Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Jensen Huang’s stop in Seoul puts RTX Spark’s “personal AI agents” pitch in front of esports fans and major game studios, with demos ranging from League of Legends to unreleased PUBG and NC titles.
THE APEX TIMES
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The company points to IDC’s latest Worldwide Semiannual Software Tracker - along with separate top rankings across Sales, Service, Marketing, and platform categories - as it pushes its Agentforce strategy.
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GeForce NOW’s monthly “GFN Thursday” forecast points to a steady stream of fresh releases - starting this week with Neverness to Everness and Gothic 1 Remake.
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The new tool is designed to turn creator performance data into conversational, actionable guidance, while Meta also adds five more languages for AI-translated Reels - aiming to help creators grow audiences across borders.
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In a visit framed around sovereign infrastructure, robotics and “physical AI,” NVIDIA CEO Jensen Huang said the company is entering a more active production and deployment phase after Grace Blackwell’s progress and Vera Rubin’s move into full production.
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Analyst Michael Turrin raised his Microsoft (MSFT) target to $650 from $625 while keeping an Overweight stance, arguing Microsoft is better positioned at the software layer for AI monetization.
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The broker also kept an “Overweight” view on Alphabet’s stock after a review of how citations are showing up in Google’s AI-assisted search experiences.
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The analyst’s latest note points to Meta’s planned monetization expansion under the “Meta One” umbrella, even as the company continues to fund large-scale infrastructure spending.
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The Wall Street firm increased its valuation view on Advanced Micro Devices after a June 1 management meeting, arguing agentic AI is expanding demand for high-performance, low-latency CPUs.
