Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Semiconductor shares extended losses Wednesday, with Broadcom and AMD down about 4% each and NVIDIA off roughly 3% during the session. Traders pointed to a hangover from Broadcom’s AI revenue outlook and broader concerns about margins and rates.
THE APEX TIMES
THE APEX TIMES
On CNBC’s Mad Money, Jim Cramer said he is not changing his view on Nvidia, arguing that demand is broadening beyond a small set of cloud customers as more countries pursue sovereign AI programs.
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A market risk-off session pushed several high-beta stocks lower, including Super Micro, while Robinhood stood out among large U.S. benchmarks, according to market-moving coverage summarized by Yahoo Finance and other outlets.
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After another down session, Nvidia is again trading at a valuation below the S&P 500 benchmark, a shift that is prompting renewed comparisons of the company’s cash returns and growth prospects to more traditional value investing.
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The company is expanding Copilot offerings, adding infrastructure for AI workloads, and teaming with large consulting and services partners as competition and AI-related costs reshape cloud economics.
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A bullish view of Microsoft’s stock hinges on acceleration in Azure’s AI business, a surge in commercial contract backlog, and monetization opportunities across Microsoft 365 seats. Skeptics focus on the size of AI-related spending and whether growth can keep pace.
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Dozens of Transportation Operations Management (TOM) Team drivers at Amazon’s MCI9 facility have voted to join Teamsters Local 41, the union said, marking the second wave of unionization among Amazon’s semi-truck and tractor-trailer drivers after organizing at another Kentucky site.
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A reported Alphabet-Blackstone venture described as a “neocloud” plan suggests a more creative financing model for AI infrastructure, with implications for major model builders and chip ecosystems.
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In a CNBC interview relayed by market news coverage, Alex Karp said America’s improved ability to use Palantir’s Maven Smart System reflects a shift from what was previously “not possible,” arguing that early results can mask how complicated deployment is.
