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Klarna’s IPO Comeback Puts Buy Now Pay Later Back in Focus

Klarna’s IPO Comeback Puts Buy Now Pay Later Back in Focus

Klarna's U.S. IPO filing puts buy now, pay later back in the spotlight. Here's what the company's comeback story actually means for fintech.
Qualcomm’s PC Chip Push Puts Intel’s Last Stronghold at Risk

Qualcomm’s PC Chip Push Puts Intel’s Last Stronghold at Risk

Qualcomm's Snapdragon X chips are mounting a serious challenge to Intel's PC market dominance, with ARM architecture gains and shifting buyer priorities changing the math.
Delta and United Quietly Raise Fees as Travel Demand Peaks

Delta and United Quietly Raise Fees as Travel Demand Peaks

Delta and United have quietly raised baggage and seat fees during peak travel demand, using minimal announcement and maximum timing to absorb the backlash.
Lyft’s Robotaxi Partnerships Narrow Its Gap With Uber

Lyft’s Robotaxi Partnerships Narrow Its Gap With Uber

Lyft's robotaxi partnerships with Mobileye, May Mobility, and Marubeni signal a new strategy to close the gap with Uber without building its own AV technology.
Walgreens Store Closures Accelerate as Pharmacy Model Cracks

Walgreens Store Closures Accelerate as Pharmacy Model Cracks

Walgreens is closing 1,200 stores as pharmacy benefit managers crush margins and its VillageMD bet unravels. Private equity now owns the problem.
Uber’s Freight Retreat Opens the Door for Convoy’s Rivals

Uber’s Freight Retreat Opens the Door for Convoy’s Rivals

Uber Freight's strategic retreat and Convoy's collapse have left a real gap in digital freight brokerage. Here's who's positioned to fill it and why the model remains difficult.
Disney’s Streaming Profits Mask a Deepening Theme Park Slowdown

Disney’s Streaming Profits Mask a Deepening Theme Park Slowdown

Disney's streaming division finally turned profitable, but its theme park segment is facing slowing attendance, spending ceilings, and rising costs that complicate the company's growth story.
Starbucks Cuts Menu Items as New CEO’s Turnaround Faces Pressure

Starbucks Cuts Menu Items as New CEO’s Turnaround Faces Pressure

Starbucks is cutting menu items under CEO Brian Niccol's turnaround plan as the chain battles falling traffic, long wait times, and pressure from investors.
Anthropic’s Enterprise Push Tests OpenAI’s Corporate Client Lead

Anthropic’s Enterprise Push Tests OpenAI’s Corporate Client Lead

Anthropic's enterprise push - backed by AWS and Google Cloud - is forcing real competition with OpenAI for corporate AI contracts. The battle is closer than ever.
Coinbase’s S&P 500 Entry Shifts Crypto’s Wall Street Standing

Coinbase’s S&P 500 Entry Shifts Crypto’s Wall Street Standing

Coinbase joined the S&P 500, forcing passive funds to buy crypto exposure automatically. Here's what that means for Wall Street and for digital assets broadly.
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