Technology

The Apex Times

THE APEX TIMES

Palantir’s margin momentum and Rule of 40 focus point to a more efficient growth model

A market analysis highlighted improving profitability metrics and a stronger Rule of 40 profile alongside Palantir’s push to deploy AI across customer operations.

The Apex Times

THE APEX TIMES

Yahoo Finance frames Palantir (PLTR) breakout debate alongside Unity and Match Group

A Yahoo Finance market note on Palantir highlights an improving outlook narrative for several software names, though it does not, in the information provided here, lay out new company-specific disclosures.

The Apex Times

THE APEX TIMES

Micron unveils plan for $10 billion “Micron Research Labs,” shares surge as investors focus on next wave of memory innovation

The announcement of a new in-house research institute comes as Micron’s stock has already risen more than 700% over the past year, with another jump reported in the latest session.

The Apex Times

THE APEX TIMES

Apple’s planned CEO transition sets the stage for a potential shift in how it funds the next wave of AI

John Ternus is scheduled to take over as Apple’s CEO on Sept. 1, a leadership change that comes as investors focus on how the iPhone maker will translate artificial intelligence into product upgrades and capital spending.

The Apex Times

THE APEX TIMES

Broadcom investors are watching the wrong thing, according to a new read-through of Google’s Marvell deal

A Yahoo Finance commentary argues that when hyperscalers add to their custom silicon supply chain, the winner is usually whoever can deliver the next part of the stack quickly, and on terms that preserve bargaining power.

The Apex Times

THE APEX TIMES

Amazon shares dip even as Rosenblatt initiates Buy on AI positioning

A Rosenblatt analyst started coverage of Amazon.com Inc. with a Buy rating and a $335 price target, arguing the market is not assigning enough credit to the company’s artificial intelligence position, even as the stock fell on Thursday.

The Apex Times

THE APEX TIMES

Yahoo Finance pitches a short-term volatility trade in Meta, betting on sharp swings

A Yahoo Finance post argued that Meta Platforms’ stock could be positioned for a roughly 35% return over a few weeks by exploiting expected volatility, rather than forecasting direction.

The Apex Times

THE APEX TIMES

Nvidia report says it is preparing a China-focused batch run of a specialized AI chip

A report says Nvidia plans to ship small batches of a newly tailored artificial intelligence chip to Chinese customers by the end of the year, indicating an incremental approach to the China market amid ongoing export scrutiny.