Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A fresh take from Morgan Stanley suggests Netflix’s market price does not fully reflect its longer-term growth outlook, even as investors focus on engagement trends.
THE APEX TIMES
THE APEX TIMES
A new market-focused note argues Microsoft is the “cleaner bet” for investors looking to ride AI-related enterprise spending, citing a view that Microsoft can grow faster while trading at a lower valuation than Fortinet, despite Fortinet’s strong recent momentum.
THE APEX TIMES
A rare Underweight call from KeyBanc, cited by Yahoo Finance, pointed to concerns that Apple’s recent price increases could cool demand, pressuring the stock even as the company continues to lean on its services ecosystem.
THE APEX TIMES
A market note from KeyBanc points to decelerating expansion at Apple, arguing that iPhone and other product demand could be soft while growth in Services may trail expectations.
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The firm said it continues to favor Nvidia despite recent relative weakness, following another down day for the AI chip leader.
THE APEX TIMES
Alphabet’s Google faced renewed regulatory scrutiny in Switzerland, where an investigation into how users can set and change default search options on Android was reported to have been launched. Investors appeared to react as the focus turns to how search defaults are presented on mobile devices.
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A new wave of litigation targets Google’s use of copyrighted books, articles, and other works in training and building generative AI systems, according to a report.
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Broadcom said it has extended its role as a supplier of custom chips for Apple, according to a Reuters report carried by Yahoo Finance on July 6.
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HSBC raised its outlook for Intel Corporation and increased its price target to $200 from $100 on July 2, according to a market report carried by Yahoo Finance.
