Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A pullback tied to high expectations and valuation concerns is prompting investor scrutiny, even as TD Cowen points to what it sees as upside for Broadcom’s stock.
THE APEX TIMES
THE APEX TIMES
A Yahoo Finance report says Stifel is framing the lead-up to Nvidia’s next earnings around forward-looking strength, not just near-term results.
THE APEX TIMES
A new Yahoo Finance research-stocks roundup highlighted NVIDIA alongside Applied Materials and ConocoPhillips, with attention centered on artificial intelligence demand, semiconductor spending, and energy assets.
THE APEX TIMES
A recent market comparison frames Advanced Micro Devices’ AI momentum as a reason investors may pay up, while positioning Salesforce as a lower-multiple alternative tied to entrenched enterprise software demand.
THE APEX TIMES
With NVIDIA scheduled to report on Aug. 26, optimism on the stock’s next move is being tied, at least in part, to how quickly AI infrastructure is being built and shipped, a theme that a Yahoo Finance preview links to Foxconn and Super Micro.
THE APEX TIMES
The chipmaker’s potential investment would come amid a funding round that, according to a report, could lift Mercor’s valuation sharply to $20 billion.
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A complaint alleges Meta fired a manager after he refused to sign an immigration-related letter that, according to the suit, contained materially inaccurate statements to USCIS. Meta has not publicly commented in the available reporting.
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Initial actions in U.S. derivatives markets would let investors trade contracts whose reference prices track GPUs sold by companies including Nvidia. The move could add a new way to hedge or express views on AI hardware demand, even as details remain sparse.
THE APEX TIMES
The semiconductor company said Tim Ryan will join its board of directors, while also naming K.C. McClure chair of the Audit and Finance Committee, a move aimed at strengthening governance expertise at the top of the company.
