Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A Wall Street note highlighted Broadcom’s AI-related exposure after OpenAI disclosed its first custom AI chip, with one shop pointing to potential upside of about 40 percent from current levels.
THE APEX TIMES
THE APEX TIMES
In a fresh opinion piece published alongside market commentary, the author says he is adding to Meta Platforms as confidence wavers around the scale and timing of its artificial-intelligence investments, citing the stock near $550 as of the article date.
THE APEX TIMES
The announcement of a new effort with Nvidia to produce tailored artificial intelligence models for government use helped lift Palantir’s stock, ending a recent run of losses according to market coverage.
THE APEX TIMES
Delivery speed remains a key battleground, but retailers are increasingly using checkout design, assortment tactics and promotions to reduce friction between browsing and buying.
THE APEX TIMES
A report citing Bloomberg says Meta is working on a cloud business aimed at monetizing excess computing power tied to artificial intelligence, a move investors viewed as potentially adding new revenue streams.
THE APEX TIMES
A market-movers roundup from Yahoo Finance highlighted Intel alongside several other companies, but the post provided limited detail on what specifically drove each stock’s move.
THE APEX TIMES
South Korea’s competition regulator has accused Google, Alphabet’s unit, of abusing its position in the Android app market, according to a report.
THE APEX TIMES
Oracle shares rose after William Blair added the stock to its conviction list, a move framed by the firm as a bet on artificial intelligence infrastructure. The call also followed the removal of Meta Platforms from the same list, according to the report.
THE APEX TIMES
A market-focused report points to reported stakes involving Apple, Nvidia and Palantir, renewing investor attention on how high-profile political disclosures can intersect with large technology holdings.
