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Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?
Trefis7d agoneutral
Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

The U.S.-China Worry List: Here’s What Could Rattle the Fragile Detente
Barrons.com10d agoneutral
The U.S.-China Worry List: Here’s What Could Rattle the Fragile Detente

Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.

What We’ve Learned Since 9/11
Barrons.com15d agoneutral
What We’ve Learned Since 9/11

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.

US judge rejects bid to break up Google's ad business
AFP17d agoneutral
US judge rejects bid to break up Google's ad business

A US federal judge on Wednesday refused to force Google to sell a division of its digital advertising business, rejecting the government's push to break up part of the company's ad empire.The decision is the second time in recent years that a federal judge has declined to dismantle a piece of Google's business, after a judge last year refused to force the sale of its Chrome browser in a separate monopoly case over online search.

FTC sues Amazon, alleging it overcharged advertisers
CNN Business18d agoneutral
FTC sues Amazon, alleging it overcharged advertisers

The Federal Trade Commission and 22 states on Monday accused retail giant Amazon of deceiving businesses by overcharging prices to advertise on its massive retail platform, pocketing billions for the company.

Stocks to Watch: PG&E, Intel, Chevron
The Wall Street Journal19d agoneutral
Stocks to Watch: PG&E, Intel, Chevron

↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.