Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In its Q1 2026 “Select Growth Strategy” letter, Sands Capital Management pointed to Netflix’s decision to walk away from a proposed Warner Bros. Discovery acquisition, citing a $2.8 billion break fee and arguing the company is now better positioned to exceed guidance and restart share repurchases.
THE APEX TIMES
THE APEX TIMES
A broad mix of technology and non-technology names rose in Tuesday trading, reflecting renewed risk appetite around artificial intelligence, even as some investors remain wary of whether the AI boom can sustain its pace.
THE APEX TIMES
Oracle reports fiscal fourth-quarter results on Wednesday, June 10, after the market close, as Wall Street weighs the progress of a costly AI data-center push and the pace of financing behind it.
THE APEX TIMES
Wall Street is indicating that Apple’s artificial-intelligence updates may not automatically translate into a faster iPhone upgrade cycle, even as the company prepares to unveil new AI features at its Worldwide Developers Conference.
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The AI XPV Platform is designed to fund large-scale power and infrastructure for frontier AI labs, targeting more than 20 gigawatts of compute capacity through 2028.
THE APEX TIMES
At the start of Apple’s 2026 Worldwide Developers Conference, Tim Cook highlighted an AI-powered Siri upgrade, but one market commentator warned that keeping the story simple may be harder in practice as expectations rise.
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Broadcom is pairing its AI chip and data-center stack with long-term capital from Apollo Global Management and Blackstone to fund large-scale compute capacity for frontier AI labs, beginning with an Anthropic expansion.
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The company pointed to Oracle Fusion Cloud Recruiting and Recruiting Booster, saying the tools strengthen recruiter efficiency and skills-based hiring while improving the candidate experience.
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In a new installment of its internal-style AI advice column, Salesforce explores how “bridge” roles between product builders and field teams can either prevent problems before they surface, or quietly become pressure sinks.
