If more of us valued food and cheer and song above hoarded gold, it would be a merrier world. -- J.R.R. Tolkien
June 09, 2026
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Google
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Google (GOOG)
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Apollo, Blackstone finalize $35B private credit deal to power Anthropic's AI expansion - report
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Hitachi, Google Cloud expand alliance to advance physical AI
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Alphabet: CapEx Pressure Is Real, But The Long-Term AI Opportunity Is Bigger
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US acquiring voluntary equity stakes in AI firms appears manageable: Wedbush
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Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market
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Apple (AAPL)
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Waymo buys Apple’s self-driving car proving ground for $220M
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Apple: The Wait Was Worth It
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Apple begins Siri AI monetization push with iCloud+ subscription
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Schwab Trading Activity Index rebounds in May
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Apple gets groovy with macOS 27 Golden Gate; Siri app spans across operating systems
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Microsoft (MSFT)
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OpenAI confidentially files draft IPO to SEC one week after Anthropic
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OpenAI wants to give every human their own 'personal AGI'
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US acquiring voluntary equity stakes in AI firms appears manageable: Wedbush
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Microsoft in focus as NHS rolls out Microsoft 365 Copilot to more than 500K staff
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Microsoft: The $37 Billion AI Question Investors Can't Ignore
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Amazon (AMZN)
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Amazon: Prime Day Rewrites Q2, Revealing The $18B Silent Margin Machine
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Corning jumps as Amazon enters into pact on US-based fiber optics manufacturing
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'Scary Movie' delivers franchise record opening as U.S. box office jumps 61%
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Anthropic co-founder says humans might become the bottleneck in AI
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South Africa is the latest nation to have Amazon Prime
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Meta (META)
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Meta-Worse: Doubling Down On LLMs Nobody Wants
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Why is Meta dragging NSO back to court? New WhatsApp threats raise alarm
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AI World Cup predictions: the machines love France
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Meta slides on a report that it's considering a big equity raise to fund AI infrastructure
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Meta's Rerating Path Remains Clouded (Rating Downgrade)
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Nvidia (NVDA)
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Schwab Trading Activity Index rebounds in May
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SA analyst upgrades/downgrades: NVDA, LMT, SHAK, SHOP
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Is the market treating Jensen Huang like Warren Buffett now?
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Nvidia maintains edge over AMD as agentic demand drives computing needs even higher: UBS
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Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush
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Tesla (TSLA)
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Tesla: 190x P/E Ratio Reexamined
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SA Asks: Will Tesla merge with SpaceX?
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JPMorgan abandons bearish Tesla stance, skyrocketing price target 227% to $475
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Bitcoin selloff wipes over $220M in value from Tesla's crypto treasury
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Why The Tesla-SpaceX Merger Possibility Makes Sense (Rating Upgrade)
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Netflix (NFLX)
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Netflix explores voice AI, generative tech to cure 'content overload' frustration
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Hinde Group adds AMZN, NFLX; trims IBKR among Q1 moves
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Netflix continues losses for seven straight sessions
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SA analyst upgrades/downgrades: GOOG, NFLX, CRSR, PG
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Missing This Netflix Bottom Will Haunt Your Portfolio For Years (Upgrade)
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AMD (AMD)
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Advanced Micro Devices: Multiple Expansion Means We're A Strong Sell
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Nvidia maintains edge over AMD as agentic demand drives computing needs even higher: UBS
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AMD: Flirting With A Potential First Peak In The AI Multiboom
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AMD to invest up to £2B in U.K.
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Nasdaq-100 falls more than 4% as Arm, AMD, and Micron lead the broad tech selloff
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Intel (INTC)
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Wall Street Lunch: Intel Leads Chip And AI Rally On Google, Nvidia Foundry Report
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Intel leads AI and chip stocks higher after report that Nvidia, Google considering it as backup chipmaker
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Biggest stock movers Monday: NRIX, INTC, and more
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Insider trades: Nvidia, Intel, Verizon among notable trades
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Tech stocks drag down Nasdaq for the week; Intel, Qualcomm among losers
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Qualcomm (QCOM)
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Qualcomm in focus as JPMorgan adds positive catalyst watch ahead of investor day
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Tech stocks drag down Nasdaq for the week; Intel, Qualcomm among losers
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Nasdaq-100 falls more than 4% as Arm, AMD, and Micron lead the broad tech selloff
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Nvidia, Qualcomm, Intel, Marvell offer up positives at Computex: GF
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Qualcomm CEO Cristiano Amon sees 40x AI token surge by 2030: COMPUTEX 2026 takeaway
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Broadcom (AVGO)
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Apollo, Blackstone finalize $35B private credit deal to power Anthropic's AI expansion - report
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Broadcom: The Bear Case Just Got Weaker
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Sandisk, Seagate and Western Digital see bullish views at Mizuho on AI-driven memory demand
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Broadcom: The Market Overreacted To Great Earnings, And I Started A Position
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Broadcom's Selloff Misses The Bigger Story
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IBM (IBM)
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International Business Machines Corporation (IBM) Presents at Bank of America 2026 Global Technology Conference Transcript
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IBM, Google team up to provide agentic AI solutions to enterprises
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IBM in focus as Wedbush ups price target, sees 'incremental positives' from AI
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IBM surges as Barclays initiates at Overweight due to software momentum
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IBM rises as it unveils $10B quantum investment, $5B to AI-linked open-source software
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Cisco (CSCO)
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Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript
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Quant ratings of major cybersecurity stocks after earnings season
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TS Lombard sees Cisco echoes in Nvidia's AI-fueled rise
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Most and least shorted tech stocks over $2B market cap as of May
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Cisco highlights AI networking opportunity as agents generate 450% more traffic than humans
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Oracle (ORCL)
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Oracle: Risks To Watch For In Q4 And Beyond
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Quant snapshot: United Natural Foods, Designer Brands lead top-rated names as MIND Technology, BARK lag
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Earnings week ahead: ORCL, ADBE, FCEL, ACB, CHWY, and more
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Oracle: Next Level Up
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Oracle may boost capex spending forecast, BNP says
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Salesforce (CRM)
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Salesforce acquires M3ter; signals AI pricing model shift as stock falls
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Salesforce, Inc. (CRM) Presents at 2026 Evercore Global TMT Conference Transcript
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Salesforce: Catch-Up Rally Will Continue; Bookings Rebound Expected In H2
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Salesforce, Inc. (CRM) Presents at Bank of America 2026 Global Technology Conference Transcript
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Stocks to watch on Monday after-hours: HPE, CRDO, CRM
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Generated 4:03 AM Tue, Jun 09 2026 (week 23)