Kohl's Bets on Private Labels to Reverse Its Long-Term Decline
Kohl's is moving away from national brands to focus on private labels as it attempts to stabilize its business and recover lost market share.
The Pentagon’s Drone Push Is Sending Defense Stocks Into Overdrive
The Pentagon is considering direct equity investments in drone startups to boost U.S. defense manufacturing as stocks in the sector rally.
The Race to Dominate AI Is Turning the Global Chip Industry Into an Economic Arms Race
The global race for AI hardware is triggering massive investment, with memory chip providers and foundries becoming the new titans of the tech economy.
US Banks Report Higher Q1 Profits Despite Rising Unrealized Investment Losses
US banks reported higher Q1 profits driven by loan growth, even as unrealized investment losses grew due to rising mortgage rates.
Iran Draft Deal Sends WTI Below $90 as Hormuz Reopening Bets Drive Oil's Sharpest Drop This Week
Oil prices fell as potential Iran-US negotiations regarding the Strait of Hormuz raised hopes for restored energy supplies.
Why Twilio’s AI Rally Doesn't Match Its Underlying Business Fundamentals
Twilio's stock rally is fueled by AI optimism, but underlying margin pressures and competition suggest the premium valuation may be stretched.
Blockbuster Weekend Kickstarts Hollywood’s Best Summer Since 2019
US box office sales are surging to 2019 levels, but long-term attendance trends and industry consolidation suggest the recovery faces major headwinds.
The Supercar Sector's Electric Pivot Is Costing Investors Dearly
Luxury supercar brands are cooling on electric vehicle ambitions, with Ferrari's new model sparking investor concerns over brand dilution and R&D costs.
Wall Street Is Finding New Opportunities in America’s Aging Population Boom
Investors are finding new opportunities in the rapidly expanding silver economy as America's aging population drives demand for specialized care and housing.
Fanatics Swipes Right on Amex to Launch Its First Credit Card
Fanatics is teaming up with American Express to launch a new sports-focused rewards credit card aimed at leveraging fan loyalty for merchandise spending.
S&P 500 Posts Best Earnings Beat Rate Since 2021 Led by Energy Sector Surge
The S&P 500 is reporting its best earnings beat rate since 2021, with strong growth in energy and tech offsetting weakness in the consumer sector.
