Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
A new round of selling in AT&T and Verizon reflects mounting anxiety that Elon Musk’s SpaceX may enter the wireless handset market, adding to pressure on traditional carriers already navigating pricing and growth challenges.
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New sustainability reporting from major cloud and AI players shows higher emissions and greater energy use, complicating long-running net-zero targets as AI workloads expand.
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A newly released Q2 delivery update is being framed by analysts as evidence that Tesla’s auto business is regaining momentum after a prolonged sales slowdown.
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The software company says it will embed thousands of engineers and sales staff with clients through a new operating entity called Microsoft Frontier Co., part of a broader shift among big tech firms to accelerate the move from AI pilots to production.
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After the latest round of Federal Reserve stress tests, many large banks moved to boost dividends. Bank of America indicated a more patient posture, leaving investors to watch when it will follow peers into higher payouts and buybacks.
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A fresh analyst upgrade for Palantir, an updated delivery outlook from Rivian, and a Robinhood product announcement were among the items driving attention in Tuesday’s market tape, according to a Yahoo Finance segment.
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Second-quarter vehicle deliveries rose 25% year over year, a substantial beat versus the modest consensus estimate cited in market coverage, even as competitive pressure in global EV sales remains intense.
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The analyst upgrade points to Palantir’s push into enterprise and government AI deployments, citing new partnerships and selected platform work.
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The new unit is designed to embed engineers inside customer organizations, positioning Microsoft to win more of the work that comes after companies finish early AI pilots.
