Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
Category: Business
The Fed Is Not the Bond Market’s Biggest Problem
A $29 trillion borrowing wall, a BOJ poised to hike in September, and synchronized fiscal expansion across NATO are pushing global yields higher with or without Washington.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing Disney like a media company in decline.
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
Washington Owns 30 Tech Stakes. Nobody Can Find the Ledger.
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has no public address.
BP Is Using War Profits to Rebuild Itself
The $5.7B quarter is real. The question is what BP looks like when the shooting stops.
IBM Is Down 24% This Year. The CEO Just Said 2028.
A $10B quantum bet, a historic stock collapse, and a CEO putting earnings timelines on the record.
The GDP Number Nobody Is Trading
The 1.5% headline is a distraction. The 6.3% deflator and a 4.5% savings rate are the numbers that decide September.
Apple’s Selloff Points to the Real AI Trade
Apple’s chip squeeze is a $725B capex story. The winners are not who most investors are watching.