Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
Business
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…
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.
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 106% run in 15 months. The debate has shifted from whether…
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
The $400B Pharma Bet Wall Street Can’t Quite Believe
AZN-BMY merger talks just split the healthcare trade.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than…
KLA Is Up in 2026. July 28 Was the Real Test.
The chip world's invisible quality cop is set to report fiscal Q4 earnings.
Broadcom Is Down ~22% From Its High. September 3 Is the Reset.
AI semiconductor revenue guided up 200%+ for Q3. The stock is not reflecting it.
RTX Has a $271 Billion Backlog. July 23 Is When It Has to Prove It.
Defense demand is undeniable. The margin story is what needs answering now.