Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The company points to IDC’s latest Worldwide Semiannual Software Tracker - along with separate top rankings across Sales, Service, Marketing, and platform categories - as it pushes its Agentforce strategy.
THE APEX TIMES
THE APEX TIMES
The broker also kept an “Overweight” view on Alphabet’s stock after a review of how citations are showing up in Google’s AI-assisted search experiences.
THE APEX TIMES
The analyst’s latest note points to Meta’s planned monetization expansion under the “Meta One” umbrella, even as the company continues to fund large-scale infrastructure spending.
THE APEX TIMES
The Wall Street firm increased its valuation view on Advanced Micro Devices after a June 1 management meeting, arguing agentic AI is expanding demand for high-performance, low-latency CPUs.
THE APEX TIMES
A broad slide in AI-linked chip stocks left AMD caught in the crosscurrents, even as the company’s latest results and outlook point to continued data-center momentum.
THE APEX TIMES
AWS growth, a stronger advertising business, and record operating margins are offset by rapidly rising property-and-equipment spending tied to AI infrastructure.
THE APEX TIMES
A report says Meta is weighing an equity sale that could run into the tens of billions of dollars as the company ramps up compute, custom chips, and energy capacity for artificial intelligence - at a time when investors are focused on what dilution would mean for existing shareholders.
THE APEX TIMES
Speaking at the Bloomberg Tech conference, Netflix CTO Elizabeth Stone described how generative AI and natural-language processing are being used - and tested - to make it easier for subscribers to find what they want to watch next.
THE APEX TIMES
At the Computer Vision and Pattern Recognition conference in Denver, NVIDIA unveiled new agent-oriented tools meant to accelerate synthetic data and simulation workflows used in autonomous systems research, and said the skills are now available for developers and researchers.
