zedd.org II - Business

☰ × Google (GOOG)

-	AI hyperscalers hold less net debt than broader S&P 500
-	Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution
-	Britain’s AI watchdog becomes global model for managing emerging risks
-	Alphabet: A Great Reset Is Potentially Coming
-	Alphabet: A Clear Path To A $7 Trillion Valuation

☰ × Apple (AAPL)

-	Apple's AI Profit Explosion
-	Apple: iPhone Sales Still Hot
-	Apple in spotlight as BofA ups price target on agentic AI boost
-	Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution
-	3 Reasons Apple Will Be Booted From The Magnificent 7 By The End Of 2030

☰ × Microsoft (MSFT)

-	Microsoft: The $190B AI Infrastructure Trap Implies 20% Downside
-	AI hyperscalers hold less net debt than broader S&P 500
-	Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution
-	Britain’s AI watchdog becomes global model for managing emerging risks
-	Microsoft: The AI Capex Risk Looks Mostly Priced In

☰ × Amazon (AMZN)

-	Amazon: You Might Not Find A Better Chance To Double Down Now (Rating Upgrade)
-	Amazon: The 20% Rally Is Just The Beginning
-	Amazon: Why The Investment Case Is All About Margins
-	AI hyperscalers hold less net debt than broader S&P 500
-	Amazon: The Numbers Might Not Add Up

☰ × Meta (META)

-	AI hyperscalers hold less net debt than broader S&P 500
-	Meta Platforms Is Great, But It's Even Better Without Reality Labs
-	Meta's CTO pushes for AI-driven workforce, fewer managers amid layoffs: report
-	Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution
-	Britain’s AI watchdog becomes global model for managing emerging risks

☰ × Nvidia (NVDA)

-	Nvidia Vs. AMD: Nvidia Will Eat AMD's CPU Lunch
-	Nvidia's Just Getting Started; It's Time To Buy (Rating Upgrade)
-	Nvidia Stock: The Bigger Setup For Higher Is Now Here (Technical Analysis, Upgrade)
-	Nvidia, AMD among group of winners as BofA thinks AI spending has 'staying power'
-	Nvidia's $81 Billion Blowout Hides A Major Warning

☰ × Tesla (TSLA)

-	Tesla's Own Auditors Say The Growth Narrative Is Currently 'Not Probable'
-	Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution
-	US new vehicle sales set to decline 7.3% in April, report says
-	Tesla's $1 Trillion Question
-	The new Musk master plan? Wedbush sees SpaceX and Tesla merging

☰ × Netflix (NFLX)

-	Apple, Sony, and Netflix are most likely buyers for IMAX - analyst
-	Netflix begins livestreaming with Charlamagne Tha God's 'The Breakfast Club'
-	Trump discloses $220M in trades tied to U.S. companies in Q1
-	Netflix, Disney, FuboTV, WBD And The Streaming Media Landscape
-	Netflix says at Upfront that more users, ad surfaces, countries, NFL, and content are on the way

☰ × AMD (AMD)

-	Micron's meteoric rise leads memory, chip stocks up as AI spending knows no bounds
-	Nvidia Vs. AMD: Nvidia Will Eat AMD's CPU Lunch
-	AMD: Still Good As Number 2
-	Nvidia, AMD among group of winners as BofA thinks AI spending has 'staying power'
-	Britain’s AI watchdog becomes global model for managing emerging risks

☰ × Intel (INTC)

-	Nvidia's Vera CPUs, Intel's Wildcat Lake to be the focus at COMPUTEX: GF Securities
-	Intel unveils hybrid agentic AI SuperClaw
-	SA analysts turn bearish on Intel, citing overvaluation amid AI mania
-	Intel asking PC makers to use latest chips a sign of margin protection: Wedbush
-	Intel Corporation (INTC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

☰ × Qualcomm (QCOM)

-	Qualcomm climbs after landing AI chip deal with social media giant ByteDance: report
-	Chip stocks lead Nasdaq's gainers this week; Intuit plunges most after Q3 print
-	Micron, Nvidia, AMD climb as Samsung strike risk threatens chip supply
-	QUALCOMM Incorporated (QCOM) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
-	Microsoft reveals new business Surface devices with Intel and Qualcomm processors

☰ × Broadcom (AVGO)

-	Broadcom: Rock-Solid Custom Silicon Partnerships Create Massive Opportunity
-	Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution
-	Broadcom: Be Fearful When Others Are Hyped (Ratings Downgrade)
-	Meta, Broadcom to launch $125M AI chip research hub at UCLA
-	Broadcom Is Far Too Overcrowded

☰ × IBM (IBM)

-	Quantum computing stocks to extend rally as federal backing tests bearish sentiment
-	Wall Street Lunch: Washington Advances Quantum Race With $2B CHIPS Funding
-	IBM, D-Wave, Rigetti, GlobalFoundries confirm proposed U.S. quantum funding awards (update)
-	IBM rises as RBC calls quantum chip deal with U.S. government a 'big win'
-	Quantum computing is the latest U.S. government equity bet

☰ × Cisco (CSCO)

-	Ciena, Cisco get price target hikes at BofA as optical networking growth stays strong
-	Cisco Systems, Inc. (CSCO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
-	Cisco Systems, Inc. 2026 Q3 - Results - Earnings Call Presentation
-	Earnings Scoreboard: 7 out of 9 key S&P 500 reporting firms deliver clean EPS beats and growth
-	Cisco leads Nasdaq gainers this week, while Intel lags

☰ × Oracle (ORCL)

-	Oracle: The Easy Short Is Gone (Rating Upgrade)
-	AI hyperscalers hold less net debt than broader S&P 500
-	Britain’s AI watchdog becomes global model for managing emerging risks
-	Nvidia delivers Vera CPU systems to OpenAI, Anthropic, Oracle, and SpaceXAI
-	Corvex Management adds CoStar Group, Lionsgate Studios, and exits Oracle among Q1 moves

☰ × Salesforce (CRM)

-	Salesforce Q1 Earnings Preview: Can AI momentum revive CRM shares?
-	Salesforce: The Most Undervalued Stock In The Software Space
-	Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more
-	Quant snapshot: Diana Shipping, National Bank of Canada among top-rated names as Pony AI, Alarum Technologies lag
-	Salesforce Q1 Preview: Negative Sentiment Overpowers, Shares Attractive