If more of us valued food and cheer and song above hoarded gold, it would be a merrier world. -- J.R.R. Tolkien
May 06, 2026
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Google
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Google (GOOG)
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EU's data measures pose privacy risk for users, says Google scientist: report
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Google, Microsoft, xAI agree to give US early access to evaluate AI models
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Anthropic inks $200B Google cloud, chip pact - report
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Google reportedly building OpenClaw competitor codenamed 'Remy'
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Alphabet Is Benefiting As AI-Generated Code Increases
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Apple (AAPL)
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Apple: This Is More Than A Quarterly Peak
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Apple to pay $250M to settle shareholder lawsuit over Siri AI delays
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Apple: iPhone And Services Drive Growth, But Margin And Supply Risks Loom
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Apple pulls high-memory Mac mini, Mac Studio configs from store on supply crunch
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Apple plans to allow users to pick outside AI models to power iOS 27 features: report
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Microsoft (MSFT)
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Microsoft mulls delaying energy vow amid data center boom: report
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Google, Microsoft, xAI agree to give US early access to evaluate AI models
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Microsoft's AI Engine Is Already Running Ahead
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Cloud Wars: How AI 'Landlords' Amazon And Microsoft May Absorb OpenAI And Anthropic
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Microsoft's AI Pivot: Less OpenAI Risk, More ROI
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Amazon (AMZN)
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Amazon's Trillion-Dollar Blueprint For Planetary Lead
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Why Buy Amazon When You Can Get More Growth For Less?
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Jeff Bezos shakes up Blue Origin staff incentives ahead of SpaceX IPO: FT
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Cloud Wars: How AI 'Landlords' Amazon And Microsoft May Absorb OpenAI And Anthropic
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Amazon: AWS And The New Logistics Business Should Take It Higher
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Meta (META)
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Meta: I'm Not Buying The Post-Earnings Dip
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Meta is sued by five publishers over AI training in what could be a landmark case
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Meta: Keep Calm And Focus On Muse Spark And Record Revenue Growth
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Meta's AI Fear Creates Rare Blue-Chip Mispricing
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Meta says it is expanding teen safeguards across US, EU and Brazil
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Nvidia (NVDA)
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Corning unveils long-term deal with Nvidia to boost optical connectivity, build US plants
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ServiceNow expands collabs with FedEx, Nvidia; provides platforms to turn 'AI chaos into control'
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Cerebras Systems aims to raise $3.5B in blockbuster IPO
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AI boom lifts big tech earnings, but Wall Street is picking winners and losers
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Nvidia's Next Leg Is Hidden
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Tesla (TSLA)
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Rivals turn partners as Anthropic inks deal to secure computing power from xAI's Colossus 1
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SpaceX proposes spending $55B to start Terafab project
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Tesla recalls 218,800 vehicles over rearview image glitch - report
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Tesla's Physical AI Pivot: How To Navigate The Generational Capital Trap (Rating Downgrade)
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Tesla and Waymo may both win the robotaxi race
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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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SA analyst upgrades/downgrades: AMD, HD, BTU, EVER
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AMD: This AI Rally Is Not Over
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Biggest stock movers Wednesday: UBER, AMD, DIS, SMCI, and more
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The AMD Inflection Is Here
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AMD surge puts key support levels in focus as resistance remains limited
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Intel (INTC)
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Western Digital, Micron among group getting price target hikes at Mizuho on AI tailwinds
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Bloom Energy is the best performing large cap stock in April
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Intel stock hits new record high, driving 420% return on U.S.'s stake
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Global semi sales surge 79% in March and remain on track to reach $1T in 2026: SIA
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Intel: The AI Trade Everyone Hated Is Suddenly Working
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Qualcomm (QCOM)
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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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Qualcomm: Not Correctly Priced For AI
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Broadcom (AVGO)
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Broadcom: Hiding In Plain Sight At A Discount
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Broadcom's AI Engine Could Power The Next Decade
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Broadcom: The Bulls Are Not Bullish Enough
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Broadcom: Investors Are Pricing In Perfection
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Broadcom: Isn't An Nvidia Killer, But It's A Growth Superstar Within The AI Ecosystem
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IBM (IBM)
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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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ServiceNow's historic plunge drags enterprise software sector down
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Cisco (CSCO)
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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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Sell in May? Hard to make the case with this kind of AI momentum
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Cisco unveils quantum switch prototype to connect disparate systems
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Cisco: The AI Top-Line Boom Can't Hide The Free Cash Flow Problem
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Oracle (ORCL)
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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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Oracle: Why The Market Ignores A $553 Billion Backlog
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Oracle's AI Future: Undervalued Infrastructure
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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 1:29 PM Wed, May 06 2026 (week 18)