Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Investors pushed Microsoft stock higher on Thursday after the company reported a fiscal fourth-quarter performance it described as strong, highlighted continued momentum in Azure, and cleared a symbolic cloud-sales benchmark.
THE APEX TIMES
THE APEX TIMES
The social media company reported results for its quarter, posting a profit-per-share miss while revenue came in higher than expected, triggering a sharp selloff in after-hours trading.
THE APEX TIMES
In a new essay tied to its Agentforce push, Salesforce lays out a case that model updates alone will not differentiate enterprise AI agents. Instead, the advantage will come from loops that learn from real-world outcomes while staying auditable and safe.
THE APEX TIMES
In a departure from a growing policy debate, Meta’s CEO said banning Chinese AI is not the right approach, according to a report by Yahoo Finance published Tuesday. The comment adds heat to an issue that spans national security, trade, and AI governance.
THE APEX TIMES
Ahead of its next quarterly results, Apple is being positioned by market commentators as a steadier name as investors rotate away from parts of the AI trade that have faced pressure.
THE APEX TIMES
A recent market report says Meta’s stock repurchases fell to zero, down from about $10.17 billion a year earlier, while the company issued about $24.91 billion of debt as cash flow deteriorated.
THE APEX TIMES
Investors pushed Microsoft higher in premarket trading after the company posted a quarter that the market is treating as a beat, highlighted by record cloud revenue.
THE APEX TIMES
A market update tied to Microsoft’s cloud business cited strong growth indicators, including a sharp rise in commercial remaining performance obligations.
THE APEX TIMES
A market report highlights how Apple’s continued push to reduce reliance on outside modem vendors is being framed as a fresh hit to Qualcomm’s position in the smartphone chip stack, underscoring how supply-chain wins and losses are increasingly tied to timelines for next-generation cellular hardware.
