Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Despite the lowered valuation outlook, the bank said it still expects Microsoft to deliver strong quarterly results, supported by cloud and AI products.
THE APEX TIMES
THE APEX TIMES
A recent market piece framed Alphabet and Meta as potential “better” artificial intelligence stock bets as both companies expand their AI capabilities, even as their core businesses remain distinct.
THE APEX TIMES
A Wall Street note argued that AMD’s artificial intelligence push is being evaluated too narrowly against Nvidia’s graphics dominance, prompting BofA Global Research to lift its price target for Advanced Micro Devices.
THE APEX TIMES
The stock has surged to fresh highs above $325, keeping Apple near the $5 trillion market-cap milestone. Still, an overview cited by Yahoo Finance suggests Wall Street’s typical price target has not fully caught up to the level shares trade at, leaving upside questions centered on earnings expectations and sentiment.
THE APEX TIMES
The company is making changes inside its cybersecurity portfolio as enterprises look for tools that can protect data and systems as AI use expands.
THE APEX TIMES
The streaming company is running short free-trial promotions again, according to a report, with trial lengths ranging from about a week to a month depending on location.
THE APEX TIMES
A market commentary posted Tuesday frames Microsoft’s upcoming earnings report as a potential catalyst, arguing the stock could surge after July 29. The post offers no new company filings, instead betting on how the results and outlook may land with investors.
THE APEX TIMES
In remarks carried by Yahoo Finance, Palantir’s CEO said the same forces powering AI’s productivity gains could also widen gaps between those who benefit from new technology and those who do not.
THE APEX TIMES
A reported front-runner role in Tokyo’s air-gapped government cloud effort is drawing fresh investor focus on Oracle, which has traded near 52-week lows.
