If more of us valued food and cheer and song above hoarded gold, it would be a merrier world. -- J.R.R. Tolkien
May 11, 2026
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Google (GOOG)
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Ma Bell's history hints that AI could be recession-proof
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Alphabet: Please Don't Push This AI Rally Over The Cliff (Rating Downgrade)
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Google’s Isomorphic Labs reportedly eyeing more than $2B in new funding round
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Whether Alphabet Wins Or Loses The AI Race, It Wins Anyway
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Alphabet's Earnings Reaffirm Our Thesis Despite Scale
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Apple (AAPL)
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Apple Is Firing On All Cylinders, Yet I Still Wouldn't Buy The Stock Today
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Apple Is Quietly Building The Most Profitable AI Toll Booth
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Apple has reached preliminary deal with Intel to produce chips: report
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'Sleeping tech giant' Apple appears ripe for AI inflection at next month's WWDC: Wedbush
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Dividend Roundup: Eli Lilly, PepsiCo, Apple, Visa, and more
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Microsoft (MSFT)
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Ma Bell's history hints that AI could be recession-proof
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Microsoft: The Best Time To Buy Is When Others Continue To Ignore
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Microsoft slips as hedge fund TCI reportedly cuts stake
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Microsoft: Look Past The Obvious And Ask The Hard Questions
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Microsoft: This Dividend Growth Juggernaut Is Trading Like It's Broken
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Amazon (AMZN)
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Ma Bell's history hints that AI could be recession-proof
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Amazon: The $465 Billion Backlog That Silences The Capex Bears
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AWS 'making progress' towards restoring Virginia data center as outage continues
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Coinbase impacted as Amazon Web Services works to restore overheated Virginia data center
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Amazon.com shares snapped six-session winning streak
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Meta (META)
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Ma Bell's history hints that AI could be recession-proof
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Why Meta's Pullback Looks Bullish
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SA analyst upgrades/downgrades: AMD, MU, META, DPZ
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The reality of AI layoffs and the current labor market
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Apple, Meta oppose Canadian bill on encryption woes: report
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Nvidia (NVDA)
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Nvidia FQ1 Earnings Preview: Back To Cash Flow
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US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports
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Nvidia: The Application Layer Could Pressure AI Infrastructure Economics
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SoftBank-Nvidia in talks to build Japanese AI servers: report
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Nvidia and Apple CEOs likely to receive invites from Trump for upcoming China visit: report
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Tesla (TSLA)
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Elon Musk calls for no taxes (plus b----es, money and party)
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SA Asks: What are the most overvalued tech stocks right now?
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Musk's Terafab commitment appears significant for Intel, but risks remain: Wedbush
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Sell Tesla Because It Is An Unlikely Comeback Story
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Cathie Wood talks 'voracious' SpaceX appetite, Tesla's edge to drive robotaxi win
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Netflix (NFLX)
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Don't Cancel Your Netflix Investment
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Disney And Netflix: Both Names Look Attractive
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Netflix Reigns Supreme With Unmatched Viewership, Global Reach, And Robust Fundamentals
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What is next for Netflix after its Q1 guidance selloff?
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Netflix to buyback additional $25B of shares
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AMD (AMD)
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AMD: $600 Target Appears Too Low
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Earnings Scoreboard: 82% of firms post Y/Y earnings growth, 88% of S&P 500 reporting firms top EPS estimates
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Tech stocks lead Nasdaq with Datadog emerging as highest weekly gainer
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SA analyst upgrades/downgrades: AMD, MU, META, DPZ
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19 of 20 S&P 500 tech companies beat EPS estimates: Earnings scorecard
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Intel (INTC)
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Insider trades: Intel, Bank of America, and Pinterest among notable names
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Apple has reached preliminary deal with Intel to produce chips: report
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Musk's Terafab commitment appears significant for Intel, but risks remain: Wedbush
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Intel: Get Out Before The Hype Ends (Rating Downgrade)
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Western Digital, Micron among group getting price target hikes at Mizuho on AI tailwinds
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Qualcomm (QCOM)
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Nvidia and Apple CEOs likely to receive invites from Trump for upcoming China visit: report
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Qualcomm: Sell Into The Hype
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AI boom lifts big tech earnings, but Wall Street is picking winners and losers
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Wall Street Lunch: Hot PCE, Soft Growth, Red-Hot Jobs Signal Conflicting Trends
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Qualcomm's hyperscaler win overshadows weak results: analysts
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Broadcom (AVGO)
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Broadcom: 4 Reasons To Load Up On The Buys
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Apollo, Blackstone, other private credit firms in talks for ~$35B financing for Broadcom - report
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Broadcom Is Flexing Its AI Infrastructure Software Muscle
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Broadcom sinks as OpenAI chip deal reportedly hits financing snag
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Broadcom: Hiding In Plain Sight At A Discount
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IBM (IBM)
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SA Asks: What are the most attractive quantum computing stocks?
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IBM's Think event signals shift to being a full-stack enterprise AI operator: Morgan Stanley
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IBM prepares to highlight recent Confluent acquisition and quantum computing at Think
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IBM in spotlight as HSBC upgrades on margins, valuation
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CliffsNotes IBM, Boeing Earnings Summaries: Boeing's OK; IBM Is All About What Management Didn't Say
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Cisco (CSCO)
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Quant snapshot: Beachbody, Deutsche Telekom among top-rated names as IceCure Medical, Fold Holdings lag
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Earnings week ahead: BABA, CSCO, PLUG, AMAT, JD, and more
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19 of 20 S&P 500 tech companies beat EPS estimates: Earnings scorecard
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Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs
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Cisco's Silicon One is 'underappreciated' by investors, could drive growth: Evercore
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Oracle (ORCL)
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Ma Bell's history hints that AI could be recession-proof
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The reality of AI layoffs and the current labor market
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I'm Calling A Bottom For Oracle
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Which Will Double First: Amazon Or Oracle? Watch This Kentucky Derby To Find Out
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Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work
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Salesforce (CRM)
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Merck & Co. picks Salesforce AI CRM to build 360° animal health platform
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Salesforce goes all-in on AI as FY27 revenue model gets reset: Full details here
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Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4%
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Salesforce sues Microsoft in UK over Teams bundling
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The Right Play On Salesforce
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Generated 4:31 AM Mon, May 11 2026 (week 19)