Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The streamer is rolling out a five-episode, Spanish-language adaptation of Elísabet Benavent’s novel, unveiling first images and a teaser ahead of its worldwide launch date.
THE APEX TIMES
THE APEX TIMES
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.
THE APEX TIMES
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.
THE APEX TIMES
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.
THE APEX TIMES
The Wall Street firm increased its valuation view on Advanced Micro Devices after a June 1 management meeting, arguing agentic AI is expanding demand for high-performance, low-latency CPUs.
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A broad slide in AI-linked chip stocks left AMD caught in the crosscurrents, even as the company’s latest results and outlook point to continued data-center momentum.
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AWS growth, a stronger advertising business, and record operating margins are offset by rapidly rising property-and-equipment spending tied to AI infrastructure.
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A report says Meta is weighing an equity sale that could run into the tens of billions of dollars as the company ramps up compute, custom chips, and energy capacity for artificial intelligence - at a time when investors are focused on what dilution would mean for existing shareholders.
