Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
Nvidia CEO Jensen Huang said the company’s Vera CPU will use SK hynix DRAM as both firms plan for a heavier second half of 2026 and into next year, underscoring how crucial memory supply has become for “AI factory” builds.
THE APEX TIMES
THE APEX TIMES
Stronger-than-expected jobs data has led Goldman to forecast the Federal Reserve will hold rates steady through 2026, with the next two cuts arriving in 2027 instead of late 2026 and early 2027.
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The bank’s June update brought Block, Casella Waste Systems, TPG, and Tyson Foods into its U.S. Conviction List, with Goldman analysts citing targets that imply gains ranging from roughly the low-30% area to the mid-40% range.
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Zacks highlighted UnitedHealth Group as a standout recent performer within its dividend-focused portfolio, pointing to investor demand for steadier earnings as markets sold off last week.
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Meta’s “Business Agent” is moving from limited tests to a broader rollout at Conversations 2026, according to UBS, which says the shift could help ease investor concerns about returns from the company’s AI spending.
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Wall Street is increasingly focused on App Store momentum because it feeds directly into Apple’s higher-margin Services business, even as Apple highlights the App Store ecosystem’s long-term scale.
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Scotiabank lifted its Oracle price target, pointing to potentially higher data-center spending and continued momentum in AI-accelerated cloud infrastructure, even as it cautioned that margins could face near-term pressure.
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The memorandum of understanding centers on standardizing high-voltage SiC power module formats and using Wolfspeed’s 10 kV MOSFET die for commercial introduction across aerospace, defense, and industrial power systems.
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The Jericho, N.Y. payments technology provider announced expanded payment acceptance capabilities aligned with Visa Platform Connect, aiming to make it easier for partners to deploy modern payment features across in-store, mobile and unattended channels.
