Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Following WWDC, Apple’s stock has been largely flat over the past month, while one prominent Wall Street analyst’s $400 price target renewed questions about how much recent product updates should move expectations.
THE APEX TIMES
THE APEX TIMES
A recent market commentary on AMD argues that Wall Street’s focus on AI accelerators could miss a more fundamental shift in the firm’s oldest, steady revenue businesses.
THE APEX TIMES
In a new post on higher education, Alphabet’s Google describes how instructors and students are experimenting with Gemini and NotebookLM, aiming to shift AI use from short cuts to structured learning and better feedback.
THE APEX TIMES
A proposed settlement described by Yahoo Finance could provide payments of up to $95 to certain buyers of select iPhone 16 and iPhone 15 models, following complaints that some promised Siri AI capabilities were not available at launch.
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The stock’s rapid climb is pushing bulls and skeptics to ask the same question: is AMD still early in its AI acceleration, or is the market already pricing in a best-case future?
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A new comparison of Palantir and Cognyte frames Palantir as the faster grower with stronger margins, while Cognyte is described as seeing improving recurring revenue but navigating the risks and costs of moving customers toward subscription-style arrangements.
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The software maker said it is expanding its GenStudio and launching “Adobe Brand Visibility” to help marketers use AI to generate and manage brand content across discovery and commerce.
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A new report says the U.S. Federal Trade Commission is preparing a large regulatory action against Amazon tied to how the company presents certain advertisements to consumers.
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A Yahoo Finance roundup of billionaire investor Dan Loeb’s most recent AI-focused stock picks lists Broadcom as his 7th pick, reinforcing the idea that AI supply chains remain central to his positioning, even as the post’s actionable specifics about timing and fundamentals are sparse.
