Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Alphabet’s Google has agreed to pay SpaceX $920 million per month for access to roughly 110,000 NVIDIA GPUs and related compute capacity, according to an SEC filing tied to SpaceX’s IPO process.
THE APEX TIMES
THE APEX TIMES
A fresh market commentary on Palantir Technologies’ stock points to a long-term upside argument built around its enterprise and government AI ambitions, while the company’s most recent filings highlight fast growth, a large contract backlog measure, and ongoing customer contract flexibility.
THE APEX TIMES
A new backtest of Meta Platforms’ stock performance highlights a 10-year gain that outpaced the S&P 500, while the company simultaneously outlines sharply higher capital spending to build AI infrastructure.
THE APEX TIMES
After a record quarter and a shift in how it reports business lines, Nvidia is indicating it wants to extend its role from data-center chips to the software and hardware stack that powers robots and other real-world AI systems.
THE APEX TIMES
Markets are preparing for closely watched U.S. price reports this week, while Oracle’s quarterly earnings are scheduled to land alongside the pricing and debut of SpaceX’s long-awaited IPO.
THE APEX TIMES
A recent Yahoo Finance report highlighted remarks attributed to Nvidia’s leadership and tied them to the idea that certain semiconductor names could become the next $1 trillion market-value company, reviving attention on how investors are positioning for the next phase of the AI cycle.
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Alphabet says Berkshire Hathaway will buy $10 billion of its stock in a private placement alongside a broader $80 billion equity raise aimed at scaling AI infrastructure.
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GraniteShares’ 2x Long NVDA Daily ETF slid sharply on June 5, 2026, as Nvidia’s stock declined about 6%. The move underscored how leveraged, single-stock ETFs reset exposure every day and can diverge over longer stretches.
THE APEX TIMES
As Microsoft rolls out new homegrown “reasoning” models and agent tools, the amended Microsoft-OpenAI agreement reduces how tightly Microsoft is bound to one partner’s economics and cloud exclusivity.
