Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A geopolitical easing announcement helped lift U.S. equities, while semiconductor names led the move. Marvell’s surge was tied to its upcoming S&P 500 addition, and Intel jumped alongside the AI-infrastructure complex.
THE APEX TIMES
THE APEX TIMES
An analyst at D.A. Davidson argues that Nvidia’s AI-chip margins may stay near the mid-70% range for years, citing hyperscalers’ limited near-term alternatives despite the rise of custom silicon.
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The CRM and AI vendor said its new “Environmental Impact” section, calculated using the AI Energy Score methodology, is intended to make sustainability metrics part of how customers evaluate AI models.
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A new Fire TV experience puts live matches, highlights, and replays in one place, while Alexa+ commands can pull up scores, matchups, and schedules. Some games can be streamed for free on Tubi.
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Alphabet’s Google said NotebookLM now uses a newer Gemini-based reasoning engine, runs code in a secure cloud environment, and can generate charts, spreadsheets, and slide decks from a user’s sources.
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The agreement gives Google access to about 110,000 NVIDIA GPUs and other compute capacity starting in October 2026, with a ramp-up period and termination provisions.
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Meta said it disrupted social engineering designed to move targets off WhatsApp, and it asked the court to punish NSO Group for violating a permanent injunction that bars the company from targeting WhatsApp users.
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The hedge fund manager’s latest reported moves highlight how quickly investor attention is shifting between mega-cap software and specialized hardware themes tied to artificial intelligence.
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The chip designer says the five-year plan will fund AI-related work, scientific research and workforce programs, alongside new academic partnerships.
