Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent market commentary points to Alphabet’s performance over the past five years, highlighting that shareholder capital has more than doubled, and frames the company as a major AI enterprise as investors look ahead.
THE APEX TIMES
THE APEX TIMES
A new market analysis argues Alphabet’s planned $185 billion in capital spending this year can be justified by underlying Google Cloud demand for AI-focused infrastructure.
THE APEX TIMES
A recent market commentary says SpaceX crossed above Amazon’s market capitalization for a brief stretch, underscoring how quickly investor sentiment can shift when a high-visibility company enters public markets.
THE APEX TIMES
The BUZZ HPC subsidiary of HIVE Digital Technologies said it secured a multi-year GPU cloud deal valued at $220 million aimed at providing computing capacity for sovereign artificial intelligence infrastructure.
THE APEX TIMES
The forecast, flagged by 24/7 Wall St., projects Netflix (NFLX) will reach the $100 level based on a proprietary projection, while offering no new company disclosures.
THE APEX TIMES
A high-profile departure involving Gemini and DeepMind leadership is renewing scrutiny of how Google’s AI bench is being shaped, even as the company continues to compete in frontier models.
THE APEX TIMES
Stock-index futures reflected fresh geopolitical pressure after Iran closed the Strait of Hormuz, while market participants also tracked Nvidia as shares hovered near a widely watched technical level.
THE APEX TIMES
A new wave of optimism around Palantir is being tied to its partnership with Google Cloud, with analysts pointing to broader go-to-market reach as the company reports rapid top-line growth and continued customer adoption.
THE APEX TIMES
On CNBC’s Mad Money, Jim Cramer pointed investors to the direction of Intel’s stock and highlighted Intel CEO Lip-Bu Tan’s role in addressing challenges at the company’s foundry business.
