Business

The Apex Times

THE APEX TIMES

TensorWave, an “AMD-only” data-center startup, valued at $1.55B after $350M funding round

The cloud-computing company behind an Nvidia-averse strategy says it will use new capital to expand data-center deployments powered by AMD chips.

The Apex Times

THE APEX TIMES

Jim Cramer reiterates his “own Nvidia, don’t trade it” stance, citing growing government demand for AI chips

On CNBC’s Mad Money, Jim Cramer said he is not changing his view on Nvidia, arguing that demand is broadening beyond a small set of cloud customers as more countries pursue sovereign AI programs.

The Apex Times

THE APEX TIMES

Jim Cramer points to Home Depot’s dividend yield and valuation as a “good level”

On CNBC’s Mad Money, Jim Cramer told a caller that he views Home Depot’s current price as compelling, citing a roughly 3% dividend yield and a valuation near 20 times spring-season earnings.

The Apex Times

THE APEX TIMES

Jim Cramer tells viewers to “buy some” Costco at a higher-than-usual earnings multiple, framing it as a value play

On CNBC’s Mad Money, Jim Cramer addressed a caller’s question about an “entry price” for Costco, pointing to a valuation benchmark based on a roughly 47-times earnings level and arguing that waiting for a better price is not always necessary.

The Apex Times

THE APEX TIMES

Walmart and Amazon race to 30-minute grocery delivery, squeezing supermarkets on convenience

As both retailers expand ultra-fast fulfillment, analysts say the familiar advantage of nearby stores is becoming harder to defend.

The Apex Times

THE APEX TIMES

AI-driven selloff weighs on momentum names as Robinhood and other picks move into focus

A market risk-off session pushed several high-beta stocks lower, including Super Micro, while Robinhood stood out among large U.S. benchmarks, according to market-moving coverage summarized by Yahoo Finance and other outlets.

The Apex Times

THE APEX TIMES

Nvidia’s shares slip again, and some investors are starting to frame the chip giant as a “value” opportunity

After another down session, Nvidia is again trading at a valuation below the S&P 500 benchmark, a shift that is prompting renewed comparisons of the company’s cash returns and growth prospects to more traditional value investing.

The Apex Times

THE APEX TIMES

AT&T vs. T-Mobile: Street debate turns to fiber buildout, valuation, and outlook revisions

A new market note argues AT&T is gaining an edge over T-Mobile by leaning into its fiber and fixed wireless expansion, with a more favorable 2026 outlook and a lower valuation profile helping the case.