Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Alphabet’s consumer hardware push adds new Gemini Intelligence features across phones and a smartwatch, plus a new stainless-steel item finder built on Google’s Find Hub network.
THE APEX TIMES
THE APEX TIMES
Alphabet says Gemini users will be able to switch on additional app integrations over the coming weeks, ranging from meeting summaries and website editing to booking travel, music streaming, and health scheduling.
THE APEX TIMES
Alphabet’s Android team is rolling out a simpler way to exchange contact cards and files between compatible devices, starting with Pixel phones and expanding to select Samsung foldables later this year.
THE APEX TIMES
A report says Oracle is preparing workforce reductions that could reach double-digit percentages on some teams, with an internal push to shrink payroll before September 1.
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A new report says Apple is evaluating memory from China’s CXMT across devices, even after the supplier declined to meet the lower pricing Apple sought.
THE APEX TIMES
A recent Yahoo Finance-style market analysis argues Meta’s AI push may carry a less visible shareholder risk than Alphabet’s more public capital-raising activity, focusing attention on how balance sheets absorb the cost of competing for AI leadership.
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A new wave of analyst commentary is pointing to more upside for Microsoft’s Azure business, while one concern flagged in recent coverage centers on risks that could be hiding in the company’s balance sheet.
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A new market commentary argues Nvidia could become the world’s first $10 trillion company, reflecting how investors are pricing in sustained demand for artificial-intelligence infrastructure. The call is speculative, and the post does not detail a specific valuation model or timeframe.
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A report tied to Apple’s planned CEO handoff on Sept. 1 looks back at how the stock moved during Tim Cook’s 15-year tenure, as the company prepares for a transition to John Ternus.
