Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Microsoft has diverged from much of the technology sector’s momentum, with its stock falling roughly 24% year to date while the broader market is up about 7%, according to a recent market report.
THE APEX TIMES
THE APEX TIMES
The company’s latest pricing move reflects higher costs tied to an unusual run-up in semiconductor components used in computers and tablets as data centers expand for artificial intelligence workloads.
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Micron Technology edged ahead of Meta Platforms in market valuation, the first time the memory-chip maker has overtaken the social-media giant in value, as investors reacted positively to its outlook for AI-related infrastructure spending.
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A sharp pullback in Salesforce’s stock has put pressure on valuation expectations, even as the company’s financial profile remains a central part of the bullish case.
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Agility Robotics, supported by Amazon, is pursuing a SPAC merger that it expects to raise $620 million as it prepares to launch Digit v5, its next-generation humanoid robot.
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Meta will use Qualcomm’s multi-generation Dragonfly C1000 central processing units (CPUs) to power part of its next-generation server fleet, according to a market report.
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The company adjusted pricing for multiple product lines as parts costs rose, according to a market report citing supply constraints involving memory chips and storage components.
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A Yahoo Finance report says Wedbush issued a caution on Broadcom, citing concerns that Google’s growing push into custom AI hardware could shift demand away from parts of the broader chip supply chain.
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The European Commission is indicating that AWS and Azure may need to be treated as “gatekeepers” for cloud services as regulators focus on market power amid accelerating AI adoption.
