Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Analysts at Bank of America forecast Advanced Micro Devices will deliver a stronger-than-expected quarter, pointing to expanding demand for AMD’s EPYC processors and AI-focused accelerators used in data centers.
THE APEX TIMES
THE APEX TIMES
Tuesday’s gains for Broadcom (AVGO) were attributed in part to a market-wide shift, with investors showing preference for hardware-linked companies rather than software stocks.
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A New York move to halt new AI-focused data center development, along with similar proposals in other states, could affect timelines and costs for companies building the infrastructure behind AI services.
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Microsoft (MSFT) ended the most recent session down 1.55% to $384.93, a move the latest market note framed as a contrast to an improving overall market environment for investors.
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Alphabet Inc. closed at $357.33 in the latest trading session, a gain of about 1.9% versus the prior day, according to market coverage. The post did not provide additional company-specific operating updates in the details available here.
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With Netflix scheduled to report second-quarter results on Thursday, July 16, the stock is trading close to its 52-week low and has not yet shown a clear rebound, according to Yahoo Finance.
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Traders are pricing a broad range of outcomes for Netflix, underscoring how much uncertainty still surrounds the streaming business cycle and near-term stock performance.
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OpenAI has issued another response in the dispute with Apple tied to alleged trade-secret misuse, arguing that the allegations do not hold up and should be dismissed.
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A UK competition ruling requiring clearer, non-discriminatory search ranking and legally mandated data handling is testing a central assumption of the search business: that scale alone is a durable moat.
