Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
The iPhone maker is rolling out advertising in Apple Maps while offering a draw for advertisers to start spending through the platform, according to reports.
THE APEX TIMES
THE APEX TIMES
The quantum computing company Quantinuum, newly public, said it is working with Quanta Computer, a major Apple supply-chain partner, to expand efforts aimed at scaling quantum systems.
THE APEX TIMES
A recent common stock offering and the appointment of former SK Hynix CEO Seok-Hee Lee as an executive vice president have prompted market speculation about Intel’s long-term ambitions in memory and accelerators.
THE APEX TIMES
The short-seller said so-called neocloud advantages are “both dug and filled” by NVIDIA’s chips and platforms, framing cloud AI competition as a supply-chain-and-capex story rather than a pure software story.
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The AI chip leader says it has agreed to work with LG Group on developing a humanoid robot, a move that highlights how Nvidia is pitching robotics as a next wave of compute demand.
THE APEX TIMES
A reported 20,000-square-foot site in Houston underscores how Apple is positioning manufacturing and supply-chain capacity around AI infrastructure.
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Andrew Boone’s valuation framework puts Alphabet at 32 times expected 2027 earnings versus 29 times for Amazon, indicating a modest preference for Alphabet’s longer-term profit outlook.
THE APEX TIMES
AMD reported blowout earnings yet shares fell roughly 9% after hours. One Wall Street analyst, however, framed the decline as a short-term reaction that could precede a substantially higher price outcome.
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A letter from Alpha Wealth Funds’ Insiders Fund discusses its view of Intel (INTC), alongside reported monthly and quarter-to-date returns.
