Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
RBC Capital Markets’ Steven Shemesh says upcoming quarterly results from Walmart and Target, along with major retail peers, will be watched for signs of demand trends and consumer resilience.
THE APEX TIMES
THE APEX TIMES
The chipmaker says it will provide credit support tied to land, power and shell buildout so the PORTS-Pike campus can launch with 4.25 IT-GW of initial NVIDIA AI compute capacity, with an additional option also contemplated.
THE APEX TIMES
The chipmaker says it is partnering to secure long-term power availability for data centers at the PORTS-Pike Technology Campus, targeting an initial 4.25 gigawatts of AI-factory capacity and a possible expansion later.
THE APEX TIMES
A post-trade move in Boeing (BA) tracked news that the U.S. Army has temporarily grounded its Apache helicopters after a crash near Fort Hood, Texas that killed two service members. The incident has raised questions about readiness, training, and potential knock-on impacts to defense aviation schedules.
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Markets focused on how Nvidia plans to balance financial and supply support for OpenAI’s fast-growing AI buildout with its own heavy data-center investment plans.
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A Yahoo Finance report says Palantir shares are trading at about 74 times sales, after the company posted a blowout quarter and revenue growth that topped 90% year over year.
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A Yahoo Finance interview argues Xbox may be strategically separable within Microsoft, with the economic payoff depending on how the business is carved out and how Xbox-related intellectual property is monetized.
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A market report suggests Intel’s semiconductor foundry plans are improving, citing stronger production yields and broader customer interest as the company pursues major funding.
THE APEX TIMES
In a Sunday client note, Goldman Sachs chief economist Jan Hatzius pointed to slowing inflation alongside softer retail sales and weak employment data, arguing the case for an additional hike has weakened.
