Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
A Meta optimism thesis is gaining traction among analysts who argue the market is focusing too much on future “agentic” promises and not enough on measurable ad performance gains.
THE APEX TIMES
THE APEX TIMES
The U.K. health service says a pilot found Copilot could save administrative time, and it expects a full rollout across more than half a million clinicians and support workers by October 2026.
THE APEX TIMES
Apple reintroduced its voice assistant as “Siri AI,” powered by Apple Intelligence. Yet key capabilities will not arrive on EU iPhone and iPad models with iOS 27 and iPadOS 27, and the broader consumer release remains a beta later this year.
THE APEX TIMES
BofA raised its price target for SanDisk (SNDK) to $2,100 from $1,550, pointing to tighter NAND market conditions and SanDisk’s growing set of multi-year “new business model” supply agreements.
THE APEX TIMES
As AI buyers increasingly optimize for cost and efficiency, Broadcom and Marvell are positioning their custom-chip and high-speed networking capabilities as the next layer of AI infrastructure.
THE APEX TIMES
The South Korean AI cloud plans a DSX-powered infrastructure expansion at its GAK Sejong data center, with a longer-term goal of scaling to gigawatt-class capacity for AI agents and physical AI use cases.
THE APEX TIMES
David Solomon says investors are leaning on return-chasing rather than risk concerns as major tech firms raise record capital to fund artificial intelligence infrastructure.
THE APEX TIMES
The deal targets companies that want to move beyond subscription pricing by tying charges to actual usage and outcomes inside Salesforce’s revenue platform.
THE APEX TIMES
Dan Ives says Apple is finally stepping decisively into AI monetization, estimating the shift could add $75 to $100 per share and $15 billion to $20 billion in annual services revenue over time.
