Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A new discounted-cash-flow valuation framework, highlighted in a Yahoo Finance market note, suggests Meta Platforms could be trading below an estimated intrinsic value by roughly 37%, even after the stock’s decline over the past year.
THE APEX TIMES
THE APEX TIMES
At a ribbon-cutting in Houston, Apple chief Tim Cook joined U.S. Commerce Secretary Howard Lutnick and others to highlight a new Advanced Manufacturing Center, with Apple planning to begin Mac mini production in Texas as part of a broader U.S. manufacturing pledge discussed publicly.
THE APEX TIMES
Netflix has released a first-look trailer and named the contestants for “Mom Knows Best?”, a new original-format reality series in Brazil hosted by actor Claudia Raia.
THE APEX TIMES
The billionaire investor criticized Nvidia for a plan that he says depends on opaque private-market financing, arguing the market is being sold a narrative rather than backed by transparent risk and structure.
THE APEX TIMES
The discussion, framed as a way to fund the AI industry’s capital spending, raised questions about who would hold the chips as collateral and how pricing and risk would be managed.
THE APEX TIMES
Markets looked set to open without a clear direction after the S&P 500 closed at record highs, as fresh data pointed to slower inflation pressure.
THE APEX TIMES
A new round of smartphone competition is forming around on-device AI, with Google’s Pixel 11 series positioning Gemini more deeply inside everyday phone tasks.
THE APEX TIMES
A new market commentary draws a parallel between the two companies’ spending plans, then says investors are more comfortable when the return on investment appears easier to see.
THE APEX TIMES
A recent market report pointed to improving momentum at Amazon Web Services, using an emerging growth figure to argue that Amazon remains a major force in the AI buildout where cloud capacity and managed services are central.
