Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In a new post tied to International Repair Day, Alphabet’s Google said it is designing parts of its Pixel smartwatch and Fitbit tracker line for easier fixing, while also broadening its Google Certified Refurbished program with expanded availability and trade-in or refurbishment options.
THE APEX TIMES
THE APEX TIMES
Navitas Semiconductor said it is partnering with NVIDIA on a reference 800V-to-12V power board designed to improve efficiency and cut space requirements, a move that could align with the industry push toward higher-voltage power architectures for AI hardware.
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The company logged its first record close since late 2025 as market focus intensified around AI-related products and Azure growth, capping a run described as its strongest quarter since 1998.
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A favorable slate from Activision Blizzard and expectations for Xbox momentum are being weighed against a near-term earnings backdrop that could mute how much gaming lifts Microsoft’s stock.
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A new market-view piece argues that hyperscalers are weighing rival AI compute choices that could reduce the cost per workload by more than half, even as Nvidia remains the default supplier for much of the industry.
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A new wave of AI features is drawing subscribers and buzz, yet the gap between Meta’s AI spending and consumer revenue implied by the service still leaves some investors unconvinced.
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Google is reportedly deepening its generative AI push through a new gaming creation platform with Unity, as markets weigh whether the bet can translate into durable revenue rather than novelty.
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A bullish view of NVIDIA’s stock rests on whether demand for its AI platform continues to translate into shipments of the company’s hardware ecosystem. Analysts note that NVIDIA does not directly sell many of the downstream components end users ultimately deploy, shifting part of the risk to partners in the supply chain and OEM ecosystem.
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A market analysis argues Alphabet’s recent spending on buildings and equipment is growing fast enough to pressure free cash flow, even as demand for AI computing keeps pushing investment higher.
