Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent market recap says Advanced Micro Devices has risen more than 100% over the past half-year, with Wall Street forecasts calling for rapid earnings-per-share expansion over the next five years.
THE APEX TIMES
THE APEX TIMES
Alphabet’s cloud unit told some customers in India to expect intermittent network problems, including elevated latency and possible packet loss, after a fire led to an emergency shutdown at a third-party facility serving network capacity in the Delhi region.
THE APEX TIMES
Even after a slide from recent highs, Netflix is attracting attention from traders citing ongoing momentum in its advertising revenue and cash flow, according to a market report.
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The new agreement covers electricity from Meta’s Palmera Solar Plant project in Freestone County, Texas, as the companies expand a multi-project U.S. portfolio expected to come online by 2028.
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A top Wall Street analyst kept a high price target for Nvidia even as the company’s chips remain constrained, pointing to a reported pattern of unexpectedly strong demand for its newest AI platform, Blackwell.
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A new market discussion argues Meta Platforms’ artificial intelligence investments are already translating into better performance in its advertising business, even as some investors remain focused on heavy capital spending and recent user trends.
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A widely shared market model suggests upside for Microsoft after a sharp move from its 52-week high, citing Azure momentum and the company’s AI revenue run rate. What matters next is whether upcoming results confirm the trajectory.
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The support, described in recent reporting, would cover lease payments across five U.S. data centers used for Anthropic’s expanding AI compute capacity, effectively underpinning a large private-credit package tied to the firm behind Claude.
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At its Worldwide Developers Conference, Apple leaned into an “AI reset” for Siri, positioning a faster, more capable assistant across iPhone, Mac, and other devices while emphasizing on-device privacy and user control. The company also used the moment to stress it is building AI experiences into its existing ecosystem rather than replacing it.
