Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Oracle’s shares slid to a fresh 52-week low, while a Wall Street consensus target still sits more than $130 higher than the current market price, underscoring a sharp disconnect between trading sentiment and forecasts.
THE APEX TIMES
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The new system, paired with NVIDIA Mission Control software, is set to give more than 1,500 students and 600 faculty on-premises access to large-scale AI computing as part of a broader education and applied-research partnership.
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The company says its new Muse Spark 1.1 model lets Meta AI plan, follow through, and deliver recurring updates across Meta’s app ecosystem, starting with select markets.
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A market preview highlights the start of a heavier quarterly earnings cadence for several major technology names, with Intel among the companies scheduled to report.
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A Wall Street analyst-style chart argument points to a shift in how investors are valuing Netflix, with expectations for “tech-like” growth yields fading even as Netflix continues expanding its business.
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Amazon CEO Andy Jassy said the company is not betting that big on artificial intelligence “on a hunch,” pointing to the scale of its in-house Trainium chip business, where the company is reportedly already operating around a $20 billion annual run rate.
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A BofA Securities analyst’s comparison in a market segment highlights how Netflix’s recent earnings outlook has weighed on its stock, while Spotify appears positioned differently in the streaming landscape.
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A market recap highlighted Oracle’s steep pullback from its peak and renewed skepticism about whether the company’s current push in spending will translate into durable growth.
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Markets are looking ahead to a busy earnings week for large-cap technology and industrial names, while geopolitical risk adds volatility to index futures.
