Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market-focused prediction says Apple could reach a $5 trillion market capitalization milestone on July 30, potentially becoming the second U.S.-listed company to do so.
THE APEX TIMES
THE APEX TIMES
Both companies report on July 30, but their lead-up narratives are framed as different paths into the print. With limited details in the market note, investors are being told to think differently about how to approach risk into the bell.
THE APEX TIMES
Oracle shares jumped on Thursday after the company said its partnership with Google Cloud will expand the use of Google’s Gemini artificial intelligence models across enterprise software deployments, a move investors viewed as strengthening Oracle’s AI and cloud strategy.
THE APEX TIMES
The brokerage said AMD’s new lease increased the value of Core Scientific’s contracted power and improved the outlook for additional expansion capacity tied to grid interconnection.
THE APEX TIMES
A market report highlights how iPhone financing can trigger a costly “activation” if a customer misses a key decision window, and points to Apple ending an iPhone upgrade program.
THE APEX TIMES
A new look at AMD’s upcoming quarter centers on consensus Street estimates not just for revenue and profit, but also for the operational indicators investors use to judge demand across its data center and client franchises.
THE APEX TIMES
Even after reporting revenue growth and a steep jump in free cash flow, AMD’s stock fell sharply over the past month. A new price-target call has spotlighted how expectations can outweigh near-term headlines.
THE APEX TIMES
A recent market-focused take highlights Amazon’s valuation relative to its 52-week high, pointing to renewed strength at AWS while flagging a looming spending cycle that could pressure near-term earnings.
THE APEX TIMES
Investors moved quickly after Microsoft reported strong cloud growth, with market talk centering on the pace of Azure, the rollout of Copilot, and what the company is doing to fund future capacity through capital expenditures.
