Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new discussion highlights how Xbox as a business line may be treated differently than the franchises, platform position, and intellectual property Microsoft has built around it.
THE APEX TIMES
THE APEX TIMES
Ahead of expected fiscal second-quarter results, Morgan Stanley’s view points to a familiar setup for Nvidia investors: near-term performance may look solid, but the bigger debate is whether longer-horizon growth drivers can keep expanding.
THE APEX TIMES
A new Zacks Investment Ideas feature argues that demand for data-center optics is rising as copper faces practical limits, placing Applied Optoelectronics in focus and tying the theme to NVIDIA and Amazon.
THE APEX TIMES
A portfolio reshuffle by Stanley Druckenmiller’s Duquesne Family Office in the second quarter includes selling Micron and Intel positions, while more than 11xing exposure to an “AI pioneer” linked to Amazon, a report says.
THE APEX TIMES
Amazon says revised terms took effect immediately, and that continued use of its services will be treated as agreement to the changes.
THE APEX TIMES
The CRM software company said it will fund a large buyback through new borrowing and revised down its outlook for cash-flow growth, a shift that also shows up in its fiscal 2027 cash-flow forecast.
THE APEX TIMES
A report in market chatter says Apple may weigh sourcing memory components from China even as US officials ask companies to reduce dependence on Chinese technology.
THE APEX TIMES
A Yahoo Finance report says Nvidia and OpenAI are close to agreeing on a financing arrangement for a data center in Ohio, though the structure of the proposal is still being reworked.
THE APEX TIMES
A reset in sell-side valuation models for AMC Global Media followed a Netflix-linked financing, pushing one widely referenced fair-value estimate higher.
