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Tesla’s Delivery Slump Exposes Demand Strains as Incentives Fade and Rivals Crowd the Market

Tesla is heading toward another weak quarter for vehicle deliveries, underscoring how quickly the electric vehicle pioneer’s growth narrative is being tested by policy shifts and intensifying competition. Once buoyed by generous tax incentives and first-mover advantage, the company is now...

From Prescription to Platform as Weight-Loss Drugs Enter the Consumer Economy

The next phase of the GLP-1 boom is no longer being shaped primarily by hospitals, insurers or specialist clinics, but by consumers themselves. Weight-loss drugs that were once tightly controlled medical interventions are steadily being reimagined as lifestyle products—bundled with apps, marketed...

New Oral Appetite-Suppressing Weight-Loss Drugs Accelerate a Structural Reset in Food Demand

The approval of the first oral GLP-1 weight-loss pills marks a turning point not only for the pharmaceutical industry but for the global food sector, which is now confronting a structural shift in how, what and how much consumers eat. What began as a medical innovation aimed at obesity and diabetes...

Streaming Power Rewritten as Netflix Absorbs Warner Brothers and Redefines Hollywood’s Balance of Control

The agreement between Netflix and Warner Brothers Discovery marks a decisive shift in the structure of the global entertainment industry, not simply because of its size, but because of what it reveals about where power, creativity, and economic leverage now reside. Framed publicly as a strategic...

BP Recasts Its Portfolio as Castrol Sale Signals a Strategic Pivot Toward Capital Discipline

BP’s decision to sell a 65% stake in its Castrol lubricants business to U.S. investment firm Stonepeak for about $6 billion marks one of the most consequential portfolio moves the company has made in years. More than a routine asset sale, the transaction reflects a deeper reassessment of BP’s...

SoftBank’s High-Stakes Sprint Signals a Strategic Lock-In on the Future of Artificial Intelligence: Reports

SoftBank Group’s rush to fulfil its $22.5 billion funding commitment to OpenAI by year-end reflects far more than a routine capital raise. It is the clearest signal yet that SoftBank Group, under the direction of its founder Masayoshi Son, is attempting to hardwire itself into what it views as the...

Court Reversal Recasts Executive Power and Shareholder Authority at Tesla

The decision by Delaware’s top court to reinstate Elon Musk’s 2018 compensation package marks a turning point not only for Tesla, but for the broader debate over executive pay, founder control, and the limits of judicial intervention in corporate governance. The ruling restores a deal once valued...

Medline’s Public Market Arrival Signals a Reset for Big, Profitable IPOs

Medline’s debut on Nasdaq following the largest initial public offering of 2025 marks more than a high-profile listing; it reflects a recalibration of what investors are willing to reward in public markets after several years of volatility, policy shocks, and uneven post-pandemic growth. Unlike...

Boardroom Risk Calculus Pushes Warner Bros Discovery Away from Paramount’s Hostile Overture

Warner Bros Discovery’s board decision to reject Paramount Skydance’s hostile bid was less a reflexive defense against an unsolicited approach and more a detailed judgment about risk, control, and strategic credibility at a fragile moment for the global media industry. While Paramount’s headline...

Equity Windfalls and Governance Trade-offs at Tesla

Tesla’s board of directors did not stumble into extraordinary wealth by accident. The more than $3 billion accumulated by a small group of directors through stock awards reflects a deliberate compensation architecture that differed sharply from prevailing norms in U.S. technology companies. While...

Meta’s China Ad Engine and the Cost of Looking Away

Meta’s tolerance of large-scale advertising abuse linked to Chinese advertisers is not an accident of enforcement failure but the outcome of a calculated commercial trade-off. Inside the company, executives have long understood that China occupies a unique and lucrative position in Meta’s global...

Broadcom’s AI Boom Hits a Wall as Margin Pressure Reignites Doubts Over Profit Payoffs

Broadcom’s sharp share price decline reflects a growing unease in markets that the artificial intelligence boom, while still powerful in scale, may not deliver profits as smoothly or as quickly as investors once assumed. The chipmaker’s warning that rising sales of custom AI processors are...
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