Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A sector-wide memory shortage that has helped suppliers deliver strong results is also tightening the supply picture for Apple, according to remarks reported by Yahoo Finance. The company’s top executive suggested the cost pressure will ultimately show up in what customers pay.
THE APEX TIMES
THE APEX TIMES
In a new update on its economic footprint, Amazon says it has poured more than $75 billion into Kentucky since 2010, while supporting thousands of jobs and growing a training pipeline through its Career Choice program.
THE APEX TIMES
Amazon says its quantum efforts are aimed at producing computers that can be commercially useful in roughly seven years, placing the bet on a near-term timeline even as the technology remains experimental.
THE APEX TIMES
A Wall Street analyst cut or reset its price-target framework for Adobe following a mixed earnings readout, with Citi pointing to uncertainties around the company’s near-term growth trajectory.
THE APEX TIMES
D.A. Davidson’s Gil Luria, speaking on CNBC, argued that the latest surge in semiconductor stocks has created a valuation disconnect around Intel that investors should scrutinize. He suggested alternatives including NVIDIA and other chip and infrastructure players.
THE APEX TIMES
A new push by Google to expand its own AI infrastructure outlines a potential intensification of competition in the market for AI chips and data-center compute, with Nvidia at the center of the rivalry.
THE APEX TIMES
The company is pointing to a sustainability milestone in India, saying its data-center operations are replenishing more water than they use.
THE APEX TIMES
The streaming giant is said to have moved to acquire the Radford Studio Center for about $400 million, according to a report that traces the deal to lender repossession after a prior sale attempt.
THE APEX TIMES
The chipmaker’s move into networking, once seen as a head-scratcher, has gained new relevance as AI data centers lean harder on fast, scalable links between processors and memory.
