Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new market note argues Meta is moving toward cloud computing, potentially expanding the company beyond advertising and social media. Details on timing, scope, and pricing were not provided in the cited post.
THE APEX TIMES
THE APEX TIMES
Surf Air Mobility’s stock jumped after it disclosed an expanded partnership with Palantir to accelerate SurfOS, the aviation software platform, alongside a separate effort to demonstrate electric aircraft operations in Hawaii.
THE APEX TIMES
New reporting points to an expanded iPhone lineup and a faster ramp of foldable iPhone production, while the broader smartphone market deals with a shortage of key memory components tied to AI demand.
THE APEX TIMES
The European Court of Justice dismissed Google’s challenge to a record EU competition penalty tied to how Android was used to limit rival app services, a setback for Alphabet that keeps the regulator’s case alive on the block.
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A market report claims Apple is planning a heavier iPhone refresh window than in recent years, potentially spanning five or more new handset models across late 2026 and the first half of 2027.
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HSBC moved Adobe to a Buy rating from Hold, citing a view that market worries about generative artificial intelligence (AI) are likely exaggerated, sending the stock higher in early trading.
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The move is designed to reduce the up-front cost for smaller AI companies seeking large-scale GPU capacity by linking access to future revenue and offering credit-backed terms through cloud and infrastructure partners, Nvidia said.
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The iPhone maker is in negotiations to purchase memory components from two Chinese semiconductor suppliers on a Pentagon blacklist, aiming to soften the impact of a global memory shortage that has pressured Apple’s pricing and supply planning.
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The company is reported to be testing a program that would give developers credits for Nvidia compute access, in return for a portion of their future sales.
