zedd.org II - Business

☰ × Google (GOOG)

-	Cheaper AI models are reshaping AI trade, but demand for computing remains strong: UBS
-	Alphabet: Wall Street Is Being Ridiculous - Elevated CapEx Is A Buying Opportunity
-	Alphabet's Ride Is Far From Over
-	SA Asks: How much of a threat is China's Kimi K3 to US AI labs?
-	Earnings scorecard: Communication sector sees 4 of 6 stocks top EPS estimates this week

☰ × Apple (AAPL)

-	Apple is said to focus on privacy to ease smart glasses concerns
-	Apple faces opposition from Micron to use Chinese memory chips - report
-	Trump threatens tariffs, says EU will 'pay a big price' over fines on U.S. tech giants
-	Apple: Q3 Is About Cameras, Not AI - Here's Why That's A Good Thing
-	Apple: The Smart Money Is Buying Ahead Of Earnings

☰ × Microsoft (MSFT)

-	Cheaper AI models are reshaping AI trade, but demand for computing remains strong: UBS
-	Microsoft: One Of The Best Buying Opportunities In Big Tech
-	Microsoft Preview: The Definitive Guide To Azure, CapEx, And Earnings
-	Microsoft Q4 Earnings Will Be A Buying Opportunity
-	Microsoft, Databricks expand partnership to scale enterprise AI

☰ × Amazon (AMZN)

-	Cheaper AI models are reshaping AI trade, but demand for computing remains strong: UBS
-	Quant snapshot: Bandwidth and Centene Corporation lead top-rated names as Bank of Marin Bancorp and Axos Financial Dynamics lag
-	TikTok looks to challenge Amazon Prime with membership shopping program - report
-	Amazon earnings preview: Will AWS reacceleration justify the capex binge?
-	Trump threatens tariffs, says EU will 'pay a big price' over fines on U.S. tech giants

☰ × Meta (META)

-	SA Asks: How much of a threat is China's Kimi K3 to US AI labs?
-	Trump threatens tariffs, says EU will 'pay a big price' over fines on U.S. tech giants
-	Meta Platforms continues losses for seven straight sessions
-	Tech weakness drags Nasdaq lower; Tesla crashes nearly 18% during the week
-	The Nightview Fund exits Meta, Shopify; buys Las Vegas Sands and MGM in Q2

☰ × Nvidia (NVDA)

-	Cheaper AI models are reshaping AI trade, but demand for computing remains strong: UBS
-	Nvidia to invest $1B in Naver to boost South Korea AI factory infrastructure
-	SA Asks: What's the best neocloud stock play right now?
-	OpenAI's Altman supports Nvidia's Huang on importance of open models in AI race
-	Nvidia CEO Huang joins X, signs letter to Congress on open AI models

☰ × Tesla (TSLA)

-	Tesla: AI And Robotic Dreams Hit Cash Flow Reality
-	Earnings Scoreboard: 83% of S&P 500 early reporters top EPS estimates ahead of big tech wave
-	Tesla: Strip Out SpaceX And The Tax Benefit, And You're Left With $77 Million
-	Tesla: Q2 Ended Robot Romance
-	Tech weakness drags Nasdaq lower; Tesla crashes nearly 18% during the week

☰ × Netflix (NFLX)

-	SA Asks: Does Netflix need to make an acquisition?
-	SA Asks: Netflix hit a 52-week low this week. Is now the time to buy?
-	Netflix: The Microdrama Challenge And The Case To Stay Neutral
-	Netflix: The Sell-Off Is Understandable, But Not Enough For Me To Sell
-	Netflix Is The Definition Of A Fat Pitch Right Now, But Not For Long

☰ × AMD (AMD)

-	AMD: Finally Competing With Full-Rack Solutions, Maintain Buy
-	Notable tech headlines for the week: Alphabet, Intel, AMD in focus
-	AMD: The Next Leg Higher
-	Advanced Micro Devices, Inc. (AMD) Presents at AMD Advancing AI 2026 Transcript
-	AMD Lays Out AI Vision Across Cloud, Client And Robotics

☰ × Intel (INTC)

-	Intel's Best Days Are Still Well Ahead (Rating Upgrade)
-	Intel: The Comeback Is Real, But The Stock Has Already Moved
-	Intel: Grotesque Valuation
-	Earnings Scoreboard: 83% of S&P 500 early reporters top EPS estimates ahead of big tech wave
-	Intel Q2: AI Has Revived The CPU Franchise, But Foundry Has Not Earned Its Valuation

☰ × Qualcomm (QCOM)

-	AI memory, chip stocks fall after Asian peers SK hynix, Samsung tumble
-	Qualcomm partners with Samsung to power upcoming Galaxy lineup
-	Qualcomm initiated at Hold by GF Securities as 'more visibility needed' on AI250
-	Qualcomm declares $0.92 dividend
-	Qualcomm Earnings Preview: A Lot Of Growth Potential Not Baked In Yet (Rating Upgrade)

☰ × Broadcom (AVGO)

-	Samsung nabs $200B chip deal with Broadcom
-	Broadcom: Don't Let The Recent AI Meltdown Go To Waste
-	Google upped its capex forecast for 2026 yet again. These stocks are benefiting.
-	Broadcom: The Dip Won't Last Long, Great Opportunity To Own The AI Leader
-	Broadcom Might Be Flying Too Close To The Sun

☰ × IBM (IBM)

-	Key deals this week: Stripe, IBM, Repligen, LXP Industrial Trust and more
-	Earnings scorecard: Communication sector sees 4 of 6 stocks top EPS estimates this week
-	Earnings Scoreboard: 83% of S&P 500 early reporters top EPS estimates ahead of big tech wave
-	Notable tech headlines for the week: Alphabet, Intel, AMD in focus
-	IBM: The Historic Stock Rout Is A Generational Opportunity

☰ × Cisco (CSCO)

-	ClearBridge ESG Strategy adds SpaceX, AMD, and Micron; exits Roblox, AbbVie
-	Why Cisco Still Has Room To Rerate
-	Cisco Systems: Providing Share In The Data Network Sector
-	Chinese AI closes in on U.S. cybersecurity models, raising stakes in tech rivalry
-	Ciena, Cisco, Nokia among group that may benefit from Nvidia telecom project: Needham

☰ × Oracle (ORCL)

-	Notable tech headlines for the week: Alphabet, Intel, AMD in focus
-	Mr. Market Hates Oracle For Doing The Right Thing, Creating A Buying Opportunity
-	Oracle lands 10-year, $7B deal to provide software to US military
-	How Oracle Can Make The Right Call On AI Demand And Still Lose
-	Oracle: Cheap Enough (Rating Upgrade)

☰ × Salesforce (CRM)

-	Salesforce grants equity awards to new employees gained through recent acquisitions
-	Salesforce wins contract with VA worth up to $1.6B to modernize care
-	Salesforce slides on back of Morgan Stanley downgrade
-	'Death of software' due to AI looms as an overblown fear as SaaS moats remain: CLSA
-	Salesforce: A Value Trap Hiding In Plain Sight