Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Even with results that beat expectations, Oracle’s post-earnings move reflects how funding plans can outweigh near-term operating headlines.
THE APEX TIMES
THE APEX TIMES
A Wall Street firm reduced its price target on Oracle, while a market roundup highlighted the software giant as an income-oriented stock with potential upside. The latest shift underscores how tightly Oracle’s valuation remains tied to expectations for growth and cash returns.
THE APEX TIMES
A Yahoo Finance segment says Nvidia is preparing to tap the debt markets for roughly $20 billion as it expands its AI infrastructure build-out, adding to a broader pattern of large technology and cloud operators using bond issuance to finance rapid investment.
THE APEX TIMES
A fresh market recap has reignited a familiar question on Wall Street: which technology name is commanding the highest valuation optics at any given moment, as Palantir’s public-company valuation is compared with SpaceX’s rapidly evolving private-market expectations.
THE APEX TIMES
A new analysis argues that how investors value Amazon stock depends less on historical efficiency measures and more on the company’s capital allocation toward future growth.
THE APEX TIMES
A Yahoo Finance report links Amazon’s leadership to major funding for Anthropic while alleging influence behind a government crackdown as the AI startup prepares for an IPO. The episode underscores how capital and compliance issues are increasingly intertwined in the race to commercialize frontier models.
THE APEX TIMES
In fresh Q1 2026 updates, Advanced Micro Devices and Intel both positioned their chips and platforms for the next leg of AI data-center buildouts. The question for investors is less about who can talk up the category, and more about which architecture and product cycle wins sustained share.
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Meta has moved to lock in additional data-center muscle in India through a lease with Reliance, a step aimed at sustaining rising demand for AI compute even as the company keeps details of the deal and costs limited to date.
THE APEX TIMES
Advanced Micro Devices said it has acquired MEXT, aiming to make flash memory behave more like DRAM so data centers can reduce bottlenecks as artificial intelligence workloads grow.
