Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
Oracle’s AI-focused deals and a large reported backlog have helped set expectations for cloud growth in its fiscal fourth quarter. But the company is also planning major spending, and analysts are watching whether margins hold up as debt, restructuring, and capital intensity weigh on results.
THE APEX TIMES
THE APEX TIMES
Pax8 says inforcer will be available through the Pax8 Marketplace this summer, aiming to help managed service providers standardize Microsoft 365 identity, device management, security policy enforcement and AI governance for small and midsize business customers.
THE APEX TIMES
A midday risk-off move in U.S. technology shares turned into a broader pullback across semiconductors, with Advanced Micro Devices falling sharply alongside Intel and the Nasdaq 100 ETF trading well below its morning levels.
THE APEX TIMES
CVS Health is moving to expand access to GLP-1 weight management drugs by restoring coverage for Zepbound and introducing a newer oral option, even as pharmacy benefit scrutiny and related legal challenges remain a live issue for the pharmacy industry.
THE APEX TIMES
Market coverage points to fresh late-stage results for Lilly’s obesity and diabetes pipeline, helping lift Eli Lilly’s stock to new all-time levels.
THE APEX TIMES
Shares of Mastercard have fallen about 15% this year, but market commentary highlights that underlying payment trends have held up and that forward estimates may be stabilizing.
THE APEX TIMES
The Unlimited Premium plan gets new international network switching, expanded security, and proactive connection troubleshooting timed for summer travel.
THE APEX TIMES
A new PrSM Increment 4 propulsion test and additional manufacturing investments are framed as moves to extend range and scale production, as the U.S. and allied customers expand precision-strike demand.
THE APEX TIMES
Ahead of its second-quarter fiscal 2026 report, Adobe is pointing to rapid adoption of AI features across Firefly, Acrobat AI Assistant and GenStudio, while analysts watch for evidence that growth can hold up amid intensifying generative AI competition and uneven demand outlines.
