zedd.org II - Business

☰ × Google (GOOG)

-	Alphabet expands use of personal intelligence across search, Gemini app and Chrome in US
-	Google to source power from DTE Energy for new data center in Michigan
-	Google explores liquid cooling equipment deals with Envicool, other Chinese firms: report
-	Alphabet: Inside Google Cloud's New Growth Pillars
-	EU group pushes watchdog to hurry Google probe over search services, impose fine

☰ × Apple (AAPL)

-	Apple's Cook squashes retirement rumors: report
-	Apple urged by China’s party paper to fix alleged ‘monopolistic’ policies
-	Apple to acquire Final Cut Pro plugin maker MotionVFX
-	Apple unveils AirPods Max 2
-	'One Battle After Another' dominates Oscars

☰ × Microsoft (MSFT)

-	SA analyst upgrades/downgrades: MSFT, SPOT, ULTA, PD
-	Microsoft revamps Copilot teams to unify commercial, consumer versions
-	Big tech carbon credit buys soar as AI race heats up, led by Microsoft
-	OpenAI enters talks with private equity firms to form enterprise AI joint venture: report
-	Microsoft Is On Sale: 5 Reasons To Buy Now

☰ × Amazon (AMZN)

-	Appeals court allows Perplexity AI shopping bots to keep shopping on Amazon
-	Amazon CEO sees AI doubling AWS sales to $600B by 2036: report
-	Inside Amazon's AI Power Play
-	OpenAI signs deal with AWS to sell AI to US government workers: report
-	Amazon rolls out 1-hour and 3-hour delivery options for select items

☰ × Meta (META)

-	Meta Platforms: 16x Adjusted FY2026 P/E Is A Solid Buy
-	Analysts weigh in on recent reports of Meta's AI model delay, job cut plans
-	Delays, Compute Deals, And Sky-High CapEx: Why I'm Still Bullish On Meta
-	Meta Platforms: Thanks For The Dip, I'm Buying The Market Panic
-	Meta Stock: AI Is Boosting Ads, But Massive CapEx Raises Questions

☰ × Nvidia (NVDA)

-	Nvidia has received Chinese purchase orders, CEO says
-	GTC effect: Nvidia's ecosystem partners edge higher following wave of collaborations
-	Wall Street Lunch: Nvidia Expands Agentic AI Push With OpenClaw Creator
-	Nvidia's new offerings could help cement its position in inference: analysts
-	Nvidia-OpenClaw team up a 'gamechanger'; space data centers can unlock another growth lever: SA analyst

☰ × Tesla (TSLA)

-	U.S. confirms $4.3B Tesla, LG Energy Solution battery deal
-	SA analyst upgrades/downgrades: TSLA, U, GDDY, RAIL
-	Elon Musk says Tesla Terafab project launching in a week
-	Tesla Has Just Shared Game-Changing News (Rating Upgrade)
-	Musk apologizes for not building xAI 'right' initially, says it's being rebuilt

☰ × Netflix (NFLX)

-	Netflix gives the Stranger Things franchise another day in movie theaters
-	'One Battle After Another' dominates Oscars
-	Netflix confirms sequel to KPop Demon Hunters in the works
-	AI names dominate institutional flows as ownership breadth expands across tech: BofA Research
-	Wells Fargo resumes coverage on Netflix and Paramount following WBD bidding war

☰ × AMD (AMD)

-	AMD: Agentic AI Is Broadening The Bull Case
-	AMD, Celestica team up to bring Helios rack-scale AI platform to market
-	AMD: The Trojan Horse In The Server Room
-	AMD's Next AI Catalyst: MI450
-	AMD ownership increases, Synopsys sees a decrease as fund managers alter portfolios

☰ × Intel (INTC)

-	Intel: Left Out Of Nvidia's GTC CPU Roadmap, Left Behind In AI
-	QUIK stock gains as QuickLogic expands eFPGA footprint with Intel 18A contract
-	Intel shareholder sues over 10% stake deal with U.S. government - report
-	Intel: Why The Story Just Changed
-	Intel Corporation (INTC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

☰ × Qualcomm (QCOM)

-	Why I'm Still Buying Qualcomm
-	Qualcomm authorizes $20B stock buyback plan, raises dividend
-	Qualcomm: Smartphone Weakness Offset By Automotive And IoT Strength
-	Wall Street's most oversold tech stocks amid Middle East disruptions
-	Qualcomm downgraded at Seaport on shrinking market, memory crunch

☰ × Broadcom (AVGO)

-	All Systems Are Go For AVGO
-	Broadcom: Why This AI Winner Deserves A Rethink (Rating Downgrade)
-	Broadcom: The Sentiment-Driven Weakness Is Your Entry Point
-	AMD ownership increases, Synopsys sees a decrease as fund managers alter portfolios
-	There's A Catch To Broadcom's $100B AI Vision

☰ × IBM (IBM)

-	GTC effect: Nvidia's ecosystem partners edge higher following wave of collaborations
-	IBM unveils blueprint to combine quantum, classical computing
-	IBM and Lam Research collaborate to advance sub-1 nm logic scaling
-	International Business Machines Corporation (IBM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
-	International Business Machines Corporation (IBM) Presents at Bank of America View from the Top CEO Series Transcript

☰ × Cisco (CSCO)

-	Cisco Q2: The Valuation Makes No Sense
-	Cisco: The Only Undervalued 'Full-Stack' AI Play
-	Cisco Systems, Inc. (CSCO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
-	Nvidia, telecom firms vow to build 6G on open, AI-native platforms
-	Tech firms' margins under pressure from rising memory costs

☰ × Oracle (ORCL)

-	Oracle results, guidance indicate bearish concerns are 'easing,' Mizuho says
-	Oracle: Pros And Cons Of Buying Now After The Q3 Double Beat
-	Trump administration set to collect $10B fee from TikTok U.S. takeover
-	Oracle: A Trade-Off Between Growth And Quality
-	Oracle's Debt-Ridden AI Ambitions Are Cheaply Valued - Maintain Buy

☰ × Salesforce (CRM)

-	Salesforce: Doubling Down In A Time Of Uncertainty
-	J.P. Morgan outlines CRM options play for uncertain Iran war outcome
-	Salesforce commences $25B share buyback amid AI growth focus
-	BNP highlights bullish takeaways on agentic AI, growth in meetings with Salesforce, Workday, Snowflake
-	Salesforce prices $25 billion senior notes offering