Nvidia holds a lead over AMD in AI GPUs as demand accelerates, UBS says
UBS pointed to continued momentum for Nvidia’s AI chips, arguing the company remains ahead of AMD as customers expand AI computing capacity.
Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
UBS pointed to continued momentum for Nvidia’s AI chips, arguing the company remains ahead of AMD as customers expand AI computing capacity.
THE APEX TIMES
The Mexican payments and financial-services platform Clip says Mi Clip is designed to speed up digital payments adoption and broaden merchant and consumer acceptance, in a partnership that brings payments infrastructure and media distribution into the same rollout.
Amazon is expanding its satellite ambitions as it tries to close the gap with SpaceX’s Starlink, bringing Jeff Bezos’s long-stated space strategy closer to direct competition in internet and mobile service.
Intel shares moved higher after reporting a newly expanded relationship with Cadence Design Systems, a development investors framed as evidence of progress on the company’s next-generation manufacturing efforts.
A sharp jump in Oracle shares has been attributed less to hype than to a structural shift in how the company finances the infrastructure behind artificial intelligence.
Apple will not roll out its latest Siri artificial-intelligence features in the European Union, after European regulators rejected its request to avoid parts of the bloc’s interoperability requirements.
The award highlights CVS Health’s use of artificial intelligence to interpret prescription directions inside pharmacy workflows, an effort designed to reduce manual transcription and improve medication safety and patient care.
The financing effort is tied to Broadcom’s new AI XPV platform, aimed at unlocking more than 20 gigawatts of compute capacity for frontier AI labs through 2028, with Anthropic cited as a key beneficiary.
A recent Yahoo Finance market note points to improving earnings per share, alongside other shifting outlines, as investors weigh whether Mastercard’s rebound story is gaining traction again.