Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The Wall Street Journal says the Trump administration has asked Apple not to buy certain memory components from Chinese manufacturers, citing strategic and supply-chain concerns amid a growing semiconductor shortage linked to artificial intelligence.
THE APEX TIMES
THE APEX TIMES
A new Yahoo Finance report points to expanded Oracle and Amazon Web Services collaboration around Oracle AI Database@AWS, while also raising questions about how Oracle’s capital spending and financing choices may be reshaping its investment narrative.
THE APEX TIMES
A new market write-up argues that Elon Musk’s remarks about Anthropic highlight how quickly leading AI models can change competitive thinking, putting a spotlight on the role Amazon is trying to play in the next wave of enterprise AI deployments.
THE APEX TIMES
The data-management software company disclosed a large shelf registration tied to its employee stock plan and said it is integrating Google threat-intelligence capabilities into its platform, a move investors appeared to reward in early August 2026.
THE APEX TIMES
The companies say the collaboration is designed to connect real-time glucose data with AI-driven consumer experiences, aiming to make diabetes management more actionable between doctor visits.
THE APEX TIMES
Even after a 22.6% year-to-date decline, Salesforce’s stock appears to be pricing in more pessimism than some valuation work suggests, according to a recent market analysis.
THE APEX TIMES
Shares of Applied Optoelectronics (AAOI) drew fresh attention after market commentary tied the company’s outlook to a multi-year supply agreement with Amazon and to updated quarterly revenue expectations.
THE APEX TIMES
A market report says Alphabet is leaning harder on Gemini as the “center of gravity” for its smartphone strategy, aiming to expand AI adoption and challenge Apple’s hardware-and-services lock-in.
THE APEX TIMES
A market re-forecast trimmed a widely cited fair-value estimate for Meta Platforms, reflecting a more cautious view on how higher artificial-intelligence investment could flow through to profitability.
