Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The drop follows a choppy stretch of trading for Salesforce (NYSE:CRM), with market commentary pointing to fears that artificial intelligence could disrupt traditional software-as-a-service models.
THE APEX TIMES
THE APEX TIMES
Stocks tied to the biggest U.S. tech names pushed higher, but weakness in a chip-related name dragged the Nasdaq lower, underscoring how quickly market leadership can rotate between mega-cap demand and semiconductors.
THE APEX TIMES
A Wall Street upgrade wave is pushing back against the idea that artificial intelligence concerns have already run their course in enterprise software valuations, with Guggenheim Securities reinstating a bullish stance on Salesforce and two peers.
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The software company said it is pairing with NVIDIA to deliver “sovereign AI” offerings for U.S. agencies and operators, while expanding its work connected to its Surf Air initiative.
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S&P 500 and Nasdaq futures pointed to an uneven tape as traders reacted to Meta’s latest market buzz while other high-profile technology and semiconductor names lagged. The next catalyst for broader direction is the June jobs report.
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The company says its recognition by Google for Gemini Enterprise expertise is meant to help organizations adopt agentic AI, with deployments built on Google’s latest models.
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The reported negotiations point to how tightly artificial intelligence-related demand for advanced memory may be colliding with U.S. national-security screening of certain foreign suppliers.
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D.A. Davidson technology analyst Gil Luria said Meta’s potential move into cloud services would be “very bad” for CoreWeave and Nebius, two firms that have built businesses around supplying AI computing to customers.
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A new report tied to Meta’s AI cloud plans helped lift the stock by about 10% in late trading, underscoring how quickly markets are repricing big tech’s race to build and monetize AI infrastructure.
