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Analyst Reports
Apple Is Winning the AI Era Without Building It, and Paying for It in Margins
Apple just posted a record September quarter and sold out its first foldable iPhone, yet the stock slipped after earnings. Our analysis looks at why: the AI boom Apple chose not to build is now squeezing its margins through soaring memory chip costs. At 36 times next year’s earnings, how much room is left for disappointment?
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