Apple Watch’s new AI features are normalizing the idea that technology is always listening - TechCrunch

After another historic rise through early June, driven primarily by semiconductor and AI-related stocks, technology sector returns have cooled somewhat. A combination of geopolitical risks such as the Iran war, worries about the size and sustainability of the AI buildout, and what we viewed as some stretched valuations has contributed to this. The Morningstar US Technology Index is up 32.0% on a trailing 12-month basis, compared with 20.0% for the US equity market, with quarter-to-date returns of 5.4% versus 2.0%, respectively. While some stocks have cooled off, we think the AI buildout remains fundamentally intact. The buildout is still supply-constrained, capex estimates for 2027 have risen, the unit economics on recent compute deals suggest very healthy ROIs for installed compute capacity, and token consumption continues to increase exponentially while model capabilities continue to improve. While we remain positive on the fundamentals, many semis screen as overvalued, so we would be very selective here. Cybersecurity names have run up quite a bit and are overvalued. After the recent partial comeback for software, we see the sector as closer to fairly valued.

Oppo’s Reno17 series could launch in China as soon as November with a 200MP rear camera, according to GSMArena, but the other leaks published the same day disagree on almost everything except the timing. One says the lineup has no Pro model and uses three 50MP cameras, another describes two models with a 200MP sensor, and a third puts a different chip inside, so the only detail that looks settled is that a new Reno is coming roughly six months after the Reno16. For buyers who picked up a Reno16 this summer, that schedule matters more than any single spec. The 200MP figure is also less new than it sounds. Oppo already used a 200MP f/1.8 main camera on the Reno16 Pro, which launched in China in May alongside three 50MP cameras, a 7,000mAh battery and a Dimensity 9500s chip, according to Notebookcheck. The open question is therefore not whether Oppo can ship a 200MP Reno, but whether that sensor moves down to the standard Reno17 or stays on a Pro that one leak says may not exist. What Do the Reno17 Leaks Actually Claim?

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Here’s your NYT Strands hint for today, plus the spangram and all of today’s Strands answers for puzzle No. 959 on Sunday, Oct. 18, 2026. Today’s Strands theme was tricky. It helps to be a runner. Read on for all the answers.