Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Ahead of NVIDIA’s second-quarter results, market attention is centered on an unusually large figure tied to off-balance-sheet credit exposure, a reminder that balance-sheet optics and disclosure details can matter as much as product momentum.
THE APEX TIMES
THE APEX TIMES
In the day before Nvidia is expected to report results, OpenAI published benchmark claims that it said put its new chip ahead of Nvidia’s Blackwell architecture, sharpening attention on the competitive AI-chip race.
THE APEX TIMES
Semiconductor shares traded mixed as the market looked past routine outlines and toward the latest results from Nvidia after the U.S. close, with investors calibrating expectations for artificial-intelligence chips.
THE APEX TIMES
A new market-focused graphic points to a possibility that NVIDIA’s fastest-growing business may be tied to what surrounds its GPUs, not the GPUs themselves. The company’s next earnings update will be the test.
THE APEX TIMES
A new market analysis flags that delays or cancellations of nationwide data-center builds could test the demand assumptions behind Nvidia’s stock, even as AI spending remains the core driver of its business.
THE APEX TIMES
The chipmaker’s stock was modestly higher in premarket trading Wednesday as investors positioned for its upcoming quarterly results.
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The streamer says Kasper Bajon’s new series, starring Agnieszka Grochowska, Agnieszka Żulewska and Michał Pawlik, examines how far friendship can stretch when justice is on the line.
THE APEX TIMES
A recent market report says Pershing Square’s latest portfolio moves increased Microsoft’s weight in the fund’s AI-focused holdings by selling Alphabet, highlighting how investor attention is shifting toward the major platforms tied to artificial intelligence.
THE APEX TIMES
A technology safety advocate says Instagram’s recommendation systems can intensify compulsive use, urging fixes that address how algorithms shape what people watch and how long they stay.
