Technology

The Apex Times

THE APEX TIMES

Nvidia shares rebound in premarket trade as investors look for steadier AI chip demand

After a week in which Nvidia’s stock slipped below a widely watched $200 level, the shares rose early Monday, suggesting traders are weighing outlines that AI-related chip demand could remain resilient.

The Apex Times

THE APEX TIMES

Alphabet joins the Dow as shares climb, in a shift driven more by index mechanics than business news

Alphabet’s parent, Google, is set to replace Verizon Communications in the 30-stock Dow index, and the move comes as GOOGL shares rise in early trading.

The Apex Times

THE APEX TIMES

Chinese AI model competition is starting to show up in big-tech supply chains, raising questions for NVIDIA and AI hardware demand

A new market note argues that Chinese AI models are quietly moving from “catch-up” to “competition,” potentially pressuring the assumptions investors have made about the pace of global AI infrastructure spending that benefits NVIDIA.

The Apex Times

THE APEX TIMES

Workato expands its AWS relationship to help enterprises deploy “agentic” AI through Enterprise MCP

The integration and automation platform said it is broadening collaboration with AWS, aiming to scale how companies connect AI agents to enterprise systems using an Enterprise MCP approach.

The Apex Times

THE APEX TIMES

NVIDIA and Firmus plan 360-megawatt, 170,000-GPU AI data center campus in Indonesia

The proposed Batam project is pitched at AI-native customers and is described as targeting up to $30 billion in committed revenue over six years.

The Apex Times

THE APEX TIMES

Palantir shares rebound after report of an Nvidia push into government AI

The latest rally in Palantir’s stock comes after a reported partnership with Nvidia focused on government artificial intelligence, helping the company snap a short losing streak.

The Apex Times

THE APEX TIMES

Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000, Investors Worry About the AI Transition

Microsoft is on track for its most severe monthly selloff since the dot-com era, as investors recalibrate around artificial intelligence and how it will translate into profits.

The Apex Times

THE APEX TIMES

SRFM shares surge on report of renewed Palantir push for SurfOS development

A market report says Surf Air Mobility and Palantir will add engineering and go-to-market resources to accelerate SurfOS, reviving attention on Palantir’s role in the project.