Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new Wall Street note has AMD shares trading higher after Citi analyst Atif Malik issued a largely bullish assessment, arguing the company’s momentum has room to run.
THE APEX TIMES
THE APEX TIMES
A market report says Oracle is looking at up to $95 billion in capital spending, while remaining performance obligation continues to build, feeding debate over how fast the company can convert cloud and services demand into future revenue.
THE APEX TIMES
A market report says Meta is working on an internal platform to monitor AI usage and costs in real time, indicating tighter control over rising compute and model development expenses.
THE APEX TIMES
A fresh market discussion of Alphabet’s (GOOGL) valuation points to a company with strong margins, cash generation, and a balance sheet that can be described as relatively light on debt. The key question for investors is whether that financial strength can translate into sustained growth across ads, cloud, and AI.
THE APEX TIMES
Oracle (ORCL) is drawing attention again after a choppy stretch left the stock roughly unchanged over the past day, following a decline over the past week and gains over a longer three-year stretch.
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A Yahoo Finance report describes a quickly formed Meta artificial-intelligence operation staffed by about 6,500 people and portrays morale problems severe enough to suggest engineers feel like they are trapped inside a “gulag.” Meta has not publicly responded in the report provided, and details about staffing, governance, and outcomes remain unclear.
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NVIDIA introduced a Vera central processing unit aimed at Chinese AI data-center and cloud workloads, a move framed as both a response to tighter U.S. GPU export controls and a way to broaden its computing stack beyond GPUs alone.
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A commentary attributed to Yahoo Finance points to intensifying AI-related threats and a more aggressive strategy for future growth, factors that can unsettle investors even when long-term demand for Adobe’s tools remains intact.
THE APEX TIMES
AMD climbed about 4.6% in the afternoon session after Citi analyst Atif Malik upgraded the chipmaker to Buy from Neutral and raised his price target to $575 from $460.
