Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new week of trading chatter centers on Nvidia (NVDA) as attention shifts back to a resumed Meta trial, according to a Yahoo Finance market rundown.
THE APEX TIMES
THE APEX TIMES
A quarterly update from Guinness Global Innovators, shared via Yahoo Finance, takes a skeptical look at whether Adobe’s expanding AI adoption is translating into durable competitive advantage.
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A market report ahead of NVIDIA’s fiscal second-quarter 2027 results says Michael Burry is shorting NVDA heading into earnings, alongside other positions the report does not fully detail here. The upcoming release on Aug. 26 is expected to be a stress test for AI spending expectations.
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A new report points to Zoox expanding its robotaxi presence in the Bay Area as Waymo pushes to deepen its own footprint, a dynamic investors are watching given Amazon’s long-running autonomy ambitions.
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A side-by-side look at two tech bellwethers highlights a fundamental difference in how their businesses convert demand into reported results.
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A recent investor update discussed Netflix’s prospects after a strong first quarter, raising questions about whether the streaming giant can sustain its pace of growth through the rest of 2026.
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Palantir’s stock jumped sharply, but ARK founder Cathie Wood reportedly reduced her stake by about $27.2 million, according to a Yahoo Finance report.
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The chipmaker says it will license Poolside’s model software, invest $1 billion in Poolside, and bring more than 100 engineers to work on Nvidia’s open-weight Nemotron models, according to a report.
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A Q2 2026 investor letter from Loomis Sayles highlighted Amazon’s stock as trading at a “significant discount” to the firm’s intrinsic value view, while noting the fund’s recent performance trailed a broad market benchmark.
