Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In a note highlighted by Yahoo Finance, BNP Paribas pointed to large-scale artificial intelligence compute demand as a key upside driver for Meta, while keeping an $855 price target.
THE APEX TIMES
THE APEX TIMES
A new industry readout highlights how Meta Platforms has become one of Microsoft’s largest artificial intelligence customers, pointing to continued concentration of AI spending among large technology companies.
THE APEX TIMES
The hedge fund boss sold Nvidia, Broadcom and Meta while increasing his stake in Alphabet by nearly 500%, according to an Aug. 20 report.
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The firm said Kelly Apple will oversee efforts tied to its investment, planning and advisory capabilities as it looks to strengthen its wealth management operations.
THE APEX TIMES
A new entrant, Etched, is pitching purpose-built hardware for AI inference and says it has hit $1 billion in sales, framing the move as a step toward competing with NVIDIA’s highest-end offerings.
THE APEX TIMES
In a recent market commentary, Yahoo Finance’s contributor argues that while Nvidia remains a cornerstone AI supplier, a cryptocurrency stock that has already fallen sharply could offer more upside over a decade. The claim is framed as a contrarian bet, with limited company-specific disclosure in the post itself.
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A market commentary piece argues Palantir’s stock could finish 2026 at a higher level, pointing to strength seen in recent trading weeks.
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A new market report claims Anthropic’s revenue run rate has climbed to $65 billion and argues that the biggest near-term beneficiaries of the AI demand cycle could be Amazon and SpaceX.
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Verified university students can earn credits, a certification voucher, and a year of Skill Builder premium access through Amazon Web Services’ Builder Center.
