zedd.org II - Business

☰ × Google (GOOG)

-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	Alphabet: Buffett Is In, Google Keeps AdX, I'm Out
-	Alphabet: AI Pivot Creates A New Frontier For Growth
-	Nvidia-backed Thinking Machines in talks to raise new funding at $40B valuation: report
-	Google launches most advanced and accurate weather prediction model

☰ × Apple (AAPL)

-	Catalyst watch: Apple's high-stakes iPhone event, Oracle, CPI, and the NFL returns
-	Apple Is Winning By Spending Less
-	Apple's foldable iPhone may be in short supply, with production limited: report
-	Apple scraps plans for two MacBook models, Omdia says
-	Apple: Why I Am Buying The Earnings Growth Despite The Premium Valuation

☰ × Microsoft (MSFT)

-	Microsoft Reorganizes Its Reporting: No Change To Our Hold Rating (Downgrade)
-	Microsoft in spotlight as Stifel ups price target on Copilot, AI improvement
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	Microsoft Has Proven That An ROI Is Possible
-	Satya Nadella sells $43M in Microsoft stock via 10b5-1 trading plan

☰ × Amazon (AMZN)

-	Amazon Stock At 20x P/E: A Textbook GARP Opportunity
-	DOJ broadens beef inquiry, seeks data from Amazon and Walmart
-	Quant ratings: Hyperscaler stocks to watch as Berkshire bets on AI’s energy needs
-	Data center capex to reach $31.6T through 2050 amid AI boom: PwC
-	Most and least shorted consumer discretionary stocks with more than $2B market cap

☰ × Meta (META)

-	Meta Platforms: Muse Spark 1.3 Was The Warning Shot
-	Meta: Doesn't Have A Path For Shareholder Returns (Rating Downgrade)
-	Meta Platforms: Teen-Safety Case Settled, But Legal Risks Remain Open-Ended
-	Something Is Wrong With Meta
-	Meta launches Muse Spark 1.3 with focus on agentic workflows and coding

☰ × Nvidia (NVDA)

-	Nscale looking to raise $3.5B in new financing; Nvidia, Third Point may join: report
-	The US and China prepare for AI safety talks mid-September: report
-	Nvidia Has Just Shared Great News, Including The Deal With Hugging Face
-	DeepSeek said to order at least 160K Huawei AI accelerators for new data center: report
-	Jensen Huang's Latest Deal Is Expensive, But It Strengthens Nvidia's Moat

☰ × Tesla (TSLA)

-	Tesla: Cybercab Is Here, But The Valuation Still Prices In Too Much
-	TSLA false breakout: No Musk, no stream, no follow-through
-	SA Asks: How does the new Cybercab impact Tesla?
-	Tesla's Cybercab launch falls flat; NHTSA launches investigation
-	Tesla's Robotaxis Are Here: Where Is The Regulation?

☰ × Netflix (NFLX)

-	Netflix: Advertising Alone Won't Justify A Higher Multiple
-	Netflix hikes UK prices for the second time in 2026
-	Netflix: A Second Monetization Cycle Is Just Getting Started
-	Vodafone debuts UK TV hub bundling Netflix, HBO Max, live channels
-	Trump meets executives from American Airlines, Marriott, and MGM on tourism decline

☰ × AMD (AMD)

-	AMD: Paying Up For A Ramp That's Already Been Outlined
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	SA Asks: Is AMD a buy, sell, or hold right now?
-	Something Is Wrong With AMD
-	AMD: Winning The Next Phase Of The AI Supercycle

☰ × Intel (INTC)

-	Intel in focus as Mizuho cuts price target
-	Fundstrat ETFs add INTC, MU; exit META, AVGO in quarterly rebalance
-	Trump administration mulls new round of tariffs on chips: report
-	Intel Corporation (INTC) Presents at Deutsche Bank 2026 Technology Conference Transcript
-	Multiple factors might send chip stocks lower but create buying opps: BofA

☰ × Qualcomm (QCOM)

-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	Dividend Roundup: Nvidia, Altria, Nike, Qualcomm, and more
-	Qualcomm: Handset Pains Persist - Data Center Inflection In FY 2027
-	Trump administration mulls new round of tariffs on chips: report
-	QUALCOMM Incorporated (QCOM) Presents at Deutsche Bank 2026 Technology Conference Transcript

☰ × Broadcom (AVGO)

-	Broadcom: The $350 Billion AI Signal Has A $29 Billion Footnote
-	Broadcom: The Market Has It Wrong
-	Broadcom: The AI Tollbooth Is Becoming An Earnings Machine
-	Dividend Roundup: Broadcom, Salesforce, Dell Technologies, Humana, and more
-	Broadcom: Buy The AI Reset After Q3 Earnings

☰ × IBM (IBM)

-	Quant ratings: Hyperscaler stocks to watch as Berkshire bets on AI’s energy needs
-	Carlos Alcaraz leads US Open men’s singles winner odds at 37%: Kalshi
-	Insider trades: Alibaba, IBM, Coca-Cola among major names
-	IBM: Get Paid To Wait For Growth
-	IBM's recent quantum milestone focuses on logical qubits rather than physical count: BTIG

☰ × Cisco (CSCO)

-	Deutsche Bank names its top AI hardware 'pick-and-shovel' stocks
-	AMD, Cisco expand AI infrastructure in Saudi Arabia
-	'Make cyber defense an immediate leadership priority,' say 100-plus companies
-	Cisco partners with Supermicro to expand Secure AI Factory with NVIDIA
-	Cisco unveils sovereign critical infrastructure in Canada

☰ × Oracle (ORCL)

-	Catalyst watch: Apple's high-stakes iPhone event, Oracle, CPI, and the NFL returns
-	Why I Really Like Oracle Ahead Of Q1 Earnings
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	Oracle's Ellison faces House committee over Veterans Affairs 'boondoggle': report
-	Quant ratings: Hyperscaler stocks to watch as Berkshire bets on AI’s energy needs

☰ × Salesforce (CRM)

-	Dividend Roundup: Broadcom, Salesforce, Dell Technologies, Humana, and more
-	Salesforce declares $0.44 dividend
-	Salesforce: Proving That AI Needs A Software Partner
-	Salesforce in focus as BTIG says it's 'incrementally confident in improving business trends'
-	Salesforce: Agentforce Is Turning The AI Threat Into A Growth Catalyst