Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
A Yahoo Finance market wrap cites expectations that AMD’s revenue could rise about 59% to roughly $80 billion next year, alongside an increase of more than 80% in earnings to about $13.87.
THE APEX TIMES
THE APEX TIMES
A recent market analysis argues that Oracle’s expanding artificial intelligence build-out is pressuring gross margin, while investors have already reduced the earnings multiple by more than before.
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The heavy-equipment maker reported results that beat expectations in the second quarter and raised its 2026 sales forecast, pointing to demand linked to ongoing investment, including data center buildouts.
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A new market note highlights Goldman Sachs’ view that South Korean equities could deliver roughly double-digit gains versus current levels, but the thesis depends on a pair of semiconductor leaders performing in ways the market has not fully priced.
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The music streaming company reported stronger profitability year over year in its latest results, alongside a milestone in its paid subscriber base.
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A new market analysis points to Walmart’s expanding online footprint, the high-margin Walmart Connect advertising unit, and company-wide artificial intelligence investments as key pillars for long-term value.
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Investors and portfolio managers pointed to strong commercial momentum as Palantir’s second-quarter results helped push the stock higher, with the discussion framing the company’s trajectory as unusually durable for a software name.
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In a broad move across CRM, HubSpot, Okta, Workday and Datadog, investors bid up several enterprise software names after reports pointed to a sector-wide tailwind tied to easing geopolitical worries and renewed momentum around AI-focused M&A.
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A quarterly profitability comparison circulating in market coverage placed Alphabet’s net income at $112.1 billion, a figure that exceeds what Apple, Microsoft, Amazon, and NVIDIA earned in the same period, according to the report.
