Economy
Every valuation is a story that someone agreed to believe. In private markets, that story gets told in a conference room, signed by a...
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The AI data center boom is not cooling off, even if the buildings themselves badly need to. Microsoft and Oracle are sitting on huge...
Cathie Wood, chief of Ark Investment Management, often sees a broad market sell-off as a great opportunity to add to her favorite technology investments....
Phones have become costlier to build this year, and the reason sits far from any phone store. Memory chips, which hold photos and run...
I spend much of my working day online, moving among research, market data, writing, and trading platforms. I’ve come to appreciate how much I...
Every valuation is a story that someone agreed to believe. In private markets, that story gets told in a conference room, signed by a...
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...
A major sportswear retailer is reshaping its store footprint as it integrates a recently acquired business, and the results suggest the strategy is coming...
Chains including Marshalls, TJMaxx, and Costco have made the treasure hunt a key part of their business model. Merchandise changes regularly, so you never...
For the vast majority of my life, even as a retail expert who has covered the industry for over 30 years, I never thought...
For years, the artificial-intelligence explosion has been largely invisible to customers, taking place within vast data centers crammed with pricey chips. Apple wants to...
Jersey Mike’s (JMKE) capped its first month as a public company with a brief upward run that has since faded. The stock climbed as...
Charter Communications, which operates Spectrum, has completed a billion-dollar acquisition of one of its top rivals as it looks to improve customer retention. Spectrum’s...
Nancy Pelosi has been one of the most financially active members of Congress for years, and Wall Street has learned to observe when she...
BJ’s Wholesale is planning a significant change to its in-store offerings as it sees customer behavior shift. In the second quarter of this year,...