zedd.org II - Business

☰ × Google (GOOG)

-	Alphabet: 18% Off Its High, It's A Buy, Just Not An Easy One (Rating Upgrade)
-	Meta Platforms Down 7%, Google Breaks Key Support - What Comes Next For The Tech Heavyweights?
-	Apple may open up Siri to AI assistants such as Gemini, Claude in iOS 27: report
-	Google rolls out Search Live feature for real-time interaction with AI
-	Google unveils Gemini 3.1 Flash Live model for audio, visual needs

☰ × Apple (AAPL)

-	Apple in focus as Wedbush calls 2026 a 'significant' product launch year ahead of WWDC
-	Apple's 50th Anniversary: A 'Solid Hold' For Wealth Preservation
-	Apple may open up Siri to AI assistants such as Gemini, Claude in iOS 27: report
-	Apple adds Cirrus Logic, Bosch, others to American Manufacturing Program
-	Foreign phone shipments in China slump 7.7% in February: report

☰ × Microsoft (MSFT)

-	Microsoft halts hiring in cloud and North American sales groups: report
-	Cloud infrastructure emerges as the quiet winner of the AI boom
-	Microsoft revamps HR department
-	Microsoft 365, Copilot narratives need to improve for stock to move higher: UBS
-	Microsoft: Fortress Balance Sheet, Deep Value

☰ × Amazon (AMZN)

-	American Airlines said to be in talks with Starlink, Amazon Leo for in-flight Wi-Fi
-	Amazon AI chip product leader leaves: report
-	Cloud infrastructure emerges as the quiet winner of the AI boom
-	The AI Chip Split - And Why Amazon Is On The Right Side
-	Amazon sees bullish views at Citi on AWS revenue forecast driven by AI tailwinds

☰ × Meta (META)

-	Meta boosts Texas AI data center spend to $10B
-	Meta Platforms Down 7%, Google Breaks Key Support - What Comes Next For The Tech Heavyweights?
-	Meta's Agentic AI Ambitions
-	Wall Street Lunch: Huang, Zuckerberg, Ellison Join Trump's Tech Council
-	LA jury finds Meta, Google liable for inducing social media addiction in young woman

☰ × Nvidia (NVDA)

-	AMD Vs. Nvidia: Bet On AMD The Underdog
-	Nvidia: The Market Stopped Believing
-	Nvidia: Improvements Made Me A Believer; I'm In (Upgrade)
-	Nvidia-backed startup Reflection, builder of open-source AI models, seeks $2.5B in latest round: report
-	Nvidia: The Market Is Wrong, Time Will Tell

☰ × Tesla (TSLA)

-	The Tesla Robotaxi Story Is A Myth: Why I'm Maintaining My Strong Sell Into Q1 Earnings
-	Is merging with SpaceX the new 'master plan' at Tesla?
-	Tesla is expected to post a soft Q1 deliveries report next week
-	10th xAI cofounder departs ahead of SpaceX IPO: report
-	Tesla and SpaceX's Terafab project likely signals first step toward merger: Wedbush

☰ × Netflix (NFLX)

-	Netflix hiking subscription plans to pay for $20B content budget
-	Netflix, Warner Music Group to partner on artists documentaries
-	Netflix eyes leveraging KPop Demons success into a world concert tour
-	Citi bullish on Netflix after walking away from Warner deal
-	Netflix gives the Stranger Things franchise another day in movie theaters

☰ × AMD (AMD)

-	AMD Vs. Nvidia: Bet On AMD The Underdog
-	AMD: Why The CPU Renaissance Is Just Starting
-	AMD: One Reason To Buy And One Reason To Be Cautious
-	Wall Street Lunch: Huang, Zuckerberg, Ellison Join Trump's Tech Council
-	AMD, Intel lead chip stocks higher amid reports of price hikes

☰ × Intel (INTC)

-	AMD, Intel lead chip stocks higher amid reports of price hikes
-	Intel, AMD's CPU supply constraints impacting PC, server makers: report
-	Arm unveils data center CPU as it looks to take on Intel, AMD
-	Intel's Best Future: Foundry Dividend Stock
-	Chip sales top $830B in 2025 as Nvidia, Micron lead AI-driven growth

☰ × Qualcomm (QCOM)

-	Qualcomm: The Market Is Missing The Optionality
-	Notable analyst calls this week: ServiceNow, Qualcomm and Eli Lilly among top picks
-	Qualcomm shareholders reject China-risk proposal, SEC filing shows
-	Chip sales top $830B in 2025 as Nvidia, Micron lead AI-driven growth
-	Why I'm Still Buying Qualcomm

☰ × Broadcom (AVGO)

-	Broadcom: The AI Thesis Is Playing Out Faster Than Expected
-	Broadcom: Focus On Organic Growth And AI Position It Well
-	Broadcom in focus as GF Securities ups price target on higher TPU shipments
-	Broadcom's $100B AI Breakout
-	Broadcom: Why I'm Buying And Holding This Stock Forever

☰ × IBM (IBM)

-	IBM says its quantum computer simulates magnetic materials
-	CrowdStrike expands IBM tie-up for AI-driven SOC operations
-	IBM, ElevenLabs partner to add voice capabilities to enterprise AI platform
-	GTC effect: Nvidia's ecosystem partners edge higher following wave of collaborations
-	IBM unveils blueprint to combine quantum, classical computing

☰ × Cisco (CSCO)

-	U.S. bans new foreign-made routers over security risks
-	Cisco Q2: The Valuation Makes No Sense
-	Cisco: The Only Undervalued 'Full-Stack' AI Play
-	Cisco Systems, Inc. (CSCO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
-	Nvidia, telecom firms vow to build 6G on open, AI-native platforms

☰ × Oracle (ORCL)

-	Veritone signs multi-year AI infrastructure deal with Oracle
-	Wall Street Lunch: Huang, Zuckerberg, Ellison Join Trump's Tech Council
-	Oracle: Multicloud A Recurring Revenue Engine
-	Jensen Huang, Mark Zuckerberg among Trump's tech council
-	Oracle in focus as BofA reinstates with Buy rating

☰ × Salesforce (CRM)

-	Salesforce: Billions Of Reasons To Own
-	Salesforce to support U.S. labor department customer service upgrade
-	Salesforce: Market Is Pricing It At Doomsday Valuations
-	Why Salesforce's 'AI Problem' Is Actually Its Greatest Opportunity
-	Insider trades: Salesforce, Broadcom among notable names this week