Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new discussion sparked by Alphabet’s latest earnings call suggests cloud compute demand is reshaping how AI capacity is allocated. The debate centers on whether Google limited access to its systems for a high-profile customer, as a reported jump in cloud backlog reaches $462 billion.
THE APEX TIMES
THE APEX TIMES
Alphabet’s entry into the Dow comes during a pullback period that has helped make the last month a tough stretch for the stock, according to a market report. The move also underscores how index changes can become a live-wire catalyst in day-to-day trading.
THE APEX TIMES
Alphabet’s stock rose sharply after the Google parent began trading as a new member of the Dow Jones Industrial Average, replacing Verizon Communications.
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A market update says Amazon may face higher expenses tied to its use of Anthropic models, after Anthropic changed the pricing terms of an existing commercial arrangement. Amazon’s latest comment was added to the report, but key deal numbers were not disclosed.
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Alphabet’s debut as a Dow Jones component helped lift its shares more than 4%, while the S&P 500 and Nasdaq recovered after a five-session pullback.
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NVIDIA says Claude models accessed through Microsoft’s Foundry platform can now run on its next-generation Blackwell Ultra GB300 systems, with a reference architecture aimed at deploying governed, autonomous AI agents in enterprise environments.
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A report says Palantir is deepening its artificial intelligence customer and partner strategy with an arrangement involving Nvidia, and is also working to move aviation software toward commercial use with Surf Air.
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Chip-equipment and memory makers sold off again as investors marked down the sector, extending a downturn that wiped out roughly $200 billion in market value, according to Yahoo Finance.
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A fresh Yahoo Finance market note weighs Hewlett Packard Enterprise (HPE) against Advanced Micro Devices (AMD), focusing on which business looks cheaper on traditional valuation measures while acknowledging the risks tied to each company’s outlook.
