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Profit Margin

2 articles on this topic, newest first.

AI's Real Turning Point May Not Be AGI. It May Be Profit.

Anthropic has reportedly told investors it expects two straight quarters of positive adjusted operating income. If true, it puts the first crack in the assumption that AI model companies can never make money because of GPU costs.

Tech

Apple's first foldable barely moved the stock. Margin, not the $1,999 price, is why

The iPhone Duo is a real break in Apple's product strategy. For investors, the question is not how many it sells, but whether the price increase survives memory and foldable component costs and reaches EPS.

Investing