Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
The sidewalk delivery startup is expanding its restaurant platform relationships after reporting that an existing Uber Eats agreement is expiring and volume it supported is at risk.
THE APEX TIMES
THE APEX TIMES
A portfolio reshuffle reported for the Q2 2026 period shows a large increase in Amazon exposure alongside complete exits from several semiconductor and hardware-related holdings.
THE APEX TIMES
Nvidia CEO Jensen Huang said OpenAI will pay for the lease tied to the company’s support for OpenAI’s planned Ohio data-center buildout, rejecting a “circular financing” characterization. Huang also argued the project points to a broader, multi-year compute opportunity measured in the hundreds of billions.
THE APEX TIMES
A new five-year GPU cloud agreement points to about $70 million in annualized revenue, while the economics hinge on a large, upfront buildout financed through a mix of customer deposits and debt structures.
THE APEX TIMES
Despite an improvement in Nike’s wholesale business, the stock fell sharply, with investors prioritizing ongoing weakness tied to China and the uncertainty it creates for overall demand.
THE APEX TIMES
A staff opinion cited by Yahoo Finance says the SEC has carved out certain data-center debt from Dodd-Frank risk retention rules, a change that could make large-scale AI infrastructure deals easier to structure.
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Trading activity Monday highlighted renewed market attention on Cerebras, after a research note tied the company’s accelerators to OpenAI’s quickest inference service level. The move came alongside strength in Intel shares and a mild downturn in AMD.
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The dispute, reported by Yahoo Finance, spotlights how fast-moving tech and fast-food executives are now clashing in public over comments tied to McDonald’s.
THE APEX TIMES
A reported seven-year agreement would more than triple annual Tomahawk missile output, a scale-up that can affect defense supply chains and near-term backlog expectations for Raytheon, RTX’s missile business.
