zedd.org II - Business

☰ × Google (GOOG)

-	Alphabet: The CapEx 'Tantrum' Feels Wrong
-	Alibaba Qwen AI downloads hit 3B, surpassing Meta, Google: Bloomberg
-	3G Capital Partners adds SNDK, INTC, exits AMZN, ADI among Q2 moves
-	Berkshire Hathaway bulks up on Alphabet, Delta Air, exits Constellation Brands, among Q2 trades
-	ChatGPT regains ground against Gemini in July, still the 'clear leader' in AI chatbots: BNP

☰ × Apple (AAPL)

-	Apple gets U.S. warning not to buy memory chips from China: WSJ
-	Notable analyst calls this week: Sandisk, Apple and Salesforce among top picks
-	What's next for Apple after Q3 earnings?
-	Apple proposes 15% commission on link-out app purchases as Epic legal saga continues
-	Apple in focus as KeyBanc carrier survey offers some positives ahead of iPhone 18 launch

☰ × Microsoft (MSFT)

-	Microsoft: Buy For The Value, Enjoy A Dividend Snack
-	Microsoft: AI CapEx Is A Good Problem To Buy
-	Pershing Square's revamped portfolio's biggest bets are on Uber, Brookfield, and Microsoft
-	Dividend Roundup: Microsoft, Chevron, Dow, Chubb, and more
-	Microsoft: The $678 Billion Answer To The AI Skeptics

☰ × Amazon (AMZN)

-	Dan Loeb's Third Point adds SpaceX; exits Nvidia; cuts stake in Amazon among Q2 moves
-	ValueAct Capital adds PAYP, boosts AMZN, SPOT and exits DIS in Q2
-	Bridgewater beefs up Shell, PG&E stakes, reduces Amazon, among other Q2 moves
-	3G Capital Partners adds SNDK, INTC, exits AMZN, ADI among Q2 moves
-	Appaloosa takes new position in American Airlines, exits Sandisk in Q2 moves

☰ × Meta (META)

-	China to lift travel ban on Manus founders as Meta unwinds buyout deal: FT
-	Alibaba Qwen AI downloads hit 3B, surpassing Meta, Google: Bloomberg
-	Remember MySpace? The social media pioneer eyes a comeback for the ages
-	Dan Loeb's Third Point adds SpaceX; exits Nvidia; cuts stake in Amazon among Q2 moves
-	3G Capital Partners adds SNDK, INTC, exits AMZN, ADI among Q2 moves

☰ × Nvidia (NVDA)

-	Notable tech headlines for the week: Super Micro, Intel, Workday in focus
-	Nvidia's neocloud funding structure might unlock significant revenue stream: Morgan Stanley
-	Dan Loeb's Third Point adds SpaceX; exits Nvidia; cuts stake in Amazon among Q2 moves
-	Nvidia discloses big stake in SpaceX in Q2 moves
-	RenTech takes new CrowdStrike stake, exits AppLovin, boosts Nvidia holding, among top Q2 trades

☰ × Tesla (TSLA)

-	Tesla is talking flying cars once again as it preps for a Roadster demo
-	Tesla's Swedish labor strike 'no longer has any effect' after company buys out striking workers
-	Widening CEO-worker pay gap amplifies battle over wealth inequality
-	Tesla: Valued Like The Company Is Doing Extremely Well, But It Isn't
-	Tesla: The Moonshot Premium Is Dead As Waymo And China Pull Away

☰ × Netflix (NFLX)

-	Notable trades: Netflix, Coca-Cola, Pfizer among notable names
-	Netflix: Bill Ackman Came Back For A Reason
-	Netflix narrows its game developer ambitions further
-	Bill Ackman's latest bets, including Netflix and Visa, mark major portfolio overhaul
-	Netflix: Current Valuation Multiple Represents A Substantial Discount

☰ × AMD (AMD)

-	Notable tech headlines for the week: Super Micro, Intel, Workday in focus
-	AMD adds significant positions in SpaceX and Nutanix
-	AMD: Why I'm Not Worried About The Multiple
-	AMD: Buy The Helios Growth Inflection
-	AMD: Valuation Is Improving, But Industry Risks Remain

☰ × Intel (INTC)

-	Notable tech headlines for the week: Super Micro, Intel, Workday in focus
-	3G Capital Partners adds SNDK, INTC, exits AMZN, ADI among Q2 moves
-	Intel CEO adds to stake during capital raise
-	Duquesne Family Office adds Alphabet, Riot in Q2, exits Intel, Micron Technology
-	Tiger Global adds Cerebras, exits Webull, boosts Intel stake, among top Q2 trades

☰ × Qualcomm (QCOM)

-	Qualcomm Could Be One AI Deal Away From A Major Re-Rating
-	Earnings Scoreboard: Apple slumps after Tim Cook's final earnings; Microsoft rallies in big-tech results week
-	Earnings Scoreboard: 84% of S&P 500 reporting firms top EPS estimates as 72% post Y/Y profit growth
-	Notable tech headlines for the week: Apple, Microsoft, Qualcomm in focus
-	Microsoft, Amazon among Nasdaq's weekly gainers after bumper earnings

☰ × Broadcom (AVGO)

-	Notable tech headlines for the week: Super Micro, Intel, Workday in focus
-	Appaloosa takes new position in American Airlines, exits Sandisk in Q2 moves
-	Nasdaq ends in red: AppLovin drags 9%, Nebius soars 48%
-	Broadcom falls amid VMware security vulnerability reports
-	Broadcom: XPU Growth Trajectory Underestimated, Stock A Bargain

☰ × IBM (IBM)

-	IBM, OpenAI team up to help enterprises deploy AI
-	IBM, Together AI ink $240M deal for Nvidia inference cluster
-	Dividend Roundup: Apple, UPS, Kraft Heinz, IBM, and more
-	IBM: New And Agile Is Nice, But Don't Underestimate Classic Size And Power
-	IBM announces key quantum computing milestones

☰ × Cisco (CSCO)

-	Notable tech headlines for the week: Super Micro, Intel, Workday in focus
-	Earnings Scoreboard: 9 of 10 key S&P 500 reporting firms top EPS estimates and deliver Y/Y growth
-	Nasdaq ends in red: AppLovin drags 9%, Nebius soars 48%
-	Cisco: Buy The Dip Before The Next Leg Up
-	Cisco downgraded at HSBC as firm worries about slowing growth

☰ × Oracle (ORCL)

-	Tudor Investment adds Oracle, Intuit, exits Applied Materials among Q2 moves
-	Gas pipeline for proposed $165B Oracle data center delayed to 2027
-	Oracle in focus as it expands AWS collaboration
-	Burry adds to AI shorts, says ‘Nebius is what the top of a boom looks like’
-	Oracle prepares plans for new round of layoffs this month - report

☰ × Salesforce (CRM)

-	Notable analyst calls this week: Sandisk, Apple and Salesforce among top picks
-	Soros adds American Electric Power, exits Salesforce, boosts Entergy stake, among Q2 trades
-	Salesforce: Ride The Buyback Boost
-	Salesforce rises after J.P. Morgan moves to Overweight rating
-	Enterprises focused on ROI, but AI spending remains strong: UBS