For the vast majority of my life, even as a retail expert who has covered the industry for over 30 years, I never thought much about supply chains outside of work. When I went to Read more…
Tesla previously sold its Solar Roof as a preview of the future American home: a roof that looked like a normal roof, produced electricity, and worked perfectly with a battery in the garage. Now that Read more…
CoreWeave (CRWV) shareholders have watched a rough stretch. The stock fell about 17% over the past week as investors reacted to the company’s plan to spend far more on data centers than expected. That kind Read more…
Chains including Marshalls, TJMaxx, and Costco have made the treasure hunt a key part of their business model. Merchandise changes regularly, so you never know what you might find, and the prices generally beat traditional Read more…
A major sportswear retailer is reshaping its store footprint as it integrates a recently acquired business, and the results suggest the strategy is coming at a much higher price than the company and investors expected. Read more…
Transcript: Caroline Woods:Joining us now is Anastasia Amoroso, managing director chief investment strategist at partners Group. Anastasia, great to have you on your first time here. Anastasia Amoroso:Yes. Happy to be here. Caroline Woods:So great Read more…
Coca-Cola (KO) has spent nearly a century tying itself to Christmas. Its decades of Santa advertising, starting in the 1930s, helped popularize and cement the jolly, red-suited Santa Claus most people picture today. That connection Read more…
Salesforce has spent the last few quarters trying to send a clear message to investors: It’s not like the other software companies and won’t be left in the dust by new artificial intelligence tools. Its Read more…
Every valuation is a story that someone agreed to believe. In private markets, that story gets told in a conference room, signed by a handful of investors, and then repeated for years as if it Read more…
Cybersecurity giant CrowdStrike Holdings, Inc. is slated to report earnings after the market close on Aug. 26, 2026. The earnings arrive amid a monster rally in the company’s stock, up 68% year-to-date, today’s earnings offer Read more…