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Jim OsmanForbes |
Nike’s biggest competitive risk is not whether it stays in the Dow. It’s that Kylian Mbappé just left the brand after two decades to take equity...
The link between higher interest rates and stocks just shifted. The Federal Reserve hiked interest rates for the first time since 2023, bringing its...
Apple’s product event today is John Ternus’s first moment at the front of the stage, but the real succession test will come when he makes a...
Lululemon’s latest quarter didn’t just miss expectations — it exposed a shift in customer behavior that investors can no longer write off as...
Nvidia’s latest earnings don’t just show extraordinary demand for AI systems. They reveal a far more consequential move: The company has now...
The Great Wealth Transfer is usually presented as a story about inheritance and spending. Baby boomers control an extraordinary amount of wealth,...
The SpaceX lock-up rally does not mean the supply risk disappeared. It means investors became too certain about what that supply would do. The first...
SpaceX shares face a test that may tell investors more than the company’s first quarterly report. Up to 911.5 million shares held by employees and...
Public investors are being invited into Westinghouse at a very different moment from the one that produced Brookfield’s six‑times return. The...
A sharp July unwind in AI‑linked hedge‑fund positions revealed a risk that has little to do with artificial intelligence itself: when too much...
Jersey Mike’s hasn’t begun trading, but the market has already forced a reset. The company is now pursuing a lower valuation, and that shift goes...
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