zedd.org II - Business

☰ × Google (GOOG)

-	Alphabet's Worst Day Since 2004 Opened A Buying Window
-	Alphabet: Wall Street Fixates On AI Spending, But Cloud Profits Tell Another Story
-	Amazon Vs. Alphabet: The $420B AI Capex Squeeze Leaves Both At Hold
-	Sphere Entertainment tops communications services stocks in short interest; Alphabet sees the lowest exposure
-	Chip and AI stocks give up some gains ahead of AMD earnings

☰ × Apple (AAPL)

-	Apple Q4: Record Earnings, Broken Expectations - I'm Downgrading
-	Apple Q4: I'm Not Touching It Yet
-	Apple Q4: Another Solid Result
-	Apple in charts: iPhone revenue climbs 18% Y/Y
-	Earnings Snapshot: Apple tops expectations on earnings, revenue

☰ × Microsoft (MSFT)

-	Microsoft Corporation 2027 Q1 - Results - Earnings Call Presentation
-	Goldman Sachs bans traders and bankers from using some AI tools - report
-	Microsoft: The AI Race Has A Winner, And The Market Completely Missed It
-	As the AI trade wobbles, Ives pounds the table on Microsoft, Palantir, CrowdStrike, Apple
-	Lumen, Microsoft partner to co-sell enterprise AI networks

☰ × Amazon (AMZN)

-	AWS Is Key For Amazon's Future
-	Amazon: Tune Out The Noise. Focus On The $1 Trillion AWS Number
-	Under Armour tops most shorted consumer discretionary stock with market cap above $2B
-	Amazon Vs. Alphabet: The $420B AI Capex Squeeze Leaves Both At Hold
-	Amazon: Don't Look At The Cash Flow

☰ × Meta (META)

-	Meta: 6.5% Preferreds Issuance
-	Sphere Entertainment tops communications services stocks in short interest; Alphabet sees the lowest exposure
-	Meta to raise $20B from bond offering -- Bloomberg
-	Chip and AI stocks give up some gains ahead of AMD earnings
-	Wall Street Breakfast Podcast: Meta's Credit Concerns

☰ × Nvidia (NVDA)

-	Capex cuts could be 'unwelcome' but extend the cycle: BofA
-	Chip and AI stocks give up some gains ahead of AMD earnings
-	As the AI trade wobbles, Ives pounds the table on Microsoft, Palantir, CrowdStrike, Apple
-	Nvidia: SpaceX Offers An Ignored Bonus
-	Wall Street scrambles for protection as AI investment risks mount

☰ × Tesla (TSLA)

-	Under Armour tops most shorted consumer discretionary stock with market cap above $2B
-	As the AI trade wobbles, Ives pounds the table on Microsoft, Palantir, CrowdStrike, Apple
-	Tesla gains momentum in Sweden and Norway, faces Danish market pressure
-	Tesla, Samsung flag manufacturing risks from Trump's Vietnam tariff push
-	Tesla's Progress Still Falls Short Of Its Price

☰ × Netflix (NFLX)

-	Netflix's U.S. Audience Engagement Problem Is Hurting The Stock (Rating Downgrade)
-	Netflix Should Never Say Never To Reinventing Itself
-	SA analyst upgrades/downgrades: META, NFLX, INTU, GNRC
-	Netflix: Price Increases Are No Longer Providing Unchecked Upside (Downgrade)
-	Wall Street Is Treating Netflix Like It's Broken, But I'm Still Bullish

☰ × AMD (AMD)

-	Capex cuts could be 'unwelcome' but extend the cycle: BofA
-	Chip and AI stocks give up some gains ahead of AMD earnings
-	AMD's guidance in focus during Q3 results
-	Notable analyst calls this week: Broadcom, Moderna and Abbott among top picks
-	Alphabet’s record plunge, Intel’s 30% collapse: tech’s brutal week of reckoning

☰ × Intel (INTC)

-	Intel: I Told You To Sell, Now I'm Telling You To Stay Away (Rating Upgrade)
-	Intel: Time For A Very Serious Watch
-	Intel: The Smart Money Is Now Underwater (Rating Downgrade)
-	Chip and AI stocks give up some gains ahead of AMD earnings
-	Intel: The PC Hangover Is Just Beginning

☰ × Qualcomm (QCOM)

-	Qualcomm: Short-Termism Is Futile (Earnings Preview)
-	Chip and AI stocks give up some gains ahead of AMD earnings
-	Qualcomm: Don't Let The Decreased Price Convince You To Stay - Earnings Preview
-	Qualcomm Is At A Turning Point But Valuation Is Enticing
-	Qualcomm Earnings Preview: Its $15B AI Target Still Doesn't Justify Today's Prices

☰ × Broadcom (AVGO)

-	Broadcom: Too Cheap To Ignore (Rating Upgrade)
-	Capex cuts could be 'unwelcome' but extend the cycle: BofA
-	Broadcom: Riding The XPU Wave
-	Notable analyst calls this week: Broadcom, Moderna and Abbott among top picks
-	Alphabet’s record plunge, Intel’s 30% collapse: tech’s brutal week of reckoning

☰ × IBM (IBM)

-	IBM releases new governance and control systems for AI agents within enterprises
-	Earnings Scoreboard: 82% firms beat EPS estimates, 79% post Y/Y earnings growth
-	IBM Q3 Earnings Review: No Change To Our 'Do Nothing' Opinion
-	Dividend Roundup: Citigroup, IBM, Caterpillar, Costco, and more
-	IBM: Great Margins, Mediocre Growth, Premium Price

☰ × Cisco (CSCO)

-	Cyberattacks hit refrigeration systems at European supermarkets
-	Cisco's Dip Yet To Improve Its Overbought AI Story - Initiate Hold
-	Cisco: Don't Throw In The Towel Just Yet (Earnings Preview)
-	Cisco: Fundamental Fair Value, But Here's Where Major Technical Support Appears (Downgrade)
-	Tech titans Nvidia and Apple donate $25M to White House ballroom project: report

☰ × Oracle (ORCL)

-	Chip and AI stocks give up some gains ahead of AMD earnings
-	Oracle in focus as Stephens upgrades; company files for mixed shelf, $10B stock offering
-	Wall Street scrambles for protection as AI investment risks mount
-	S&P 500 earnings growth to slow as AI spending loses momentum, Goldman Sachs says
-	Notable tech headlines for the week: Intel, Microsoft and Sandisk in focus

☰ × Salesforce (CRM)

-	Salesforce agrees to buy Cresta
-	Key deals this week: Visa, London Stock Exchange, Tradeweb Markets, Salesforce, and more
-	Salesforce, Inc. (CRM) M&A Call Transcript
-	Salesforce's $5.6B Braze Buyout: Moving From AI Defense To Full-Scale Offense
-	Salesforce's Braze deal could differentiate tech giant, but integration risks arise: Goldman