Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In a MoneyMasters Podcast segment, Michael Lee, founder of Michael Lee Strategy, argued that the artificial intelligence sector is moving through a period of volatility while investors look for the next durable growth inflection points. Palantir was discussed alongside semiconductor maker Marvell.
THE APEX TIMES
THE APEX TIMES
A market-focused report says Salesforce’s artificial intelligence business is expanding more than 200%, even as the shares trade close to their lowest levels of the past year. The gap between improving activity and investor sentiment raises the question of what still needs to change.
THE APEX TIMES
On CNBC’s Squawk on the Street, Jim Cramer argued Intel is the top “name” in the semiconductor group, framing his view as more compelling than Nvidia’s prospects as the market digests what analysts are upgrading and why.
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A Yahoo Finance report says Alphabet is working with Berkshire Hathaway to raise more than $80 billion to fund its AI expansion. The episode underscores how capital-intensive the next phase of big tech’s artificial intelligence plans may be.
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At American Airlines Group Inc.’s annual meeting in June 2026, shareholders rejected two governance proposals while the company’s filing referenced a large cash need tied to its broader capital plan. The moment underscores how investors are weighing shareholder-rights questions alongside visible corporate strategy initiatives, including Google’s sustainable aviation fuel, or SAF, efforts.
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On CNBC, Cleo Capital Managing Director Sarah Kunst warned that the mood around Oracle (NYSE:ORCL) is starting to resemble the late-1990s technology boom, a backdrop she linked to elevated expectations and heightened risk for investors.
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The government said the arrival of Google’s Nuvem and Sol systems marks major infrastructure investment for faster, more resilient connectivity on the island.
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A new round of Microsoft job cuts in China tied to Azure has reignited questions about how the company balances cloud expansion with political risk and shifting investment priorities tied to AI.
THE APEX TIMES
The AI-adjacent developer of enterprise automation software says it has appointed Michele Fisher, a former Microsoft executive, indicating an emphasis on scaling product delivery and go-to-market, even as details on near-term plans remain sparse.
