Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Microsoft CEO Satya Nadella said companies should build “token capital” alongside human capital, a framing that crypto entrepreneur Samson Mow used to argue Bitcoin could help power the transactional layer of the AI economy.
THE APEX TIMES
THE APEX TIMES
Shares of major semiconductor makers rose broadly after news of an agreement aimed at ending the U.S.-Iran war, lifting sentiment across the chip sector. AMD and Micron were among the biggest gainers.
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AMD said its Ryzen AI Halo developer platform is now available for $3,999, positioning it as a cheaper way to run large AI models locally. The move comes as AMD also reportedly passes $900 billion in market capitalization for the first time, underscoring intensifying competition in the AI workstation and “edge” infrastructure market.
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NVIDIA’s CEO said Marvell Technology could grow into “the next trillion-dollar company,” prompting fresh attention on how quickly semiconductor infrastructure supplier could scale, given the current demand cycle around AI compute and networking.
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The enterprise software company said it has reached an agreement to acquire Fin, formerly known as Intercom, as it pushes deeper into AI-led customer engagement tools.
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A market commentary says Netflix has fallen roughly 39% from its all-time high and is being tested by tighter financial conditions, prompting renewed debate over whether the pullback reflects risk or opportunity.
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A new market take says growth opportunities in edge AI hardware are emerging as more AI workloads move onto devices closer to where data is created, not just in large data centers.
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Investors responded positively to Salesforce’s latest announcement of a $3.6 billion deal aimed at strengthening its artificial intelligence agent offerings, easing concerns that software growth could stall as customers shift to new AI workflows.
THE APEX TIMES
The deal is aimed at bringing Fin’s technology and team into Salesforce’s enterprise AI agents platform, as the company ramps up automation for customer support and other business workflows.
