Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new market note says multiple high-profile investor portfolios have converged on Taiwan Semiconductor Manufacturing, with at least one manager notably increasing exposure by about half.
THE APEX TIMES
THE APEX TIMES
A report pointing to Palantir’s U.S. revenue more than doubling underscores how investors are narrowing in on geographic momentum as the company serves both government and commercial clients.
THE APEX TIMES
Appaloosa Management reduced its stakes in both AMD and NVIDIA, according to a report, but increased its position in Amazon, underscoring how even veteran AI-focused investors are still rotating between chips and cloud infrastructure.
THE APEX TIMES
After reporting what it called its biggest quarter ever, Oracle highlighted rapid cloud infrastructure growth and a jump in remaining performance obligations to $638 billion. Whether those numbers can translate into a roughly fourfold stock move by 2030 depends on execution that the company did not fully quantify in the market commentary.
THE APEX TIMES
Chevron will provide natural gas for Microsoft’s Project Kilby, a 2.7-gigawatt load slated to be powered by the agreement over two decades, according to a report cited by Yahoo Finance.
THE APEX TIMES
Adobe said it is expanding the use of “agentic AI” across marketing workflows through new deals with agencies announced at Cannes Lions 2026, according to a market report.
THE APEX TIMES
A recent market commentary from Yahoo Finance framed Alphabet’s stock move around the question of what AI executives are “worth,” using a striking valuation-style comparison as markets reassess the economics of the AI race at big tech.
THE APEX TIMES
Alphabet’s stock fell after reports that two prominent figures in artificial intelligence, Noam Shazeer and Nobel Prize winner John Jumper, have moved to OpenAI and Anthropic, respectively.
THE APEX TIMES
Alphabet’s stock dropped after reporting indicated a second prominent artificial intelligence executive has departed the company for a competitor, reigniting questions about talent retention and the pace of its AI strategy.
