Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
After a 10.4% climb in May that lifted sentiment for the AI trade, Microsoft’s shares slid in early June alongside a broader pullback in growth stocks.
THE APEX TIMES
THE APEX TIMES
A small change in Meta’s modeled fair value to $828.80 from $829.23 highlights how analysts are weighing massive 2026 AI infrastructure plans against a slower, subscription-led shift in monetization.
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Amazon says it has signed a multiyear, multibillion-dollar agreement with Corning to supply optical fiber and connectivity solutions for data centers, expanding manufacturing and training programs in the state.
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A reported deal, attributed to The Information and sources familiar with the talks, would be one of the largest external validations yet for Intel’s contract manufacturing push as AI chip demand strains the wider supply chain.
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AAPL gained in Monday morning trading ahead of the Worldwide Developers Conference, where Apple is set to unveil new software tools and “AI advancements.”
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The company behind the MobiCard digital business card says its update adds a news-feed experience, enterprise advertising tools, paid accounts, audio introductions, and deeper engagement analytics.
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The chipmaker said it will back new AI infrastructure and partnerships with British universities and research bodies over the next five years, as the UK pursues wider access to advanced computing.
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Investors are looking for outlines on how AI-related spending and product momentum are translating into results as the Q2 reporting cycle begins.
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A Reuters report says Google has placed an order with Intel to produce more than 3 million tensor processing units in 2028, reflecting how AI-chip demand is straining the industry’s leading foundry supplier.
