Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Charter Communications said Netflix purchasing has been added to The Spectrum App Store, allowing Spectrum customers to subscribe directly through Charter’s platform.
THE APEX TIMES
THE APEX TIMES
A new market take argues that after Intel’s sharp rally, the stock-picking question shifts from momentum to whether the next leg is supported by valuation and forward expectations, with AMD still the benchmark for investors looking for clearer upside.
THE APEX TIMES
A market report argues Broadcom’s ability to build application-specific chips for major AI players is a key reason the stock trades at a lower valuation than peers, even as AI spending accelerates.
THE APEX TIMES
A sector-wide memory shortage that has helped suppliers deliver strong results is also tightening the supply picture for Apple, according to remarks reported by Yahoo Finance. The company’s top executive suggested the cost pressure will ultimately show up in what customers pay.
THE APEX TIMES
A new market prediction argues Meta’s rising spending on artificial intelligence infrastructure is already translating into advertising performance, even as costs have unsettled shareholders.
THE APEX TIMES
A market-focused note highlighted Threads reaching 500 million users and Meta rolling out product updates aimed at deeper engagement, framing the changes as potential evidence of a widening competitive moat around its platforms.
THE APEX TIMES
A fresh market report suggests Apple may be exploring an AirPods version equipped with cameras, framing the idea as part of the company’s broader effort to translate artificial intelligence into new product categories.
THE APEX TIMES
A Yahoo Finance commentary highlights optical networking as a limiting factor for AI traffic and points to Coherent as a way to gain exposure, with NVIDIA cited as part of the broader AI infrastructure picture.
THE APEX TIMES
In a new update on its economic footprint, Amazon says it has poured more than $75 billion into Kentucky since 2010, while supporting thousands of jobs and growing a training pipeline through its Career Choice program.
