Technology

The Apex Times

THE APEX TIMES

Palantir CEO Alex Karp faults how major AI labs price tokens, saying customers pay for compute that does not translate into value

In remarks reported by Yahoo Finance, Karp said enterprise buyers have described paying for token usage that they believe does not produce measurable outcomes, as he criticized the pricing approach used by OpenAI and Anthropic.

The Apex Times

THE APEX TIMES

Russia’s anti-monopoly watchdog warns Apple over alleged bias against local apps and services

The country’s competition regulator has issued a warning to Apple, arguing the App Store and associated search and software access practices favor non-local offerings and could lead to a monetary penalty.

The Apex Times

THE APEX TIMES

Apple shares’ valuation debate intensifies after analysis links Siri AI expectations to a potential premium

A Yahoo Finance valuation exercise suggests Apple’s AAPL stock could be priced as much as 25% above an estimated intrinsic value, even as the company’s Siri-related AI rollout keeps investors focused on future growth.

The Apex Times

THE APEX TIMES

Intel’s shares surge, but one market gauge suggests the stock may still be priced below peers’ expectations

A recent market note points to Intel’s sharp one-year rally and then asks whether the move is fully reflected in valuation measures, or if investor expectations have simply raced ahead of fundamentals.

The Apex Times

THE APEX TIMES

Commentary Flags a Potential Semiconductor Rotation, as Investors Revisit NVIDIA Holdings

A recent Yahoo Finance column said traders are tracking NVIDIA’s price action closely and that institutions may be setting off a broader “semiconductor rotation.” The piece was framed around one investor’s plan to buy more shares on a pullback, not new NVIDIA fundamentals.

The Apex Times

THE APEX TIMES

Nebius, CoreWeave and IREN shares slip as investors reassess the risk in Meta’s cloud push

A wave of weakness in AI-focused infrastructure names is fueling fresh questions about whether the “neocloud” buildout tied to generative AI has peaked, even as Meta positions its AI and cloud ambitions as core to future growth.

The Apex Times

THE APEX TIMES

Meta appoints Alex Schultz as its first chief data officer to unify AI analytics

The Facebook-parent said Chief Marketing Officer Alex Schultz will take on a new role focused on managing data and AI analytics across the company.

The Apex Times

THE APEX TIMES

Yahoo Finance recap spotlights Apple’s first-quarter results as earnings season winds down

In a broader look at consumer discretionary earnings, the Yahoo Finance market wrap included Apple and framed its quarter within the sector’s shifting demand and pricing backdrop.