Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A June 17 launch targets Amazon’s largest Ariane payload yet, with Ariane 64’s upgraded P160C boosters designed to add performance and increase the number of satellites released per flight.
THE APEX TIMES
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A Meta-commissioned IPSOS study says daily video viewing on Meta platforms now spans cities and rural areas alike, and positions Instagram Reels as the central screen for creators, culture, and purchases among key audiences.
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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.
