Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Nvidia’s CEO is taking an argument about AI development and oversight from social media to U.S. lawmakers, underscoring how quickly the chip sector’s policy disputes are turning into fights over enforcement and guardrails.
THE APEX TIMES
THE APEX TIMES
The company says it wants to use satellite capacity to connect phones and other consumer devices, a plan that would put more pressure on Starlink’s growing footprint in satellite internet.
THE APEX TIMES
A market-note on July 29 points to renewed hedge-fund backing for Palantir (PLTR) and suggests some investors have pared exposure to Snowflake (SNOW), even as both names face competing narratives on growth and valuation.
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In its latest quarter, Microsoft said Azure has crossed $100 billion in annual revenue, while Copilot expanded to 30 million paid seats. The company also pointed to a gain tied to its investment in Anthropic.
THE APEX TIMES
The Facebook-parent company posted results that fell short of Wall Street profit expectations, while reiterating a commitment to high spending on artificial intelligence infrastructure and related costs.
THE APEX TIMES
The company reported results that topped Wall Street targets for its fiscal fourth quarter, pointing to strength in cloud services and AI workloads as key drivers.
THE APEX TIMES
A new market brief frames 2027 as a potential turning point for mega-cap valuations, putting Amazon, Broadcom, and Taiwan Semiconductor Manufacturing in the same spotlight.
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In Meta’s second-quarter earnings discussion, CEO Mark Zuckerberg said the company sees a broad enterprise opportunity that links AI agents with APIs, compute and internal software, without offering detailed financial targets.
THE APEX TIMES
In comments accompanying Microsoft’s fiscal 2026 results, the company highlighted a $3.2 billion figure connected to its investment in AI lab Anthropic, while describing its OpenAI exposure in a more mixed way. The disclosure underscores how Microsoft’s AI strategy is increasingly shaped by multiple model providers rather than a single partner.
