Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Alex Sacerdote of Whale Rock Capital cited a steep valuation benchmark from NVIDIA’s earlier AI surge during a recent appearance, as investors continue to debate whether today’s multiples are justified.
THE APEX TIMES
THE APEX TIMES
After a fresh round of selling, Palantir Technologies stock was down about 26% for the year, according to a market wrap cited by The Motley Fool.
THE APEX TIMES
Apple’s stock fell about 4% following the company’s annual developer conference, as analysts weighed the strength of its artificial-intelligence messaging and questioned how quickly new capabilities will reach consumers.
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Intel’s stock fell as chip equities pulled back, but analysts and market outlets pointed to a potentially important step in Intel’s effort to restart its contract-chip (foundry) business, highlighting a partnership involving Cadence Design Systems.
THE APEX TIMES
Apple’s growth is tied to premium device cycles and a widening Services engine, while Palantir’s is tied to accelerating AI deployment work. Both companies reported another consecutive EPS beat this spring, but the businesses behind the numbers are moving in sharply different ways.
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The European Commission has issued an order requiring Meta Platforms to roll back WhatsApp access restrictions affecting competing AI chatbot makers, according to multiple reports, as regulators continue investigating whether Meta used its market power to disadvantage rivals.
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A strong run has left Alphabet shares close to recent highs, and a new market note argues that investors should not lose sight of the next “most important number” beyond AI and cloud growth themes.
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Paramount Skydance’s legal team sent a letter to the U.S. Justice Department saying Netflix tried to undermine its pending Warner Bros. Discovery acquisition. Netflix called the accusations “absurd” and said it stepped away from the bidding months ago.
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Claude Fable 5, Anthropic’s newest “Mythos-class” model, is now offered on Amazon Bedrock for customers who want to run the model inside AWS environments, with safeguards and new tools aimed at longer, more autonomous workflows.
