If more of us valued food and cheer and song above hoarded gold, it would be a merrier world. -- J.R.R. Tolkien
January 16, 2026
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Google (GOOG)
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US HHS to start study on cellphone radiation
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Tech earnings should be AI validation sign: Wedbush
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AI coding company Replit raising $400M in latest funding round: report
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OpenAI made 'conscious decision' to sit out Apple Siri deal: report
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AWS launches EU Sovereign Cloud, plans expansion
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Apple (AAPL)
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Apple: As Earnings Near, Valuation And Industry Weakness Should Be Top Of Mind
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US HHS to start study on cellphone radiation
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India warns Apple it will proceed in antitrust case: report
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OpenAI made 'conscious decision' to sit out Apple Siri deal: report
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Apple: Setting Up For An Earnings Surprise
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Microsoft (MSFT)
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Tech earnings should be AI validation sign: Wedbush
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Trump to push for emergency auction to get tech firms funding new power plants
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Microsoft: The Ride Couldn't Last Forever
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AWS launches EU Sovereign Cloud, plans expansion
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Switzerland probes Microsoft over rising licensing fees
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Amazon (AMZN)
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Tech earnings should be AI validation sign: Wedbush
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Trump to push for emergency auction to get tech firms funding new power plants
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Rio Tinto and Amazon partner on cleaner copper for AWS data centers
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AWS launches EU Sovereign Cloud, plans expansion
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Amazon: An Attractive Long-Term Investment Opportunity
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Meta (META)
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Tech earnings should be AI validation sign: Wedbush
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Trump to push for emergency auction to get tech firms funding new power plants
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Tech Voices: DeSantis vs. AI, Tesla's FSD, smart glasses market
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Trump's electricity initiative creates 'bottleneck' for big tech: Wedbush
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Meta seeks to double output of Ray-Ban AI glasses -- report
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Nvidia (NVDA)
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Groq said to reach out to buyers for cloud unit: report
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Tech earnings should be AI validation sign: Wedbush
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Trump to push for emergency auction to get tech firms funding new power plants
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Nvidia Stock Is Flat... But Not For Long
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AI semiconductor market forecasts to reach over $550B by 2028: RBC
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Tesla (TSLA)
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Tesla faces additional scrutiny on potential FSD defects
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Elon Musk's Grok AI faces scrutiny in Japan over deepfake images
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Tesla: Little More Than A Gamble On History Repeating Itself
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xAI, Grok backlash continues as Canada expands probe into sexualized images
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Tech Voices: DeSantis vs. AI, Tesla's FSD, smart glasses market
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Netflix (NFLX)
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Netflix's Ted Sarandos reassures Warner deal won't impact theatrical industry
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Netflix And Its Real Value
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Trump bought bonds worth $51M since November
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Netflix signs worldwide pact to carry Sony films following their theater release
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Paramount reportedly held talks with France, UK to get EU support for Warner deal
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AMD (AMD)
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I Expect AMD's HBM Focus Will Steal Market Share Away From Nvidia
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Riot declares actions to cement data center developer position, pact with Advanced Micro Devices
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Advanced Micro Devices: Don't Expect Fireworks In The Short-Term
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AMD Conviction Report
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AMD's OpenAI Signal Is The Demand Catalyst Investors Wanted
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Intel (INTC)
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Intel Bulls Are Betting Big; 14A Process Now Becomes A Make Or Break
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AI semiconductor market forecasts to reach over $550B by 2028: RBC
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Citi upgrades Intel, removes Micron from Focus List
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Intel's U.S. Capex Boom Carries A Hidden Cyclical Risk (Rating Downgrade)
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Chart Of The Day: A 'Left For Dead' Stock Now Paying Off
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Qualcomm (QCOM)
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Qualcomm declares $0.89 dividend
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Qualcomm: Ignored Personal AI Boom
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AI semiconductor market forecasts to reach over $550B by 2028: RBC
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Apple, Qualcomm face supply woes over Japan's glass cloth: report
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Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention
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Broadcom (AVGO)
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Broadcom's AI Upgrade Is Earned, The Valuation Already Knows
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Tech earnings should be AI validation sign: Wedbush
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AI semiconductor market forecasts to reach over $550B by 2028: RBC
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SA analyst upgrades/downgrades: LLY, NVDA, AVGO, GRPN
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Wells Fargo upgrades Broadcom, Analog Devices and Monolithic Power Systems to Overweight
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IBM (IBM)
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Trump to push for emergency auction to get tech firms funding new power plants
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Goldman Sachs expects IBM's upcoming 2026 guidance to reflect improving demand
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Notable analyst calls this week: Palantir, Merck and Lockheed Martin among top picks
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Senators introduce bipartisan quantum bill
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Jefferies upgrades IBM to Buy due to expected software growth in 2026
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Cisco (CSCO)
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Trump to push for emergency auction to get tech firms funding new power plants
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Cisco keeps CoreWeave stake steady, adds Rubrik, in new 13-F
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Cisco Systems: The Silent Giant Of The AI Revolution
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Fortinet, Check Point could face headwinds as DRAM prices impact buildouts of firewalls: Wedbush
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Supreme Court to hear Cisco’s appeal over Falun Gong technology lawsuit
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Oracle (ORCL)
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Trump to push for emergency auction to get tech firms funding new power plants
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Oracle tumbles as bondholders sue over AI-related losses
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Enterprise software stocks follow larger market down; AppLovin, Unity lead declines
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Micron Technology tops Seeking Alpha's tech quant picks ahead of Q4 earnings
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Oracle: Meta Compute Reaffirms Bullish Thesis
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Salesforce (CRM)
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CIO survey shows 3.8% increase to software budgets in 2026: Morgan Stanley
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Salesforce: Cheap 14x FCF Multiple And Agentforce Acceleration
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Salesforce, Inc. (CRM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
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Salesforce Stock Is Mispriced - Reiterate Buy
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Oppenheimer downgrades Adobe to Perform as demotions pile up
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