zedd.org II - Business

☰ × Google (GOOG)

-	'More money, more honey' is Google's mantra
-	The software sector goes through a ‘forest fire’ every 10-15 years, markets are ‘about to take off’ – analyst
-	Alphabet: The Tech Conglomerate To Own
-	‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives
-	Alphabet: Spending Plan Doubles, Why It's Not Just An AI Story

☰ × Apple (AAPL)

-	‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives
-	Apple Ads, Apple Maps should not be designated under Digital Markets Act, EU says
-	Apple call provides insight into non-AI memory market: Kuo
-	Apple: The Pros And Cons Of Investing Right Now - Downgrading To Hold
-	Memory crunch hits smartphone and AI markets, but Apple maintains shine: GF Securities

☰ × Microsoft (MSFT)

-	The software sector goes through a ‘forest fire’ every 10-15 years, markets are ‘about to take off’ – analyst
-	‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives
-	OpenAI pushes deeper into enterprise market with launch of Frontier platform
-	Microsoft slides as Stifel downgrades on AI spending, Azure issues
-	Microsoft: Rampant Selloff A Case Of Market Disconnect And Irrational 'SaaSapocalypse' Fears

☰ × Amazon (AMZN)

-	Amazon Earnings: The $700 Billion Milestone And The AI Crossroads
-	Anthropic takes shot at OpenAI, says Claude will remain 'ad-free'
-	AT&T taps Amazon for satellite internet, telecom to provide fiber to AWS data centers
-	Amazon enters discussions with OpenAI for possible customized models: report
-	Newsroom workforce to be hit in Washington Post's latest layoffs

☰ × Meta (META)

-	Meta: Buy The AI Revolution
-	Meta Platforms - The Jump Isn't Justified
-	‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives
-	AI Is Transforming Meta
-	Meta: When AI Actually Generates ROI

☰ × Nvidia (NVDA)

-	‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives
-	Tower Semiconductor strikes Nvidia AI infrastructure deal (update)
-	Nvidia may not release new gaming chip this year due to memory shortage: report
-	Nvidia's Quiet Shift From Chips To AI Economics
-	Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report

☰ × Tesla (TSLA)

-	Tesla Shareholders Are The Only Ones Not Invited To Musk's New $1.25T Empire
-	Volkswagen overtakes Tesla as top all-electric vehicle seller in Europe
-	Tesla drifts to a 2026 low amid the tech sell-off
-	Tesla's $20B Capex & FSD/Robotaxi/Optimus Promises - Euphoria Continues
-	Without Valuing Future Products, What Is Tesla Really Worth?

☰ × Netflix (NFLX)

-	Netflix: Shares Attractive As Stock Hovers Near 52-Week Lows
-	Trump says he won't be involved in Netflix-Paramount fight over Warner Bros.
-	Netflix: New Buying Opportunities In This Streaming Champion Amid The Selling Trend
-	Paramount CEO Ellison declined Senate hearing invite on Warner Bros. - report
-	Warner Bros. Discovery vote on Netflix deal likely to be held in March - CNBC

☰ × AMD (AMD)

-	AMD: The Market's Indiscriminate Selloff Makes No Sense (Upgrade)
-	AMD Stock: The Selloff Looks Overdone, Let's Calm Down
-	AMD's AI Story Is Intact: So Why Did The Stock Trade Like It Was Over?
-	Cathie Wood’s Ark Invest buys the dip in AMD shares
-	AMD: Unattractive Risk/Reward

☰ × Intel (INTC)

-	Intel Stock Could Be In For A Reckoning (Rating Downgrade)
-	Tech Voices: Intel CEO on GPUs, memory chips; Nvidia; OpenAI
-	Intel CEO says company will build GPUs: report
-	Intel Corporation (INTC) Presents at Second Annual AI Summit Transcript
-	Intel rises as chip giant set to work with SoftBank subsidiary on AI memory

☰ × Qualcomm (QCOM)

-	Qualcomm crumbles as memory crunch affects handset revenue; analysts see no bottom in 2026
-	Qualcomm's Weak Guidance Sparks A Mispricing, Not A Structural Shift
-	Qualcomm Earnings: Why The Stock Is Dropping And Where It's Going Next
-	Qualcomm forecasts over 35% automotive revenue growth in Q2 2026 amid record Q1 results and memory supply constraints
-	QUALCOMM Incorporated (QCOM) Q1 2026 Earnings Call Transcript

☰ × Broadcom (AVGO)

-	Alphabet stunned Wall Street with its 2026 spending plans. What companies could benefit?
-	Sam Altman backs Nvidia after report of OpenAI unsatisfied with some Nvidia chips
-	Broadcom's AI Success Is Undeniable - The Investment Case Is Not
-	Broadcom set to retain leadership position as AI server compute ASIC partner through 2027: Counterpoint
-	Semiconductor stocks see bullish views at Susquehanna ahead of earnings

☰ × IBM (IBM)

-	IT consulting firms trend higher following India trade deal
-	Insider trades: JNJ, Intel, IBM among notable names
-	AI disrupts traditional software business, ‘AI is eating software’ – analyst
-	Quantum computing stocks hit hard as tech turns risk-off
-	IBM Q4 results demonstrate growth in data, software and infrastructure: analysts

☰ × Cisco (CSCO)

-	Cisco Systems, Inc. (CSCO) Presents at Second Annual AI Summit Prepared Remarks Transcript
-	Cisco rises after rating upgrade at Evercore
-	Cisco-backed World Labs in talks to raise funding at $5B valuation: report
-	Ciena gets a rating cut, while BofA highlights outlook for networking tech stocks
-	Cisco: A Smooth Way To Enter The AI Infrastructure Industry

☰ × Oracle (ORCL)

-	‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives
-	Oracle Found Its Place In AI, Now Comes The Hard Part
-	Oracle: Cleaner Financing Plan, Messier OpenAI Story
-	Oracle In Transition: Investor Prize Or Awkward Proposition?
-	Oracle: Capital Raises De-Risk AI Story

☰ × Salesforce (CRM)

-	The software sector goes through a ‘forest fire’ every 10-15 years, markets are ‘about to take off’ – analyst
-	‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives
-	Microsoft, Palantir among Wedbush's 5 stocks to own amid 'Software Armageddon'
-	ElevenLabs raises $500M at $11B valuation
-	Enterprise software stocks tumble as analysts mull growth acceleration amid AI impact