Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In a turn that surprised many high-AI-inference watchers, the TV host said he liked a caller’s Cerebras argument, then moved his own money toward Intel instead, according to a report.
THE APEX TIMES
THE APEX TIMES
Investors appeared to react positively to reporting that Adobe is advancing an AI-powered collaboration involving Topaz Labs, sending the stock higher late Tuesday.
THE APEX TIMES
A valuation model for Salesforce (CRM) nudged its fair value estimate down, reflecting a modest recalibration of how quickly the company’s artificial-intelligence momentum may translate into earnings.
THE APEX TIMES
AMD and other leading semiconductor names were dragged lower after results from SK hynix failed to meet expectations, tightening the market’s focus on near-term memory pricing and supply-demand outlines.
THE APEX TIMES
A long-term partnership between AMD and Core Scientific highlights how the economics of artificial intelligence are increasingly pulling compute infrastructure into the center of the market, not just chip design.
THE APEX TIMES
Alphabet’s stock fell sharply last week following its earnings release, prompting fresh commentary that the market may be pricing in too much pessimism.
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Wall Street is positioning for Apple’s best June-quarter revenue growth since 2021, after the company kept iPhone pricing steady and the market recalibrated around expectations for its next results.
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Even after AMD secured a sizable data-center capacity commitment described as a 2.5-gigawatt deal, the stock fell sharply during a global risk-off move tied to AI trade expectations.
THE APEX TIMES
Synopsys says it is expanding AI-assisted chip design with work that ties into Microsoft and AMD platforms, aiming to accelerate how semiconductor teams build and verify new silicon. The update lands as investors debate valuation after a recent stock move.
