The interesting thing about Apple’s next fortnight is not the foldable. On 1 September John Ternus becomes chief executive, ending the longest and most lucrative CEO tenure in corporate history, and on 9 September he…
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Salesforce’s latest earnings did more than rescue a stock that had spent much of the past year under pressure. They reopened a much bigger market question: what if artificial intelligence does not hollow out enterprise…
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Chick-fil-A is closing the last remaining restaurant of its kind as it continues to refine its strategy for rapid expansion. The concept was designed to give customers something beyond the chain’s traditional menu, while allowing…
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As governments and regulators around the world intensify scrutiny of social media’s impact on children, Meta’s landmark US settlement marks a major shift in how technology companies may be held accountable for the way their…
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Most silver price targets are guesses dressed as models. Ours are not, and the reason is one dataset: over the last twelve months the gold/silver ratio has traded from 44.1 to 89.1. That is not…
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Claudeforce is not an AI feature bolted onto a CRM. That framing, which most of the coverage reached for in the first 24 hours, gets the direction of travel exactly backwards. The larger half of…
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Aéropostale is partnering with a once-controversial brand to launch one of its latest collaboration collections as its partner works through a major transformation. Not many brands have managed to navigate a business turnaround quite like…
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The US stock market ended lower on Friday as investors assessed Federal Reserve Chair Kevin Warsh’s warning that recent inflation data had not shown enough improvement to alter the underlying trend. The remarks increased expectations…
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Markets await Federal Reserve Chair Warsh’s Jackson Hole speech, US Nonfarm Payrolls benchmark revisions, and sticky inflation data. Federal Reserve Chair Kevin Warsh’s Jackson Hole Debut and Policy Uncertainty Financial markets are intensely fixated on…
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Kevin Warsh did not give markets the forward guidance they wanted at Jackson Hole. He gave them something more consequential: a much clearer hierarchy of risks. Inflation is first. In his first Jackson Hole keynote…