Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
A Wall Street analyst lifted its price target for Microsoft after updating its model around cloud momentum, with Azure and Microsoft 365 central to the reassessment.
THE APEX TIMES
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A gross margin figure that included tariff refunds made last quarter’s profitability look stronger than it may have been in a like-for-like comparison, a headwind analysts said became visible in the stock’s post-earnings move.
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A recent analysis from Tikr comparing dividend stocks put United Parcel Service (UPS) at a higher starting yield than PepsiCo (PEP), suggesting UPS could generate more dividend income over a decade under typical reinvestment assumptions.
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The Yahoo Finance report said Alphabet’s stock gained roughly 1.85% even after Wells Fargo reduced its target to $365, keeping an Overweight rating, with attention focused on how Google monetizes search.
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Ahead of its next earnings report, Palantir is drawing attention from investors because the market’s revenue forecast appears only modestly above the company’s most recently communicated guidance.
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A Sunbury, Ohio ballot vote on Tuesday could determine whether Amazon can move forward with a planned $2 billion data center, highlighting the growing role of local politics in where AI infrastructure is built.
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A recent note from Susquehanna reframed AMD’s 2027 opportunity around a growing server CPU business and an expanding accelerator ramp, feeding expectations tied to a roughly $74 billion data-center forecast.
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Market participants reacted strongly after a report said Apple will roll out an AI feature for iPhone users in China powered by Qwen, a move that coincided with gains for Alibaba and other China-focused stocks.
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A market live update says Apple is set to report earnings after the bell, with investor attention on iPhone 18 demand and the broader health of the iPhone business.
