If more of us valued food and cheer and song above hoarded gold, it would be a merrier world. -- J.R.R. Tolkien
February 25, 2026
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Google (GOOG)
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Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
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Google to test changes to search results to avoid EU fine
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Judgment Day? Google, OpenAI, Anthropic models push button in war games sim: study
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Russia fines Google for hosting VPN apps
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Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge
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Apple (AAPL)
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Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
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Apple in focus as Morgan Stanley sees App Store revenue growth, Mac strength
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Apple shareholders greenlight executive pay, reject China proposal: report
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Apple more confident in Mac Mini Houston plans than Mac Pro Austin; moves to expand U.S. assembly and chip production
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Apple: The 2.5 Billion Device Machine
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Microsoft (MSFT)
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Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
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Wall Street Lunch: Microsoft, Nvidia, Uber Back Wayve's $1.2B Funding
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Microsoft in spotlight as Japanese antitrust regulator looks into Azure practices: report
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Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge
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Microsoft: The Question We Had To Ask
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Amazon (AMZN)
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Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
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Amazon: Cheapest Valuation Since 2010 Makes This A Generational Buy
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Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge
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Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
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UK govt. to require streamers to follow accessibility rules set for broadcasters
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Meta (META)
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Meta Platforms: The Growth Machine That Keeps On Giving
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Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge
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Meta eyes stablecoin integration by second half 2026 - report
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CoreWeave looks to banks for Meta-backed loan: report
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Meta Platforms And Microsoft: AI Success And AI Slop
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Nvidia (NVDA)
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Earnings Snapshot: Nvidia posts solid FQ4, guides FQ1 revenue comfortably above estimates
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Nvidia pops Q4 results, guidance blow past Wall Street's forecast
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Nvidia declares $0.01 dividend
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Nvidia Non-GAAP EPS of $1.62 beats by $0.08, revenue of $68.13B beats by $1.9B
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Wall Street Lunch: Microsoft, Nvidia, Uber Back Wayve's $1.2B Funding
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Tesla (TSLA)
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Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
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Tesla: Decommissioning Legacy Auto To Birth The AI Economy
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Tesla sues California DMV to reverse FSD false advertising ruling
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Tesla: Accidental Rally
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Tesla's Growth Story Now Depends On Execution, Not Hype
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Netflix (NFLX)
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Ted Sarandos to discuss Netflix-Warner deal at White House Thursday
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Netflix: The Four-Day Countdown To Match - Or Walk
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U.S. state AGs urge DOJ to properly scrutinize Netflix-Warner deal
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Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
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I Missed The 2022 Netflix Turnaround - I Won't Miss This One (Rating Upgrade)
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AMD (AMD)
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AMD, Nutanix partner to advance open and scalable platform for enterprise AI
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SA analyst upgrades/downgrades: AMD, NBIS, GM, CRWD
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AMD: AI Infrastructure Shift Could Turn It Into A Cash Cow
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Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
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AMD: A Rare Case Of Buying The News
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Intel (INTC)
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Intel strikes deal with AI chip start-up SambaNova its CEO Lip-Bu Tan invested in
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Nvidia re-enters PC market with AI-powered laptop chips
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Intel Nicely On Target, More Required
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Intel: The CPU Comeback Is An Execution Reality Check
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Intel: AI Momentum Builds, But Margins Lag
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Qualcomm (QCOM)
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Qualcomm's data center strategy prompts upgrade by Wells Fargo
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Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore
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Tata Electronics to make Qualcomm's automotive modules in India
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UK lawsuit against Qualcomm over smartphone chip royalties to be withdrawn
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Big tech CEOs head to India for major AI summit
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Broadcom (AVGO)
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Broadcom: Covered Put Option Is The Play For FQ1 2026 Earnings
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Broadcom: Set For Another Double-Beat Next Week (Earnings Preview)
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Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore
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Networking & Optics checks positive for Broadcom, Nvidia: Evercore
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Broadcom: AI CapEx Panic Is Your Opportunity
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IBM (IBM)
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IBM gets rating upgrade at UBS
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IBM's historic price plunge provides opportunity as Wedbush deems sell-off unwarranted
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IBM awarded $112M contract by Defense Commissary Agency to modernize electronic shelf label system
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IBM's Anthropic-induced sell-off overlooks the fact it's disrupting itself: Jefferies
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Anthropic Vs. IBM: AI Starts To Threaten Businesses (Rating Downgrade)
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Cisco (CSCO)
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Cisco: 3 Reasons To Remain Bullish On The Stock
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What's next for Cisco after its post-earnings stock slide?
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Cisco Systems: Quietly Winning The AI Buildout, But Nobody's Pricing It In
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Cisco Systems: The Market Is Impatient For Growth
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Cisco Q2 Earnings: The Wrong Way To Get On The AI Bandwagon
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Oracle (ORCL)
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Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
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Oracle rises after upgrade at Oppenheimer
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OpenAI's updated capex plans prove positive for Microsoft, Oracle: BNP Paribas
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Burry sparks AI spending debate, defends record as critics question timing
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ClearBridge Appreciation ESG Strategy adds new stake in Arista Networks in Q4, exits Oracle
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Salesforce (CRM)
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Earnings Snapshot: Salesforce delivers record FQ4, raises FY30 revenue target to $63B
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Salesforce slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30
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Salesforce Non-GAAP EPS of $3.81 beats by $0.76, revenue of $11.2B in-line
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Salesforce's SaaS Is Not Dead, But More Profitable With AI (Earnings Preview)
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Salesforce Q4 earnings on deck: What to expect
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