Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The selloff in several enterprise-software and AI-related stocks followed Anthropic’s announcement of additional Claude releases described as tailored for demanding “knowledge work and coding” tasks.
THE APEX TIMES
THE APEX TIMES
The program will provide free, short-duration training and a job pipeline for roles Meta says are in short supply as it builds out infrastructure for AI.
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In the latest session, Palantir Technologies Inc. closed down 3.22%, a larger move than the broader market, according to market coverage.
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Netflix closed at $81.57, down 1.29% on the session, a move that tracked softer sentiment for growth and streaming stocks even as the general market moved less.
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The shift marks a departure from Apple’s multi-year effort to keep advanced compute inside its own M-series-based private infrastructure, according to reporting that cites Apple software chief Craig Federighi.
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Nvidia’s own stock story increasingly rides on broader market narratives about who will capture long-term demand in artificial intelligence infrastructure, after Huang’s public praise for another semiconductor supplier sparked a surge in that company’s shares.
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The companies say NVIDIA Blackwell GPUs equipped with confidential computing capabilities are supporting server-side inference for Apple Intelligence workloads, including deployments outside Apple’s own data centers.
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Ahead of Oracle’s next earnings report, Bank of America reassessed its view of the stock, raising its price target and framing Oracle less as a legacy enterprise vendor and more as an AI-and-cloud infrastructure story.
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A reported multi-year cloud arrangement for Nvidia GPUs, alongside Waymo’s push into additional testing space and shifting Search economics tied to artificial intelligence, is prompting fresh questions about how Alphabet balances spending and growth.
