Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A widely reported settlement between Meta and dozens of U.S. states is being framed as a potential turning point, with analysts pointing to the likelihood of further regulatory and legal scrutiny aimed at social platforms.
THE APEX TIMES
THE APEX TIMES
The AI chipmaker’s latest update reported record revenue of $96.2 billion, along with disclosures pointing to $366 billion in future commitments and up to $108.5 billion in guarantee exposure, driving a sharp reaction in extended trading.
THE APEX TIMES
Cresset chief investment strategist Jack Ablin said Nvidia is positioned in a difficult spot even as the broader artificial intelligence boom looks healthy, arguing that the company’s next moves could be constrained by how the industry landscape is evolving.
THE APEX TIMES
A fresh set of investor expectations for Nvidia, the semiconductor bellwether of the AI boom, appears to have run ahead of what the company indicated for near-term sales, according to a report carried by Yahoo Finance.
THE APEX TIMES
In an outlook framed around an aggressive growth target, Nvidia told investors it expects revenue to rise by about 70% in its next fiscal year. The projection helped lift shares after hours, while the company defended a strategy that provides financing-style support to customers.
THE APEX TIMES
A Yahoo Finance earnings roundup highlights how Salesforce’s second-quarter performance (for the period ended in July 2026) stacked up against consensus estimates across several closely watched measures, offering a sharper read than headline revenue alone.
THE APEX TIMES
A Yahoo Finance analysis argues Nvidia is increasingly positioned like a “central bank” for the AI economy, moving beyond selling the initial wave of compute and into enabling the next phase of growth.
THE APEX TIMES
A new analyst note is driving attention around AMD, but the reasoning cited in a market report centers on considerations other than the company’s graphics processing unit, or GPU, business.
THE APEX TIMES
The AI chipmaker reported a stronger-than-expected quarter and raised its outlook, while investors also weighed the impact of a major Amazon-related agreement.
