Archive

The Multibillion-Dollar Business of Losing

GLP-1 drugs are driving a seismic shift in health care...

• LLY

There's No Match for U.S. Innovation

Our economy will continue to dominate for years to come.

The Antidote to Our Least-Favorite Acronym

While this framework was designed for war, it's also a powerful weapon in the battle against misleading GAAP metrics...

• INTC

Ford's EV Gamble Isn't Looking Too Hot

With consumers pulling back on big-ticket purchases, this heavy investment could turn into a heavy burden...

• F

This Fast-Food Giant Is Ready for a New Playbook

Wendy's has been unsuccessfully playing catch-up with its peers since the Great Recession...

• MCD
• PEP
• WEN

The Asset-Manager Arms Race Is Heating Up

Despite being a leader in many asset classes, BlackRock has fallen behind in private credit...

• BLK

Japan Is Signaling a Strong Return

We've seen a serious shift in the way Japanese companies think about governance...

Never Underestimate a Good Acquisition

Having a good product and an invaluable sales pipeline is a great combination...

• DHR

How to Satisfy Big Tech's Energy Craving

This is one of the best ways to produce enough energy to power the AI race...

The Unwanted Neighbors Powering the AI Boom

Pushback from communities about data centers might help certain companies in the long run...

• EQIX