Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A report says Amazon is discussing ways to sell its custom AI processors beyond internal use. The potential shift could reshape competition among companies that supply chips used for data-center AI.
THE APEX TIMES
THE APEX TIMES
In a dispute tied to India’s competition review of Apple’s conduct, the company says the inquiry relied too heavily on competitor allegations and did not conduct its own proper investigation.
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In a note reported by Yahoo Finance, UBS raised its price target for Advanced Micro Devices to $670 from $455, while continuing to cover the semiconductor designer.
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Yahoo Finance reports Alphabet’s parent company is set to join the Dow Jones Industrial Average, while Verizon is slated to leave, underscoring the index’s preference for companies that match shifting market and economic narratives.
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Microsoft stock rose 5.7% in the latest session on higher-than-average trading volume, yet a near-term push appears complicated by how analysts have been revising earnings expectations.
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An investing commentary tied to Warren Buffett and Berkshire Hathaway executive Greg Abel argues that Alphabet’s recent pullback is being over-read by some investors, pointing instead to the kinds of long-term cash-flow and resilience traits that tend to matter most to value-oriented owners.
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In remarks covered by CNBC on June 24, NVIDIA’s CEO said national security considerations should come before certain business opportunities tied to advanced AI technology.
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A report says Google has capped how much Meta can use its Gemini AI models after the social media company pushed for additional compute capacity, underscoring how access to AI infrastructure is becoming a negotiated constraint for major platform players.
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A Reuters report carried by Yahoo Finance says Meta Platforms is working on an updated smart-glasses lineup that targets a lower price point, continuing its push into augmented reality hardware with EssilorLuxottica.
