Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A Yahoo Finance roundup flagged an initiation of coverage for SpaceX and a downgrade for Apple among the day’s notable analyst calls, underscoring how quickly rating changes and new research notes can shape trading narratives.
THE APEX TIMES
THE APEX TIMES
In remarks circulated by Yahoo Finance, Debbie Weinstein linked artificial intelligence to major productivity gains globally and pointed to shifts in how people use search.
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The company says the new safety layer for robots aims to unify AI computing with safety controls, targeting deployments where software errors can translate into real-world harm.
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At ISC in Germany, Dell said it is expanding its Dell AI Factory with NVIDIA with a new purpose-built server, the PowerEdge XE8812, aimed at demanding HPC and AI workloads.
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The server maker says its Data Center Building Block Solutions (DCBBS) reference design pairs NVIDIA’s Vera Rubin NVL4 platform with a configurable building-block approach intended to speed deployment across converged high-performance computing and AI environments.
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At Alphabet’s Q1 2026 earnings call in April, CEO Sundar Pichai said artificial intelligence has changed the company’s revenue outlook and the way products are expected to drive results, according to a market report published by Yahoo Finance.
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A Yahoo Finance report says J.P. Morgan pushed back on market concerns tied to Google, arguing the noise has obscured a broader outlook for Broadcom.
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The agreement centers on Project Kilby, a 2.67-gigawatt natural gas plant in Texas that could support power-heavy, co-located computing infrastructure used for artificial intelligence workloads.
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In remarks reported by Yahoo Finance, Microsoft CEO Satya Nadella pushed back against an overly concentrated AI race, arguing that companies should prioritize affordability and public trust alongside technical progress.
