Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A court development highlighted in a new report could affect how Apple handles a highly profitable line of business, though details on timing and scope remain unclear from the disclosure so far.
THE APEX TIMES
THE APEX TIMES
The new Qwen3.8-27B model is positioned for “local” deployment, a strategy that could broaden the adoption of open-weight AI models and intensify competition for developer mindshare.
THE APEX TIMES
A portfolio reshuffle reported for the Q2 2026 period shows a large increase in Amazon exposure alongside complete exits from several semiconductor and hardware-related holdings.
THE APEX TIMES
Nvidia CEO Jensen Huang said OpenAI will pay for the lease tied to the company’s support for OpenAI’s planned Ohio data-center buildout, rejecting a “circular financing” characterization. Huang also argued the project points to a broader, multi-year compute opportunity measured in the hundreds of billions.
THE APEX TIMES
A new five-year GPU cloud agreement points to about $70 million in annualized revenue, while the economics hinge on a large, upfront buildout financed through a mix of customer deposits and debt structures.
THE APEX TIMES
A staff opinion cited by Yahoo Finance says the SEC has carved out certain data-center debt from Dodd-Frank risk retention rules, a change that could make large-scale AI infrastructure deals easier to structure.
THE APEX TIMES
Trading activity Monday highlighted renewed market attention on Cerebras, after a research note tied the company’s accelerators to OpenAI’s quickest inference service level. The move came alongside strength in Intel shares and a mild downturn in AMD.
THE APEX TIMES
A fresh market discussion following Microsoft’s latest earnings highlights how investors are weighing momentum against the risk of a pullback in the broader technology rally.
THE APEX TIMES
The company is in talks to raise about A$5 billion (around $3.6 billion) in what would be a debut bond sale in Australia, according to people familiar with the matter.
