Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
The Reston, Virginia defense and aerospace contractor will pay $1.59 per share to shareholders of record on July 2, according to a company-issued release.
THE APEX TIMES
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On a TBPN podcast appearance, Alex Karp criticized companies for chasing token-heavy AI use without measurable business value, while Palantir’s own materials continue to position AIP as “load-bearing” infrastructure built to avoid “AI slop.”
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A new comparison argues that SanDisk’s NAND memory surge has outpaced Nvidia’s growth, but Nvidia’s GPU platform may offer more durable pricing power as AI demand evolves.
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The hedge fund founder cited tariff-driven margin pressure and a long-term rise in tangible book value as he boosted a stake in Lululemon after the retailer cut guidance.
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The company says its Isaac GR00T initiative is moving from research building blocks toward an open, end-to-end stack for building, testing, and deploying general-purpose humanoid robots.
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After a sharp sell-off in custom AI chips last week, Broadcom’s latest results showed rapid AI semiconductor growth and heavy free cash flow. Marvell, meanwhile, is also leaning into AI connectivity and raised outlook, but from a smaller revenue base.
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The aerogel insulation and electrification materials supplier says the GM recognition reflects its role in electric-vehicle thermal management and battery performance.
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In a recent Yahoo Finance interview, Miller argued that some stocks with long-term stories are being overlooked, naming Toast and GE Aerospace as examples.
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With Nike stock down roughly 68% over five years, a fresh look at fundamentals and the pace of its “Win Now” overhaul is shaping expectations for the next stretch.
