zedd.org II - Business

☰ × Google (GOOG)

-	EU's data measures pose privacy risk for users, says Google scientist: report
-	Google, Microsoft, xAI agree to give US early access to evaluate AI models
-	Anthropic inks $200B Google cloud, chip pact - report
-	Google reportedly building OpenClaw competitor codenamed 'Remy'
-	Alphabet Is Benefiting As AI-Generated Code Increases

☰ × Apple (AAPL)

-	Apple: This Is More Than A Quarterly Peak
-	Apple to pay $250M to settle shareholder lawsuit over Siri AI delays
-	Apple: iPhone And Services Drive Growth, But Margin And Supply Risks Loom
-	Apple pulls high-memory Mac mini, Mac Studio configs from store on supply crunch
-	Apple plans to allow users to pick outside AI models to power iOS 27 features: report

☰ × Microsoft (MSFT)

-	Microsoft mulls delaying energy vow amid data center boom: report
-	Google, Microsoft, xAI agree to give US early access to evaluate AI models
-	Microsoft's AI Engine Is Already Running Ahead
-	Cloud Wars: How AI 'Landlords' Amazon And Microsoft May Absorb OpenAI And Anthropic
-	Microsoft's AI Pivot: Less OpenAI Risk, More ROI

☰ × Amazon (AMZN)

-	Amazon's Trillion-Dollar Blueprint For Planetary Lead
-	Why Buy Amazon When You Can Get More Growth For Less?
-	Jeff Bezos shakes up Blue Origin staff incentives ahead of SpaceX IPO: FT
-	Cloud Wars: How AI 'Landlords' Amazon And Microsoft May Absorb OpenAI And Anthropic
-	Amazon: AWS And The New Logistics Business Should Take It Higher

☰ × Meta (META)

-	Meta: I'm Not Buying The Post-Earnings Dip
-	Meta is sued by five publishers over AI training in what could be a landmark case
-	Meta: Keep Calm And Focus On Muse Spark And Record Revenue Growth
-	Meta's AI Fear Creates Rare Blue-Chip Mispricing
-	Meta says it is expanding teen safeguards across US, EU and Brazil

☰ × Nvidia (NVDA)

-	Corning unveils long-term deal with Nvidia to boost optical connectivity, build US plants
-	ServiceNow expands collabs with FedEx, Nvidia; provides platforms to turn 'AI chaos into control'
-	Cerebras Systems aims to raise $3.5B in blockbuster IPO
-	AI boom lifts big tech earnings, but Wall Street is picking winners and losers
-	Nvidia's Next Leg Is Hidden

☰ × Tesla (TSLA)

-	Rivals turn partners as Anthropic inks deal to secure computing power from xAI's Colossus 1
-	SpaceX proposes spending $55B to start Terafab project
-	Tesla recalls 218,800 vehicles over rearview image glitch - report
-	Tesla's Physical AI Pivot: How To Navigate The Generational Capital Trap (Rating Downgrade)
-	Tesla and Waymo may both win the robotaxi race

☰ × Netflix (NFLX)

-	Don't Cancel Your Netflix Investment
-	Disney And Netflix: Both Names Look Attractive
-	Netflix Reigns Supreme With Unmatched Viewership, Global Reach, And Robust Fundamentals
-	What is next for Netflix after its Q1 guidance selloff?
-	Netflix to buyback additional $25B of shares

☰ × AMD (AMD)

-	SA analyst upgrades/downgrades: AMD, HD, BTU, EVER
-	AMD: This AI Rally Is Not Over
-	Biggest stock movers Wednesday: UBER, AMD, DIS, SMCI, and more
-	The AMD Inflection Is Here
-	AMD surge puts key support levels in focus as resistance remains limited

☰ × Intel (INTC)

-	Western Digital, Micron among group getting price target hikes at Mizuho on AI tailwinds
-	Bloom Energy is the best performing large cap stock in April
-	Intel stock hits new record high, driving 420% return on U.S.'s stake
-	Global semi sales surge 79% in March and remain on track to reach $1T in 2026: SIA
-	Intel: The AI Trade Everyone Hated Is Suddenly Working

☰ × Qualcomm (QCOM)

-	Qualcomm: Sell Into The Hype
-	AI boom lifts big tech earnings, but Wall Street is picking winners and losers
-	Wall Street Lunch: Hot PCE, Soft Growth, Red-Hot Jobs Signal Conflicting Trends
-	Qualcomm's hyperscaler win overshadows weak results: analysts
-	Qualcomm: Not Correctly Priced For AI

☰ × Broadcom (AVGO)

-	Broadcom: Hiding In Plain Sight At A Discount
-	Broadcom's AI Engine Could Power The Next Decade
-	Broadcom: The Bulls Are Not Bullish Enough
-	Broadcom: Investors Are Pricing In Perfection
-	Broadcom: Isn't An Nvidia Killer, But It's A Growth Superstar Within The AI Ecosystem

☰ × IBM (IBM)

-	IBM's Think event signals shift to being a full-stack enterprise AI operator: Morgan Stanley
-	IBM prepares to highlight recent Confluent acquisition and quantum computing at Think
-	IBM in spotlight as HSBC upgrades on margins, valuation
-	CliffsNotes IBM, Boeing Earnings Summaries: Boeing's OK; IBM Is All About What Management Didn't Say
-	ServiceNow's historic plunge drags enterprise software sector down

☰ × Cisco (CSCO)

-	Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs
-	Cisco's Silicon One is 'underappreciated' by investors, could drive growth: Evercore
-	Sell in May? Hard to make the case with this kind of AI momentum
-	Cisco unveils quantum switch prototype to connect disparate systems
-	Cisco: The AI Top-Line Boom Can't Hide The Free Cash Flow Problem

☰ × Oracle (ORCL)

-	I'm Calling A Bottom For Oracle
-	Which Will Double First: Amazon Or Oracle? Watch This Kentucky Derby To Find Out
-	Google, Nvidia among 8 inking deals with Pentagon for AI use on classified work
-	Oracle: Why The Market Ignores A $553 Billion Backlog
-	Oracle's AI Future: Undervalued Infrastructure

☰ × Salesforce (CRM)

-	Merck & Co. picks Salesforce AI CRM to build 360° animal health platform
-	Salesforce goes all-in on AI as FY27 revenue model gets reset: Full details here
-	Salesforce: A+ Rated Bonds With 6.6% Yield Beat Oracle's 7.4%
-	Salesforce sues Microsoft in UK over Teams bundling
-	The Right Play On Salesforce