Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
Alphabet says Berkshire Hathaway will invest $10 billion in a private deal as the Google parent pursues a proposed $80 billion equity raise aimed at expanding AI compute infrastructure.
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Coherent, an optical transceiver maker, has surged as data centers move beyond copper links, and as NVIDIA’s multi-year optics deal positions it to scale next-generation photonics for AI infrastructure.
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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.
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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.
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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.
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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.
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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.
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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.
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The deal targets companies that want to move beyond subscription pricing by tying charges to actual usage and outcomes inside Salesforce’s revenue platform.
