Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In a discussion of how investors are pricing leading AI developers, guests on TWiT drew parallels to Intel’s past, arguing that valuation optimism can lead to expensive strategic overreach.
THE APEX TIMES
THE APEX TIMES
The companies say the deal brings together Omnicom’s audience intelligence, built on Acxiom data, with Netflix’s AI-driven approach to creating advertising.
THE APEX TIMES
Market forecasts suggest Amazon’s four-day Prime Day promotion could reach its highest U.S. market share since 2019, underscoring the event’s role as a key retail growth lever.
THE APEX TIMES
A market report says Nvidia’s stock moved higher after customers began adopting new safety technology in connection with a major robotics advance, reinforcing investor focus on the company’s humanoid robot ambitions.
THE APEX TIMES
A recent market-focused article argues that Microsoft’s growth profile, especially around artificial intelligence, may matter more to long-term investors than near-term weakness.
THE APEX TIMES
A market report says Chevron is developing a major power project to supply electricity for a Microsoft AI data center, underscoring how quickly power availability is becoming part of AI infrastructure planning.
THE APEX TIMES
At an investor-focused moment on June 18, Intel’s chief executive pushed back against a simple market rule: buy the companies tied most directly to GPUs, data centers, and hyperscaler spending. The message underscored how Intel is positioning itself in the AI compute race even as investors keep score by proximity to graphics chips.
THE APEX TIMES
On Apple’s most recent earnings call, Tim Cook suggested that the bill for making iPhones in the June quarter will be higher, a comment that points to upward pressure on device pricing or margins for the next product cycle.
THE APEX TIMES
The move ties Meta’s messaging strategy to a broader bet on payments and financial services in India, according to a report.
