Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent market commentary argues that Microsoft’s shares look cheaper than Apple’s, pointing to valuation rather than product momentum as the main reason investors may be looking past Apple today.
THE APEX TIMES
THE APEX TIMES
A market-focused report pointed to Netflix trading just above its 52-week bottom, after the stock slid 44% while the broader market climbed. The question now is whether the recent decline reflects temporary pressure or a bigger business risk.
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Broadcom’s AI-related business, including custom silicon sold as application-specific integrated circuits, is drawing renewed attention from UBS, which reiterated a Buy rating and a $485 price target.
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In a new initiation note, Wolfe Research positioned Palantir Technologies as an enterprise AI “leader” even as the stock trades at a premium relative to peers, framing PLTR as one of the AI names it expects investors to watch into 2026.
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Analyst firm Citizens reiterated a Market Outperform rating on Salesforce, maintaining a $315 price target as the CRM vendor expands its AI push following its announced acquisition of Fin and continued development of its Agentforce platform.
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In a fresh note dated June 23, KeyBanc reiterated its Overweight rating on Oracle and kept a $300 price target, arguing that Oracle is among the AI-related cloud players investors may want to watch beyond the dominant hardware narrative.
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In a note to clients, Evercore ISI kept its Outperform view on Meta Platforms, pointing to growth drivers tied to Meta’s AI initiatives and a newly priced smart-glasses lineup.
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A July 1 market note highlighted a sharp rise in Palantir (PLTR), but provided limited detail on what specifically drove the move.
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A new scan of quarterly performance in the data analytics space flagged Palantir Technologies (NASDAQ:PLTR) as a top name, though the post did not provide full operational detail in the excerpt available for this draft.
