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Is Microsoft Stock Overvalued At 28x Earnings?
Trefis14d 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.

Watch the AI Boom’s Weakest Link
The Wall Street Journal15d 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.

The U.S.-China Worry List: Here’s What Could Rattle the Fragile Detente
Barrons.com16d 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.

Investing.com16d agobullish
Qualcomm stock surges 9.5% on Amazon AI deal & 25M share warrant

Investing.com -- Qualcomm Technologies (NASDAQ: QCOM) shares spiked 9.5% following the announcement of a multi-generational collaboration with Amazon to build customized silicon and ultra-fast optical connectivity solutions for AI data centers. Under the agreement, Qualcomm will issue a warrant to Amazon to purchase up to 25 million shares of QCOM common stock, signaling a deep, long-term alignment between the two tech giants. The partnership centers on heavy-duty AI inference workloads and opti

Qualcomm Signs Deal to Provide Amazon With Custom AI Chips
Bloomberg16d agoneutral
Qualcomm Signs Deal to Provide Amazon With Custom AI Chips

Qualcomm Inc., the largest maker of smartphone processors, said it’s signed up Amazon.com Inc. as a data center chip customer in a deal that will span “multiple generations” and gives Amazon the right to acquire as much as $4 billion in shares.