Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
As Apple’s chief executive warns that higher pricing for iPhones may become unavoidable, investors appear to be reassessing how durable tight memory supply and rising chip costs will be for the rest of the electronics cycle.
THE APEX TIMES
THE APEX TIMES
Traders pushed Intel higher Thursday after President Donald Trump said Intel had secured a deal to supply chips to Apple, underscoring how quickly supply-chain headlines can move semiconductor stocks.
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A recent market report says Microsoft is continuing to expand Teams Immersive, the company’s effort to bring 3D avatars and more spatial interaction into Microsoft Teams. The update highlights how Microsoft is trying to turn “immersive work” into a mainstream enterprise workflow, even as specifics and rollout details remain limited in the public post.
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A Yahoo Finance report on Nvidia points to strong recent share performance and continued market optimism that the company’s technology reach is widening beyond any single end market.
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A Yahoo Finance market note frames Alphabet (GOOGL) as a candidate “metaverse” winner, pointing to strong recent share performance and investor optimism, while offering limited detail on the company’s next steps in immersive computing.
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The company is making changes intended to grow its user base by loosening access in some parts of its software lineup, according to a Yahoo Finance report.
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A new market commentary from Yahoo Finance says Ray Dalio’s Bridgewater Associates views Amazon as a standout growth opportunity, citing the company’s announced full rollout of Alexa+.
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The report, referenced in a June 18 Yahoo Finance item, points to a large-scale AI investment theme tied to NVIDIA, but does not spell out the underlying program details.
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In a recent note highlighted by Yahoo Finance, Citi cited growing data-center demand in naming Broadcom (AVGO) among its preferred chip exposure. The move comes as Broadcom initiated a cash tender offer for the purchase of shares.
