Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent options-focused note on Palantir (PLTR) pointed to a high-volatility setup tied to the Aug. 7 expiration, centered on selling a 110 strike put for an estimated premium of about $230.
THE APEX TIMES
THE APEX TIMES
A new market report says Apple’s shareholder payouts may currently soften investors’ focus on whether iPhone growth is ready to re-accelerate, and that the company’s biggest advantage could face renewed pressure.
THE APEX TIMES
Nvidia shares fell nearly 4% on July 29, extending a volatile week and putting the stock’s valuation at its lowest level since 2019, according to Yahoo Finance, which tied the move to a growing disparity versus AMD.
THE APEX TIMES
A sharp post-earnings move in Microsoft’s stock reflected investor focus on the payoff from ongoing data-center buildout and other infrastructure commitments.
THE APEX TIMES
Meta’s latest AI spending outlines landed with a different investor interpretation than Microsoft’s, according to market coverage that points to how markets judge near-term payoff, not just capex.
THE APEX TIMES
Major indexes swung during the week, with midweek weakness hitting AI-focused names before buying returned after results from several mega-cap companies and some easing in market pressure.
THE APEX TIMES
A market recap published by Yahoo Finance said Amazon posted a strong set of results, highlighting the kind of operating momentum investors typically look for, even as details from the coverage remain limited.
THE APEX TIMES
Bloomberg News reports Chinese AI firm Moonshot has an agreement with Alibaba for the use of roughly 20,000 Nvidia GPUs, highlighting how cloud and infrastructure partnerships are becoming central to scaling model training and deployment.
THE APEX TIMES
Apple reported a fiscal third-quarter earnings result that beat market expectations, driven by record iPhone, Mac, and Services revenue that lifted overall sales by 16.4%. The update still leaves investors focused on potential headwinds from supply constraints and memory-related cost pressures.
