zedd.org II - Business

☰ × Google (GOOG)

-	YouTube back online after recommendation glitch disrupts 350,000+ users worldwide
-	3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
-	'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen
-	India's Adani plans to invest $100B in AI-ready data centers
-	Big tech CEOs head to India for major AI summit

☰ × Apple (AAPL)

-	Berkshire Hathaway adds NY Times, boosts Chevron, pares BofA, Apple stakes among Q4 trades
-	Apple makes AI push with trio of new and updated devices: report
-	Apple sell-off 'unwarranted,' as Wedbush says 2026 is the tech giant's year of AI
-	Apple adds integrated video podcasts, taking on Spotify and YouTube
-	SA Asks: Which hardware stocks are best positioned for AI?

☰ × Microsoft (MSFT)

-	Microsoft to invest $50B to expand AI access across the global south
-	Microsoft's Azure Reacceleration Could Shock Wall Street
-	Tiger Global takes new stakes in WLTH, trims NVDA, AMZN, and MSFT among Q4 moves
-	Mistral AI to acquire cloud service provider Koyeb
-	SA analyst upgrades/downgrades: MSFT, ABNB, SNOW, ENB

☰ × Amazon (AMZN)

-	Coatue expands positions in NFLX, AMZN and cuts in GOOGL, META, among other Q4 moves
-	3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
-	Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
-	Pershing Square opens new Meta Platforms stake, exits Chipotle, boosts Amazon
-	Amazon: After Nine Consecutive Days Of Declines, History Suggests Backing Up The Truck

☰ × Meta (META)

-	Mark Zuckerberg set to testify in social media addiction trial
-	Meta Platforms: Why Strong Money Loves It
-	3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
-	Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
-	Pershing Square opens new Meta Platforms stake, exits Chipotle, boosts Amazon

☰ × Nvidia (NVDA)

-	India's Yotta Data Services plans major AI hub in Asia using Nvidia Blackwell Ultra chips in $2B project
-	Nvidia sells remaining stake in SoftBank-backed chip designer Arm Holdings
-	Nvidia And The Architecture Of The Technological Dollar
-	Appaloosa trims stake in Nvidia, increases position in American Airlines in Q4 moves
-	Nvidia announces multi-year partnership with Meta to expand AI infrastructure

☰ × Tesla (TSLA)

-	Tesla escapes California sales suspension over Autopilot marketing
-	Tesla to integrate Grok AI chatbot into cars across the UK and Europe amid regulatory scrutiny
-	Tesla: Time To Ditch The 'Someday Soon' Premium
-	Tesla Energy Is A Double-Edged Sword For The Autonomy Premium
-	Tesla Austin robotaxis more accident-prone than humans -- electrek

☰ × Netflix (NFLX)

-	Coatue expands positions in NFLX, AMZN and cuts in GOOGL, META, among other Q4 moves
-	Paramount shares rise after Warner Bros. agrees to discussions for a possible deal
-	'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen
-	Quant ratings on Renaissance Technologies' top holdings: PLTR, MU, NFLX
-	Warner Bros. gives Paramount a week to submit final offer after rejecting latest bid

☰ × AMD (AMD)

-	Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
-	Appaloosa trims stake in Nvidia, increases position in American Airlines in Q4 moves
-	AMD deepens India push with TCS in bid to rival Nvidia
-	Big tech CEOs head to India for major AI summit
-	Tech Tug Of War: Fear Vs. Greed

☰ × Intel (INTC)

-	Intel: AI Momentum Builds, But Margins Lag
-	Intel investing at least $100M into SambaNova should help AI push: Wedbush
-	Insider trades: Merck, Intel, Micron among notable names
-	Intel investing in AI chip startup SambaNova Systems
-	Tech Voices: Huang on AI CapEx, Goldman-Anthropic, China CPU delays

☰ × Qualcomm (QCOM)

-	UK lawsuit against Qualcomm over smartphone chip royalties to be withdrawn
-	Big tech CEOs head to India for major AI summit
-	Qualcomm shares are 'inexpensive,' but 'likely to remain that way,' MS says
-	Nvidia leads chip stocks higher as broader market gains after software sell-off
-	Semiconductor sales to reach nearly $1T globally in 2026

☰ × Broadcom (AVGO)

-	3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
-	Given The Nvidia Tax, Broadcom And Marvell Offer A Powerful 1-2 AI Punch
-	Broadcom: Why AI Vibe-Coding Is Not A Threat To Its Infrastructure Software Segment
-	Broadcom: Expect Another Double Beating (Earnings Preview)
-	Nvidia leads chip stocks higher as broader market gains after software sell-off

☰ × IBM (IBM)

-	IBM's free-cash-flow goal of $15.7B for 2026 appears beatable: Evercore
-	IBM releases storage systems featuring AI security, data management agents
-	Insider trades: Merck, Intel, Micron among notable names
-	Dividend Roundup: Apple, Ford, 3M, IBM, and more
-	IT consulting firms trend higher following India trade deal

☰ × Cisco (CSCO)

-	What's next for Cisco after its post-earnings stock slide?
-	Cisco Systems: Quietly Winning The AI Buildout, But Nobody's Pricing It In
-	Cisco Systems: The Market Is Impatient For Growth
-	Cisco Q2 Earnings: The Wrong Way To Get On The AI Bandwagon
-	Wall Street Lunch: Gallup's Decision To Stop Presidential Approval Ratings Sparks Questions

☰ × Oracle (ORCL)

-	Corvex Management exits CCL, DLTR, raises stakes in VSTS, DIS, ORCL among Q4 moves
-	Insider trades: Oracle, Goldman Sachs, Reddit among notable names
-	Oracle: A Look At The 6.6% Yielding Preferred Shares
-	Oracle secures $88M task order from the U.S. Air Force
-	Oracle: Shares A Hold Even As Upside Potential Exists

☰ × Salesforce (CRM)

-	Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
-	Salesforce in focus as checks show uptick in Agentforce, 'muted' core growth: UBS
-	Quant ratings on Bridgewater Associates' top holdings: NVDA, LRCX, CRM, GOOGL
-	Salesforce Isn't Going Anywhere. The SaaS Apocalypse Is Overdone
-	SaaSpocalypse: Why I'm Buying The Salesforce Crash