zedd.org II - Business

☰ × Google (GOOG)

-	Google's Fitbit Air certified for HSA/FSA purchases in US
-	Potential Google-Samsung deal highlights Taiwan Semiconductor's strains: Wedbush
-	UK to ban social media, restrict livestreaming for under-16s
-	AI spending boom is boosting profits now, but could pressure Big Tech returns later: Goldman Sachs
-	AI gold rush powers $100B fundraising frenzy despite rising risks: FT

☰ × Apple (AAPL)

-	AI spending boom is boosting profits now, but could pressure Big Tech returns later: Goldman Sachs
-	Notable tech headlines for the week: Apple, Oracle, Intel in focus
-	Option Activity Suggests Caution On Apple's Intermediate-Term Outlook (Technical Analysis)
-	Apple: What Will It Take To Win
-	Apple extends Private Cloud Compute through collaboration with Google and Nvidia

☰ × Microsoft (MSFT)

-	Microsoft Looks Cheap - The Cash Flow Says Otherwise
-	Microsoft looks to shut down Compulsion Games -- report
-	Shareholders sue Microsoft: "Was AI, Azure growth story too good to be true?"
-	AI spending boom is boosting profits now, but could pressure Big Tech returns later: Goldman Sachs
-	Insider trades: Microsoft, Tesla, Pfizer among notable names

☰ × Amazon (AMZN)

-	Amazon announces a multi-billion data center in Missouri: 'Biggest AI shift' details
-	UK to ban social media, restrict livestreaming for under-16s
-	Spielberg’s 'Disclosure Day' lands with $44M debut, powers weekend box office
-	AI spending boom is boosting profits now, but could pressure Big Tech returns later: Goldman Sachs
-	Amazon CEO is reportedly behind U.S. crackdown on Anthropic AI models

☰ × Meta (META)

-	Stocks to watch on Monday after hours: PLAY, META, MAC
-	Meta snaps six straight sessions of losses
-	Meta launches AI tools for Facebook
-	Meta: The Best Time To Buy Is When Others Continue To Ignore
-	UK to ban social media, restrict livestreaming for under-16s

☰ × Nvidia (NVDA)

-	Nvidia to raise at least $20B from bond offering
-	Nvidia's Next Act Starts In H2 2026
-	Nvidia pitching its Vera CPUs to China is 'sensible,' despite H200 tensions: Wedbush
-	AI spending boom is boosting profits now, but could pressure Big Tech returns later: Goldman Sachs
-	Notable tech headlines for the week: Apple, Oracle, Intel in focus

☰ × Tesla (TSLA)

-	SA analyst upgrades/downgrades: TSLA, CRM, ADBE, SPCX
-	Insider trades: Microsoft, Tesla, Pfizer among notable names
-	Tesla: The Battery Moat Is Becoming Thinner
-	Sen. Warren calls for wealth, AI tax, as Musk becomes world's first trillionaire
-	Tesla and SpaceX will likely merge over the next year – Wedbush’s Dan Ives

☰ × Netflix (NFLX)

-	Netflix expands iHeartMedia video podcast deal with new slate of celebrity-led shows
-	Netflix: A High-Quality Compounder Back On Sale
-	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

☰ × AMD (AMD)

-	AMD: Agentic AI Makes EPYC The Winner Of The AI Infrastructure Cycle
-	AMD stock rallies after MEXT acquisition; targets AI memory bottleneck
-	Notable analyst calls this week: Pfizer, AMD and Intel among top picks
-	AMD rises as Citi upgrades on GPU potential
-	AMD: The Market Is Still Underpricing Its AI CPU Super Cycle

☰ × Intel (INTC)

-	Notable analyst calls this week: Pfizer, AMD and Intel among top picks
-	Notable tech headlines for the week: Apple, Oracle, Intel in focus
-	Intel: Optimism Is Getting Expensive
-	Intel rises as research firm says company should raise capital
-	ETFs caught between Oracle's weakness and Intel's strength

☰ × Qualcomm (QCOM)

-	Qualcomm working on 40+ new AI devices to power 'agents', CEO says
-	Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
-	Navitas leads daily decline as semiconductor stocks suffer sell-off
-	Biggest stock movers Wednesday: CBRL, CLLS, SMCI, trucking stocks, and more
-	Qualcomm in focus as JPMorgan adds positive catalyst watch ahead of investor day

☰ × Broadcom (AVGO)

-	AI spending boom is boosting profits now, but could pressure Big Tech returns later: Goldman Sachs
-	Broadcom Suffers Liquidity Rotation And Multi-Year AI Expansion - Reiterated Strong Buy
-	The 'Problem' With Broadcom's Guidance
-	Broadcom Is Still Worth Holding On To
-	Broadcom Is Becoming A Core Infrastructure Winner In AI

☰ × IBM (IBM)

-	IBM's Next Big Tailwind Has Arrived (Rating Upgrade)
-	IBM, ServiceNow team up to help businesses apply AI, modernize legacy systems
-	Trump believes AI companies will be 'giving back' stakes to public
-	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

☰ × Cisco (CSCO)

-	Cisco: Riding The Agentic AI Boom
-	Quant rating check: Top communication equipment peers as CMTL-GILT merger reshapes sector valuations
-	Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era
-	Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript
-	Quant ratings of major cybersecurity stocks after earnings season

☰ × Oracle (ORCL)

-	Oracle Q4: 20x FY2027 Adjusted P/E Discounts Credit Risk And Capex Uncertainty
-	Oracle: Discounted AI Story With Outsized Monetization Prospects - Reiterate Buy
-	Oracle: Time To Look Past The Noise
-	SA Asks: Is Oracle a buy after the sell-off? (Update)
-	Notable tech headlines for the week: Apple, Oracle, Intel in focus

☰ × Salesforce (CRM)

-	Salesforce Is Consuming Everything Between AI And Itself
-	SA analyst upgrades/downgrades: TSLA, CRM, ADBE, SPCX
-	Salesforce's $3.6B deal for Fin pushes tech giant further into customer engagement: RBC
-	Salesforce to acquire customer AI agent platform Fin for $3.6B
-	Salesforce: A New Breakdown Point Could Be Coming Fast (Rating Downgrade)