Apple projects December quarter gross margins of 47-48% despite facing $1.4 billion in tariff costs. The company’s ability to expand margins while increasing AI investments demonstrates remarkable pricing power in challenging conditions.
Apple’s bullish holiday forecast and record $112B annual profit signal strong iPhone 17 momentum. However, the company faces critical challenges in AI development, regulatory pressures, and supply chain vulnerabilities that could impact long-term growth.
OpenAI is reportedly preparing for what could become one of the largest IPOs in history, targeting a $1 trillion valuation. But the path to public markets reveals fundamental challenges in the AI infrastructure race that could reshape the entire technology sector.
Wayfair just delivered its best non-pandemic profitability in history, sending shares soaring 10%. But the home goods giant still faces significant headwinds. Here’s what the numbers really mean for the company’s future.
Anthropic has reportedly inked a major expansion of its Google Cloud partnership, securing up to one million TPU AI accelerators. The deal, valued at tens of billions of dollars, aims to help the AI company meet exponentially growing demand for its Claude models while maintaining competitive performance.
Anthropic has significantly expanded its partnership with Google Cloud through a massive new deal for artificial intelligence computing resources, according to recent reports. Sources indicate the agreement involves up to one million Tensor Processing Units (TPUs) valued at tens of billions of dollars, representing one of the largest AI infrastructure deployments to date.
Tesla’s Full Self-Driving software is struggling to gain traction with only 12% of owners paying for the service. Third-quarter FSD revenue reportedly declined as regulatory hurdles and safety concerns complicate Elon Musk’s autonomous vehicle ambitions.
Tesla is encountering significant challenges in convincing vehicle owners to adopt its premium Full Self-Driving (FSD) software, with recent reports indicating declining revenue and limited customer uptake for the technology that CEO Elon Musk has positioned as central to the company’s future. According to the company’s third-quarter earnings report, FSD revenue decreased compared to the same period last year, when Tesla reportedly generated $326 million from the driver-assistance system.
IBM’s CFO reveals the company is a direct beneficiary of hyperscaler AI infrastructure investments. While Q3 2025 showed 9% revenue growth, results fell short of analyst expectations despite strong performance in hybrid infrastructure and mainframe segments.
IBM is reportedly positioning itself as a “direct beneficiary” of hyperscaler investments in artificial intelligence infrastructure, according to statements made during the company’s third-quarter earnings call. Chief Financial Officer Jim Kavanaugh indicated that rather than competing directly with cloud giants, IBM is leveraging partnerships to drive growth in both software and consulting segments.
A new EY survey highlights a growing divide between CFOs and technology executives on AI implementation priorities. Financial leaders’ caution could slow innovation and increase compliance risks without closer collaboration, analysts suggest.
Chief financial officers are taking a more measured approach to artificial intelligence adoption compared to their technology counterparts, creating potential roadblocks to realizing AI’s full value, according to reports from EY’s newly released 2025 Technology Risk Pulse Survey. The research, based on responses from more than 400 U.S. executives at companies with over $1 billion in annual revenue, reveals significant differences in how finance and technology leaders view AI integration timelines and priorities.
The Shifting Landscape of Financial Compliance As artificial intelligence becomes increasingly integrated into financial operations, Chief Financial Officers face a…
Strategic Leadership Shift at Fintech Pioneer In a significant executive move, Plaid has appointed Seun Sodipo as its new Chief…
