Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new report says higher costs for computer memory are pressuring Apple’s pricing decisions across parts of its lineup, with iPhones allegedly left out for now.
THE APEX TIMES
THE APEX TIMES
The move ties NVIDIA-accelerated models and microservices into Claude Science, where researchers can describe tasks in natural language and have agent-driven systems choose and run the underlying compute-backed steps.
THE APEX TIMES
Analysts at Wedbush pointed to Google’s approach to constraining certain AI uses as a sign the market is moving toward disciplined demand for scarce AI computing capacity, with implications for competitors including Meta.
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A recent market-news piece argues some traders are leaning more heavily into AMD on the view that its chief executive, Lisa Su, is taking a more collaborative approach to the next phase of AI infrastructure rather than competing head-on with Nvidia’s data-center momentum.
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The move comes after a bruising stretch for the AI chip leader, as investors reassess momentum heading into the next reporting period.
THE APEX TIMES
A new move aimed at reducing Apple’s App Store fees could make it easier for users to avoid higher-priced subscription paths, potentially cutting the total cost of digital services billed through iPhones.
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Oracle reported a standout cloud quarter, with infrastructure revenue surging 93% year over year and its remaining performance obligations climbing to $638 billion, underscoring how strongly customers are sticking with long-term technology plans.
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The company said it will pay $2.25 million in an FTC settlement, following “dual legal challenges” reported by Yahoo Finance. Details of the allegations and any compliance terms were not laid out in the published post.
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The companies said they will co-develop finance-focused agents and bring “agentic experiences” across investment and dealmaking processes, deepening a partnership aimed at automating parts of financial research and execution.
