Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
On Friday, Broadcom’s stock moved modestly upward amid renewed bullish commentary tied to the ongoing build-out of artificial intelligence infrastructure.
THE APEX TIMES
THE APEX TIMES
The stock’s recent decline has lengthened to its longest losing streak since 2022, with market attention focused on Nvidia’s upcoming Q2 earnings.
THE APEX TIMES
A new Yahoo Finance roundup places Netflix among the consumer subscription names being measured after Q2 results, framing how investors are comparing momentum across streaming and subscription-driven businesses.
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A report says Nvidia struck a multi-billion-dollar technology licensing and talent-recruiting arrangement with Poolside, as the AI chipmaker’s shares finished the week down 5%. Nvidia has not publicly detailed the terms in the materials reviewed for this story.
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After downgrading Apple to underperform and cutting its price target, Jefferies pointed to a specific iPhone feature it said was canceled, adding to pressure on near-term expectations for the iPhone roadmap.
THE APEX TIMES
A pullback earlier in the week left a dent in market momentum, but futures indicated efforts to stabilize as traders weighed upcoming earnings from major tech names and scheduled remarks from Federal Reserve policymaker Kevin Warsh.
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A report citing discussions with industry participants says NVIDIA may ship its Rubin Ultra GPU with a lower memory amount than previously outlined. AMD, which competes for AI accelerator demand, said it is not overly concerned.
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A new report, carried by Yahoo Finance, says Microsoft is ramping its push into designing its own AI chips, an effort meant to reduce reliance on Nvidia even as competitors such as Google and Amazon have already moved further toward custom silicon.
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Meta Platforms rolled out a new AI coding agent called Muse Code on Aug. 5, aiming to win over software developers by undercutting the price of competing offerings from Anthropic and OpenAI.
