zedd.org II - Business

☰ × Google (GOOG)

-	U.S. large-scale data centers could triple by 2030: Kobeissi
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	Alphabet: Buffett Is In, Google Keeps AdX, I'm Out
-	Alphabet: AI Pivot Creates A New Frontier For Growth
-	Nvidia-backed Thinking Machines in talks to raise new funding at $40B valuation: report

☰ × Apple (AAPL)

-	Notable tech headlines for the week: Nvidia, Dell, Broadcom in focus
-	Apple's 9-9 event 'most consequential iPhone launch' in decade as Ternus takes over: MS
-	Apple's Stellar Growth Comes At A Cost
-	Catalyst watch: Apple's high-stakes iPhone event, Oracle, CPI, and the NFL returns
-	Apple Is Winning By Spending Less

☰ × Microsoft (MSFT)

-	U.S. large-scale data centers could triple by 2030: Kobeissi
-	Microsoft Reorganizes Its Reporting: No Change To Our Hold Rating (Downgrade)
-	Microsoft in spotlight as Stifel ups price target on Copilot, AI improvement
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	Microsoft Has Proven That An ROI Is Possible

☰ × Amazon (AMZN)

-	U.S. large-scale data centers could triple by 2030: Kobeissi
-	At least 5 dead after Amazon cargo plane overruns Miami airport runway
-	Amazon: 2 Tiny Fears, 3 Massive Growth Engines
-	Amazon Stock At 20x P/E: A Textbook GARP Opportunity
-	DOJ broadens beef inquiry, seeks data from Amazon and Walmart

☰ × Meta (META)

-	U.S. large-scale data centers could triple by 2030: Kobeissi
-	Meta Platforms: Muse Spark 1.3 Was The Warning Shot
-	Meta: Doesn't Have A Path For Shareholder Returns (Rating Downgrade)
-	Meta Platforms: Teen-Safety Case Settled, But Legal Risks Remain Open-Ended
-	Something Is Wrong With Meta

☰ × Nvidia (NVDA)

-	Jensen Huang says "AGI has arrived" following OpenAI's GPT-6 Astra launch
-	Nvidia: New Upside Catalysts Emerge And Why I'm Raising My Target
-	Nvidia: 70% Growth Guidance Makes This A Strong Buy
-	Nvidia's $279 Billion Bet Changes Everything
-	Key deals this week: Flex, Nvidia, AbbVie and more

☰ × Tesla (TSLA)

-	Airbnb tops consumer discretionary gainers even as travel stocks tumble; major cruise lines affected
-	Tesla: Cybercab Is Here, But The Valuation Still Prices In Too Much
-	TSLA false breakout: No Musk, no stream, no follow-through
-	SA Asks: How does the new Cybercab impact Tesla?
-	Tesla's Cybercab launch falls flat; NHTSA launches investigation

☰ × Netflix (NFLX)

-	Netflix: Advertising Alone Won't Justify A Higher Multiple
-	Netflix hikes UK prices for the second time in 2026
-	Netflix: A Second Monetization Cycle Is Just Getting Started
-	Vodafone debuts UK TV hub bundling Netflix, HBO Max, live channels
-	Trump meets executives from American Airlines, Marriott, and MGM on tourism decline

☰ × AMD (AMD)

-	AMD: I'm Calling The First Peak Of The AI Mountain Range
-	AMD: Paying Up For A Ramp That's Already Been Outlined
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	SA Asks: Is AMD a buy, sell, or hold right now?
-	Something Is Wrong With AMD

☰ × Intel (INTC)

-	Notable tech headlines for the week: Nvidia, Dell, Broadcom in focus
-	Intel in focus as Mizuho cuts price target
-	Fundstrat ETFs add INTC, MU; exit META, AVGO in quarterly rebalance
-	Trump administration mulls new round of tariffs on chips: report
-	Intel Corporation (INTC) Presents at Deutsche Bank 2026 Technology Conference Transcript

☰ × Qualcomm (QCOM)

-	Qualcomm: A Long-Term Play That Demands Patience
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending
-	Dividend Roundup: Nvidia, Altria, Nike, Qualcomm, and more
-	Qualcomm: Handset Pains Persist - Data Center Inflection In FY 2027
-	Trump administration mulls new round of tariffs on chips: report

☰ × Broadcom (AVGO)

-	Broadcom: The Valuation At This Point Is Absurdly Inadequate
-	Notable tech headlines for the week: Nvidia, Dell, Broadcom in focus
-	Earnings Scoreboard: 7 of 8 key S&P 500 reporting firms top EPS estimates as all 8 post Y/Y profit growth
-	Broadcom: The $350 Billion AI Signal Has A $29 Billion Footnote
-	Broadcom: The Market Has It Wrong

☰ × IBM (IBM)

-	Quant ratings: Hyperscaler stocks to watch as Berkshire bets on AI’s energy needs
-	Carlos Alcaraz leads US Open men’s singles winner odds at 37%: Kalshi
-	Insider trades: Alibaba, IBM, Coca-Cola among major names
-	IBM: Get Paid To Wait For Growth
-	IBM's recent quantum milestone focuses on logical qubits rather than physical count: BTIG

☰ × Cisco (CSCO)

-	Deutsche Bank names its top AI hardware 'pick-and-shovel' stocks
-	AMD, Cisco expand AI infrastructure in Saudi Arabia
-	'Make cyber defense an immediate leadership priority,' say 100-plus companies
-	Cisco partners with Supermicro to expand Secure AI Factory with NVIDIA
-	Cisco unveils sovereign critical infrastructure in Canada

☰ × Oracle (ORCL)

-	Wall Street Brunch: Make Or Break Inflation For The Fed
-	Oracle: Market's Mispricing Is Starting To Unwind
-	Catalyst watch: Apple's high-stakes iPhone event, Oracle, CPI, and the NFL returns
-	Why I Really Like Oracle Ahead Of Q1 Earnings
-	AI Infrastructure Capex Race: These tech stocks are stepping up spending

☰ × Salesforce (CRM)

-	Dividend Roundup: Broadcom, Salesforce, Dell Technologies, Humana, and more
-	Salesforce declares $0.44 dividend
-	Salesforce: Proving That AI Needs A Software Partner
-	Salesforce in focus as BTIG says it's 'incrementally confident in improving business trends'
-	Salesforce: Agentforce Is Turning The AI Threat Into A Growth Catalyst