zedd.org II - Business

☰ × Google (GOOG)

-	UK watchdog wants Google to offer broader search choices, including AI
-	Google: The One-Stop AI Shop
-	Googlebook laptops debut with Android integration, Gemini AI
-	Pope Leo XIV says AI must be guided by 'wisdom and charity'
-	Google fined €403M by Irish regulatory board for privacy violations

☰ × Apple (AAPL)

-	Meta's Muse brings agentic AI to consumers; could prompt 'massive inference demand': analysts
-	Apple is developing screenless fitness tracker: report
-	Beats unveils new $350 over-ear headphones
-	Delivery times for iPhone 18 Pro and Pro Max 'slightly higher' than last year, Citi says
-	Over half of Apple users plan to upgrade to iPhone 18: survey

☰ × Microsoft (MSFT)

-	Microsoft upgraded at Stifel as firm says tech giant is 'getting back on track'
-	Microsoft to keep shareholder proposal rights through 2027: report
-	Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
-	Microsoft slips even as Oppenheimer ups price target
-	Microsoft’s Xbox cuts 268 roles as Activision takes over ‘Halo’

☰ × Amazon (AMZN)

-	Best Buy, Amazon expand Fire TV deal to add advertising
-	Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
-	AWS becomes first cloud provider approved for NATO restricted workloads
-	Wall Street Lunch: Meta's Muse Teams With Shopify After Amazon Ban
-	Accenture, AWS launch AI and cloud offerings for mid-sized companies

☰ × Meta (META)

-	Innodata surges after report suggests Meta's Muse could be a `big win'
-	Expedia announces partnership with Meta's Muse
-	Meta testing using 'human concierge' for new Muse app: report
-	Meta: AI Monetization Potential Is Finally Evident
-	Meta's Muse brings agentic AI to consumers; could prompt 'massive inference demand': analysts

☰ × Nvidia (NVDA)

-	Nvidia-backed Firmus plans to raise $10B before Australian listing - report
-	Nvidia director Mark Stevens sells another $300M in shares
-	Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
-	Meta's Muse brings agentic AI to consumers; could prompt 'massive inference demand': analysts
-	Nvidia: Trucks, Tokens, And A 28x Multiple

☰ × Tesla (TSLA)

-	Tesla: Finally, Time To Say Enough Is Enough (Downgrade)
-	Tesla: Trump Might Sink This Stock; Here's How
-	Tesla: Continuing To Defy Gravity Despite The Cybercab Setback
-	Tesla: Why The 'Low-Quality' Tag Will Persist For 2 More Years
-	Tesla heads to trial over California claims of racial discrimination

☰ × Netflix (NFLX)

-	Netflix losing ground to YouTube — HSBC
-	Rivals on high alert as Paramount Skydance claims Warner Bros.
-	Software lifts Nasdaq even as fed hike, rising yields pressure stocks
-	Wells Fargo downgrades Netflix to underweight on engagement risks
-	SA analyst upgrades/downgrades: NFLX, LULU, ORCL, MPT

☰ × AMD (AMD)

-	AMD: Likely Dead Money From Here (Rating Downgrade)
-	AMD At $1 Trillion: Gamma Squeeze Unlikely To Last Forever
-	Meta's Muse brings agentic AI to consumers; could prompt 'massive inference demand': analysts
-	AMD: I Still Prefer Nvidia Or SOXX To This $1 Trillion Challenger
-	AMD: Welcome To The $1 Trillion Club; $740 Could Be Next (Rating Upgrade)

☰ × Intel (INTC)

-	Intel: The Party Is Only Getting Started
-	Intel: The Smart Money Is Piling In
-	Tech strength sends Intel higher by 12%
-	Intel: Buy The SK hynix Optionality, But Foundry Still Has To Prove It
-	Intel: More Foundry Rumors, Less Financial Details

☰ × Qualcomm (QCOM)

-	Qualcomm acquiring robotics software firm PickNik
-	Qualcomm embraces on-device agentic AI at Snapdragon Summit
-	Qualcomm: The AI Story Is Far More Limited Than Bulls Want To Believe - Strong Sell
-	QUALCOMM climbs 9% to reach multi-month high
-	Lumentum, Qualcomm, Corning partner on AI optical tech; shares rise

☰ × Broadcom (AVGO)

-	Broadcom: Hard To Ignore The Numbers, Buy Before The Market Catches Up
-	Meta's Muse brings agentic AI to consumers; could prompt 'massive inference demand': analysts
-	How agentic AI impacts the semiconductor industry
-	Broadcom: High-Quality And Undervalued AI Stock
-	Big Tech’s $300B AI guarantees raise hidden risk for investors

☰ × IBM (IBM)

-	IBM’s Anderon finalizes $1B chips award with US Commerce Department
-	IBM, NASA release open-source AI model to support lunar exploration
-	IBM, Lockheed Martin establish quantum innovation hub in Switzerland
-	International Business Machines Corporation (IBM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
-	Quant ratings: Hyperscaler stocks to watch as Berkshire bets on AI’s energy needs

☰ × Cisco (CSCO)

-	Cisco Systems: The Flight To Quality In Tech Will Run Through Cybersecurity (Upgrade)
-	Cisco Stock Could Soon Wake From Its Summer Slumber
-	UAE modifies 5-GW Stargate data center project in wake of Iran war: report
-	Cisco, Infleqtion target quantum breakthrough with new networking pact
-	Cisco Systems, Inc. (CSCO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

☰ × Oracle (ORCL)

-	Oracle: The Most Mispriced AI Opportunity On The Market Today
-	Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
-	Oracle: Backlog Burden Implies More Capex Pains - Contrarian AI Buy Thesis
-	Oracle: OpenAI Just Blinked
-	Oracle: The Cloud Is Delivering, But The Cash Still Has To Follow

☰ × Salesforce (CRM)

-	Trump July disclosure: 1,156 trades, Microsoft and Amazon among largest sales
-	Salesforce, Inc. (CRM) Analyst/Investor Day Transcript
-	Salesforce Stock Looks Enticing After Dreamforce 2026
-	Salesforce, Inc. (CRM) Analyst/Investor Day - Slideshow
-	Salesforce Is Going Headless, And The Market Has Not Noticed