Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A Bank of America Securities analyst told investors Figma (FIG) is the better choice in AI-era design software, assigning a Buy rating and a $30 price target, while lowering Adobe (ADBE) to Underperform with a $190 target.
THE APEX TIMES
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CNBC’s Jim Cramer said the market is being too harsh on memory makers despite Samsung’s strong results, while he pointed to uncertainty tied to SK Hynix’s large funding plans.
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The company is reportedly planning a multi-tranche debt offering that could reach at least $25 billion, as Amazon’s capital spending outlook continues to tilt heavily toward data centers and chip-related capacity.
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A fresh market report points to AMD’s Ryzen AI Halo push, arguing it is positioning the company to benefit as more developers build agentic AI systems locally for AI PCs and servers.
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A new market note from Yahoo Finance frames Amazon as a growth stock built on durable expansion themes, while offering limited detail on the specific drivers behind that view.
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The data-software company said it is broadening how its AI platform is used in the insurer’s fraud detection, underwriting and claims workflows, reinforcing investor focus on commercial AI deployments.
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Palantir shares jumped roughly 14% for the week as investors reacted to a strong Q1 2026 update and a turnaround from recent lows, while Alphabet’s Google continues to be framed as a lower-friction way to gain exposure to AI capabilities.
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Meta says its first image-generation model from Meta Superintelligence Labs, Muse Image, is now available through Meta AI, with new creative effects for Instagram Stories and AI image generation in direct chats on WhatsApp in limited countries.
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A report raised the possibility that Meta could rent out excess AI compute capacity. The debate now is whether that reflects an overinvestment in infrastructure or a sign the industry’s demand-supply balance is changing.
