Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
A Reuters report cited by Yahoo Finance says DeepSeek is working on an inference-focused AI chip, while NVIDIA shares fell about 2.2% in the same session, underscoring how quickly model makers and chip builders are moving toward specialized hardware.
THE APEX TIMES
THE APEX TIMES
JPMorgan’s asset-management view on foreign exchange is shifting away from the yuan despite recent strength, with a focus on higher-yielding currencies and expectations for South Korea’s won into 2027.
THE APEX TIMES
In remarks tied to its April earnings, Satya Nadella said Microsoft’s AI business surpassed a $37 billion annual revenue run rate, up 123% year over year, as the company leans into paid Copilot adoption and broader cloud growth.
THE APEX TIMES
The latest borrowing, described as coming in multiple tranches including some that extend to 40 years, underscores how quickly Amazon’s artificial intelligence infrastructure spending is outpacing near-term cash generation.
THE APEX TIMES
The search and assistant startup confirmed a hardware shift toward Nvidia’s next-generation central processing units, underscoring Nvidia’s push to expand beyond graphics chips.
THE APEX TIMES
The automaker said it will add a second vehicle assembly line at its San Antonio campus, create about 2,000 jobs, and gradually shift Tacoma production from its Baja California plant in Mexico to Texas.
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Macquarie cut Broadcom to Neutral and lowered its price target, pointing to valuation concerns tied to how much of Google’s AI custom-chip orders remain with Broadcom.
THE APEX TIMES
The insurer will broaden its use of Palantir’s data and AI platforms across multiple insurance lines, aiming to better flag suspicious claims and tighten risk decisions while keeping human oversight.
THE APEX TIMES
A large Amazon.com Inc. bond offering coincided with investors selling down existing technology debt, a move that reduced outstanding balances in the hyperscaler segment and highlighted signs of investor fatigue.
