Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The companies say Nvidia’s GPUs, software libraries, and AI toolkits are being applied to areas including computational lithography, process control, and automated defect inspection at TSMC.
THE APEX TIMES
THE APEX TIMES
Ahead of Apple’s Worldwide Developers Conference, Morgan Stanley reiterated an Overweight rating on AAPL and pointed to AI product momentum as the next driver of valuation, while Apple reported strong cash generation and a fresh buyback authorization in its latest results.
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Apple is expected to preview new Siri capabilities at WWDC, with complex requests handled in the cloud using a Google model and Nvidia hardware.
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Adobe has moved to deepen its digital marketing stack through its completed acquisition of Semrush, and it has authorized a new multi-year share repurchase plan, steps that underscore how the company is allocating cash while leadership transitions approach.
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A Yahoo Finance valuation question followed Nvidia’s recent slide, with the stock noted around $205.10. The company’s most recent update showed record revenue growth, strong margins, and an aggressive buyback and dividend increase, shifting attention back to whether the market is pricing durability of AI demand correctly.
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At its AIPCon 10 event in Miami, Palantir announced a multi-tier Google Cloud partnership that adds two-way data and semantic integrations between core Palantir software and Google’s data and AI services, with distribution through Google Cloud Marketplace.
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After Broadcom’s latest quarter and guidance, investors weighed fast-growing AI semiconductor demand against mounting concerns about whether the broader artificial intelligence spending boom can hold its pace.
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After a roughly 301% jump over the past 12 months, Advanced Micro Devices is trading near $466 per share, with the stock having given back about 9.6% in the prior week. The company’s latest results point to accelerating data-center growth, but the durability of the rally now hinges on execution and timing for its AI GPU and server roadmap.
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The streamer has released the first image from its upcoming feature, starring Rejane Faria as Vicentina in a story about grief after a fatal bus crash in Belo Horizonte.
