government demand, improving cash generation, and repeated earnings upside.
THE APEX TIMES
The options market’s pricing, as cited in a recent market report, points to stronger expectations for Amazon shares in the second half of 2026 even after the company passed a major valuation threshold.
