Business

Spotify's massive Joe Rogan bet reshaped podcasting but failed to consolidate ad revenue as the market fragmented across platforms, video, and independent creators.

Hyundai's Georgia Metaplant gives it domestic production and EV tax credit access, directly challenging Toyota's long-held U.S. manufacturing advantage.

Nestlé is accelerating brand divestitures under activist investor pressure, betting a tighter portfolio will unlock value in its coffee and pet care divisions.

Chanel faces simultaneous pressure from a luxury slowdown and unresolved family succession questions, testing the limits of its private ownership model.

Ford's F-150 Lightning production cuts hand GM a short-term opening in the electric truck market. But winning it requires solving the same problems Ford couldn't.

Shell's shift from LNG producer to trader is quietly exposing European energy buyers to supply risks they never anticipated when signing long-term contracts.

Visa's contactless payment push is compressing interchange fees in ways that disproportionately hurt community banks and credit unions with less negotiating power and fewer revenue streams to offset the loss.

Generic manufacturers are challenging Novo Nordisk's semaglutide patents in U.S. courts, opening a race that could transform access to GLP-1 weight-loss drugs.

Mastercard is rolling out biometric checkout across global retail markets, letting shoppers pay with a face scan or fingerprint instead of a PIN. Here's what it means for payments.

Waymo's robotaxi expansion into major U.S. cities is putting direct pressure on Uber's most profitable ride markets, and the cost structure gap is widening.