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Market Shifts

Cell Providers Face New Challenges From Surprising Source

Cloud Leverage

CoreWeave’s $7B Lifeline Buys Time for Applied Digital Amid Growing AI Infrastructure Doubts

Consumer Trends

Discount Retailers Are Winning Back Shoppers In the Era of Inflation After Years of Losing Them to Legacy Chains

Pharma Strategy

Sanofi Struggled To Impress Shareholders For Years — Will Over A Dozen New Products and $10B In Acquisitions Change That?

Aerospace Recovery

Boeing Scores Big As US Judge Throws Out Trial, Clearing Way For Airline To Put MAX Disaster Behind It

Brand Strategy

Language App Duolingo Learns That AI Doesn’t Mean ‘Good’ To Everybody: A Cautionary Tale For “AI First” Brands

Supply Chain

Costco Delivers Strong Quarter While Navigating Tariff Turbulence

Market Sentiment

America’s Wealthy Are All In on American Exceptionalism, Says UBS Survey

Retail Volatility

No Geek Squad Fix For Tariff Headaches As Best Buy Tumbles 7.3%

Trade Headwinds

Retail’s Tariff Tug-Of-War Splits Earnings As Abercrombie Surges While Macy’s Slashes Guidance

Pharma Trends

In 2024, 4% of Americans Took GLP-1s Like Ozempic and Mounjaro