Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
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.
THE APEX TIMES
THE APEX TIMES
AWS growth, a stronger advertising business, and record operating margins are offset by rapidly rising property-and-equipment spending tied to AI infrastructure.
THE APEX TIMES
A report says Meta is weighing an equity sale that could run into the tens of billions of dollars as the company ramps up compute, custom chips, and energy capacity for artificial intelligence - at a time when investors are focused on what dilution would mean for existing shareholders.
THE APEX TIMES
Speaking at the Bloomberg Tech conference, Netflix CTO Elizabeth Stone described how generative AI and natural-language processing are being used - and tested - to make it easier for subscribers to find what they want to watch next.
THE APEX TIMES
At the Computer Vision and Pattern Recognition conference in Denver, NVIDIA unveiled new agent-oriented tools meant to accelerate synthetic data and simulation workflows used in autonomous systems research, and said the skills are now available for developers and researchers.
THE APEX TIMES
Intel used its Computex stage in Taipei to pitch Core Series 3 as a battery-friendly, AI-capable chip for thin-and-light notebooks, with more than 70 partner designs expected in the months ahead.
THE APEX TIMES
The company says Slack and its Agentforce 360 software will support tournament operations, stakeholder communications and fan engagement across FIFA’s next two flagship events.
THE APEX TIMES
Alphabet’s Google used a June recap to spotlight Gemini 3.5, Gemini Omni, a new Googlebook laptop line, a refreshed health app and shopping tools that are meant to act more like assistants than chatbots.
THE APEX TIMES
The company released new Gemma 4 checkpoints trained for compression, saying they cut memory use and improve on-device performance for developers building local AI apps.
