zedd.org II - Business

☰ × Google (GOOG)

-	Apollo, Blackstone finalize $35B private credit deal to power Anthropic's AI expansion - report
-	Hitachi, Google Cloud expand alliance to advance physical AI
-	Alphabet: CapEx Pressure Is Real, But The Long-Term AI Opportunity Is Bigger
-	US acquiring voluntary equity stakes in AI firms appears manageable: Wedbush
-	Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market

☰ × Apple (AAPL)

-	Waymo buys Apple’s self-driving car proving ground for $220M
-	Apple: The Wait Was Worth It
-	Apple begins Siri AI monetization push with iCloud+ subscription
-	Schwab Trading Activity Index rebounds in May
-	Apple gets groovy with macOS 27 Golden Gate; Siri app spans across operating systems

☰ × Microsoft (MSFT)

-	OpenAI confidentially files draft IPO to SEC one week after Anthropic
-	OpenAI wants to give every human their own 'personal AGI'
-	US acquiring voluntary equity stakes in AI firms appears manageable: Wedbush
-	Microsoft in focus as NHS rolls out Microsoft 365 Copilot to more than 500K staff
-	Microsoft: The $37 Billion AI Question Investors Can't Ignore

☰ × Amazon (AMZN)

-	Amazon: Prime Day Rewrites Q2, Revealing The $18B Silent Margin Machine
-	Corning jumps as Amazon enters into pact on US-based fiber optics manufacturing
-	'Scary Movie' delivers franchise record opening as U.S. box office jumps 61%
-	Anthropic co-founder says humans might become the bottleneck in AI
-	South Africa is the latest nation to have Amazon Prime

☰ × Meta (META)

-	Meta-Worse: Doubling Down On LLMs Nobody Wants
-	Why is Meta dragging NSO back to court? New WhatsApp threats raise alarm
-	AI World Cup predictions: the machines love France
-	Meta slides on a report that it's considering a big equity raise to fund AI infrastructure
-	Meta's Rerating Path Remains Clouded (Rating Downgrade)

☰ × Nvidia (NVDA)

-	Schwab Trading Activity Index rebounds in May
-	SA analyst upgrades/downgrades: NVDA, LMT, SHAK, SHOP
-	Is the market treating Jensen Huang like Warren Buffett now?
-	Nvidia maintains edge over AMD as agentic demand drives computing needs even higher: UBS
-	Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush

☰ × Tesla (TSLA)

-	Tesla: 190x P/E Ratio Reexamined
-	SA Asks: Will Tesla merge with SpaceX?
-	JPMorgan abandons bearish Tesla stance, skyrocketing price target 227% to $475
-	Bitcoin selloff wipes over $220M in value from Tesla's crypto treasury
-	Why The Tesla-SpaceX Merger Possibility Makes Sense (Rating Upgrade)

☰ × Netflix (NFLX)

-	Netflix explores voice AI, generative tech to cure 'content overload' frustration
-	Hinde Group adds AMZN, NFLX; trims IBKR among Q1 moves
-	Netflix continues losses for seven straight sessions
-	SA analyst upgrades/downgrades: GOOG, NFLX, CRSR, PG
-	Missing This Netflix Bottom Will Haunt Your Portfolio For Years (Upgrade)

☰ × AMD (AMD)

-	Advanced Micro Devices: Multiple Expansion Means We're A Strong Sell
-	Nvidia maintains edge over AMD as agentic demand drives computing needs even higher: UBS
-	AMD: Flirting With A Potential First Peak In The AI Multiboom
-	AMD to invest up to £2B in U.K.
-	Nasdaq-100 falls more than 4% as Arm, AMD, and Micron lead the broad tech selloff

☰ × Intel (INTC)

-	Wall Street Lunch: Intel Leads Chip And AI Rally On Google, Nvidia Foundry Report
-	Intel leads AI and chip stocks higher after report that Nvidia, Google considering it as backup chipmaker
-	Biggest stock movers Monday: NRIX, INTC, and more
-	Insider trades: Nvidia, Intel, Verizon among notable trades
-	Tech stocks drag down Nasdaq for the week; Intel, Qualcomm among losers

☰ × Qualcomm (QCOM)

-	Qualcomm in focus as JPMorgan adds positive catalyst watch ahead of investor day
-	Tech stocks drag down Nasdaq for the week; Intel, Qualcomm among losers
-	Nasdaq-100 falls more than 4% as Arm, AMD, and Micron lead the broad tech selloff
-	Nvidia, Qualcomm, Intel, Marvell offer up positives at Computex: GF
-	Qualcomm CEO Cristiano Amon sees 40x AI token surge by 2030: COMPUTEX 2026 takeaway

☰ × Broadcom (AVGO)

-	Apollo, Blackstone finalize $35B private credit deal to power Anthropic's AI expansion - report
-	Broadcom: The Bear Case Just Got Weaker
-	Sandisk, Seagate and Western Digital see bullish views at Mizuho on AI-driven memory demand
-	Broadcom: The Market Overreacted To Great Earnings, And I Started A Position
-	Broadcom's Selloff Misses The Bigger Story

☰ × IBM (IBM)

-	International Business Machines Corporation (IBM) Presents at Bank of America 2026 Global Technology Conference Transcript
-	IBM, Google team up to provide agentic AI solutions to enterprises
-	IBM in focus as Wedbush ups price target, sees 'incremental positives' from AI
-	IBM surges as Barclays initiates at Overweight due to software momentum
-	IBM rises as it unveils $10B quantum investment, $5B to AI-linked open-source software

☰ × Cisco (CSCO)

-	Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript
-	Quant ratings of major cybersecurity stocks after earnings season
-	TS Lombard sees Cisco echoes in Nvidia's AI-fueled rise
-	Most and least shorted tech stocks over $2B market cap as of May
-	Cisco highlights AI networking opportunity as agents generate 450% more traffic than humans

☰ × Oracle (ORCL)

-	Oracle: Risks To Watch For In Q4 And Beyond
-	Quant snapshot: United Natural Foods, Designer Brands lead top-rated names as MIND Technology, BARK lag
-	Earnings week ahead: ORCL, ADBE, FCEL, ACB, CHWY, and more
-	Oracle: Next Level Up
-	Oracle may boost capex spending forecast, BNP says

☰ × Salesforce (CRM)

-	Salesforce acquires M3ter; signals AI pricing model shift as stock falls
-	Salesforce, Inc. (CRM) Presents at 2026 Evercore Global TMT Conference Transcript
-	Salesforce: Catch-Up Rally Will Continue; Bookings Rebound Expected In H2
-	Salesforce, Inc. (CRM) Presents at Bank of America 2026 Global Technology Conference Transcript
-	Stocks to watch on Monday after-hours: HPE, CRDO, CRM