Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
PLTR shares fell again Thursday, extending a losing streak as the stock continues to slide and earlier retail-driven enthusiasm appears to cool.
THE APEX TIMES
THE APEX TIMES
A widely circulated market-news roundup pointed to a Qualcomm upgrade and a fresh coverage initiation for Intel among the day’s most-discussed Wall Street research items.
THE APEX TIMES
A new market analysis contrasts Alphabet’s broader cloud platform strategy with CoreWeave’s more specialized approach to AI infrastructure, framing the debate around where each model’s strengths translate into durable demand.
THE APEX TIMES
Microsoft has diverged from much of the technology sector’s momentum, with its stock falling roughly 24% year to date while the broader market is up about 7%, according to a recent market report.
THE APEX TIMES
A new push from Meta targets more automated review of content, a step meant to improve the speed and consistency of moderation as platforms face rising volumes.
THE APEX TIMES
At the Cannes marketing festival, Amazon’s devices and advertising leadership highlighted a new Alexa-linked ad format designed to feel more like a conversation than a traditional spot, citing early brand tests including Papa Johns.
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The private capital markets data provider said it is adding a federated Copilot connector to bring PitchBook’s information into Microsoft’s AI tools used by dealmakers and analysts.
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The independent data and investment-intelligence provider said it is rolling out a “suite of integrations” built on Microsoft technology aimed at helping businesses use Morningstar’s research inside day-to-day tools.
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The company’s latest pricing move reflects higher costs tied to an unusual run-up in semiconductor components used in computers and tablets as data centers expand for artificial intelligence workloads.
