Why Zillow's Business Model Is Under Pressure
Zillow faces a dual threat to its business model as regulators target its rental market dominance and brokers bypass its platform for private listings.
Software’s Comeback Gains Ground as Earnings Challenge the AI Selloff
Enterprise software stocks are rallying as strong earnings from leaders like Salesforce and CrowdStrike highlight a growing divide within the sector.
Sticky Inflation and a Booming Economy Put the Fed in a Bind
US inflation remains steady at 3.7% as economic growth accelerates, complicating the Federal Reserve's path for interest rate decisions.
Canada Slaps 50% Tariffs on US Goods After Talks Collapse
Canada implements retaliatory tariffs on $20B of US imports, escalating trade tensions across sectors including steel, aluminum, and consumer goods.
Crocs Rebounds After Scaling Back Wholesale Distribution
Crocs achieved its first billion-dollar quarter by restricting supply and ending heavy discounts, proving the success of its inventory discipline strategy.
Meta Stock Has Slumped on AI Spending. The Bigger Payoff May Be Ahead
Meta's valuation may be misaligned as investors focus on costs while ignoring potential growth from AI agents and wholesale compute sales.
Tesla’s Cybercab Is Almost Here. Wall Street Still Has Plenty of Questions
Tesla prepares to launch its Cybercab robotaxi in September while grappling with regulatory hurdles and questions over its autonomous production timeline.
Why the True Scale of Hormuz Oil Flows Is So Hard to Pin Down
Discrepancies between official US transit figures and tanker tracking data for the Strait of Hormuz complicate market analysis of global oil supply.
Industrials Are Now Pricier Than Tech. The AI Buildout Explains Why
Industrial stocks now lead the S&P 500 in valuation as AI infrastructure demand reshapes sector multiples and growth expectations.
States Are Cracking Down on Ghost Jobs That Mislead Workers
Ghost Jobs Plague 19 Percent of Online Listings and Lawmakers in Three States Are Moving to Stop It
GM’s US Sales Lead Is Fading as Toyota’s Manufacturing Bet Pays Off
GM and Toyota are locked in a battle for the US sales title, highlighting a clash between GM's margin-focused strategy and Toyota's volume-driven approach.
