Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Huang warned that demand for faster, higher-capacity memory used in AI data centers is unlikely to ease quickly, reinforcing Nvidia’s view that compute, networking, and memory upgrades must expand together to meet growth in training and inference.
THE APEX TIMES
THE APEX TIMES
Oracle reported a quarterly earnings gain and a modest revenue outperformance for the quarter ended May 2026, according to a market update that cited results versus analyst estimates. The company did not, in the cited report, provide enough breakdown to say which parts of the business drove the surprise.
THE APEX TIMES
Despite a quarter that reinforced strong AI-related demand, Broadcom’s stock pulled back as market participants questioned whether that growth can continue to justify a premium valuation, particularly in custom chips.
THE APEX TIMES
In an earnings call recap, Oracle executives pointed to ongoing strength in AI infrastructure and cloud services and said the company expects another year of substantial investment.
THE APEX TIMES
Trading in Oracle (ORCL) was a late drag in a session where U.S. equity futures moved lower, with attention split between fresh U.S.-Iran developments and company-specific results. Separately, talk of a SpaceX initial public offering continues to circulate.
THE APEX TIMES
The bank is indicating more confidence in Apple’s ability to keep pace with investors’ expectations around artificial intelligence, adjusting its Apple outlook following a key market event.
THE APEX TIMES
Oracle reported a stronger-than-expected quarter driven by heightened demand for artificial intelligence infrastructure, yet investors focused on the company’s plan to raise about $40 billion.
THE APEX TIMES
A market-focused column points to a sharp jump in Broadcom’s AI semiconductor revenue, suggesting the company is becoming a more prominent way to play artificial intelligence beyond the usual chip and platform names.
THE APEX TIMES
Alphabet’s self-driving unit Waymo has reportedly acquired a proving facility Apple used for autonomous vehicle testing in Arizona in a deal valued at $220 million, according to a market report citing earlier local coverage.
