Corporate Finance

The AI Efficiency Pivot: Why Profit Beats Revenue in the New Market Cycle

September 17, 202618 min read

As AI companies shift from 'growth at any cost' to 'disciplined profitability,' the stock market is rewarding efficiency over top-line revenue expansion. We examine Oddity Tech (ODD) and C3.ai to see how AI-native business models are weathering the macroeconomic transition.

Special Press

The Infinite Burn: How AI Giants Are Rewriting Corporate Debt

September 11, 202617 min read

As OpenAI and Anthropic prepare for the public markets, a new financial reality emerges: the race for AGI is now a race for the lowest cost of capital. We examine how these tech giants are pivoting toward investment-grade credit ratings to fund the massive infrastructure requirements of the AI era.