zedd.org II - Business

☰ × Google (GOOG)

-	US HHS to start study on cellphone radiation
-	Tech earnings should be AI validation sign: Wedbush
-	AI coding company Replit raising $400M in latest funding round: report
-	OpenAI made 'conscious decision' to sit out Apple Siri deal: report
-	AWS launches EU Sovereign Cloud, plans expansion

☰ × Apple (AAPL)

-	Apple: As Earnings Near, Valuation And Industry Weakness Should Be Top Of Mind
-	US HHS to start study on cellphone radiation
-	India warns Apple it will proceed in antitrust case: report
-	OpenAI made 'conscious decision' to sit out Apple Siri deal: report
-	Apple: Setting Up For An Earnings Surprise

☰ × Microsoft (MSFT)

-	Tech earnings should be AI validation sign: Wedbush
-	Trump to push for emergency auction to get tech firms funding new power plants
-	Microsoft: The Ride Couldn't Last Forever
-	AWS launches EU Sovereign Cloud, plans expansion
-	Switzerland probes Microsoft over rising licensing fees

☰ × Amazon (AMZN)

-	Tech earnings should be AI validation sign: Wedbush
-	Trump to push for emergency auction to get tech firms funding new power plants
-	Rio Tinto and Amazon partner on cleaner copper for AWS data centers
-	AWS launches EU Sovereign Cloud, plans expansion
-	Amazon: An Attractive Long-Term Investment Opportunity

☰ × Meta (META)

-	Tech earnings should be AI validation sign: Wedbush
-	Trump to push for emergency auction to get tech firms funding new power plants
-	Tech Voices: DeSantis vs. AI, Tesla's FSD, smart glasses market
-	Trump's electricity initiative creates 'bottleneck' for big tech: Wedbush
-	Meta seeks to double output of Ray-Ban AI glasses -- report

☰ × Nvidia (NVDA)

-	Groq said to reach out to buyers for cloud unit: report
-	Tech earnings should be AI validation sign: Wedbush
-	Trump to push for emergency auction to get tech firms funding new power plants
-	Nvidia Stock Is Flat... But Not For Long
-	AI semiconductor market forecasts to reach over $550B by 2028: RBC

☰ × Tesla (TSLA)

-	Tesla faces additional scrutiny on potential FSD defects
-	Elon Musk's Grok AI faces scrutiny in Japan over deepfake images
-	Tesla: Little More Than A Gamble On History Repeating Itself
-	xAI, Grok backlash continues as Canada expands probe into sexualized images
-	Tech Voices: DeSantis vs. AI, Tesla's FSD, smart glasses market

☰ × Netflix (NFLX)

-	Netflix's Ted Sarandos reassures Warner deal won't impact theatrical industry
-	Netflix And Its Real Value
-	Trump bought bonds worth $51M since November
-	Netflix signs worldwide pact to carry Sony films following their theater release
-	Paramount reportedly held talks with France, UK to get EU support for Warner deal

☰ × AMD (AMD)

-	I Expect AMD's HBM Focus Will Steal Market Share Away From Nvidia
-	Riot declares actions to cement data center developer position, pact with Advanced Micro Devices
-	Advanced Micro Devices: Don't Expect Fireworks In The Short-Term
-	AMD Conviction Report
-	AMD's OpenAI Signal Is The Demand Catalyst Investors Wanted

☰ × Intel (INTC)

-	Intel Bulls Are Betting Big; 14A Process Now Becomes A Make Or Break
-	AI semiconductor market forecasts to reach over $550B by 2028: RBC
-	Citi upgrades Intel, removes Micron from Focus List
-	Intel's U.S. Capex Boom Carries A Hidden Cyclical Risk (Rating Downgrade)
-	Chart Of The Day: A 'Left For Dead' Stock Now Paying Off

☰ × Qualcomm (QCOM)

-	Qualcomm declares $0.89 dividend
-	Qualcomm: Ignored Personal AI Boom
-	AI semiconductor market forecasts to reach over $550B by 2028: RBC
-	Apple, Qualcomm face supply woes over Japan's glass cloth: report
-	Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention

☰ × Broadcom (AVGO)

-	Broadcom's AI Upgrade Is Earned, The Valuation Already Knows
-	Tech earnings should be AI validation sign: Wedbush
-	AI semiconductor market forecasts to reach over $550B by 2028: RBC
-	SA analyst upgrades/downgrades: LLY, NVDA, AVGO, GRPN
-	Wells Fargo upgrades Broadcom, Analog Devices and Monolithic Power Systems to Overweight

☰ × IBM (IBM)

-	Trump to push for emergency auction to get tech firms funding new power plants
-	Goldman Sachs expects IBM's upcoming 2026 guidance to reflect improving demand
-	Notable analyst calls this week: Palantir, Merck and Lockheed Martin among top picks
-	Senators introduce bipartisan quantum bill
-	Jefferies upgrades IBM to Buy due to expected software growth in 2026

☰ × Cisco (CSCO)

-	Trump to push for emergency auction to get tech firms funding new power plants
-	Cisco keeps CoreWeave stake steady, adds Rubrik, in new 13-F
-	Cisco Systems: The Silent Giant Of The AI Revolution
-	Fortinet, Check Point could face headwinds as DRAM prices impact buildouts of firewalls: Wedbush
-	Supreme Court to hear Cisco’s appeal over Falun Gong technology lawsuit

☰ × Oracle (ORCL)

-	Trump to push for emergency auction to get tech firms funding new power plants
-	Oracle tumbles as bondholders sue over AI-related losses
-	Enterprise software stocks follow larger market down; AppLovin, Unity lead declines
-	Micron Technology tops Seeking Alpha's tech quant picks ahead of Q4 earnings
-	Oracle: Meta Compute Reaffirms Bullish Thesis

☰ × Salesforce (CRM)

-	CIO survey shows 3.8% increase to software budgets in 2026: Morgan Stanley
-	Salesforce: Cheap 14x FCF Multiple And Agentforce Acceleration
-	Salesforce, Inc. (CRM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
-	Salesforce Stock Is Mispriced - Reiterate Buy
-	Oppenheimer downgrades Adobe to Perform as demotions pile up