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Did You Pay For Palantir's Guidance Or For Something Else?
Trefis4d agoneutral
Did You Pay For Palantir's Guidance Or For Something Else?

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

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.

Is Microsoft Stock Overvalued At 28x Earnings?
Trefis9d agoneutral
Is Microsoft Stock Overvalued At 28x Earnings?

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

My First Impressions of the New Folding iPhone Duo
The Wall Street Journal9d agoneutral
My First Impressions of the New Folding iPhone Duo

WSJ’s Nicole Nguyen tried out the new foldable iPhone Duo following Apple’s keynote address. The $1,999 device is the biggest shake-up to Apple’s smartphone lineup in years. CUPERTINO, Calif.—As I watched a Netflix show on Apple’s first foldable, the iPhone Duo, I had two surprising thoughts.

Star AI Researcher Is Leaving Meta
The Wall Street Journal9d agoneutral
Star AI Researcher Is Leaving Meta

Andrew Tulloch, the star AI researcher who was offered a pay package worth more than $1 billion to join Meta Platforms last year, is leaving the company, according to people familiar with the situation. Tulloch’s hiring was a coup for Meta and capped a frantic recruiting spree last summer, when Meta threw money at researchers to try to catch up in the race to build artificial intelligence.

Look Very Hard at Microsoft and Alphabet as Rate Hike Fears Roil Markets
24/7 Wall St.10d agoneutral
Look Very Hard at Microsoft and Alphabet as Rate Hike Fears Roil Markets

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.

Watch the AI Boom’s Weakest Link
The Wall Street Journal10d agoneutral
Watch the AI Boom’s Weakest Link

​📈 Follow our live markets data and coverage. Google co-founder Larry Page  reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

European shares slip as Brent breaches $100
Reuters10d agoneutral
European shares slip as Brent breaches $100

By Sudeshna Ghoshal Sept 9 (Reuters) - European shares declined on Wednesday ahead of U.S. inflation data, with Brent crude surging past the key $100-per-barrel level as intensifying tensions in the