Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A market selloff has pushed Oracle’s stock more than half below its peak this year, even as the software company points to a strong performance highlighted by double-digit revenue growth.
THE APEX TIMES
THE APEX TIMES
A new market take argues that two semiconductor names, including Sandisk and Advanced Micro Devices, have a clearer path to $1 trillion valuations by 2030 than Palantir.
THE APEX TIMES
Market talk around Palantir’s future artificial intelligence (AI) growth is being reframed, after a reported new partnership renewed investor attention on how quickly the company’s software can generate revenue.
THE APEX TIMES
Microsoft said it will eliminate 4,800 roles, with most of the cuts concentrated in its Xbox unit and additional workforce exits planned into the next fiscal year. The company is also emphasizing heavy spending to build AI infrastructure, a backdrop that is shaping how investors interpret the changes.
THE APEX TIMES
A new round of market valuation checks is spotlighting Palantir Technologies’ split outlines, with a discounted cash flow view suggesting the stock could be trading below intrinsic value while earnings-based measures imply it may already be priced for strong expectations.
THE APEX TIMES
A recent market commentary points to Meta’s planned Pocket app and its creator-focused “gizmos” feature as a potential expansion of its gaming and interactive entertainment footprint.
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The companies say they are combining Nvidia’s open-model Nemotron family with Palantir software built for testing, deployment, and orchestration inside highly controlled government environments.
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The iShares MSCI KLD 400 Social ETF (DSI), which uses ESG screens to pick companies, has gained about 22% over the past year, according to a recent market report. The fund appears to own Alphabet and Intel, but not Meta, highlighting how ESG rules can reshape even the largest parts of the stock market.
THE APEX TIMES
The venture capitalist, speaking on a recent podcast, argued Nvidia’s push with open-weight large language models could eventually position the company to compete more directly with frontier AI labs such as OpenAI and Anthropic.
