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Top stories today:
- NH GOP primary underway today, as Trump leads polls with 55%
- Anthropicās gross margin at 50-55%, lower than 77% average
- iOS 17.3 released, with Stolen Device Protection
- BYD +3 p.p. to 11% market share in China, becoming #1 brand
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
1. New Hampshire GOP primary underway today, as Trump leads polls with 55%, Haley 37%
Haley could drop out if she doesnāt win the state, which allows for undeclared voters to vote in the primary.
8 PM: voting closes.
Trump leads 66% x 12% nationally.
2. Anthropicās gross margin at 50-55%, lower than 77% average for cloud software
60%: long-term gross margin, according to a major Anthropic shareholder.
Real estate has outperformed the S&P500 over the past 20 years as an asset class, according to a 2019 Harvard study.
Arrived, the real estate platform funded by world-class investors like Bezos and Benioff, offers fractional real estate investing in expert-vetted (less than 0.2% make the cut) long-term rentals, vacation rentals, funds, and more coming soon.
*Sponsored.
4. iOS 17.3 released, with Stolen Device Protection
Stolen Device Protection requires Face ID for āaccessing passwords in iCloud Keychain, turning off Lost Mode, erasing content, and making purchases in Safari:ā
