zedd.org II - Business

☰ × Google (GOOG)

-	Ma Bell's history hints that AI could be recession-proof
-	Alphabet: Please Don't Push This AI Rally Over The Cliff (Rating Downgrade)
-	Google’s Isomorphic Labs reportedly eyeing more than $2B in new funding round
-	Whether Alphabet Wins Or Loses The AI Race, It Wins Anyway
-	Alphabet's Earnings Reaffirm Our Thesis Despite Scale

☰ × Apple (AAPL)

-	Apple Is Firing On All Cylinders, Yet I Still Wouldn't Buy The Stock Today
-	Apple Is Quietly Building The Most Profitable AI Toll Booth
-	Apple has reached preliminary deal with Intel to produce chips: report
-	'Sleeping tech giant' Apple appears ripe for AI inflection at next month's WWDC: Wedbush
-	Dividend Roundup: Eli Lilly, PepsiCo, Apple, Visa, and more

☰ × Microsoft (MSFT)

-	Ma Bell's history hints that AI could be recession-proof
-	Microsoft: The Best Time To Buy Is When Others Continue To Ignore
-	Microsoft slips as hedge fund TCI reportedly cuts stake
-	Microsoft: Look Past The Obvious And Ask The Hard Questions
-	Microsoft: This Dividend Growth Juggernaut Is Trading Like It's Broken

☰ × Amazon (AMZN)

-	Ma Bell's history hints that AI could be recession-proof
-	Amazon: The $465 Billion Backlog That Silences The Capex Bears
-	AWS 'making progress' towards restoring Virginia data center as outage continues
-	Coinbase impacted as Amazon Web Services works to restore overheated Virginia data center
-	Amazon.com shares snapped six-session winning streak

☰ × Meta (META)

-	Ma Bell's history hints that AI could be recession-proof
-	Why Meta's Pullback Looks Bullish
-	SA analyst upgrades/downgrades: AMD, MU, META, DPZ
-	The reality of AI layoffs and the current labor market
-	Apple, Meta oppose Canadian bill on encryption woes: report

☰ × Nvidia (NVDA)

-	Nvidia FQ1 Earnings Preview: Back To Cash Flow
-	US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports
-	Nvidia: The Application Layer Could Pressure AI Infrastructure Economics
-	SoftBank-Nvidia in talks to build Japanese AI servers: report
-	Nvidia and Apple CEOs likely to receive invites from Trump for upcoming China visit: report

☰ × Tesla (TSLA)

-	Elon Musk calls for no taxes (plus b----es, money and party)
-	SA Asks: What are the most overvalued tech stocks right now?
-	Musk's Terafab commitment appears significant for Intel, but risks remain: Wedbush
-	Sell Tesla Because It Is An Unlikely Comeback Story
-	Cathie Wood talks 'voracious' SpaceX appetite, Tesla's edge to drive robotaxi win

☰ × Netflix (NFLX)

-	Don't Cancel Your Netflix Investment
-	Disney And Netflix: Both Names Look Attractive
-	Netflix Reigns Supreme With Unmatched Viewership, Global Reach, And Robust Fundamentals
-	What is next for Netflix after its Q1 guidance selloff?
-	Netflix to buyback additional $25B of shares

☰ × AMD (AMD)

-	AMD: $600 Target Appears Too Low
-	Earnings Scoreboard: 82% of firms post Y/Y earnings growth, 88% of S&P 500 reporting firms top EPS estimates
-	Tech stocks lead Nasdaq with Datadog emerging as highest weekly gainer
-	SA analyst upgrades/downgrades: AMD, MU, META, DPZ
-	19 of 20 S&P 500 tech companies beat EPS estimates: Earnings scorecard

☰ × Intel (INTC)

-	Insider trades: Intel, Bank of America, and Pinterest among notable names
-	Apple has reached preliminary deal with Intel to produce chips: report
-	Musk's Terafab commitment appears significant for Intel, but risks remain: Wedbush
-	Intel: Get Out Before The Hype Ends (Rating Downgrade)
-	Western Digital, Micron among group getting price target hikes at Mizuho on AI tailwinds

☰ × Qualcomm (QCOM)

-	Nvidia and Apple CEOs likely to receive invites from Trump for upcoming China visit: report
-	Qualcomm: Sell Into The Hype
-	AI boom lifts big tech earnings, but Wall Street is picking winners and losers
-	Wall Street Lunch: Hot PCE, Soft Growth, Red-Hot Jobs Signal Conflicting Trends
-	Qualcomm's hyperscaler win overshadows weak results: analysts

☰ × Broadcom (AVGO)

-	Broadcom: 4 Reasons To Load Up On The Buys
-	Apollo, Blackstone, other private credit firms in talks for ~$35B financing for Broadcom - report
-	Broadcom Is Flexing Its AI Infrastructure Software Muscle
-	Broadcom sinks as OpenAI chip deal reportedly hits financing snag
-	Broadcom: Hiding In Plain Sight At A Discount

☰ × IBM (IBM)

-	SA Asks: What are the most attractive quantum computing stocks?
-	IBM's Think event signals shift to being a full-stack enterprise AI operator: Morgan Stanley
-	IBM prepares to highlight recent Confluent acquisition and quantum computing at Think
-	IBM in spotlight as HSBC upgrades on margins, valuation
-	CliffsNotes IBM, Boeing Earnings Summaries: Boeing's OK; IBM Is All About What Management Didn't Say

☰ × Cisco (CSCO)

-	Quant snapshot: Beachbody, Deutsche Telekom among top-rated names as IceCure Medical, Fold Holdings lag
-	Earnings week ahead: BABA, CSCO, PLUG, AMAT, JD, and more
-	19 of 20 S&P 500 tech companies beat EPS estimates: Earnings scorecard
-	Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs
-	Cisco's Silicon One is 'underappreciated' by investors, could drive growth: Evercore

☰ × Oracle (ORCL)

-	Ma Bell's history hints that AI could be recession-proof
-	The reality of AI layoffs and the current labor market
-	I'm Calling A Bottom For Oracle
-	Which Will Double First: Amazon Or Oracle? Watch This Kentucky Derby To Find Out
-	Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work

☰ × Salesforce (CRM)

-	Merck & Co. picks Salesforce AI CRM to build 360° animal health platform
-	Salesforce goes all-in on AI as FY27 revenue model gets reset: Full details here
-	Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4%
-	Salesforce sues Microsoft in UK over Teams bundling
-	The Right Play On Salesforce