zedd.org II - Business

☰ × Google (GOOG)

-	US Treasury draft warns of economic mayhem if AI mimics dotcom bubble: report
-	Samsung, Visa, Google shocked by OUSD alliance list: says "We never joined"
-	Google, FBI disrupt NetNut malware proxy network
-	Wall Street Breakfast Podcast: EU Locks In Google Fine
-	Google loses appeal over $4.7B EU Android antitrust fine

☰ × Apple (AAPL)

-	Apple's Possible New iPhone Pricing Strategy
-	Apple's foldable iPhone may repeat history with initial tight supply: analyst
-	Broadcom gains after landing five-year deal with Apple to provide custom ASIC chips
-	Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
-	Notable tech headlines for the week: Meta, Micron, Palantir in focus

☰ × Microsoft (MSFT)

-	US Treasury draft warns of economic mayhem if AI mimics dotcom bubble: report
-	Microsoft to cut 4,800 jobs globally, including major Xbox restructuring
-	Notable tech headlines for the week: Meta, Micron, Palantir in focus
-	Microsoft merging enterprise, consumer Copilot AI chatbots: report
-	Microsoft to invest $2.5B to form new unit to help clients implement AI solutions

☰ × Amazon (AMZN)

-	US Treasury draft warns of economic mayhem if AI mimics dotcom bubble: report
-	Amazon at 32: From selling books to a still-evolving retail, cloud, and AI juggernaut
-	SA Asks: What's the best space stock play right now?
-	Amazon: Don't Mind The Fears Of Infrastructure Spending
-	Amazon's midnight Leo launch allows Starlink competitor to go live later this year

☰ × Meta (META)

-	Meta: I'm Buying In The Drawdown
-	SA Asks: Who will be most impacted by Meta's new cloud business?
-	Notable tech headlines for the week: Meta, Micron, Palantir in focus
-	Meta's Capex Is Paying Off, But The Market Doesn't Care
-	Meta: The Cure For CapEx Anxiety

☰ × Nvidia (NVDA)

-	Schwab Trading Activity Index touches four-year high in June
-	Nvidia rises as it refutes report of next-gen delay
-	Nvidia appoints former Reddit exec as head of corporate communications: report
-	Apple, Nvidia supplier Unimicron aims for $1.4B in global depositary share sale
-	Nvidia next-gen 'Kyber' AI rack delayed to 2028 on manufacturing snags: report

☰ × Tesla (TSLA)

-	Tesla: Only Priced For Bad News
-	Tesla: Even The Bull Case Doesn't Justify This Absurd Valuation
-	Tesla rolls out robotaxi service in Miami
-	Tesla: AI Ambitions Can't Yet Offset Automotive Weakness
-	Tesla caps employee AI spending at $200 per week

☰ × Netflix (NFLX)

-	Netflix: Forget Subscriber Growth, AI Is The New Investment Narrative
-	Netflix: A Bull Trap?
-	Netflix Is A Low-Risk Buying Opportunity With Upside Potential
-	Which stocks fueled—and held back—the Nasdaq in Q2?
-	Netflix: WBD Termination, Buyback, Ad-Tech, Live-Event Edge, And Legacy Regression

☰ × AMD (AMD)

-	AMD backs Japanese self-driving startup Turing, expands AI partnership
-	AMD: EPYC, Not Instinct, Is Leading AI Growth - Hold
-	AMD: Market Has Completely Misread The AI CPU Supercycle
-	Which stocks fueled—and held back—the Nasdaq in Q2?
-	AMD: The Market Is Pricing The GPU Story - I'm Buying The CPU Story

☰ × Intel (INTC)

-	Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story
-	Notable tech headlines for the week: Meta, Micron, Palantir in focus
-	Intel: AI Efficiency Could Counter Semiconductor Demand
-	Intel in spotlight as HSBC ups price target, sees more value from servers, foundry
-	Tesla hiring Intel vet to help with Terafab seen as 'positive catalyst' for chip giant: Wedbush

☰ × Qualcomm (QCOM)

-	Micron, Qualcomm in focus as Citi puts upside, downside catalyst watch on pair
-	SA analyst upgrades/downgrades: RKLB, XOM, QCOM, DELL
-	Qualcomm Stock: Not The Next AI Darling (Rating Downgrade)
-	Google taps MediaTek to build Triggerfish TPU, possibly at expense of Broadcom, Qualcomm: GF
-	AI startup Tenstorrent shoots down Qualcomm buyout rumors

☰ × Broadcom (AVGO)

-	Broadcom gains after landing five-year deal with Apple to provide custom ASIC chips
-	Insider trades: Alibaba, Broadcom, Taiwan Semiconductor Manufacturing among notable names
-	Broadcom: This Is Just The Start Of A New Leg Up
-	Broadcom: Wall Street's ~$115 Billion FCF Consensus Crumbles Under Stresstesting
-	Broadcom: This Dip Is A Real Gift

☰ × IBM (IBM)

-	IBM in focus as scientists calculate fusion energy computations on quantum computers
-	IBM appoints Stagwell as lead creative partner
-	IBM increasingly viewed as quantum computing leader, BofA says
-	IBM hires Omnicom for advertising campaign
-	Notable tech headlines for the week: Micron, Qualcomm, ON Semi in focus

☰ × Cisco (CSCO)

-	Chinese AI closes in on U.S. cybersecurity models, raising stakes in tech rivalry
-	Ciena, Cisco, Nokia among group that may benefit from Nvidia telecom project: Needham
-	Cisco in focus as US Supreme Court ends case alleging it helped Chinese government
-	Project Glasswing: Cisco, banks reportedly maintain access to Anthropic's Mythos AI
-	Nvidia takes No. 1 spot in data center ethernet switching by revenue in Q1: IDC

☰ × Oracle (ORCL)

-	Oracle: Positioned For Success, Priced For Failure
-	Oracle mulls AI data center-related risks, profitability in filing
-	Oracle, ServiceTitan, Everpure, Dynatrace added to Conviction List at William Blair
-	Oracle trades in red for seven straight sessions
-	Notable tech headlines for the week: Micron, Qualcomm, ON Semi in focus

☰ × Salesforce (CRM)

-	Notable tech headlines for the week: Meta, Micron, Palantir in focus
-	Software stocks rally; Figma leads pack with 9% surge
-	Salesforce climbs after Guggenheim upgrades to Buy
-	Salesforce: At The Tipping Point, Brace For 0-5% Growth
-	Salesforce: Time To Fill Up The Truck With This Incredible Bargain