Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market split that left the Dow in the green and the Nasdaq lower was attributed in part to moves tied to Alphabet (GOOGL) and SpaceX, according to a report published June 22.
THE APEX TIMES
THE APEX TIMES
After reporting what it called its biggest quarter ever, Oracle highlighted rapid cloud infrastructure growth and a jump in remaining performance obligations to $638 billion. Whether those numbers can translate into a roughly fourfold stock move by 2030 depends on execution that the company did not fully quantify in the market commentary.
THE APEX TIMES
Chevron will provide natural gas for Microsoft’s Project Kilby, a 2.7-gigawatt load slated to be powered by the agreement over two decades, according to a report cited by Yahoo Finance.
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Adobe said it is expanding the use of “agentic AI” across marketing workflows through new deals with agencies announced at Cannes Lions 2026, according to a market report.
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A recent market commentary from Yahoo Finance framed Alphabet’s stock move around the question of what AI executives are “worth,” using a striking valuation-style comparison as markets reassess the economics of the AI race at big tech.
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Alphabet’s stock fell after reports that two prominent figures in artificial intelligence, Noam Shazeer and Nobel Prize winner John Jumper, have moved to OpenAI and Anthropic, respectively.
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Alphabet’s stock dropped after reporting indicated a second prominent artificial intelligence executive has departed the company for a competitor, reigniting questions about talent retention and the pace of its AI strategy.
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A comparison of the two companies’ latest quarterly reports highlights different approaches to competing in AI hardware, with Intel drawing investor attention for both an apparent revenue strength and a sizable charge.
THE APEX TIMES
Shares of Palantir Technologies were among the weakest performers in the enterprise software group in midday trading, down roughly 7% to around $120, as investors weighed how the company’s stock is tracking against peers.
