Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Meta agreed to change elements of how children can use its social-media services, a result investors have largely framed as preferable to a longer, more uncertain legal fight. Even so, the scope and lasting impact of the changes remain unclear.
THE APEX TIMES
THE APEX TIMES
A surge in TSMC revenue in July by 44.7% is sharpening scrutiny on whether Nvidia can deliver “ordinary” guidance, given its role as the anchor customer for the most advanced AI chips.
THE APEX TIMES
A sharp one-month rally has put Palantir Technologies back in the spotlight, but key details behind the move remain unclear from the latest market commentary.
THE APEX TIMES
A sharp acceleration in AWS profitability is being offset by heavy infrastructure purchases, which pushed Amazon’s trailing free cash flow $25.8 billion lower, according to a report citing the latest results.
THE APEX TIMES
A new benchmark claim from OpenAI’s custom AI chip appeared to undercut Nvidia’s latest performance narrative, while Nvidia indicated it plans to keep using OpenAI as a customer for advanced computing despite the competitive friction.
THE APEX TIMES
Traders are watching Nvidia ahead of earnings, while Intel’s stock tests a technical support area and Super Micro Computer appears to be consolidating below a nearby resistance band.
THE APEX TIMES
A parent of a teenager who died by suicide said they were “very pleased” with settlements involving Meta, highlighting how child-safety allegations continue to shape scrutiny of social media platforms.
THE APEX TIMES
A recent Wall Street note reiterated a bullish view on Salesforce ahead of its fiscal second-quarter 2027 earnings, pointing to upside potential, while emphasizing that upcoming financial performance must settle one key question.
THE APEX TIMES
A stock rally tied to an unusually large backlog is colliding with a slower path to cash flow, according to a recent market analysis of Microsoft’s latest performance and outlook.
