Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Three analysts lowered their estimates for Microsoft, citing concerns about the timing and durability of AI gains as the company’s recent results fail to fully reassure the market.
THE APEX TIMES
THE APEX TIMES
A brokerage revision follows Apple’s decision to raise prices on MacBooks, iPads and other devices, a move the company said was meant to help offset costs tied to a global memory chip shortage.
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A market report alleges Microsoft’s browser and online-choice flows rely on “dark patterns” to push users toward decisions they might not otherwise make, renewing scrutiny of user-interface manipulation across Big Tech.
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In a recent interview-style profile, UFC president Dana White described a Meta boardroom encounter with Mark Zuckerberg and linked what he saw there to Meta’s current willingness to make unusually large strategic moves.
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The Information reports Apple is looking to acquire chip companies to strengthen efforts to build server processors aimed at running AI workloads.
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A market prediction ahead of AMD’s next major reporting window argues that rising demand for server processors to run agentic AI and inference could become the key narrative for the stock.
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The U.S. software company is reported to be leading discussions with Japan on a secure cloud setup aimed at improving allied intelligence and information sharing.
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A recent market article argues that both companies are trading in ways that could look cheaper than investors are used to, even as the firms’ businesses remain tightly linked to the AI buildout.
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A widely shared market commentary points to a large gap between Oracle’s stock move and investors’ expectations for its cloud and AI momentum.
