Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new report says Oracle has extended its Oracle AI Database@AWS offering across more parts of Amazon Web Services, increasing the number of AWS regions where the product is available to 22.
THE APEX TIMES
THE APEX TIMES
A low forward earnings multiple can announcement skepticism, but Adobe’s most recent results were strong enough to set company milestones, complicating the market’s reading.
THE APEX TIMES
A market-news post says Microsoft (MSFT) stock is drawing attention from investors using short out-of-the-money put options, a strategy that can generate premium income while defining a lower price at which shares might be bought.
THE APEX TIMES
The stock jump comes amid renewed investor focus on whether Azure’s growth can keep scaling as generative AI workloads move from pilots into production.
THE APEX TIMES
The stock jump, reported alongside a milestone in Azure’s yearly revenue, underscores how investors are refocusing on cloud growth even as Microsoft’s AI buildout continues to reshape costs and expectations.
THE APEX TIMES
A new market commentary says Meta shares may already price in too much pessimism ahead of Mark Zuckerberg’s expected AI-focused infrastructure and cloud-related push, while noting the bets carry real execution risk.
THE APEX TIMES
The company’s updated capital spending guidance points to continued investment in data-center and AI buildout, even as Google Cloud reports a very large backlog that investors watch for future revenue visibility.
THE APEX TIMES
The GPU maker is trading near a low valuation level ahead of its upcoming Q2 earnings release, putting extra focus on guidance, demand trends, and margins as the market waits for fresh outlines.
THE APEX TIMES
Pershing Square Capital Management disclosed a new position in Netflix totaling about 3.15 million shares, a move that runs counter to investor expectations after prior skepticism about streaming valuation and growth.
