Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A reported $300 billion AI infrastructure arrangement between Oracle and OpenAI could make Oracle more exposed to OpenAI’s fundraising outcome, while Microsoft’s position is described as less dependent amid renegotiated cloud and licensing terms.
THE APEX TIMES
THE APEX TIMES
Across multiple states, Amazon is backing local youth STEM programs, health initiatives, food access and environmental cleanup through partner organizations and targeted community grants.
THE APEX TIMES
Oracle’s AI-focused deals and a large reported backlog have helped set expectations for cloud growth in its fiscal fourth quarter. But the company is also planning major spending, and analysts are watching whether margins hold up as debt, restructuring, and capital intensity weigh on results.
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Corning (GLW) says it has landed a multibillion-dollar, long-term supply agreement tied to Amazon’s expanding U.S. data centers, a development that market coverage suggests is driving optimism about fiber optics demand. Details on the exact contract size and timeline were not fully clear in the public reports reviewed for this story.
THE APEX TIMES
With net and operating margins sitting well above recent averages, Microsoft’s profitability is flashing “peak” outlines at the same time it lays out heavy capital spending for AI infrastructure.
THE APEX TIMES
The European Commission has ordered Meta Platforms to reverse limits that restricted third-party AI assistants from accessing WhatsApp features, according to multiple reports. The change is expected to require Meta to restore access on a free basis within days.
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Pax8 says inforcer will be available through the Pax8 Marketplace this summer, aiming to help managed service providers standardize Microsoft 365 identity, device management, security policy enforcement and AI governance for small and midsize business customers.
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A midday risk-off move in U.S. technology shares turned into a broader pullback across semiconductors, with Advanced Micro Devices falling sharply alongside Intel and the Nasdaq 100 ETF trading well below its morning levels.
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The Unlimited Premium plan gets new international network switching, expanded security, and proactive connection troubleshooting timed for summer travel.
