Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Daniel Durn’s departure adds another layer of complexity for Adobe while the software company remains in the middle of its search for a successor to long-time CEO Shantanu Narayen.
THE APEX TIMES
THE APEX TIMES
A new market report argues Apple’s WWDC messaging gave investors a clearer view of its “AI future,” yet it may still take more than a preview to move AAPL meaningfully.
THE APEX TIMES
A new, more-than-$10 billion AI data center effort launched by KKR, backed by Nvidia and the Kuwait Investment Authority, has tapped Vistra as a preferred power provider for the initiative. The arrangement underscores how electricity supply, not just chips, is becoming a gating factor for AI buildouts.
THE APEX TIMES
After a softer stretch in the market, Microsoft shares have slipped roughly 4% over the past month and about 1% over the past three months, reviving questions about whether expectations for durable fundamentals are keeping up with the stock’s recent performance.
THE APEX TIMES
Oracle reported an earnings beat, but at least one Wall Street analyst still moved cautiously, tweaking a price target as investors weighed whether Oracle’s cloud infrastructure momentum can keep accelerating in the AI-driven market.
THE APEX TIMES
A Yahoo Finance report says Microsoft is considering options that could include spinning out or restructuring its Xbox business, while continuing to build a pipeline of new titles.
THE APEX TIMES
The drop, reported by Yahoo Finance, puts Adobe stock near its weakest level in years, with market attention shifting to concerns about how the company plans to grow and who is running key parts of the organization.
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The Altimeter Capital portfolio manager Brad Gerstner fully sold out his Alphabet position in Q1 2026, then initiated two new holdings, based on the firm’s regulatory 13F filing.
THE APEX TIMES
A new market commentary argues Apple’s push into artificial intelligence may be constrained by rising memory and component costs, creating a “no-win” pricing problem for products where buyers expect stable prices.
