Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent market comparison pits Advanced Micro Devices' profitability and balance-sheet stance against AppLovin's growth profile and cheaper valuation framing, arguing the “better buy” question comes down to how investors weigh margins, leverage, and growth multiples.
THE APEX TIMES
THE APEX TIMES
Intel’s stock has posted an outsized gain over the past year, yet a valuation check based on discounted cash flow inputs points to a mixed picture, putting focus back on what investors are pricing in.
THE APEX TIMES
A market report says Michael Burry, who has gained attention for high-conviction bets, is facing a test to his bearish case on Palantir (PLTR) and Nebius as both stocks move higher around their earnings cycles. The report frames the results as a direct challenge to the short thesis, though it does not provide detailed rebuttals or disclosed position data.
THE APEX TIMES
A new wave of Pixel 11 promotion from Google positions hardware improvements less as the centerpiece and more as a gateway to Gemini AI, according to a Yahoo Finance segment discussing the company’s latest smartphone lineup and its deeper AI integration.
THE APEX TIMES
A market report claims Alphabet leadership has encouraged AI talent to concentrate “all in” on Gemini models, alongside internal reorganization efforts aimed at improving Gemini’s commercial performance and better countering rivals in the fast-moving generative AI race.
THE APEX TIMES
A new valuation check from Yahoo Finance argues that Apple’s share price has moved faster than what a discounted cash-flow lens would typically justify, even as an “earnings” perspective looks less demanding.
THE APEX TIMES
Apple has begun testing DRAM chips from China’s ChangXin Memory Technologies (CXMT) across multiple product lines, according to a report published by Yahoo Finance. The effort could broaden Apple’s memory sourcing, though analysts say supply, quality and regulatory uncertainty remain key hurdles.
THE APEX TIMES
Berkshire Hathaway’s portfolio mix, highlighted by Apple and Alphabet as major positions, suggests CEO Greg Abel is applying Warren Buffett-style selectivity while embracing more tech exposure over time.
THE APEX TIMES
A fresh media appearance by hedge-fund investor Michael Burry has reignited scrutiny of Nvidia’s valuation, with his argument framed around the idea that the company’s growth machine has become a dominant force in financial markets.
