Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Alphabet’s Gemini app for macOS is rolling out a voice-first update that lets users speak naturally to dictate, clean up text, and request edits and summaries directly in the apps they are using.
THE APEX TIMES
THE APEX TIMES
Investors are showing renewed optimism after Intel reported results described as strong, even as longer-running concerns continue to split opinion on the company’s outlook.
THE APEX TIMES
The companies said their next wave of hardware and software integration is intended to boost performance and efficiency for AI workloads focused on inference, the stage where models generate responses.
THE APEX TIMES
A market-focused note highlights how observability demand is rising as companies deploy AI applications across major clouds, with Azure among the platforms that can benefit from tighter performance and security monitoring.
THE APEX TIMES
Intel ended a fifth straight week lower while the chipmaker announced a strategic partnership with Lens Technology aimed at advancing semiconductor packaging using glass substrates, a critical step between chips and end products.
THE APEX TIMES
A market report tied to fresh AI-deal headlines argues Microsoft’s shares may be priced too low versus a discounted-cash-flow view of future earnings power. The post also notes the stock is still off its highs over the past year.
THE APEX TIMES
A recent investor-focused column argues Apple has engineered a “mousetrap” effect through its connected devices and services, helping explain why at least one market participant continues adding to AAPL.
THE APEX TIMES
Intel posted second-quarter per-share earnings that were nearly double analysts’ expectations, yet investors appeared more focused on the broader question of how quickly customers are committing to artificial-intelligence spending.
THE APEX TIMES
The chipmaker reported results that beat forecasts by roughly $1.7 billion, yet investors sold the stock, pointing to broader pressures tied to oil, interest rates, and expectations around chip sales. Market commentary also latched onto a separate narrative shift involving Jim Cramer.
