Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
U.S. markets moved lower amid company-specific shocks, with Netflix sinking following its latest earnings update and additional weakness tied to a canceled SpaceX test flight, according to Yahoo Finance’s live market coverage.
THE APEX TIMES
THE APEX TIMES
QumulusAI, a Nasdaq-listed “neocloud” infrastructure provider aimed at the AI computing era, says it has been approved to join NVIDIA’s NVIDIA Cloud Partner program.
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With AMD scheduled to report results on Aug. 4, market participants are watching for outlines that could move sentiment across the AI chip complex, including Nvidia shares.
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Netflix reported Q2 2026 financial results alongside continued share repurchases, but the quarter also came with guidance that was softer than expected for Q3. In parallel, reports about ongoing Letterboxd discussions and an advertising-focused strategy are sharpening debate over how the streaming company intends to expand beyond subscription growth.
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A group of employees alleges Meta used AI to assist with employment decisions in ways that discriminated against protected groups, raising new questions about how the company deploys automated tools in workforce actions.
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HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and increased his price target sharply, arguing the company is entering a more favorable operational phase.
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The agreement places Sodexo as Meta’s workplace catering and food services provider in more than 130 sites spanning over 30 countries, according to a report.
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A Wall Street Journal report cited by Yahoo Finance says Meta is planning to hire a senior AWS executive, as the social-media and AI company outlines it wants to build a larger cloud business.
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A roundup of the stocks drawing attention on Reddit’s WallStreetBets was mostly negative going into Friday, with Netflix and SpaceX among the names flagged for declines.
