zedd.org II - Business

☰ × Google (GOOG)

-	EU regulator proposes measures for Google to share search engine data with third parties
-	Alphabet in talks with DOD about allowing Gemini for classified use: report
-	NetApp seals 4-year deal with Google Cloud to provide storage solutions for public agencies
-	Google's SpaceX stake could deliver $100 billion payday post-IPO -- report
-	Cadence Design rises as it unveils Google Cloud, Nvidia deals

☰ × Apple (AAPL)

-	Apple reports record use of recycled materials in 2025, offers discount on eligible recycled products
-	Apple: Inventory Does Not Lie
-	Apple: More Attention On AI Strategy, Less On iPhone Ahead Of Q2
-	Memory cost inflation prompts smartphone OLED growth to stall in 2026: Counterpoint
-	Apple may use OLED screens for iPad Air next year: report

☰ × Microsoft (MSFT)

-	Microsoft: Claude Just Threatened Copilot Adoption
-	Microsoft: The New Standard Oil - Why 'Intelligence Refinery' Is Future Of Global Profit
-	Microsoft stock climbs in historic multi-day rally
-	Microsoft: Mispriced And Unfairly Tarnished With Overblown Capital Allocation Fears (Rating Upgrade)
-	Snapshot of Quant and Wall St. ratings for quantum computing stocks after Nvidia's latest push

☰ × Amazon (AMZN)

-	Amazon: The Anthropic Trade You're Not Making
-	Amazon in spotlight as Fox chooses AWS as its preferred AI cloud provider
-	Oracle jumps as it expands AWS deal for multicloud networking
-	Amazon-backed X-Energy seeks $800M in IPO listing
-	Amazon: My Top 8 Reasons To Buy

☰ × Meta (META)

-	Mar Vista U.S. Quality Premier adds Ecolab, GE Vernova, QXO, exits Salesforce, SAP
-	Broadcom's deal with Meta boosts confidence in AI ramp: analysts
-	Meta emerges as ROI frontrunner - Investing Experts
-	AI capex ROI becomes key 2026 test for hyperscalers - Investing Experts
-	Broadcom edges up after inking three-year deal with Meta to help develop AI chips

☰ × Nvidia (NVDA)

-	Cadence Design rises as it unveils Google Cloud, Nvidia deals
-	Nvidia And AMD: Trim Your Hare, Buy A Tortoise
-	Nvidia's Moat Vulnerable As Anthropic And Elon Musk Build Chips
-	SA analyst upgrades/downgrades: NVDA, JNJ, KO, ACN
-	Senator Warren sees 'risks' to Nvidia's SchedMD deal in letter to Hegseth, Wright

☰ × Tesla (TSLA)

-	Tesla Earnings Preview: Why The Dream Is Breaking Down
-	Elon Musk's other companies are the biggest buyers of the Tesla Cybertruck
-	Musk’s Terafab taps Applied Materials, Tokyo Electron, Lam Research in chip push: report
-	Tesla jumps 8%, putting it on track for its best day in nine months
-	China weighs curbs on exports of solar manufacturing equipment to U.S. - Reuters

☰ × Netflix (NFLX)

-	Netflix Earnings Preview: Q1 2026
-	Netflix Q1 2026 Earnings Preview: Ads and content spend to drive narrative
-	Mar Vista U.S. Quality Premier adds Ecolab, GE Vernova, QXO, exits Salesforce, SAP
-	Oakmark Fund (Investor Class) adds ADBE, NFLX; exits DE, APA among Q1 moves
-	Wall Street Lunch: Netflix Draws Bullish Backing As Ad Revenue Seen Doubling To $3B

☰ × AMD (AMD)

-	AMD: Why It's A 'Hold' At Current Levels
-	Nvidia And AMD: Trim Your Hare, Buy A Tortoise
-	SA analyst upgrades/downgrades: TSLA, AMD, SNDK, AMZN
-	AMD likely to keep benefiting as GPU, CPU demand outstrip supply: GF
-	AMD: Growth Is Real, Upside Is Not

☰ × Intel (INTC)

-	Intel releases Core Series 3 processors to power AI-ready devices at lower cost
-	Intel: An Unreal Comeback
-	Intel: Turnaround Is Real, But The Valuations Went Bonkers (Upgrade)
-	Snapshot of Quant and Wall St. ratings for quantum computing stocks after Nvidia's latest push
-	Intel rises as Susquehanna ups price target on 'insatiable' CPU demand

☰ × Qualcomm (QCOM)

-	Snap teams up with Qualcomm to power smart eyewear unit's products
-	Qualcomm's Biggest Shift Nobody Sees
-	AMD, Analog Devices get 30-day upside catalyst watches at Citi; Apple suppliers favored
-	SA analyst upgrades/downgrades: QCOM, RKLB, BJ, SNDK
-	Qualcomm: The Cracks Are Widening And Broadening (Downgrade)

☰ × Broadcom (AVGO)

-	Broadcom: Why This AI Giant Could Still Double
-	Investors prioritize data center components in short supply, such as memory, and optical: BNP
-	Broadcom: Every Hyperscaler Needs One (Rating Downgrade)
-	Broadcom: Stealing Nvidia's Lunch Money
-	4 stocks to watch on Wednesday: AVGO, MS, HOOD, NEM

☰ × IBM (IBM)

-	IBM unveils measures to help businesses tackle AI cyber threats
-	Snapshot of Quant and Wall St. ratings for quantum computing stocks after Nvidia's latest push
-	IBM to pay $17M to settle U.S. probe over DEI-related allegations
-	IBM initiated with a Buy rating at Citi
-	IBM in spotlight as Needham cuts price target ahead of Q1 results

☰ × Cisco (CSCO)

-	Cisco: The AI Top-Line Boom Can't Hide The Free Cash Flow Problem
-	Cisco Remains A Buy As AI Tailwinds Broaden
-	Cisco: The Stock Is Building 'Cause' While Fundamentals Pivot To AI Networking And Campus Refresh
-	CrowdStrike, Palo Alto jump on board to enhance security for AI era under Project Glasswing
-	Cisco names former Deloitte executive Shimer to board

☰ × Oracle (ORCL)

-	Oracle jumps as it expands AWS deal for multicloud networking
-	Oracle: The Bounce Is Just The Beginning
-	Oracle: Still Priced Like It's Dead Money
-	Oracle: Priced Like Software, Positioned As AI
-	Oracle expands partnership with Bloom Energy to support AI buildout

☰ × Salesforce (CRM)

-	Mar Vista U.S. Quality Premier adds Ecolab, GE Vernova, QXO, exits Salesforce, SAP
-	Microsoft, Salesforce among software companies to get price target cuts at Piper Sandler
-	Salesforce: Agentic AI Beneficiary With Rule Of 44 Outperformance - Upgrade To Buy
-	Slackbot event showcases 'significant' productivity boost, 'structural' advantage: BTIG
-	Have Salesforce shares hit bottom? BNP Paribas eyes catalysts to turn stock around