Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market-focused look at revenue trends suggests Nvidia’s surge has been strong enough to close part of the distance with Alphabet, even as Alphabet’s revenue continues to expand at a more gradual pace.
THE APEX TIMES
THE APEX TIMES
A report tied to Meta’s investor view of AI infrastructure costs has fueled expectations of major spending in 2026, following a sharp stock drop right after the company’s Q2 results.
THE APEX TIMES
The online retailer said it collected hundreds of millions of dollars in refunds tied to Trump-era tariffs and plans to share some of the savings, after a Supreme Court ruling affected the underlying tariff payments.
THE APEX TIMES
CEO Andy Jassy said the company has an incremental capital-spending gap, even after a recent bond sale, and did not provide a clear explanation for how the extra funding will be covered.
THE APEX TIMES
A market recap highlights a rebound in Microsoft’s stock, but also raises the question of whether the rally outlines durable progress or just a short-term turnaround.
THE APEX TIMES
A reported partnership to access Meta’s archived content library is being framed as a potential catalyst for Newsmax’s path toward profitability, while underscoring how media distribution deals can shift economics in streaming and subscription businesses.
THE APEX TIMES
A market report says Taiwan Semiconductor Manufacturing Co. is developing advanced chip-packaging technology aimed at improving performance and cost, raising questions about how long Intel Corp.’s current competitive advantages in computing platforms can last.
THE APEX TIMES
A renewed push in cybersecurity product development is being positioned by market observers as a potential tailwind for Microsoft’s long-term growth narrative, as organizations look to detect and respond to threats more quickly.
THE APEX TIMES
Alphabet’s Google Search is facing fresh scrutiny from investors after Reddit’s CEO said search-driven referrals have been uneven, a announcement that the social platform wants more users to land directly in its own app.
