zedd.org II - Business

☰ × Google (GOOG)

-	Yorkville Ives is bullish on Alphabet's AI platform potential and strategic equity stakes
-	Google opens Play Store to privately listed AI-built apps
-	Google's TPU v9 faces slight delay; Marvell remains well-positioned long-term in supply chain: GF
-	Alphabet's Gemini Success: Fueling Growth And Investor Returns
-	Google holds big lead over Anthropic, Meta, OpenAI in race for best October AI model

☰ × Apple (AAPL)

-	Apple's Stretched Valuation Is Getting Scary - Buyers Are Ignoring Simple Math
-	Apple brings it home with new HomeView and Apple TV in time for holidays
-	Apple's Tim Cook meets Chinese vice premier in Beijing: report
-	Apple increases iPhone Duo orders by 30%: report
-	Catalyst watch: Big bank earnings, CPI, and the Paris Auto Show

☰ × Microsoft (MSFT)

-	Microsoft: The Nvidia Escape Plan
-	Marvell, Microsoft, Oracle form Open Compute Project to standardize data center security
-	Microsoft: Finally, Found Its AI Angle
-	Why Microsoft's AI Growth Story Justifies A Strong Buy
-	AI interfaces pose long-term risk for software cos; BofA sees Microsoft well positioned

☰ × Amazon (AMZN)

-	Amazon Will Be The Final Winner Of The AI Race With Anthropic's Help
-	Quant rating of consumer discretionary stocks ahead of Q3 earnings
-	SA analyst upgrades/downgrades: MU, AMD, AMZN, RIVN
-	Amazon: Andy Jassy Is Underrated
-	Holiday shoppers arrive early as the Amazon Prime Big Deal Days event sees strong numbers

☰ × Meta (META)

-	New AI models put Meta "at the frontier of the AI revolution"—Yorkville Ives
-	Meta Q3 Preview: Musing On The Catalyst In Muse, Shares Fairly Valued
-	Meta AI models opening path to enterprise market, says BNP Paribas
-	SA analyst upgrades/downgrades: META, VTRS, MRVL, COKE
-	Winners and losers from Piper Sandler's survey of teen spirit

☰ × Nvidia (NVDA)

-	Nvidia: The Buyback Is The Opportunity
-	Nvidia: The Share Price Already Assumes No China Data Center Sales
-	Nvidia’s China AI chip market share falls to 34% as Huawei gains ground: IDC
-	The Silicon Giant's Dilemma: Decoding NVDA's Hidden Valuation Edge
-	Nvidia Stock: Finding New Ways To Extend The AI Growth Runway

☰ × Tesla (TSLA)

-	Tesla And Wright's Law: My Notes On The Deviations
-	Quant rating of consumer discretionary stocks ahead of Q3 earnings
-	Tesla to be probed by the NHTSA over speeding robotaxis in school zones
-	Paris Motor Show preview: Affordable EVs, Chinese brands, and a Tesla cameo
-	Musk donated over $276M to Republican groups since July: NYT

☰ × Netflix (NFLX)

-	Netflix scores exclusive rights to 2030 FIFA matches in Spain and Andorra
-	Hold Netflix Through Earnings, But Be Aware Of Upcoming November Tax Loss Selling Season
-	Streaming vs. theaters: Where entertainment value hides
-	Trump's top August trades include Meta, SpaceX, AT&T buys, among others
-	Netflix Q3 Preview: Attractively Priced Streaming Giant, Shares A 'Buy'

☰ × AMD (AMD)

-	Micron Technology, HPE, and AMD lead technology quant picks ahead of Q3 earnings
-	S&P Hits All-Time Highs, AI Trade Does All The Work
-	AMD: CPU Boom Lifts Target To $1,200
-	SA analyst upgrades/downgrades: MU, AMD, AMZN, RIVN
-	AMD unveils Helion open rack blueprint for agentic AI infrastructure

☰ × Intel (INTC)

-	Intel CEO says Chinese AI models see rapid adoption on lower costs
-	Notable analyst calls this week: Procter & Gamble, Palantir and SentinelOne among top picks
-	Semiconductor stocks lead Nasdaq's weekly decliners amid wider hit on AI trade
-	Intel: The Turnaround Is Real, But Valuation Leaves Little Margin For Error
-	Intel Has A $100 Billion Problem

☰ × Qualcomm (QCOM)

-	Qualcomm, Arm weigh in after jury finds Arm breached license agreement
-	Qualcomm-Arm lawsuit likely to be decided this week, source says
-	Ambarella gains on report Qualcomm may be interested in takeover
-	Qualcomm, Huawei reach multi-year patent licensing agreement
-	Qualcomm, Arm return to court over contract dispute

☰ × Broadcom (AVGO)

-	Broadcom: The More Google Designs, The More It May Need Hock Tan
-	Cathie Wood warns of ‘vicious’ memory chip cycles as China adds capacity
-	Broadcom CEO sees viable OpenAI business but warns of AI funding constraints
-	Broadcom CEO says capital will be biggest constraint for AI development: report
-	Broadcom: Growth Reliance On OpenAI And Anthropic Becomes Concerning

☰ × IBM (IBM)

-	IBM Slid 5% Without An Earnings Report - Oct. 21 May Change The Case
-	IBM in spotlight as Truist starts with Hold rating
-	DARPA selects IBM and IonQ for next phase in development of fault-tolerant quantum computer
-	IBM: I'm Not Buying Ahead Of Earnings (Preview)
-	IBM unveils SAP integration offering for midsize business modernization

☰ × Cisco (CSCO)

-	Bell Canada, Cisco to collaborate on sovereign AI infrastructure
-	Cisco Systems: The Flight To Quality In Tech Will Run Through Cybersecurity (Upgrade)
-	Cisco Stock Could Soon Wake From Its Summer Slumber
-	UAE modifies 5-GW Stargate data center project in wake of Iran war: report
-	Cisco, Infleqtion target quantum breakthrough with new networking pact

☰ × Oracle (ORCL)

-	Marvell, Microsoft, Oracle form Open Compute Project to standardize data center security
-	Oracle: The Stock Is Heavily Discounted Now
-	Oracle: Doomsday Fears Are Far Overblown
-	Oracle, Microsoft shares decline as confusion over OpenAI's ARR reigns
-	Oracle uses trucked natural gas to keep AI data centers on track: report

☰ × Salesforce (CRM)

-	AI interfaces pose long-term risk for software cos; BofA sees Microsoft well positioned
-	Salesforce to buy AI-powered analytics platform Loops
-	Salesforce rises as BofA upgrades stock on enterprise AI outlook
-	Salesforce CEO Marc Benioff joins Trump’s AI rebranding
-	Salesforce agrees to buy Listen Labs