zedd.org II - Business

☰ × Google (GOOG)

-	Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
-	Google to test changes to search results to avoid EU fine
-	Judgment Day? Google, OpenAI, Anthropic models push button in war games sim: study
-	Russia fines Google for hosting VPN apps
-	Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge

☰ × Apple (AAPL)

-	Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
-	Apple in focus as Morgan Stanley sees App Store revenue growth, Mac strength
-	Apple shareholders greenlight executive pay, reject China proposal: report
-	Apple more confident in Mac Mini Houston plans than Mac Pro Austin; moves to expand U.S. assembly and chip production
-	Apple: The 2.5 Billion Device Machine

☰ × Microsoft (MSFT)

-	Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
-	Wall Street Lunch: Microsoft, Nvidia, Uber Back Wayve's $1.2B Funding
-	Microsoft in spotlight as Japanese antitrust regulator looks into Azure practices: report
-	Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge
-	Microsoft: The Question We Had To Ask

☰ × Amazon (AMZN)

-	Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
-	Amazon: Cheapest Valuation Since 2010 Makes This A Generational Buy
-	Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge
-	Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
-	UK govt. to require streamers to follow accessibility rules set for broadcasters

☰ × Meta (META)

-	Meta Platforms: The Growth Machine That Keeps On Giving
-	Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge
-	Meta eyes stablecoin integration by second half 2026 - report
-	CoreWeave looks to banks for Meta-backed loan: report
-	Meta Platforms And Microsoft: AI Success And AI Slop

☰ × Nvidia (NVDA)

-	Earnings Snapshot: Nvidia posts solid FQ4, guides FQ1 revenue comfortably above estimates
-	Nvidia pops Q4 results, guidance blow past Wall Street's forecast
-	Nvidia declares $0.01 dividend
-	Nvidia Non-GAAP EPS of $1.62 beats by $0.08, revenue of $68.13B beats by $1.9B
-	Wall Street Lunch: Microsoft, Nvidia, Uber Back Wayve's $1.2B Funding

☰ × Tesla (TSLA)

-	Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
-	Tesla: Decommissioning Legacy Auto To Birth The AI Economy
-	Tesla sues California DMV to reverse FSD false advertising ruling
-	Tesla: Accidental Rally
-	Tesla's Growth Story Now Depends On Execution, Not Hype

☰ × Netflix (NFLX)

-	Ted Sarandos to discuss Netflix-Warner deal at White House Thursday
-	Netflix: The Four-Day Countdown To Match - Or Walk
-	U.S. state AGs urge DOJ to properly scrutinize Netflix-Warner deal
-	Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
-	I Missed The 2022 Netflix Turnaround - I Won't Miss This One (Rating Upgrade)

☰ × AMD (AMD)

-	AMD, Nutanix partner to advance open and scalable platform for enterprise AI
-	SA analyst upgrades/downgrades: AMD, NBIS, GM, CRWD
-	AMD: AI Infrastructure Shift Could Turn It Into A Cash Cow
-	Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
-	AMD: A Rare Case Of Buying The News

☰ × Intel (INTC)

-	Intel strikes deal with AI chip start-up SambaNova its CEO Lip-Bu Tan invested in
-	Nvidia re-enters PC market with AI-powered laptop chips
-	Intel Nicely On Target, More Required
-	Intel: The CPU Comeback Is An Execution Reality Check
-	Intel: AI Momentum Builds, But Margins Lag

☰ × Qualcomm (QCOM)

-	Qualcomm's data center strategy prompts upgrade by Wells Fargo
-	Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore
-	Tata Electronics to make Qualcomm's automotive modules in India
-	UK lawsuit against Qualcomm over smartphone chip royalties to be withdrawn
-	Big tech CEOs head to India for major AI summit

☰ × Broadcom (AVGO)

-	Broadcom: Covered Put Option Is The Play For FQ1 2026 Earnings
-	Broadcom: Set For Another Double-Beat Next Week (Earnings Preview)
-	Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore
-	Networking & Optics checks positive for Broadcom, Nvidia: Evercore
-	Broadcom: AI CapEx Panic Is Your Opportunity

☰ × IBM (IBM)

-	IBM gets rating upgrade at UBS
-	IBM's historic price plunge provides opportunity as Wedbush deems sell-off unwarranted
-	IBM awarded $112M contract by Defense Commissary Agency to modernize electronic shelf label system
-	IBM's Anthropic-induced sell-off overlooks the fact it's disrupting itself: Jefferies
-	Anthropic Vs. IBM: AI Starts To Threaten Businesses (Rating Downgrade)

☰ × Cisco (CSCO)

-	Cisco: 3 Reasons To Remain Bullish On The Stock
-	What's next for Cisco after its post-earnings stock slide?
-	Cisco Systems: Quietly Winning The AI Buildout, But Nobody's Pricing It In
-	Cisco Systems: The Market Is Impatient For Growth
-	Cisco Q2 Earnings: The Wrong Way To Get On The AI Bandwagon

☰ × Oracle (ORCL)

-	Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
-	Oracle rises after upgrade at Oppenheimer
-	OpenAI's updated capex plans prove positive for Microsoft, Oracle: BNP Paribas
-	Burry sparks AI spending debate, defends record as critics question timing
-	ClearBridge Appreciation ESG Strategy adds new stake in Arista Networks in Q4, exits Oracle

☰ × Salesforce (CRM)

-	Earnings Snapshot: Salesforce delivers record FQ4, raises FY30 revenue target to $63B
-	Salesforce slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30
-	Salesforce Non-GAAP EPS of $3.81 beats by $0.76, revenue of $11.2B in-line
-	Salesforce's SaaS Is Not Dead, But More Profitable With AI (Earnings Preview)
-	Salesforce Q4 earnings on deck: What to expect