AI Is Fueling an Optical Networking Boom Reliant on China. The US Wants That to Change
Optical networking is critical for AI infrastructure, but China's control over indium-phosphide wafers poses an overlooked risk to the entire supply chain.
Inside Hinge Health’s Strategy to Become a One-Stop Chronic Care Platform
Hinge Health is moving beyond physical therapy, leveraging AI automation and strategic acquisitions to become a multi-condition digital care provider.
S&P 500 Profits Surge 47.4% as AI Stakes Inflate the Real Number
Corporate earnings are reaching record levels, but distorted AI investment gains mask underlying economic inequality between asset owners and consumers.
The Pizza Business Has Entered Its Shakeout Phase
US pizza chains are struggling with declining store counts, soaring input costs, and weak demand. Yum! Brands and Papa John's lead a sector-wide contraction.
Sandisk Surges on AI Demand but Guidance Disappoints
Sandisk stock drops after Q1 revenue guidance misses estimates despite a massive Q4 earnings beat fueled by explosive demand for AI datacenter storage.
America's Lithium Strategy Is Creating a New Supply Squeeze
New US export bans on battery scrap and canceled procurement tenders create a bottleneck for critical mineral investors as supply pipelines thin.
Why Airbnb's Push Into Services Is a Risky Gamble
Airbnb aims to become an Amazon for travel, but high valuations and regulatory hurdles make the expansion strategy a risky bet for investors.
Subscriber Growth Drives Spotify as AI Costs Mount
Spotify surpassed 300 million premium subscribers in Q2 and announced an AI music remixing partnership with independent network Merlin.
AI Demand Powers Caterpillar to Blowout Second Quarter
Caterpillar reported record second-quarter growth fueled by demand for construction equipment and data center power solutions.
Could Micro Cars Be the Auto Industry's Next Growth Market?
US regulators are exploring ways to clear the path for tiny, low-cost electric vehicles, but analysts warn that American consumer habits may be a major hurdle.
JPMorgan Plans Major Mortgage Expansion to Tackle Housing Affordability
JPMorgan Chase aims to deploy $750 billion toward affordable housing and mortgage lending by 2035 to address nationwide affordability constraints.
