Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
The bank says the recent pullback in memory-related shares should not be read as a break in the demand-and-supply cycle, pointing instead to the possibility of future valuation gains if conditions hold.
THE APEX TIMES
THE APEX TIMES
A new market commentary urges investors to look past the latest tech drawdown and reconsider Palantir’s price as macro uncertainty pushes investors toward “safer” growth. The piece focuses more on relative valuation and narrative risk than on new company fundamentals.
THE APEX TIMES
In remarks covered by Yahoo Finance, Palantir CEO Alex Karp said he does not believe providers of large language models, including Anthropic and OpenAI, can just “move into” Palantir’s business. The comments arrive as Wall Street continues to weigh the competitive threat from fast-moving generative AI platforms.
THE APEX TIMES
Investors focused less on Oracle’s reported momentum in cloud services and more on the company’s aggressive spending outlook, a shift that sent the stock down about 12% in Thursday’s trading.
THE APEX TIMES
A new report says Microsoft is reducing staff connected to its Azure business in China, with an estimated 200 to 400 employees impacted. Microsoft has not disclosed specific figures tied to the move in the report.
THE APEX TIMES
A report tied to Oracle’s latest quarter says cloud infrastructure growth hit 93% and the company raised its earnings-per-share outlook, but that progress was not enough to address questions about how much capital the company may be seeking.
THE APEX TIMES
The companies are deepening their alliance to speed deployment of artificial intelligence in business environments, with an emphasis on reaching organizations beyond the data center.
THE APEX TIMES
A Yahoo Finance report says Oracle’s post-earnings stock slump has prompted renewed “buy the dip” views from multiple analysts, who argue the market is reacting to near-term noise rather than underlying cloud and software demand.
THE APEX TIMES
The broader availability of Google’s home listings could intensify competition for Zillow, Rocket and CoStar, analysts and investors have worried, even as Google has not detailed the scope of how many consumers will see the feature or how it will monetize it.
