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The Week Everybody Started Talking About AI Doomsday
The Wall Street Journal6d agoneutral
The Week Everybody Started Talking About AI Doomsday

It started Tuesday when an Anthropic researcher told The Wall Street Journal he was quitting. Shortly after, a current Anthropic researcher took to X to confirm the sentiment, adding he believes the risk the human race will go extinct in the next 10 years is higher than 10%. My colleagues Amrith Ramkumar, Lindsay Ellis and I spoke with lawmakers, church leaders and even one filmmaker who are now being called to answer some hard questions: Is this real?

Apple, Taiwan Semi Lead Five Stocks Near Buy Points
Investor's Business Daily7d agobullish
Apple, Taiwan Semi Lead Five Stocks Near Buy Points

Apple, which just unveiled its first foldable iPhone and two other new models that go on sale this week, and Taiwan Semiconductor Manufacturing, which makes the chips that power them, lead this weekend's watch list of five top stocks near buy points. Joining AAPL and TSM are cloud-based communications software platform Twilio and two healthcare plays. Oscar Health is the No. 2 health insurer based on Affordable Care Act exchange membership.

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.

Nikkei Falls 2.8%, Dragged by Chip Stocks
The Wall Street Journal8d agobearish
Nikkei Falls 2.8%, Dragged by Chip Stocks

STOCKS 0015 GMT — Japanese stocks are lower as fears about the Iran war and rising energy costs have grown. Chip-related stocks are leading declines. Kioxia Holdings is down 5.7%, SoftBank Group is 4.

Is Microsoft Stock Overvalued At 28x Earnings?
Trefis8d 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.