Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Nasdaq and S&P 500 futures eased early Wednesday as traders looked to U.S. inflation data and Oracle’s upcoming quarterly results, while retail positioning appeared to cool for the S&P 500 but remain supportive of the Nasdaq.
THE APEX TIMES
THE APEX TIMES
Broadcom reported first-quarter results that beat expectations, with AI semiconductor revenue hitting a record pace. But during the earnings call, analysts focused on what the numbers imply for gross margin pressure, the shape of AI demand going forward and the terms of large multi-year agreements, including a Google-related deal.
THE APEX TIMES
Market coverage Tuesday tied Alphabet’s next phase of AI investment to rising spending expectations for the rest of the decade, with Wall Street analysts pointing to semiconductor and infrastructure beneficiaries.
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The Facebook-parent’s partnership with Reliance Industries targets a 168-megawatt, AI-enabled facility in Jamnagar, designed to be expandable as Meta ramps global AI computing needs.
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Intel’s stock has surged from its 2025 lows, but the path back to dividends appears blocked by continued high spending and slower-to-build customer cash.
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The software giant is set to deliver quarterly results Wednesday, with investors focused on whether cloud growth can keep offsetting the drag from its long-running legacy software base.
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In a sign of how Apple Intelligence is being assembled across partners, Nvidia says GPUs deployed on Google Cloud are being used for Apple’s privacy-focused cloud inference and foundation-model work, reviving a commercial tie that had largely cooled over the past decade.
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Bloomberg reported Salesforce has built a roughly $5 billion position in Anthropic, an AI research company that has also confidentially filed for an initial public offering, while Salesforce says it invested to support AI features across its products.
THE APEX TIMES
Broadcom reported what many chip and infrastructure peers would consider a standout quarter, with AI-related sales accelerating sharply. But comments from CEO Hock Tan about keeping the company focused on selling chips, and holding an ambitious AI revenue target steady, unsettled some large AI backers.
