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Retail Struggles

Lululemon’s New CEO Has To Fix More Than Falling Sales

Lending Reform

Credit Stocks Face New Pressure As Washington Breaks FICO’s Grip On Mortgages

Executive Shift

Apple’s Next Product Cycle Puts Ternus in the Hot Seat

Premium Expansion

Southwest’s First Lounges Will Give Cardholders a New Perk to Consider

Market Integration

Tesla’s Cybercab Hits the Road With Its Valuation Riding on Scale

Retail Sentiment

Victoria’s Secret Turnaround Hits A Wall Of Higher Expectations

Chip Infrastructure

Broadcom’s AI Boom Is Running Into a Much Higher Bar

Market Divergence

The Industrial Trade Splits as AI Creates a New Class of Winners

Equity Flows

The S&P 500’s Next Additions Could Set Off a Buying Rush

Power Infrastructure

AI’s Power Crisis Has Found an Unexpected Bottleneck in Turbine Blades

Supply Chain

Helium Is Getting Scarce. These Stocks Could Benefit From the Shortage