Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Nvidia’s stock moved higher as investors reacted to a new revenue-sharing plan designed to broaden its customer base in artificial intelligence. The company has also faced tougher comps versus the broader semiconductor group this year, according to the report.
THE APEX TIMES
THE APEX TIMES
Amazon’s devices chief says the company builds end-to-end silicon for some of its most “critical” consumer products, aiming to run more AI on-device rather than in the cloud.
THE APEX TIMES
In its latest sustainability update, Amazon reported carbon emissions of 81 million metric tons of CO2 equivalent for 2025, up 16% from the prior year, attributing the increase to higher electricity use and more package shipping alongside a rapid buildout of AI-capable cloud infrastructure.
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A Yahoo Finance roundup highlighted analyst upgrades covering Palantir Technologies and Chevron, underscoring how research notes continue to move sentiment in widely followed, policy and investment-exposed sectors.
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A new consumer readout from UBS points to a regional split in iPhone demand, with improving momentum in the United States and Europe offset by softer outlines from China.
THE APEX TIMES
A UBS poll of more than 7,500 smartphone users in five countries suggests consumers are not treating Apple Intelligence features as a primary reason to upgrade their iPhones.
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A new industry report points to a higher production target for Apple’s next push into foldable-phone hardware, with potential manufacturing experiments outside China.
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The chipmaker said it is partnering with Sharon AI and Firmus Technologies, more signs of Nvidia’s push to help AI startups access data-center-scale infrastructure. The move also lands amid renewed market debate about whether such arrangements can loop back as financing.
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DA Davidson raised its view on Palantir to “Buy” from “Neutral,” lifting its price target to $175 from $165 and arguing the company has “grown into its valuation” as profitability improves.
