BUSINESS

Memory chip shortages driven by AI demand are pushing up consumer electronics prices and threatening product availability. Analysis of winners, losers, and overlooked second-order effects.

Starting July 1, 2026, Medicare covers weight-loss drugs for the first time. We break down the policy change, key winners, and what it signals for the healthcare sector.

Eli Lilly and Regeneron are among seven companies selected for the FDA’s PreCheck Pilot Program, a new initiative to fast-track review of manufacturing facilities, signaling a shift in drug supply regulation.

Comcast’s plan to split its cable and media units sets up potential M&A, but the deal landscape may offer few attractive options. Analysis of risks and historical parallels.

Non-sponsor brands like Levi’s and Taco Bell are winning World Cup ad engagement. Analysis of why authenticity trumps official sponsorship in 2026.

Walmart heir Lukas Walton acquires minority stake in Chicago Bulls and United Center. Analysis of the deal’s implications for franchise values, family office sports investing, and the changing face of NBA ownership.

As Hollywood heads toward its first $10 billion year since 2019, the summer box office revival signals deep structural shifts in theatrical exhibition, streaming strategy, and audience behavior.

Kohl’s once defined middle-American retail. Now its stock is in freefall and its core customer is adrift. An inside look at the miscalculations and the turnaround bid.

A ‘perfect storm’ of high prices, shifting preferences, and demographic change is forecast to shrink the U.S. auto market by 2040. Analysis of the structural shift.

Starting July 1, 2026, Medicare will cover Wegovy and other obesity drugs for seniors. Yet limited government and drugmaker advertising leaves millions unaware of the landmark policy shift.